How we handle confidential finance enquiries.

We may collect your name, contact details, funding requirement, property or business information, and any other details you choose to share when you make an enquiry.

Where relevant to your enquiry, this can include information about property assets, existing borrowing, security, ownership structures, business circumstances and intended funding outcomes.

We use the information you provide to understand your enquiry, respond to you, assess whether a funding conversation may be appropriate and communicate practical next steps.

We may also use it to keep records of enquiries, meet legal or regulatory obligations, prevent fraud and protect our business and clients.

We treat finance-related information as confidential and limit access to people who need it to respond to or progress your enquiry.

We do not sell personal information. If it is necessary to explore a potential funding route, we will only share relevant information with appropriate third parties where there is a lawful basis to do so and it is relevant to your enquiry.

We keep personal information only for as long as it is needed for the purpose it was collected, including responding to enquiries, maintaining records and meeting legal, regulatory or accounting requirements.

Retention periods can vary depending on the nature of the enquiry, the information involved and any ongoing relationship or legal obligation.

Subject to applicable law, you may have rights to request access to your personal information, ask for inaccurate information to be corrected, request deletion or restriction in certain circumstances, or object to particular processing.

You may also have the right to raise a concern with the UK Information Commissioner’s Office if you are unhappy with how your information has been handled.

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For privacy questions, requests or concerns about information you have shared with us, please contact Tony at [email protected].