Privacy & Cookie Policy

Last updated: 18/02/2026

Robson Group (“we”, “us”, “our”) provides financial planning, accountancy and property services. This policy explains how we use and protect your personal information when you use this website.

Who we are

This website is operated by Robson Financial Limited (company number 08240989) trading as Robson Group. Robson Financial Limited is the data controller for the purposes of UK data protection law.

Registered office
71 High Street
Honiton
Devon
EX14 1PW
Tel: 01404 597155

Exeter office
Winslade Manor, Manor Drive
Clyst St. Mary
Exeter
Devon
EX5 1FY
Tel: 01392 979459

Email: enquiries@robsongroup.co.uk

What data we collect

We only collect personal information that you choose to provide to us, such as:

  • Your name and contact details when you complete a contact form.
  • Your email address when you request a download or sign up for information.
  • Basic technical and usage information about how you use our website, collected via cookies and similar technologies (for example, which pages you visit and which links or buttons you click).

How we use your information

We use your personal information to:

  • Respond to your enquiries and provide the information or services you request.
  • Send you our brochure or other information you have asked to receive.
  • Maintain our records and manage our relationship with you.
  • Understand how our website is used so we can improve its content and performance.

We only use your information where we have a lawful basis to do so, such as fulfilling your request, complying with our legal obligations or where it is in our legitimate interests and does not override your rights.

Sharing your information

We do not sell your personal data and we do not pass your contact details to other companies for their own marketing.

We may share information with trusted service providers who help us operate our website, manage communications and provide analytics. These providers are required to keep your information secure and use it only to provide services to us.

We may also share information if required to do so by law or to protect our legal rights.

How long we keep your information

We keep your personal information only for as long as necessary to fulfil the purposes described in this policy, including to meet any legal, regulatory or reporting requirements. When it is no longer needed, we will delete or anonymise it securely.

Your rights

Under data protection law, you have rights in relation to your personal information, including:

  • The right to request a copy of the personal data we hold about you.
  • The right to ask us to correct any inaccurate or incomplete information.
  • The right to ask us to delete your personal data in certain circumstances.
  • The right to object to or restrict how we use your data in certain circumstances.
  • The right to withdraw your consent where we rely on consent.

To exercise any of these rights, or if you have questions or concerns about how we handle your data, please contact us using the details above.

Cookies

Cookies are small text files placed on your device when you visit a website. They help the site work properly and provide information to website owners.

On this site we use:

  • Essential cookies that are needed for the website to function correctly and to remember your cookie choices.
  • Analytics cookies set via Google Tag Manager and Google Analytics to collect anonymous information about how visitors use our site, such as page views and clicks on links or buttons. We use this information in aggregated form to help improve the website; it is not used to identify you personally.

You can control or delete cookies at any time through your browser settings. If you choose to disable cookies, some parts of the website may not function fully, but you will still be able to access core content.

Changes to this policy

We may update this Privacy & Cookie Policy from time to time. Any changes will be posted on this page with an updated date. We encourage you to review it periodically to stay informed about how we use your information.