Privacy policy

Information we hold about you

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances. 


The information which you give us will then be passed by us to potential providers and researchers who will use the information and respond with the terms they have found or that they are prepared to offer. 


The law requires us to have your consent before we use any personal information you give us or pass it to any third parties. 


You must therefore agree with us that: 


1.  Any information we hold about you can be held on computer and/or paper files. 


2.  Any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to selected third parties for the purposes of finding the most appropriate product for you and processing your application. We may disclose information about you to the following third parties:

  • Insurance companies and other product providers
  • Researchers and anyone whom we may use to process your application on our behalf