Who We Are
Alexanders Financial Advisory is the data controller of your personal data.
Contact Details:
Information Collection
What Information We Collect
The personal data we collect will depend on the services we provide to you, but may include:
- Full name and personal details
- Contact information (email, phone number, address)
- Date of birth and identification details
- Employment and income information
- Financial information (assets, liabilities, income, expenditure)
- Credit history and affordability data
- Information about your goals and objectives
- Health and lifestyle information (where required for protection products)
We may also collect:
- Information you provide via forms on our website
- Records of correspondence (emails, calls, meetings)
- Details of services you have requested or received
- Technical data such as IP address, browser type, and website usage
We only collect information that is necessary to provide suitable financial advice and services.
Information Collection : how
How We Collect Your Information
We collect your information directly from you in most cases, including when you:
- Complete a fact-find or client questionnaire
- Contact us via phone, email, or website
- Apply for financial products or services
- Attend meetings or consultations
- Use our website or client portal
We may also collect information from:
- Lenders, insurers, or product providers
- Credit reference agencies
- Your authorised representatives (e.g. solicitors, accountants)
Information usage
How We Use Your Information
We use your personal data to:
- Provide financial advice and recommend suitable products
- Process applications for mortgages, insurance, and investments
- Manage and maintain your client relationship
- Meet our regulatory obligations (FCA requirements)
- Prevent fraud and financial crime
- Communicate with you about your services
- Improve our services and client experience
Where appropriate, we may also use your information to inform you about relevant products or services. You can opt out of marketing communications at any time.
Information processing
Lawful Basis for Processing
We process your personal data under the following lawful bases:
- Contractual obligation – to provide services you have requested
- Legal obligation – to comply with regulatory and legal requirements
- Legitimate interests – to operate and improve our business
- Consent – where required, particularly for marketing or sensitive data
You have the right to withdraw consent at any time.
Information sharing
Who We Share Your Information With
We will only share your information where necessary and permitted by law. This may include:
- Mortgage lenders, insurers, and product providers
- Compliance and regulatory bodies (e.g. FCA)
- Credit reference and fraud prevention agencies
- Professional advisers (e.g. solicitors, accountants)
- Technology and service providers who support our business
All third parties are required to keep your data secure and use it only for agreed purposes.We do not sell your personal data to third parties.
Communication
Marketing & Communications
If you opt in, we may contact you via:
- Phone
- SMS