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Privacy Policy

We take your privacy 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. for pre-contract negotiation for services requested. We do not share your data with any other third party except where a request has been made to be connected to a Financial Adviser, in which case your data is shared with an individual Financial Adviser or Firm who are best placed to handle your enquiry.

Request a Call Back Page

The information you supply will be used only by our in-house call centre to contact you as requested, with the exception of;

  • The case in which you wish to be connected with a partner of Financial Advisor. In this case we will capture additional information and share it with a relevant financial adviser for the sole purpose of managing your enquiry.
  • The information we capture on this page is;
    • Full Name
    • Email Address
    • Telephone number
    • Detail about your enquiry
  • We capture both email and telephone number so that if we are unable to reach you on the phone, we can contact you via email to schedule the best time to call you

Service Enquiry Pages

The information captured on these pages is used to match you with a qualified adviser. All of these advisers are regulated by the FCA. We capture:

  • Postcode - to match you with an adviser local to you
  • Advice you are looking for - to match you with an adviser who is able to help you
  • Telephone number
  • Email address
  • First and last name
  • We capture both email and telephone number so that if we are unable to reach you on the phone, we can contact you via email to schedule the best time to call you

In addition, we may collect your IP address and use cookies (see our cookie policy below) unless you configure your web browser not to accept them.

Completing our Initial Enquiry Form

If you contact us via the web form on our website or submit an enquiry on one of our landing pages, your data will be protected by a secure socket layer. The main website is hosted on a dedicated server in IOMart’s datacentre, all other enquiry pages are hosted by Amazon Web Services (AWS). Google analytics is used to gather user data, such as number of visitors to a page. This data is used to improve our pages so that they meet your needs. We also use the a tracking service to improve your experience through making the interactive elements on the page easier to use.

Data collected through form inputs is stored in a database on AWS. The data is securely transferred to Salesforce.com, where it is distributed to a partner who is best placed to meet your needs. Your data is stored on AWS for a maximum of 30 days, after which, it is deleted.

Additional to this, you will receive a confirmation email detailing your request for service. This communication also informs you which of our partners you have been connected with. This email communication is sent using Pardot.com.

Data Processor Security Documentation

See IOMart’s security credentials

See IOMart’s Privacy Policy

See Salesforce.com’s security policy

See Amazon Web Service security processes

See Pardot.com’s security policy. 

Calling our business line 0800 008 6037

This number will take you directly to our in-house call centre. You will hear a message about call recording. If you do not wish the call to be recorded please let the operative know before you proceed with the call. This service is provided by 3CX.

3CX security details 

Doing business with us

In order for Financial Advisor to connect you with an adviser that can handle your enquiry, we will require your contact details including personal email address. Your name, and email, and information relating to the service we provide for you, will be stored on our secure data storage systems listed above.

Sharing your data to provide our service

We will only share your contact details with one partner for the sole purpose of your enquiry. Your data will be shared with the adviser who is based placed to manage your enquiry through our partner platform which is a Salesforce.com solution.

See the Salesforce.com security policy

The partner will only contact you in relation to your initial enquiry on Financial Advisor.

Esupport updates
We will store your name and email address with a data processor to enable us to make sure your receive the service you have requested.

  • Salesforce.com CRM for data processing and business analysis
  • Pardot.com for email communications
  • SMS magic for text message communications

All support services
We collect and use your information about you, which may include personal data to keep you informed about your specific enquiry and to have dialogue with you to ensure you receive the service you have requested.

This customer support service related to your initial enquiry will only last for a period of 6 weeks. After this time we will not contact you further, unless you have provided consent for further marketing communications.

You can manage your communication preferences here

Most of the information we hold about you is publically available information and most of our processing involves electronic communications with you at your request.

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.

Financial Advisor does provide added value communications in the form of regular newsletters containing tips and reviews on the financial industry as well as lifestyle articles. We only send these comms to consumers who have subscribed to these services.

You can manage your communication preferences here

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 or any controller or processor with which we have shared your data as well as request that we do cease to process any of your contact data.

To do this, please either contact us in writing, by telephone or email.

Why we collect it

We collect information about you so that we can personalise your use of the site, assist your use of the site and improve the site generally. Depending upon your selections we may arrange for you to be sent information about related products and services from us and carefully selected third parties (see below).

Who we disclose it to

We will only pass on information about you as an individual (as opposed to aggregate information) to third parties to enable us to perform services requested by you or with your prior consent.

If you give your consent, we will pass your contact details to third parties who may then occasionally send communications to you to provide information, offers and services that may be of interest to you.

In certain circumstances we may need to disclose information about you if you breach this privacy policy or if you breach our Terms and Conditions. We may also disclose or access your account if required.

We will only pass on information about you as an individual (as opposed to aggregate information) to third parties overseas to enable us to perform services requested by you.

Data Protection

Financial Advisor is a trading style of Lead Technologies (Europe) Ltd.

Lead Technologies (Europe) Ltd is registered with the Information Commissioner in the UK as a “data Controller”, the registration reference number is Z2425986. Full details of this registration can be accessed on the ICO Data Controller register here - https://ico.org.uk/about-the-ico/what-we-do/register-of-data-controllers/

Security

Keeping information about you secure is very important to us and certain sections of the site may encrypt data using Amazon Web Service SSL or Lets Encrypt SSL or a comparable standard. 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.

Accessing and updating your personal information

We will always let you have a copy of personal information we have about you, should you request it, and you may correct it if you wish. If you wish to obtain this data, email enquiries@financial-advisor.co.uk

Cookie Policy

Most websites you visit will use cookies in order to improve your user experience by enabling that website to ‘remember’ you, either for the duration of your visit (using a ‘session cookie’) or for repeat visits (using a ‘persistent cookie’).

Some websites will also use cookies to enable them to target their advertising or marketing messages based for example, on your location and/or browsing habits. Cookies may be set by the website you are visiting (‘first party cookies’) or they may be set by other websites who run content on the page you are viewing (‘third party cookies’).

What is in a cookie?

A cookie is a simple text file that is stored on your computer or mobile device by a website’s server and only that server will be able to retrieve or read the contents of that cookie. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier and the site name and some digits and numbers. It allows a website to remember things like your preferences or what’s in your shopping basket.

Accepting or declining cookies

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.

The types of cookies we use

First party cookies

First party cookies are set by the website, you are visiting and they can only be read by that site.

Third party cookies

Third party cookies are set by a different organisation to the owner of the website you are visiting. For example, the website might use a third party analytics company who will set their own cookie to perform this service. The website you are visiting may also contain content embedded from, for example YouTube or Flickr, and these sites may set their own cookies.

More significantly, a website might use a third party advertising network to deliver targeted advertising on their website. These may also have the capability to track your browsing across different sites. It is important to note that advertising cookies are not set for UK visitors to the Financial-Advisor.co.uk website.

Financial-Advisor.co.uk does use advertising cookies but these will not track your behaviour outside of the Financial-Advisor.co.uk website and other sites in our network.

Session cookies

Session Cookies are stored only temporarily during a browsing session and are deleted from the user’s device when the browser is closed.

Persistent cookies

This type of cookie is saved on your computer for a fixed period (usually a year or longer) and is not deleted when the browser is closed. Persistent cookies are used where we need to know who you are for more than one browsing session. For example, we use this type of cookie to store your preferences, so that they are remembered for the next visit.