
Effective Date: October 2025
1. What are Cookies?
A cookie is a small file of letters and numbers that is downloaded onto your device (computer, phone, or tablet) when you visit our website.
Cookies enable the website to recognize a user's device and store certain information, such as login status or what you viewed.
We also use similar tracking technologies like pixels, tags, and web beacons for the same purposes.
2. Our Legal Obligation (PECR)
We are legally required under the UK's Privacy and Electronic Communications Regulations (PECR) to
provide you with clear and comprehensive information about our use of cookies and to obtain your
explicit consent for any cookies that are not strictly necessary for the website to function.
3. How We Use Cookies
We use cookies for the following purposes, which fall into three main categories:
Category
Purpose and Data Collected
Consent Required?
A. Strictly Necessary
These are essential for core website functions, such as remembering your position in the lead capture form (Step 1) and ensuring the payment process (Step 3A) works securely.
NO (Always Active)
B. Performance & Analytics
To measure and analyze how visitors use our website, which funnels are most popular, and to monitor website speed and performance. We use this to improve our service. (e.g., Google Analytics, GHL performance cookies).
YES (Opt-in Required)
C. Marketing & Targeting
To track your activity across different websites to build a profile of your interests (known as retargeting) and to measure the success of our online advertising campaigns (e.g., Facebook Pixel, Google Ads Tracking).
YES (Opt-in Required)
4. Cookies Used by Our GHL Platform and Third Parties
As we use GoHighLevel (GHL) and its integrations, cookies may be set by us (first-party) or by third-party
services integrated into our site:
Cookie Name Example
Category
Who Sets It
Purpose
Duration
__cf_bm
Necessary
Cloudflare (Security)
Distinguishes human users from bots for security purposes.
30 minutes
_trackingconsent
Necessary
HighLevel
Stores your specific cookie preferences.
1 year
_ga / gid
Analytics
Google Analytics
Collects data on visitor behavior (e.g., page views, time on site).
Up to 2 years
_fbp / NID
Marketing
Facebook / Google Ads
Used to measure ad conversions and target future ads to users.
Up to 3 months
5. Disclosure and Sharing of Your Personal Data (CRITICAL - Lead Sales)
We will share your personal data with the following categories of third parties:
Third Party Recipient
Data Shared
Purpose and Legal Basis
Partner Professionals (Lead Buyers)
Identity Data, Contact Data, Qualification Data (including sensitive asset information).
Lead Brokerage: To allow a specialist solicitor, financial advisor, or accountant to contact you regarding your complex needs ($\text{£}500K+$ assets or IHT concerns). This is a primary function of our business.
Payment Processors
Identity Data, Financial Data.
To process your payment securely (Stripe, PayPal, etc.) and fulfil your order.
GHL (GoHighLevel)
All data categories.
Our Customer Relationship Management (CRM) and Website Hosting provider. They process data on our behalf under strict contract terms.
Analytics Providers
Technical Data (IP addresses, cookies).
To monitor website traffic and improve our services (Google Analytics, etc.).
5. Managing and Withdrawing Your Consent
5.1. The Cookie Banner: When you first visit our website, you will be presented with a Cookie Consent Banner.
Non-essential cookies (Categories B and C) are blocked by default.
You must actively click an "Accept All" button or select your preferences and click "Save" to enable them.
5.2. Changing Preferences: You have the right to withdraw or change your cookie consent at any time.
You can typically do this by clicking a "Cookie Settings" or "Cookie Preferences" link, usually
found in the footer of our website.
5.3. Browser Controls: You can also block or delete cookies entirely by activating the
setting on your web browser that allows you to refuse the setting of all or some cookies.
However, if you use your browser settings to block all cookies (including the strictly necessary ones),
you may not be able to access all or parts of our website.
6. Changes to this Policy
We may update this Cookie Policy from time to time to reflect changes in our practices or legal requirements.
The updated policy will be posted on this page with a new "Effective Date."
7. Contact Us
If you have any questions about this Cookie Policy, please contact us at: [email protected].






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