We are committed to respecting your privacy and keeping your information safe. Our easy to read privacy policy is printed below.
www.find-an-advisor.co.uk only use the personal data which you provide to us to allow the financial advisor to provide your quotation.
We will contact you by telephone, sms and email. You will then be contacted directly by the companies.
We do not otherwise send your personal data to ANY third party at any time save where we are under a legal obligation to do so or where you make a complaint about us.
• What personal data do we collect?
The personal data we collect is primarily that which you provide us in completing our enquiry form. We may collect information about the web browser or mobile device that you use to view our website, but we do so only for statistical purposes.
• How do we use your data to obtain a quotation?
In order to provide our services to you we need to collect and process personal data about you and disclose that personal data to a third party financial advisor. As previously indicated to you when you first gave us your data, by using our website you are consenting to our doing so. There is no statutory requirement on you to provide this personal data. However, this personal data is necessary to enable us to arrange to provide you with the quotation that you have requested. We only collect the personal data which we believe is necessary for us to arrange to provide this quotation. All personal data is held in strictest confidence and used only for the purposes of arranging the provision of the quotation you have requested, subject to certain exceptions as described in this privacy policy.
If you provide only your name and email address only to register for our special offer emails your data will only be used for this purpose and will not be shared with ANY third party at any time save where we are under a legal obligation to do so or where you make a complaint about us.
We also use a third party company, Dotmailer Limited to assist us in sending you emails in the future.
• How do I opt out?
You have the right, in certain circumstances to require us to remove the data we hold about you. This is commonly known as “The Right to be Forgotten”. In any event we remove unnecessary data as indicated in the section “How Long do you Keep my Personal Data” below.
To exercise this right please contact us as indicated below:
Email: forgetme@leadadvisorycompany.com
In writing: THE LEAD ADVISORY COMPANY LIMITED, TOWNGATE HOUSE, 2-8 PARKSTONE ROAD, POOLE, DORSET, BH15 2PW
Telephone: 0808 304 9012 - Calls may be recorded for training, quality and monitoring purposes.
Please be aware that we will need to keep some, if not all, of this data in order to comply with laws including those related to our contract with you and the third party financial advisor. It may also be in our legitimate interests to do so.
• How does the third party financial advisor use your personal data?
• We pass data to a third party financial advisor only so that they may contact you directly to discuss your requirements to help provide your quotation. The third party financial advisor will invariably collect additional data about you and should communicate their own data protection policy to you. The third party financial advisor may also need to process data about you in order to consider potential or to fulfil actual contracts with you. We recommend that you read those policies. The third party financial advisor company may wish to send you marketing communications, so if you do not want those marketing communications you will need to opt out directly with them.
• Data Controller
To contact us for any reason, please do so using the following contact information:
Data Controller - The Data Protection Co-ordinator, THE LEAD ADVISORY COMPANY LIMITED, TOWNGATE HOUSE, 2-8 PARKSTONE ROAD, POOLE, DORSET, BH15 2PW.
Email datacontroller@leadadvisorycompany.com
Telephone: 0808 304 9012 - Calls may be recorded for training, quality and monitoring purposes.
• What communications will you receive from us?
Service Emails - Service Communications - After completing an application online via our website, you agree that you will receive a series of initial emails from us. These emails will confirm you have used our website and which companies will provide quotations. We may also contact you by email, telephone or text. We also give details on our privacy policy and how we use your personal data. You cannot opt out of receiving these emails, telephone calls or texts, since we need to send you these communications in order to provide you with the information about the quotations and services you have requested.
Future Services - As part of the services we provide, we may use your information to keep you informed by post, telephone, SMS, email or other electronic means such as via social and digital media about current and new products, services, offers and promotions which may be of interest to you. We do not share your personal data with any other third party other than as set out in this privacy policy. We may also ask you to complete a survey.
To opt out of receiving emails in respect of future services from us please contact us as below:
Email: unsubscribe@leadadvisorycompany.com
In writing: THE LEAD ADVISORY COMPANY LIMITED, TOWNGATE HOUSE, 2-8 PARKSTONE ROAD, POOLE, DORSET, BH15 2PW
Telephone: 0808 304 9012 - Calls may be recorded for training, quality and monitoring purposes.
• How long do you keep my personal data?
Unless there are exceptional legal reasons for keeping your data for longer, we do not keep your personal data on record for more than three (3) years. This is to allow for the normal contract law limitation period.
• Your Rights
The data protection legislation gives you a number of rights. These rights include:
• Right to data erasure which is explained under the heading “How do I opt out” above.
• Right to make a “subject access request”, which is a request for a copy of the data which we hold about you.
• Right of correction (or where appropriate erasure) of data which we hold about you where this is inaccurate.
• Right to data portability
• Right to withdraw your future consent to our processing your personal data.
• Right to complain to the Office of the Information Commissioner.
You have the right to be informed of the matters stated in this privacy policy.
We process your data to comply with the actual and possible contractual obligations which we owe to you and others. If you do not provide this data, it is possible that we will be unable properly to perform any contractual obligation we have to you.
Also, it is in in our legitimate interests to process your data in order that we can consider potential or fulfil actual contracts with you. These are the two legal bases upon which we collect, process and transfer your personal data as described in this privacy policy.
We do not make decisions using automated logic other than to match your postcode with suppliers in that postcode area.
We do not send your data to countries outside the United Kingdom, except that we use Google and Facebook analytics, as indicated in the section headed “How else do we use your personal data” above. Your consent to our use of the data includes our permission to do so.
• Use of Cookies
In common with the majority of comparable internet trading companies we use cookies on our website.
We our Analytic Suppliers and Advertising Providers collect information about your use of our website through cookies. Cookies are information files stored on your computer, tablet or smartphone that help websites remember who you are and information about your visit. Cookies can help to display the information on a website in a way that matches your interests. Most major websites use cookies.
We aim to use essential cookies only when necessary to enhance the functionality of our website.
Our website also uses cookies from Third-Party Analytics Suppliers & Third-Party Advertising Providers. We also do not store any personal information as a result of any cookie.
You can find more about how we use cookies and opting out of their use at: .
• Email Communications
You should be aware that where you send us information by an email we have no control over how that email is transmitted. In particular it may be routed through third party servers and through third party countries. This is due to the inherent nature of the internet. We cannot accept responsibility if the information in that email is accessed in an unauthorised manner during the transmission process.