Expert finance advice and consultancy
How we handle your personal information
To give you the right advice, we need to hold some personal information about you. We are the Data Controller and process your information in accordance with the General Data Protection Regulation.
We may share your data with relevant third parties such as lenders, insurers, lending specialists, or software providers, and for compliance monitoring with the Financial Conduct Authority.
We keep your personal data for a minimum of six years after our business relationship ends, after which it is destroyed if no longer required.
Yes, you have the right to ask for a copy of the information, usually free of charge, and we will respond within a month.
You have the right for certain data to be provided in a structured, commonly used electronic format, and you may request we transmit it directly to another organisation where practical.
You have the right to have personal data rectified if it is inaccurate or incomplete.
You are entitled to have data deleted if it is no longer needed, there is no legitimate reason for processing, or it has been unlawfully processed.
You have the right to object to the processing of your personal data, which allows you to raise objections to specific processing.
You have the right to restrict processing under certain circumstances, such as while contesting accuracy or considering an objection.
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