Our Policies

At Clear Path Financials, we are committed to operating with transparency and integrity. Below you will find links to our key policies. Please click on each one to read the full document.

• Complaints Procedure – How we handle and resolve any concerns or complaints. Read policy
• Data Breach Policy – Our process for identifying, reporting, and managing data breaches. Read policy
• GDPR Policy – How we collect, store, and protect your personal data in line with GDPR regulations. Read policy
• IT & Security Policy – Our approach to maintaining the security of our systems and your data. Read policy
• Late Payment Policy – Our terms regarding late payments and associated charges. Read policy
• Terms & Conditions – The terms governing our services and your use of our website. Read policy