Privacy at Advisedly

What the enquiry form collects

When you submit an enquiry, we collect your answers: the help you need, your main goal, when you would like to speak to an adviser, a relevant asset value range where applicable, how you would like to meet and your postcode. You can also tell us whether you already have an adviser. We collect your name, email address and phone number so we and a receiving firm can contact you about your enquiry. Both email and phone number are required.

We record your introduction request and agreement to the service terms separately from your optional marketing choice, including the wording shown and when you made each choice.

We do not ask for bank details, account numbers, passwords, identity documents, exact balances or health information. Please do not add that information to any Advisedly form.

Why we use it

We use enquiry information to review your request, select a possible receiving financial advice firm, arrange the introduction you ask for, contact you about your enquiry, protect the form from abuse and meet deletion or correction requests. The final form asks you to request an introduction and agree to the service terms. Your first answers are held temporarily in this browser tab as you move through the form, then cleared after submission. Your browser may offer to fill in contact details you have saved with it; we do not look up previous enquiries to fill this form.

Marketing emails are optional. We send financial guides and updates about Advisedly’s services by email only if you tick the separate marketing box. We record your choice, the wording shown and when you made it. You can withdraw at any time by emailing privacy@advisedly.co.uk, without affecting your enquiry. This choice does not cover marketing calls, text messages or marketing from other firms.

The enquiry review helps us understand the service you are looking for. It is not an assessment of whether a financial product or course of action is suitable for you. Any personal advice is provided separately by the adviser or firm you choose.

Who can receive it

Your full enquiry, including your name, email address, phone number and answers, is sent to Advisedly's enquiry inbox so the operator can review and respond to it. The operator can also access the website's enquiry record through a private sign-in process.

We use Cloudflare to host the website, protect forms from automated abuse, send emails and store enquiry information. Our email provider also processes the enquiry email.

We use Resend to send you a short email confirming receipt of your enquiry. Resend receives your email address, enquiry reference and the confirmation message. Your name, phone number and financial answers are not included in that message. This is a service email, separate from optional marketing emails.

Your introduction request allows us to share your name, email address, phone number and enquiry answers with a financial advice firm selected for your enquiry, so it can contact you by phone or email about the help you requested. You decide whether to use the firm’s services.

If we make an introduction, the receiving adviser or firm is responsible for explaining how it uses and retains the information it receives. Its privacy notice applies to its own handling of your information. Enquiries submitted under earlier wording retain the permissions recorded at the time.

How it is protected

We encrypt your complete enquiry before storing it in the website database. The encryption key is stored securely in Cloudflare and is not included in emails or public pages. The email copy contains your contact details and answers and is protected by the enquiry inbox's access controls.

Private enquiry pages are set not to be stored in browser or shared web caches. These safeguards reduce risk, but no internet service can guarantee that a security breach is impossible.

How long it is kept

We schedule your website enquiry record for deletion 90 days after you send it. A daily automatic process removes expired database records, along with their access codes, sign-in sessions, consent records and access history.

Deleting a website record does not automatically delete copies already delivered to the enquiry inbox. Email copies are managed separately. You can request deletion of those copies by emailing privacy@advisedly.co.uk.

Cloudflare may keep backup copies for a limited recovery period after we delete the active record. We do not use those copies to handle enquiries. They expire under Cloudflare's backup and recovery process.

Website delivery and security information

Cloudflare may process technical request information such as IP address, browser details and approximate location based on your internet connection to deliver and protect the site. Cloudflare's Turnstile service checks for automated abuse when you submit a protected form. Advisedly does not ask your browser for your precise GPS location.

The site does not use advertising or marketing cookies. If you allow Google Analytics, it uses optional analytics cookies as explained below. Temporary cookies or similar technology may also be used to protect the site, let the operator sign in and make the service work.

Anonymous website measurement

We count visits to public pages, clicks into the enquiry form, the steps reached and successfully saved enquiries. These totals help us find confusing pages and improve the form. We do not use them for advertising or to make decisions about you.

We store daily totals by public page and form stage, including the page from which an enquiry began. We do not store individual analytics events, visitor identifiers, contact details, form answers, search terms or IP addresses in these totals. They are kept separately from enquiry records and removed after 400 days.

Your browser temporarily remembers the starting page while you complete an enquiry. It also remembers if you turn anonymous measurement off. That preference stays in this browser until you change it or clear its storage. Your form answers are stored separately for the enquiry to work.

You can turn measurement off below, without affecting the service. We also respect Do Not Track and Global Privacy Control signals from your browser. Measurement stays off if we cannot read your saved preference. Cloudflare processes the requests for us; its security controls may use your IP address to limit abuse.

Usage measurement is inactive until JavaScript can read your browser preferences.

Optional Google Analytics

With your permission, we use Google Analytics to understand where visits come from, which public pages people use and whether they complete an enquiry. It only loads after you select “Allow Analytics”. Choosing “No thanks” does not affect your enquiry or access to the website.

Google receives a browser identifier, public page information, basic device information and events such as a page view or successful enquiry. We also record clicks to open or download the meeting pack, completion of both quotes in the comparison tool, and clicks to start an enquiry. These events do not include the figures or notes you enter. We send only the referring website’s origin, without its path or search terms. We exclude URL parameters, enquiry answers, names, email addresses, phone numbers, postcodes and enquiry references. Automatic form capture and advertising features are switched off.

For recognised Advisedly social links, we also record the public campaign and post identifier, and temporarily retain those labels in your browser tab for up to 30 minutes after arrival. With Analytics permission, we remember the public page and button position used to start your enquiry for up to 30 minutes. This helps us understand which content leads to enquiries. We do not include your enquiry answers or contact details in those labels.

We also measure how far visitors scroll through guides, research and stories, and record broad technical problems such as a connection or server error when submitting an enquiry. We send fixed categories, not error messages or anything you typed. Scrolling is an engagement signal, not proof that someone has read a page.

This measurement uses consent as its basis. Google processes it for us, potentially on servers outside the UK, under its data-processing terms and applicable transfer safeguards. See how Google uses data from partner sites and its data-processing terms.

We remember your choice for 180 days. Analytics cookies (_ga and the cookie for our Analytics property) last up to 180 days; Google’s event-level data retention is set to two months. Aggregate reports can remain available longer. You can withdraw permission below. This stops future collection and removes our Analytics cookies from this browser. Browser Do Not Track and Global Privacy Control signals also keep Analytics off.

Google Analytics is off until this browser can read your choice.

FCA Register checker

When you use the checker, Advisedly securely sends the name or reference you enter to the FCA Financial Services Register to look for a public record. We may temporarily store results to reduce repeated requests to the FCA. Do not enter private financial information into the checker.

Your choices and rights

You can ask for access or correction of an enquiry, withdraw your introduction request or withdraw marketing consent. Include your private enquiry reference if you have it; you do not need a reference to stop marketing emails.

You can also delete an active website enquiry record immediately using its private reference and the email address used to submit it. This removes the website record, not email copies. The result never reveals whether a reference exists.

Email privacy@advisedly.co.uk for other privacy requests. You can also complain to the UK Information Commissioner’s Office if you believe your data rights have not been respected.