Privacy

Throughout the world, there are regulations that impose various requirements on financial institutions' treatment of customer information. The regulations require that financial institutions develop privacy policies and disclose these policies to its customers.

Willow Oak Advisory considers your privacy one of our utmost concerns. This Privacy Notice outlines our current policies and practices regarding how information about individual customers is collected and used. Should any portion of our current policies and practices change you will be sent a revised Privacy Notice in advance, thus providing you with sufficient notice to respond prior to the effective date of the change.

In order to provide you with individualized service, Willow Oak Advisory collects information about you from the forms you submit to us or via our website or to other firms that we work with. We use this information to contact you (if necessary), follow up with the status of your application with the firms we work with, process your requests and to provide you with additional information about products and services.

We do not disclose any non-public personal information about our customers to other independent firms, organisations or individuals except in furtherance of our business relationship with you, or if compelled to do so by due process of law.

We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information.

Should you have any questions or concerns about this Privacy Notice or the privacy of your personal information, Please feel free to contact us.

63/66 Hatton Garden

Fifth Floor, Suite 23

London

EC1N 8LE

United Kingdom

+44 (0) 203 633 6961

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​This website should not be regarded as an offer or solicitation to conduct investment business. Past performance of investments is not necessarily indicative of future performance. The value of investments may fall as well as rise and the income from investments may fluctuate and is not guaranteed. Clients may not recover the amount invested. The investments mentioned on this website are not suitable for all types of investors. Investment advice should always be sought from a qualified investment adviser before any investment is made.

Trading and investing can be a challenging and potentially profitable opportunity for investors. However, before deciding to participate in the market, you should carefully consider your investment objectives, level of experience, and risk appetite. Most importantly, do not invest money you cannot afford to lose.


There is considerable exposure to risk in any investment transaction. Any transaction involving securities involves risks including, but not limited to, the potential for changing political and/or economic conditions that may substantially affect the price or liquidity of a currency. Investments in speculation may also be susceptible to sharp rises and falls as the relevant market values fluctuate. The leveraged possibility of trading means that any market movement will have an equally proportional effect on your deposited funds. This may work against you as well as for you. Not only may investors get back less than they invested, but in the case of higher risk strategies, investors may lose the entirety of their investment. It is for this reason that when speculating in markets it is advisable to use only risk capital.