Privacy Policy

Last updated 01/01/2023

At FindYourBroker.co.uk, a trading name of Referr Limited, we are committed to protecting your privacy. This privacy policy explains how we collect, use, and share information about you when you use our website, www.findyourbroker.co.uk, and our services.

Please read this policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, do not use our website or services. By using our website or services, you agree to the collection, use, and sharing of your information as described in this privacy policy.

This privacy policy applies to information we collect:

• On this website.

• In email, text, and other electronic messages between you and this website.

• When you interact with our advertising and applications on third-party websites and services if those applications or advertising include links to this privacy policy.

We may change our privacy policy from time to time. We encourage you to review the privacy policy whenever you access our website or services to stay informed about our information practices and the choices available to you.

Information We Collect and How We Use It

We collect information about you in the following ways:

• Information you provide to us: We collect information you provide directly to us, such as when you create an account, contact us, or use our services. This may include your name, email address, phone number, and other contact information.

• Information we collect automatically: When you use our website and services, we may collect certain information automatically, such as your IP address, browser type and version, device type, and access times. We may also collect information about your location, such as your city and country.

We use the information we collect to provide, maintain, and improve our website and services, and to communicate with you. We may also use the information for research and analytics purposes, to personalize your experience on our website, and for advertising and marketing purposes.

Use of Information Provided by Users

As part of our service, we allow users to input information about themselves or others and send this information to matched professionals. By using our service and inputting this information, you represent and warrant that you have the authority and consent of the individual to whom the information you have provided belongs to. You acknowledge and agree that any information you input and send through our service will be used by the matched professionals for the purpose of providing the requested services to you.

We store this information securely. We collect this information so we can find a professional who can help you with your enquiry. This is the service we provide and when you submit an enquiry, we consider that we have a contractual obligation to provide this service. Where you input information on our website prior to submitting an enquiry we will treat such information as if you have submitted an enquiry and may use the information to contact you to enable you to complete your enquiry.

If a professional wishes to respond to your enquiry we will pass the above information on to them. Your information will not be shared with any other parties.

We do not collect any credit card or other payment information from consumers.

We take the protection of personal information seriously and will take reasonable measures to protect the information you provide through our service. However, please note that the transmission of information over the internet is not completely secure and we cannot guarantee the security of the information you transmit to us. You are responsible for ensuring that any information you input and transmit through our service is accurate and that you have the necessary permission to do so. We will not be held responsible for any misuse or unauthorized access to the information you provide through our service.

Use of Information Provided by Users by Professionals

While we require all professionals who use our service to comply with all laws and regulations, we do not have any control over or responsibility for how the professionals use the data you provide to them. The professionals are also subject to data protection legislation and are responsible for protecting and using your data in accordance with such legislation.

We encourage you to review the privacy policies of the professionals you engage with through our service to understand their practices regarding the collection, use, and sharing of personal information. We are not responsible for the privacy practices of the professionals or for any actions or omissions of the professionals in connection with the data you provide to them.

Please be aware that the transmission of information over the internet is not completely secure and we cannot guarantee the security of the information you transmit to the professionals. You are responsible for ensuring that any information you provide to the professionals through our service is accurate and that you have the necessary permission to do so. We will not be held responsible for any misuse or unauthorized access to the information you provide to the professionals through our service.

We may share your information with third parties in the following circumstances:

With service providers: We may share your information with third-party service providers that perform services on our behalf, such as hosting and maintenance, analytics, marketing, and payment processing. These service providers are required to maintain the confidentiality of your information and are prohibited from using it for any other purpose.

For legal reasons: We may disclose your information if required to do so by law or if we believe in good faith that such action is necessary to comply with legal processes, to protect the rights or property of [Website], or to prevent harm to others.

People who create an account on our website

If you choose to create an account on our website, you will choose to provide us with personal information. We store this information securely. We collect this information so we can provide you with relevant content and features in your account. Your information will not be shared with any other parties.

We may also use your data to provide you with information which may be of interest to you by email. You will need to opt in to receive these communications and whether you choose to do so will not affect the service we provide to you. If you choose to opt in, you can opt out of receiving these communications by using the relevant check boxes on the forms we use to collect your data, in your account, or clicking the unsubscribe link in emails.

Professionals who subscribe to our website

When you subscribe to a plan on findyourbroker.co.uk you are seeking to enter into a contractual agreement with us and all the details you provide to us are deemed to be necessary to enable us to prepare for and subsequently fulfil our contractual obligations to you. We may ask for business information which may include personal details. You will be entirely responsible for the content of your professional profile. You may amend your profile at any time by logging on to your account and updating the relevant information or by contacting our Customer Success team and you must amend your profile where any details have changed.

How we use the information that we collect from your:

As a professional who subscribes to our website, you are entering into a contractual agreement with us and providing us with necessary information to fulfil our obligations to you. This may include personal details as well as business information for your professional profile. You are responsible for the content of your profile and can update it at any time by logging into your account or contacting our Customer Success team. Any changes to your personal details must be reflected in your profile.

We collect information from you to:

• Fulfil our contractual obligations and process your application

• Present site content in the most effective way for you and your device

• Provide requested information, products, or services, where you have consented to be contacted

• Allow you to participate in interactive features of our service

• Notify you of changes to our service

We may also use aggregated information and statistics for website usage monitoring and development, which may be shared with third parties. These statistics do not include personal identifying information.

As a professional user, we may use your personal information to send you information about our products and services that may be of interest to you. We believe we have a legitimate interest in using your information for this purpose, taking into consideration the potential benefits to you, the nature of the information being largely in the public domain, and our own commercial interests. This may include contact by post, telephone, or email, and you may opt out at any time by clicking the unsubscribe link in any emails.

From time to time, you may also have the option to opt in to emails from selected partner brands. You can unsubscribe from these emails at any time by clicking the unsubscribe link.

The information in your professional profile on findyourbroker.co.uk is intended for the public domain and cannot be considered private. By submitting your profile information, you give us permission to use, publish, modify, edit, translate, distribute, and reproduce the information in any format we choose, regardless of any moral rights, copyright, service mark, trademark, or patent laws.

Data Security

We have implemented appropriate technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee the absolute security of your personal information

Your agreement

By subscribing or otherwise using this website findyourbroker.co.uk, you agree to your information being gathered and used in the ways described in this policy.

If we change our privacy policy, we will post the changes on this page and may place notices on other pages of our website, so that you may be aware of the information we collect and how we use it.  Continued access to and use of the website will signify that you agree to any such changes.

Your Choices

You have the following choices regarding the information we collect and how we use it:

Opt-out of marketing communications: You can opt out of receiving marketing communications from us by following the unsubscribe instructions included in such communications.

Access and update your information: You can access and update your personal information by emailing us at findyourbroker@referr.co.uk and requesting a copy of the data we hold for you and requesting an update to your information where required.

Delete your information: You can request that we delete your personal information by contacting us using the contact information provided below or by emailing us at findyourbroker@referr.co.uk. Please note that we may be required to retain certain information for legal or business purposes.

Your Rights Under Data Protection Laws

As a user of our website and services, you have certain rights under the General Data Protection Regulation (GDPR) and other data protection laws. These rights include:

The right to access your personal information: You have the right to request access to the personal information we hold about you and to receive information about how we use it.

The right to rectification: If you believe that any of the personal information, we hold about you is incorrect, you have the right to request that we correct it.

The right to erasure: In certain circumstances, you have the right to request that we erase your personal information.

The right to restrict processing: In certain circumstances, you have the right to request that we restrict the processing of your personal information.

The right to object: You have the right to object to the processing of your personal information in certain circumstances, such as for the purposes of direct marketing.

The right to data portability: In certain circumstances, you have the right to request that we transfer your personal information to another organization or to you in a structured, commonly used, and machine-readable format.

To exercise any of these rights, please contact us using the contact information provided below or by emailing us at findyourbroker@referr.co.uk. We will respond to your request in a reasonable time and, in any case, within the time limits set by law.

Please note that we may need to request specific information from you to help us confirm your identity and ensure your right to access or control your personal information. This is a security measure to ensure that personal information is not disclosed to any person who has no right to receive it.

We may also charge a fee for providing access to your personal information, in line with applicable law.

You also have the right to make a complaint to the relevant data protection authority if you have concerns about how we use your personal information. The relevant authority in the UK is the Information Commissioner's Office (ICO). You can contact the ICO at:

Information Commissioner's Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Tel: 0303 123 1113 (local rate)

Fax: 01625 524510

Web: https://ico.org.uk/

How to contact us

If you would like to contact us, please use the Contact Us form in the footer of this website or email us at findyourbroker@referr.co.uk.

Website Disclaimer

This website contains information regarding services in the UK. The information on this website is directed only at persons in the UK.

We do not endorse or approve any of the professionals listed on our website or any advice that they provide. While we run certain checks on the professionals who use our service, it is your responsibility to satisfy yourself that the advertiser you engage with is independent and appropriate for the business you are transacting and/or any service you are seeking. Any decision to transact business with or take up the services of a professional is made by you on the basis of your own enquiries.

The materials contained on our website are provided for general information purposes only and do not constitute professional advice. We do not accept any liability for any loss or damage of any kind arising out of the use of our website or reliance on the information contained on our website. You should seek independent professional advice before making any decision based on the information contained on our website.

We give permission for the downloading, printing, and temporary storage of one or more of the documents or pages retained on this website for personal use or internal business use for the purpose of finding professional advisers for your business only, and for no other purpose.  The reproduction or transmission of the contents of this website is prohibited without the prior written consent of Findyourbroker.co.uk.

How Findyourbroker.co.uk works:

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1. Complete our short request form

We’ll ask you a few questions to better understand your situation and requirements to be able to match you to a suitable expert from our network.

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2. We’ll find you your new advisor

We scan our network of advisors to find the best expert for you, based on your needs and situation. Once you've been matched we make the connection.

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3. Your new advisor will reach out to you

We’ll email you once we’ve matched you to your new advisor. They will then reach out to you directly, normally by telephone to arrange a free, no obligation chat.

Find your expert advisor today