How we handle your data

FCA-regulated firms are rightly careful about what leaves their walls. The health check was built so that the answer is: nothing.

What happens when you upload a template

The template is read and analysed entirely inside your own browser. It is never uploaded to a server, transmitted anywhere, or retained in any form.

Because the analysis runs on your machine, closing the page discards everything — there is nothing to delete because nothing was ever stored.

What we store if you request a review

If you submit the enquiry form at the end of a report, we store the details you provide (name, email, firm, phone and message) together with a structured summary of that report — the findings, counts and complexity profile.

We never store the template document itself, and we cannot recover your template from the report summary.

Your control

To have your details and stored report summaries removed, email hello@consiglo.com and we will delete them.

This tool is a lead-generation asset for Consiglo’s consultancy business. It is not a product in its own right, and it never writes or generates XMERGE — it only reads.

Questions?

If anything about data handling isn't clear, ask us before you upload. We'd rather explain it than have you wonder.

consiglo

Operational insight and advisory support for financial advice firms using XPLAN

Connect

  • hello@consiglo.com
  • 07921 188363
© 2026 Consiglo. All rights reserved.