We are committed to respecting your privacy and keeping your information safe. Our easy to read privacy policy is printed below.
www.equity-release-comparison.co.uk only use the personal data which you provide to allow the equity release companies to provide your quotation.
We will advise you which companies will be providing quotes via email and we may also telephone you. We may also verify your request and telephone number by SMS and email message. You will then be contacted directly by the companies using telephone, post, SMS & email communications.
If you have requested specific company and product information from our website you will be contacted directly by the companies using telephone, post, SMS & email communications.
We do not otherwise send your personal data to any third party at any time save where we are under a legal obligation to do so or where you make a complaint about us or where otherwise indicated in this privacy policy or our related cookies policy.
The data controller is The Lead Advisory Company Limited, Towngate House, 2-8 Parkstone Road, Poole, Dorset, BH15 2PW. Email: dataprotectioncoordinator@leadadvisorycompany.com. Telephone: 0808 304 9012.
The Controller’s representative for the purposes of data collected about European Union citizens under Article 27 of the GDPR is Ms Elena Riazanova. European Union citizens may contact her at: C/Cullera 11, 3C, 28043, Madrid, Spain or at info@quick-gdpr.co.uk.
What personal data do we collect?
The personal data we collect is primarily that which you provide us in completing our enquiry form. We may collect information about the web browser or mobile device that you use to view our website, but we do so only for statistical purposes.
How do we use your data to obtain your quote?
In order to provide our services to you we need to collect and process personal data about you and disclose that personal data to a number of third party equity release companies. As previously indicated to you when you first gave us your data, by using our website you are consenting to our doing so. There is no statutory requirement on you to provide this personal data. However, this personal data is necessary to enable us to arrange to provide you with the quotations and services that you have requested. We only collect the personal data which we believe is necessary for us to arrange to provide these quotations and services. All personal data is held in strictest confidence and used only for the purposes of arranging the provision of the quotations and services you have requested, subject to certain exceptions as described in this privacy policy.
If you provide your name and email address solely to register for our special offer emails, your data will only be used for this purpose: save where we are under a legal obligation to use the data otherwise or where you make a complaint about us.
We may also disclose your personal information to third parties to whom we may be considering selling or who may be considering buying the whole or part of our business or assets.
Use of Third Party Service Providers
We use various third party companies to assist us in storing and processing your data. Those companies, a brief description of the nature of the services which they provide to us and a link to their privacy policies are as follows:
Marketing Data Processors |
Review IO | Review marketing software | PRIVACY LINK |
Dotdigital (formally Dotmailer) | Email marketing software | Privacy Link |
Text Local | SMS marketing software | Privacy Link |
Live Chat | Live chat service provider | Privacy Link |
Voip Studio | Telecom’s provider | Privacy Link |
Twillio | SMS marketing software | Privacy Link |
Mailgun | Email marketing software | Privacy Link |
Loqate | Postcode directory software | Privacy Link |
TikTok |
TikTok stores cookies which allow TikTok to provide targeted advertisements to you. |
Privacy Link |
Facebook |
Facebook stores cookies which allow Facebook to provide targeted advertisements to you. |
Privacy Link |
Microsoft Advertising (formally Bing) |
Microsoft Advertising stores cookies which allow Facebook to provide targeted advertisements to you. |
Privacy Link |
Twitter |
Twitter stores cookies which allow Facebook to provide targeted advertisements to you. |
Privacy Link |
Google Ads |
Google Ads stores cookies which allow Google Ads to provide targeted advertisements to you. |
Privacy Link |
Linked In |
Linked In stores cookies which allowLinked In to provide targeted advertisements to you. |
Privacy Link |
Storage Data Processors |
Zapier | Data connection software | Privacy Link |
Sales Mate | Customer relationship management software | Privacy Link |
Rackspace | Hosting provider | Privacy Link |
Google Drive | Storage provider | Privacy Link |
Drop Box | Storage provider | Privacy Link |
Microsoft office 360 Cloud | Storage provider | Privacy Link |
Sage Accounts 50 | Accounting software | Privacy Link |
Payment Data Processors |
Opayo (formally Sage Pay) | Payment processor | Privacy Link |
Paypal | Payment processor | Privacy Link |
Go Cardless | Payment processor | Privacy Link |
Further information concerning third parties to whom we pass your data when you use our website and links to their privacy policies can be found in our cookies policy at: Our Cookies Policy
How do I opt out?
You have the right, in certain circumstances to require us to remove the data we hold about you. This is commonly known as “The Right to be Forgotten”. In any event we remove unnecessary data as indicated in the section “How Long do you Keep my Data” below.
To exercise this right or for any other purpose, please contact us as indicated below:
Email: dataprotectioncoordinator@leadadvisorycompany.com
In writing: The Lead Advisory Company Limited, Towngate House, 2-8 Parkstone Road, Poole, Dorset, BH15 2PW
Telephone: 0808 304 9012 - Calls may be recorded for training, quality and monitoring purposes.
Please be aware that we will need to keep some, if not all, of your data in order to comply with laws including those related to our contract with you and the third party equity release companies. It may also be in our legitimate interests to do so.
How do third party equity release companies use your personal data?
We pass data to third party equity release companies only so that they may contact you directly to discuss your requirements to help provide your quotation. Third Party equity release companies will invariably collect additional data about you and should communicate their own data protection policy to you. Third party equity release companies may also need to process data about you in order to consider potential or to fulfil actual contracts with you. If you do not want to receive communications from those third parties, you will need to opt out directly with those third parties.
Contacting us
To contact us for any reason, please do so using the following contact information:
The Data Protection Co-ordinator, The Lead Advisory Company Limited, Towngate House, 2-8 Parkstone Road, Poole, Dorset, BH15 2PW.
Email: dataprotectioncoordinator@leadadvisorycompany.com
Telephone: 0808 304 9012 - Calls may be recorded for training, quality and monitoring purposes.
What communications will you receive from us?
Service Communications - After completing an application online via our website, you agree that you will receive a series of initial emails from us. These emails will confirm you have used our website and which companies will provide quotations. We may also contact you by telephone and SMS. We also give details on our privacy policy and how we use your personal data. You cannot opt out of receiving these emails, telephone calls or SMS messages, since we need to send you these communications in order to provide you with the information about the quotations and services you have requested.
Future Services - As part of the services we provide, we may use your information to keep you informed by post, telephone, SMS, email or other electronic means such as via social and digital media about current and new products, services, offers and promotions which may be of interest to you. We do not share your personal data with any other third party other than as set out in this privacy policy. We may also ask you to complete a survey.
You can in any event and at any time opt out of receiving emails in respect of future services from us by contacting us as below:
Email: unsubscribe@leadadvisorycompany.com
In writing: The Lead Advisory Company Limited, Towngate House, 2-8 Parkstone Road, Poole, Dorset, BH15 2PW
Telephone: 0808 304 9012 - Calls may be recorded for training, quality and monitoring purposes.
How long do you keep my data?
Unless there are exceptional legal reasons for keeping your data for longer, we do not keep your personal data on record for more than 7 years. This is to allow for the normal contract law limitation period.
Your Rights
The data protection legislation gives you a number of rights. These rights include:
Right to data erasure which is explained under the heading “How do I opt out” above.
Right to make a “subject access request”, which is a request for a copy of the data which we hold about you.
Right of correction (or where appropriate erasure) of data which we hold about you where this is inaccurate.
Right to data portability
Right to withdraw your future consent to our processing your personal data.
Right to contact and make enquiries of our data protection co-ordinator who can be contacted at:
Email dataprotectioncoordinator@leadadvisorycompany.com
In writing: Data Protection Co-ordinator, The Lead Advisory Company Limited, Towngate House, 2-8 Parkstone Road, Poole, Dorset, BH15 2PW
Telephone: 0808 304 9012 - Calls may be recorded for training, quality and monitoring purposes.
Right to complain to the Office of the Information Commissioner.
Please be aware that if you exercise one of these rights, that in order to protect your privacy, we may require you to undergo some verification tests to ensure that we are dealing with you.
You have the right to be informed of the matters stated in this privacy policy.
We process your data to comply with the actual and possible contractual obligations which we owe to you and others. If you do not provide this data, it is possible that we will be unable properly to perform any contractual obligation we have to you.
Also, it is in in our legitimate interests to process your data in order that we can consider potential or fulfil actual contracts with you. These are the two legal bases upon which we collect, process and transfer your personal data as described in this privacy policy.
We do not make decisions using automated logic other than to match your postcode with suppliers in that postcode area. We do not send your data to countries outside the United Kingdom, except that we use Google analytics and other third party suppliers, as indicated in the section headed “How do we use your data to obtain your quote” above. Your consent to our use of the data includes our permission to do so.
Use of Cookies
In common with the majority of comparable internet trading companies we use cookies on our website.
We our Analytic Suppliers and Advertising Providers collect information about your use of our website through cookies. Cookies are information files stored on your computer, tablet or smartphone that help websites remember who you are and information about your visit. Cookies can help to display the information on a website in a way that matches your interests. Most major websites use cookies.
We aim to use essential cookies only when necessary to enhance the functionality of our website.
You can find more about how we use cookies and opting out of their use at: Our Cookies Policy.
Email Communications
You should be aware that where you send us information by an email we have no control over how that email is transmitted. In particular it may be routed through third party servers and through third party countries. This is due to the inherent nature of the internet. We cannot accept responsibility if the information in that email is accessed in an unauthorised manner during the transmission process.
We reserve the right to make updates and modifications to this policy from time to time. Please ensure you check this policy each time you access or use this website. We last changed this policy on 30 January 2023.