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)
  • We request that you provide an email address so that if the financial advisor is unable to reach you by telephone, an email can be sent to arrange the best time to call you

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

IP addresses are collected for technical investigation purposes and will in no circumstances be passed onto any third party including any of the Advisors registered to our service.

Cookies may be used unless you configure your web browser not to accept them.

Website is hosted by Amazon Web Services.

Doing business with us

In order for Independent Financial Advisor UK to connect you with an advisor 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 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 Independent Financial Advisor UK.


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 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 send an email to

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.

Data Protection 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 is ZA034010. Full details of this registration can be accessed on the ICO Data Controller register here –


Keeping information about you secure is very important to us and certain sections of the site may encrypt data using SSL or a comparable encryption. 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, you can request this by sending an email to

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’).

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

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 website. does use advertising cookies but these will not track your behaviour outside of the 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.