Privacy Policy

We take your privacy seriously and this privacy policy describes how and why we obtain, store, and process data which can identify you.

Information is collected from you when you submit your details on our site. The information we collect is clearly set out on the web page on which we collect it.

Our Services

We introduce consumers to other firms who provide regulated financial services to consumers. Our involvement is merely to inform and connect. Consumers can choose to engage with us and our role will be to put inquirers in touch with an appropriate business that can offer them regulated advice, make arrangements for them and provide ongoing advice and support if needed. We offer this service to anyone wishing to inquire about financial planning services, mortgages and pensions.

Why we collect information

The information you supply on any of our pages will be used for the sole purpose of the form, i.e. the service requested. We do not share your data with any other party other than the individual financial adviser or firm to handle your enquiry.

Who we disclose it to

We will only pass on information about you as an individual to one financial advisor to enable us to perform services requested by you.  By submitting your details, you agree to be contacted by an FCA regulated financial advisor. Your details will not be passed to any other parties without exception nor will you receive any marketing, promotional or similar material of any description from us.

No Advice

We will not make a personal recommendation for you, any information we provide is for guidance purposes only and should not be construed as personalised advice.

No products

We do not sell, arrange or review financial products. You cannot buy a product from us. Our role is to direct you to assist you in obtaining advice and/or products from a bonafide regulated entity.

No charges

Inquirers will not be charged for our services.

Data Protection

This site is owned by Prime Direct Limited, registered with the Information Commissioner in the UK as a “data controller” in accordance with the provisions of the Data Protection Act 1998 with registration number ZA099431. Full details of this registration can be accessed on the ICO Data Controller register here –

We will comply with data protection law and principles, which means that your information will be:

  • Used lawfully, fairly and in a transparent way;
  • Collected only for valid purposes that we have clearly explained to you and not used in any way that is incompatible with those purposes;
  • Relevant to the purposes we have told you about and limited only to those purposes;
  • Accurate and kept up to date;
  • Kept only as long as necessary for the purposes we have told you about; and
  • Kept securely.

Accessing and updating your personal information

We will always let you have a copy of personal information we have about you, should you request it, and you may correct it if you wish. If you wish to obtain this data, email [email protected].

Legitimate Interest Justification

The forms on our websites introduce a customer looking for the service in question. It is clear that contact details will be used by the partner we connect them with in order to satisfy their request. No further marketing or processing will be conducted by Prime Direct Limited. For this reason, we do not request or rely on ’consent’ as provided by opt in check boxes as the legal basis for data processing. This Opt in method is appropriate for Websites providing further data sharing with third parties unrelated to the initial processing reason. For clarity if a financial advisor is looking to provide “other” ongoing services to the customer or marketing to them beyond the initial reason for their enquiry, they will need to ensure they gain consent directly as part of their initial interaction with them.

What data do we collect

  1. Postcode
  2. First name
  3. Last name
  4. Telephone number
  5. Email address

Your rights

Under data protection law you have the right to ask us for a copy of the information we hold about you, and to have any inaccuracies corrected or removed. You may also ask us to delete all personal data held by us or any controller or processor with which we have shared your data as well as request that we do cease to process any of your contact data.

To do this, please email [email protected] or write to The Data Controller, Prime Direct Limited, 167-169 Great Portland Street, London, W1W 5PF.


We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.


We take any complaints we receive about the collection and use of personal information very seriously.  We would encourage you to bring it to our attention if you think that our collection or use of information is unfair, misleading or inappropriate.  You can make a complaint at any time by contacting us (see contact details section below).

If you think our collection or use of personal information is unfair, misleading or inappropriate or if you have concerns about the security of your personal information, you also have the right to make a complaint to the Information Commissioner’s Office.  You can contact the Information Commissioner’s Office on 0303 123 1113.

Contact us:

You can email [email protected] or write to The Data Controller, Prime Direct Limited, 167-169 Great Portland Street, London, W1W 5PF.