Privacy Policy

IQ Financial Services Ltd is the data controller for information submitted through this site. IQ Financial Services Ltdis registered with the Information Commissioner’s Office, registration reference ZC180048, and its registered address is IQ Financial, 4th Floor, Silverstream House, London, W1T 6EB.

All regulated advice on this site is provided through The Finance Seer Ltd, which is authorised and regulated by the Financial Conduct Authority. Where you go ahead with a regulated service, your data is shared with The Finance Seer Ltd so that Lewis Maxwell can act as your adviser and The Finance Seer Ltd can meet its regulatory obligations. The Finance Seer Ltd’s registered address is 5th Floor, 167–169 Great Portland Street, London, W1W 5PF.

You may notice two different ICO registration numbers across this site. That’s because IQ Financial Services Ltd and The Finance Seer Ltd are two separate organisations with two separate roles: IQ Financial Services Ltd (registration ZC180048) controls the enquiry data you submit through this website, while The Finance Seer Ltd (registration ZB481771) is the FCA-regulated firm through which advice is provided, and is separately registered with the ICO in its own right.

When you submit the enquiry form, we collect your first name, last name, email address, mobile number, what type of cover you’re asking about, any message you choose to add, and your confirmation that you’re happy to be contacted. We also record technical details about where the enquiry came from — the page you submitted it from, and, where present, the marketing campaign that brought you to the site.

IQ Financial Services Ltd receives your enquiry and passes it into The Finance Seer Ltd’s client relationship system (Adviser IQ), where it’s processed by Lewis Maxwell as your adviser, so that he can respond to your enquiry and, if you go ahead, provide protection advice and arrange cover on your behalf through The Finance Seer Ltd.

Your details are never sold, and never passed to anyone for their own marketing. A small number of specific services helpIQ Financial Services Ltd and The Finance Seer Ltd run this site and respond to you, and each only processes your data to provide that service:

• Adviser IQ — the client relationship system The Finance Seer Ltd uses to store and manage enquiries. This is where your enquiry is normally delivered and kept.
• Resend — a transactional email provider, used only as a fallback to email your enquiry to Lewis Maxwell directly if delivery to Adviser IQ fails.
• Vercel — the hosting provider this website runs on.

None of these providers use your data for their own marketing purposes.

We rely on two lawful bases under UK GDPR. First, your consent— you actively confirm you’re happy to be contacted before the form can be submitted, and you can withdraw that consent at any time. Second, our legitimate interestin responding to enquiries that people have chosen to send us, which we’ve weighed against your right to privacy and consider proportionate.

We keep your enquiry data for as long as we have an ongoing advice relationship with you, and for a further period afterwards to meet our legal and regulatory record-keeping obligations as a firm authorised by the Financial Conduct Authority. If your enquiry doesn’t proceed to advice, we keep the enquiry record for no longer than necessary to handle it and to meet those same obligations, and then delete it.

You have the right to:

• be told how your data is used;
• access the personal data we hold about you;
• have inaccurate data corrected;
• ask us to delete your data, where applicable;
• restrict or object to how we use your data;
• data portability, where applicable; and
• withdraw consent at any time.

To ask what personal data we hold about you, or to exercise any of the rights above, email Lewis@thefinanceseer.co.uk with as much detail as you can so we can locate your record. We will respond within one month, as required by law.

Please contact us first at Lewis@thefinanceseer.co.uk so we can try to put it right. You also have the right to complain to the Information Commissioner’s Office (ICO), the UK’s data protection regulator, at ico.org.uk or on 0303 123 1113.

IQ Financial Services Ltd is registered with the ICO as a data controller, registration reference ZC180048.

Questions about this policy can be sent to Lewis@thefinanceseer.co.uk.