If you choose to request an introduction to a financial adviser through our website, we will ask for your contact details, including your name, email address, and phone number. We will pass these details to an adviser in order that they may contact you to provide you with further assistance as you have requested.
We will only ever supply your details to one adviser – the details for whom we will provide to you, in order to let you know that they will be in contact. Should you not receive any contact from that adviser, you may complete our contact form again and we’ll submit your details to another adviser. We do this in order to ensure that your details only ever shared with the minimum number of parties.
We take the privacy and security of our users’ personal information very seriously. We will only share your contact details with one financial adviser that is suited to your location, and we will never share your information with any other third parties without your express consent.
If you have any concerns about the sharing of your contact details with a financial adviser, please contact us and we will be happy to address your concerns.