Privacy Policy

We are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you submit an enquiry through this website.

Who We Are

This website is used to collect enquiries for financial protection advice, including life insurance, income protection, and critical illness cover.
Advice is provided by FCA-regulated professionals.

What Information We Collect

When you submit a form on this website, we may collect:

  • Your name

  • Your phone number

  • Your email address

  • Information relevant to your enquiry (such as employment type or protection needs)

How We Use Your Information

We use your information to:

  • Contact you regarding your enquiry

  • Arrange a consultation or call with a qualified advisor

  • Provide information relevant to protection planning

  • Comply with legal and regulatory obligations

We will only contact you for purposes directly related to your enquiry.

Sharing Your Information

Your information may be shared with:

  • FCA-regulated advisors or firms involved in providing financial protection advice

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 data based on:

  • Your consent (given when you submit a form)

  • Legitimate interest in responding to your enquiry

You may withdraw your consent at any time.

Data Storage & Security

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

Your data is only retained 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 your personal data

  • Request correction or deletion of your data

  • Object to or restrict processing

  • Withdraw consent at any time

To exercise these rights, please contact us using the details provided during your enquiry.

Changes to This Policy

This Privacy Policy may be updated from time to time. Any changes will be posted on this page.