The Equity Release Guide™ | Equity Release Quote

Protecting your privacy is important to us. This Privacy Policy explains how The Equity Release Guide collects, uses, and stores your personal information.

Smarter Clicks Marketing Ltd (company number 11794658) is the data controller for the personal information you provide through this website.

Registered office: 85 Portland Road, First Floor, London, England, W1W 7LT

Smarter Clicks Marketing Ltd is registered with the Information Commissioner’s Office (ICO) under the Data Protection Act 2018.

Financial content on this website is published and approved by Smarter Clicks Financial Services Ltd (company number 10660222), authorised and regulated by the Financial Conduct Authority (FRN 792246).

Smarter Clicks Financial Services Ltd does not act as the data controller for the personal information you submit through this website.

This policy, together with our Terms & Conditions, Cookie Policy, and any other referenced documents, explains how we process your personal data.

1. Information We May Collect

We may collect and process the following types of information:

Details you provide through website forms

Records of correspondence

Information you submit when reporting a website issue

Details of your visits to our website (traffic data, location data, weblogs, communication data)

Information used to help verify your identity

Information from third parties where relevant

Survey or research data (if provided voluntarily)

2. How We Store Your Data

We use industry-standard security measures to protect your personal data.

Access is restricted to authorised staff or trusted partners

We regularly review our security practices

No internet transmission is completely secure, though we take all reasonable precautions

We retain data only for as long as legally permitted and necessary for business purposes

3. How We Use Your Information

We may use your information to:

Process and submit your enquiry to our approved FCA-regulated partners

Contact you by telephone, SMS, or email regarding your enquiry

Inform you about related products or services unless you opt out

Provide information to trusted marketing partners (where you have consented)

Respond to enquiries and complaints

Conduct internal analysis, training, or system testing

Improve the accuracy of our records

You can opt out of marketing at any time by emailing info@theequityreleaseguide.co.uk

If you consented to marketing from third parties, you must contact them directly to withdraw consent.

4. Data Transfer

We do not routinely transfer data outside the UK or EEA.

If needed, and only with proper safeguards, data may be transferred to trusted suppliers abroad.

By submitting your information, you agree to such transfers.

5. Disclosure of Your Information

We may disclose your information:

When required by law

To fraud prevention or credit reference agencies

To trusted partners or suppliers (including those outside the EEA)

If our assets are acquired by a third party

To help resolve disputes or complaints

To approved third-party marketing partners (where you have consented)

For internal business administration

6. Your Rights

You have the right to:

Access personal information we hold about you

Request that we stop processing your data for marketing

Correct inaccurate information

Request deletion of your data (in specific circumstances)

Complain to the ICO if you are unhappy with how we handle your data

Where you were introduced to us by a third party, we may share basic contact details with them for administration.

7. Credit Reference and Fraud Prevention

When you submit an enquiry, our approved partners may use credit reference or fraud prevention agencies to:

Verify your identity

Assess eligibility

Prevent fraud

Providing false information may result in details being shared with FPAs and may lead to legal action.

8. IP Addresses and Cookies

Our website uses cookies to improve your experience.

Cookies may track:

Browsing patterns

Website interactions

Service performance metrics

No sensitive personal data is stored in cookies.

You can adjust your browser settings to block cookies, though some features may not function properly.

See our Cookie Policy for more detail.

9. Changes to This Policy

We may update this Privacy Policy from time to time.

Any changes will be posted on this page.

For questions about this Privacy Policy or how your data is handled, please contact:

Data Protection Team

The Equity Release Guide

Smarter Clicks Marketing Ltd

85 Portland Road

First Floor

London

W1W 7LT

Email: info@theequityreleaseguide.co.uk