Privacy Policy

Please read this Privacy Policy carefully. You must not use this website if you do not accept this Privacy Policy.

We take your privacy very seriously. This privacy policy describes how and why we obtain, store and process data which can identify you. We may update this policy from time to time and shall indicate on the website when changes have been made.

The information we collect

The information you supply on any of our pages will be used for the sole purpose of the form, i.e. so that a local financial advisor is able to contact you to assist you with your enquiry. We do not share your data with any other third party except where a request has been made to be connected to a Financial Advisor, in which case your data is shared with an individual Financial Advisor or Firm local to the address provided by you.

The information captured is used to match you with a Local Financial Advisor. All of these advisors are regulated by the FCA. We capture:

  • Postcode – to match you with an advisor local to you
  • Advice you are looking for
  • First and last name
  • Telephone number
  • Address
  • Email address (optional)

In addition, we collect your IP address and use cookies (see our cookie policy below).

Doing business with us

In order for Local Financial Advisor to connect you with an advisor that can handle your enquiry, we will require your contact details including personal email address, your name, and information relating to the service we provide for you, will be stored on our secure data storage systems for no longer than one year.

Sharing your data to provide our service

We will only share your contact details with one partner for the sole purpose of your enquiry. The partner will only contact you in relation to your initial enquiry with Local Financial Advisor.

Marketing

The information we collect about you is used solely for the purposes for which it was provided. We will never use your data or share it for marketing purposes.

Your rights

Under data protection law you have the right to ask us for a copy of the information we hold about you, and to have any inaccuracies corrected or removed. You may also ask us to delete all personal data held by us. To do this, please send an email to info@local-financial-advisor.co.uk

Data Protection

www.local-financial-advisor.co.uk is a trading style of Local Financial Advisor Ltd. Local Financial Advisor Ltd is registered with the Information Commissioner in the UK under the registration reference number ZA034010.

Security

Keeping information about you secure is very important to us. However, no data transmission over the Internet can be guaranteed to be totally secure. As a result, whilst we strive to protect your personal information, we cannot ensure or warrant the security of any information which you send to us, and you do so at your own risk.

Cookie Policy

Most websites you visit will use cookies in order to improve your user experience. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Google will use your personal data when you accept advertising cookies on our site. See Google’s Privacy & Terms.