Cookie Policy

Effective Date: 15 September 2026
Last Reviewed: 15 September 2026
Next Review Date: 15 September 2027
Version: 3.0

1. Introduction

This Cookie Policy explains how Adviser Services Holdings Limited ("ASHL", "we", "our" or "us") uses cookies and similar technologies when you visit our websites.

This policy should be read together with our Privacy Notice, which explains how we process personal information collected through our websites and services.

By using our website, you may encounter cookies and similar technologies that help the website operate, remember your preferences, improve performance, analyse website usage and support communications and marketing activities.

2. What Are Cookies?

Cookies are small text files placed on your device when you visit a website.

Cookies allow websites to:

• Recognise your device;
• Remember your preferences;
• Enable website functionality;
• Improve website performance;
• Measure website usage;
• Help maintain website security.

Cookies may be placed by us (first-party cookies) or by third parties whose services are used on our website (third-party cookies).

Cookies may be:

Session Cookies

These are temporary cookies that are deleted when you close your browser.

Persistent Cookies

These remain on your device for a specified period or until manually deleted.

3. Similar Technologies

In addition to cookies, we may use similar technologies such as:

• Pixels;
• Tracking tags;
• Scripts;
• Local storage technologies;
• Analytics technologies.

References to "cookies" in this policy include these technologies unless otherwise stated.

4. How We Use Cookies

We use cookies to:

• Operate and secure our websites;
• Remember your preferences;
• Improve website functionality;
• Understand how visitors use our websites;
• Measure website performance;
• Improve user experience;
• Administer and maintain website services.

5. Categories of Cookies We Use

Strictly Necessary Cookies

These cookies are essential for the operation and security of our websites.

Examples include:

• User authentication;
• Session management;
• Security controls;
• Load balancing;
• Cookie preference storage.

These cookies do not require consent.

If disabled, parts of the website may not function correctly.

Functional Cookies

These cookies remember choices you make, such as:

• Language preferences;
• Accessibility settings;
• Website customisation options.

These cookies require your consent where required by law.

Analytics Cookies

These cookies help us understand:

• How visitors use our websites;
• Which pages are most popular;
• How users navigate our websites;
• Website performance issues.

Analytics information helps us improve our services and website experience.

Analytics cookies will only be placed where you have provided consent.

Marketing and Communications Cookies

Where used, these cookies help us:

• Measure campaign effectiveness;
• Understand engagement with content;
• Improve communications.

Marketing cookies will only be placed where you have provided consent.

6. Google Analytics

We use Google Analytics to collect information about website usage.

Google Analytics may collect:

• Device information;
• Browser information;
• Pages visited;
• Time spent on pages;
• Website interaction information;
• Approximate geographic location derived from IP information.

We use this information to understand website performance and improve our services.

Google Analytics cookies are only deployed where you have provided consent through our cookie banner.

You can learn more about Google Analytics at:

https://support.google.com/analytics

7. HubSpot Cookies

Where HubSpot services are used, HubSpot may place cookies to:

• Measure website activity;
• Remember visitor preferences;
• Support website forms;
• Understand visitor engagement;
• Manage communications and customer relationship activities.

HubSpot cookies are only deployed where appropriate consent has been obtained.

Further information can be found at:

https://legal.hubspot.com/privacy-policy

8. Cookie Inventory

The table below provides examples of cookies currently used on our websites.

Analytics Cookies

HubSpot Cookies

Strictly Necessary Cookies

Please note: The cookies deployed may change from time to time as website functionality evolves. The current cookie inventory can always be viewed through our Privacy Choices Centre.

9. Managing Your Cookie Preferences

When you first visit our website, you will be presented with a cookie banner that allows you to:

• Accept all cookies;
• Reject non-essential cookies;
• Manage cookie preferences by category.

You can update your preferences at any time.

10. Privacy Choices Centre

We provide a Privacy Choices Centre so that you can control how cookies and similar technologies are used.

The Privacy Choices Centre allows you to:

• Review your cookie preferences;
• Accept or reject analytics cookies;
• Accept or reject marketing cookies;
• Withdraw previously provided consent;
• Manage marketing preferences;
• Submit privacy rights requests.

Your selections are securely recorded and applied wherever technically possible across our websites.

12. Browser Controls

Most web browsers allow you to manage cookies through browser settings.

You may:

• Delete stored cookies;
• Block cookies;
• Receive notifications before cookies are placed.

Please be aware that disabling some cookies may affect website functionality.

Browser management information is available from your browser provider.

13. Changes to This Cookie Policy

We may update this Cookie Policy periodically to reflect:

• Changes in technology;
• Regulatory developments;
• Website functionality changes;
• Changes to cookies and similar technologies used.

The latest version will always be available on our websites and will include the review date shown at the top of this policy.

14. Contact Us

If you have any questions about this Cookie Policy or our use of cookies, please contact:

Data Privacy Lead

Email: dataprivacy@adviserservices.co.uk

Telephone: 01565 658840

Postal Address:

Adviser Services Holdings Limited
Brookdale Centre
Manchester Road
Knutsford
WA16 0SR