Cookie policy & preferences.

What we set, why we set it, and how you stay in control — combined in one place.

How we use cookies

This policy explains how Equation Financial Services Ltd (“we”, “us”) uses cookies and similar technologies on equationfinancial.com. It sits alongside our privacy notice. We comply with the Privacy and Electronic Communications Regulations (PECR) and UK GDPR: non-essential cookies are only set after you consent.

What is a cookie?

A cookie is a small text file placed on your device when you visit a website. Similar technologies include local storage, session storage and pixel tags. We refer to all of these as “cookies” in this policy.

3 categories

Categories we use

Strictly necessary

Always on

Remembering your cookie choices, keeping the site secure, and supporting the adviser admin sign-in session.

Provider: Equation Financial (first-party); Lovable Cloud (auth session).
Retention: Up to 12 months; session tokens expire on sign-out.
Consent: Not required (PECR exemption).

Analytics

Opt-in

Aggregate, anonymised measurement of page views and journeys so we can improve the site.

Provider: First-party analytics only. No third-party ad networks.
Retention: Up to 13 months.
Consent: Requires your consent.

Marketing

Opt-in

Not currently active. Reserved for future campaign measurement; nothing is set unless you opt in.

Provider: None at present.
Retention: n/a
Consent: Requires your consent.

In control

Managing your cookies

Changing your browser settings

Most browsers let you block or delete cookies directly. Blocking strictly-necessary cookies may stop parts of the site (such as the adviser admin area) from working correctly.

Questions or complaints

Email enquiries@equationfinancial.com or call 0151 707 9339. You may also complain to the Information Commissioner’s Office at ico.org.uk.

In control

Update your cookie preferences

Change your choices at any time. Your selections apply immediately and are remembered on this device.

At a glance

Policy owner: Geoffrey Arnold, Compliance Officer (SMF16)
Complaints Officer: Ian Arnold
Scope: Cookies and similar technologies on equationfinancial.com
Last reviewed: 26 July 2026, and at least every 12 months

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