We are committed to protecting your privacy and handling your personal data responsibly. This Privacy Policy explains how your information is collected, used, and protected when you submit an enquiry through this website.

Who We Are

This website is used to collect enquiries relating to financial services, including mortgage advice and financial protection (such as life insurance, income protection, and critical illness cover).

Initial contact is made for information-gathering purposes only. Advice is provided by qualified, FCA-regulated advisors.

What Information We Collect

When you submit a form on this website, we may collect the following personal information:

Your name

Your telephone number

Your email address

Information relevant to your enquiry (such as mortgage type, timeframe, employment type, or protection needs)

You are not required to provide any information beyond what is necessary to respond to your enquiry.

How We Use Your Information

We use your information to:

Contact you regarding your enquiry

Understand your requirements before arranging a conversation with a qualified advisor

Arrange a consultation or call with an appropriate FCA-regulated professional

Comply with legal, regulatory, and record-keeping obligations

We will only use your data for purposes directly related to your enquiry.

Sharing Your Information

Your information may be shared with:

FCA-regulated mortgage or protection advisors

Firms involved in providing regulated financial advice relevant to your enquiry

We do not sell your data to third parties, and your information is never shared for unrelated marketing purposes.

Legal Basis for Processing

We process your personal data based on:

Your consent, which you provide when submitting a form

Legitimate interest, where necessary to respond to your enquiry and provide relevant information

You may withdraw your consent at any time.

Data Storage and Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse.

Your data is stored securely and retained only for as long as necessary to fulfil the purpose for which it was collected, or to meet legal and regulatory requirements.

Your Rights

Under UK data protection law, you have the right to:

Request access to the personal data we hold about you

Request correction of inaccurate or incomplete data

Request deletion of your data where appropriate

Object to or restrict processing

Withdraw consent at any time

You may exercise these rights by contacting us using the details provided during your enquiry.

This website may use essential and analytics cookies to improve performance and user experience. Further details are provided in our Cookie Policy.

Changes to This Policy

This Privacy Policy may be updated from time to time. Any changes will be posted on this page, and the updated version will take effect immediately.

Contact

If you have any questions about this Privacy Policy or how your data is handled, please contact us using the details provided when you submitted your enquiry.