Only ask for what the work needs
I aim to collect the smallest useful set of personal or commercial information required to complete the agreed scope.
Client confidentiality
Your information is part of the responsibility I take on.
Clients trust me with commercially sensitive plans, financial information, health evidence, property documents and personal circumstances. I treat that access seriously.
The commitment
Confidential by default, not only when an NDA is signed.
Information received for an enquiry or engagement is used only to assess or deliver the requested work, manage the client relationship, meet legal obligations and protect legitimate rights.
I do not sell client information. I do not discuss identifiable client matters for marketing, training or case-study purposes without explicit permission. Where an example is used publicly, it must be genuinely anonymised or separately approved.
How information is handled
Proportionate controls around sensitive work.
The right controls depend on the material. A routine supplier quote and a medical evidence pack do not carry the same risk.
Information is not left open by default
Access is limited to Daniel Freeman and any specifically authorised service provider, adviser or subcontractor who needs it for the engagement.
Sensitive documents use an agreed route
Clients should not send identity, medical, banking or other high-risk documents through an unsecured channel before handling arrangements are agreed.
Records are not kept indefinitely
Information is reviewed and deleted, returned or securely retained in line with the Privacy Notice, legal requirements and any live dispute or claim.
Limited disclosure
When information may be shared.
Confidentiality is strong, but it is not absolute. These are the main exceptions.
- You authorise disclosure to a named person or organisation
- Disclosure is reasonably necessary to deliver the agreed workâfor example to an appointed solicitor, accountant, broker, authority or technology provider
- The information is already public through no breach of confidence
- Disclosure is required by law, court order or a lawful regulatory request
- Disclosure is reasonably necessary to prevent fraud, serious harm or protect legal rights
Formal protection
Confidentiality agreements are available.
For commercially sensitive projects, a one-way or mutual confidentiality agreement can be signed before detailed information is exchanged. If your organisation has an approved NDA, I am happy to review it.
A confidentiality agreement does not create legal professional privilege. Communications with Trusted Advisor Solutions Limited are not privileged merely because they are confidential. If privilege matters, take advice from a solicitor before sharing the material.
Your part matters too. Please use the agreed communication route, tell me if information has special handling restrictions, avoid sending more data than needed and confirm who is authorised to receive updates or documents.