Willowcrest Advisory Technology services for wealth-management and advisory firms

Privacy policy

Last updated: 20 October 2026

This site has no analytics, advertising or tracking. It sets no cookies and loads no scripts, fonts or embedded content from other companies. Our hosting provider processes basic technical data to deliver pages. If you email us, we use what you send only to reply.

Who we are

willowcrestadvisory.com is the website of Willowcrest Advisory. Willowcrest Advisory is a technology services business, not a financial adviser.

Visiting the site

The site is hosted on Cloudflare Pages. To deliver pages and protect the service, Cloudflare processes technical information such as your IP address, browser and device details, the page requested and the time. It does so as our hosting provider, under its own privacy policy and retention practices: cloudflare.com/privacypolicy.

We haven’t added analytics or tracking tools, and we don’t use this information to identify visitors.

The enquiry form

The form asks for your name, work email, firm or organisation (optional), area of interest (optional) and your message. It doesn’t accept attachments.

The form isn’t connected to any sending service. When you press “Send enquiry”, it checks your entries in your own browser and shows a thank-you note. Nothing you type is transmitted to us or anyone else, and nothing is stored.

Email

If you email us, we receive your address, your name if given, your message and any attachments, and the usual technical details of an email. Our mailbox is hosted by Microsoft as part of Microsoft 365.

We use enquiries only to reply and to keep a record of the correspondence, and keep them only as long as we need them unless we go on to work together.

Client and financial information

Please don’t send account numbers, identity documents, passwords or confidential information about your clients, by form or by email. We don’t need it to discuss your systems. If you send it by mistake, tell us and we’ll delete it.

Sharing

We don’t sell personal information or share it for marketing. It’s processed only by the providers named above, as needed to run the site and our email.

Your rights

Depending on where you live, you may be able to ask for a copy of the personal information we hold about you, have it corrected or deleted, or object to how it’s used. To make a request, contact us by email. You may also be able to complain to your local data protection authority.

Changes

If the way this site handles information changes, for example a new form provider, we’ll update this page and its date before the change takes effect.