Privacy Policy | The Finance Partners

Template notice: This privacy policy is a template and must be reviewed and completed by a qualified data protection professional before it goes live. All bracketed placeholders — such as [Company Address], [ICO registration number], [company registration number] and [email] — must be replaced with your organisation's actual details, and every statement checked for accuracy against how The Finance Partners genuinely processes personal data.

Last updated: July 2026

1. Who we are

The Finance Partners ("we", "us", "our") is an independent introducer based in Kent, United Kingdom. We connect businesses with carefully vetted finance and business service specialists ("partners"). We are an introducer only — we do not provide regulated financial, mortgage or legal advice ourselves; our partners are responsible for the products and services they provide.

For the purposes of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, The Finance Partners is the "data controller" in respect of the personal data described in this policy.

Our contact details are:

The Finance Partners, [Company Address], Kent, [Postcode], United Kingdom
Company registration number: [company registration number]
Email: hello@thefinancepartners.co.uk
ICO registration number: [ICO registration number]

2. What data we collect

When you submit an enquiry through our website, contact us, or otherwise engage with our service, we may collect the following personal data:

Business name — the name of your organisation.
Contact name — the name of the individual making the enquiry.
Email address — so we and any matched partner can respond to you.
Telephone number — so we and any matched partner can contact you.
Service required — the type of finance or business service you are interested in.
Business turnover — to help us understand your requirements and match a suitable partner.
Current provider — details of any existing provider, where you choose to share this.
Your message — any additional information you provide in the free-text field.
Consent details — a record of the GDPR consent you give when submitting the form, including the date and time.

We may also collect limited technical data automatically when you use our website, such as your IP address, browser type, device information and pages visited, primarily through cookies and analytics tools. See our Cookie Policy for more detail.

3. How we collect it

We collect personal data:

Directly from you — when you complete our enquiry form, email us, call us, or otherwise communicate with us.
Automatically — through cookies and similar technologies when you browse our website (see our Cookie Policy).
From third parties — occasionally from our partners or service providers where relevant to an introduction you have requested.

4. Lawful bases for processing

Under UK GDPR we must have a lawful basis for processing your personal data. We rely on the following:

Consent — where you tick the consent box on our enquiry form, agreeing that we may use your details to assess your requirements and introduce you to a suitable partner. You can withdraw your consent at any time (see "Your rights" below).
Legitimate interests — where it is in our legitimate interest to respond to your enquiry, operate and improve our website and service, maintain records, and prevent fraud or misuse, provided those interests are not overridden by your rights and freedoms.
Legal obligation — where we need to process data to comply with our legal or regulatory obligations.

5. How we use your data

We use the personal data we collect to:

Assess your requirements based on the information you provide;
Identify and introduce a suitable specialist partner from our vetted network;
Respond to your enquiries and communicate with you about your request;
Maintain accurate records of enquiries and introductions;
Operate, maintain, analyse and improve our website and services;
Comply with our legal and regulatory obligations.

6. Sharing your data with partners

Please read this section carefully. The core purpose of our service is to introduce you to a suitable specialist. By submitting an enquiry, you understand and agree that your details — including your business name, contact name, email address, telephone number, service required and relevant enquiry information — may be shared with a matched specialist partner so that they can contact you directly about your requirements.

We only share your details with a partner where it is relevant to the introduction you have requested. Each partner is an independent organisation acting as a separate data controller in respect of any personal data we pass to them, and will process your data in accordance with their own privacy policy. We encourage you to review the privacy policy of any partner you go on to deal with.

We do not sell your personal data, and we are not a lead-selling site — we introduce the most suitable partner rather than distributing your details to multiple third parties.

7. Third parties and processors

We use trusted third-party service providers ("processors") to help us operate our website and deliver our service. These may include:

Analytics providers — such as Google Analytics, to understand how visitors use our website (see our Cookie Policy).
Security and anti-spam tools — such as Google reCAPTCHA, to protect our forms from abuse and automated submissions.
Email and CRM providers — to manage enquiries, communications and our records.
Website hosting and infrastructure providers — to host and serve our website.

These providers only process personal data on our instructions and are subject to appropriate contractual and security obligations. [List specific processors and their roles once confirmed.]

8. Data retention

We keep your personal data only for as long as necessary for the purposes for which it was collected, including to satisfy any legal, accounting or reporting requirements. Enquiry data is typically retained for [retention period, e.g. 24 months] from your last contact with us, after which it is securely deleted or anonymised, unless a longer period is required by law or to resolve disputes. [Confirm and complete retention periods.]

9. Your rights under UK GDPR

You have the following rights in relation to your personal data:

Right to be informed — about how we use your data (this policy).
Right of access — to request a copy of the personal data we hold about you.
Right to rectification — to have inaccurate or incomplete data corrected.
Right to erasure — to request that we delete your data in certain circumstances.
Right to restrict processing — to ask us to limit how we use your data.
Right to data portability — to receive your data in a structured, commonly used format.
Right to object — to processing based on our legitimate interests.
Rights relating to automated decision-making and profiling — we do not carry out automated decision-making that produces legal or similarly significant effects.
Right to withdraw consent — where we rely on consent, you may withdraw it at any time. This will not affect the lawfulness of processing carried out before withdrawal.

To exercise any of these rights, please contact us at hello@thefinancepartners.co.uk. We will respond within one month, as required by law.

10. International transfers

We are based in the UK and aim to store and process personal data within the UK or European Economic Area (EEA). Where any of our service providers process data outside the UK or EEA, we ensure appropriate safeguards are in place — such as the UK International Data Transfer Agreement, the International Data Transfer Addendum to the EU Standard Contractual Clauses, or transfers to countries covered by UK adequacy regulations — so that your data receives an equivalent level of protection.

11. Cookies

Our website uses cookies and similar technologies to function correctly, understand usage and improve your experience. For full details of the cookies we use, why we use them, and how to manage or disable them, please see our Cookie Policy.

12. How to contact us and complaints

If you have any questions about this privacy policy or how we handle your personal data, please contact us at hello@thefinancepartners.co.uk or by post at [Company Address], Kent, [Postcode].

If you are unhappy with how we have handled your personal data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection:

Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Helpline: 0303 123 1113
Website: ico.org.uk

We would, however, appreciate the chance to address your concerns before you approach the ICO, so please do contact us first.

13. Changes to this policy

We may update this privacy policy from time to time to reflect changes in our practices, technology, legal requirements or other factors. Any changes will be posted on this page with an updated "Last updated" date. We encourage you to review this policy periodically.