Privacy Policy
How will we use the information we collect about you?
We use your personal information to provide our services, manage client relationships, and communicate effectively with you. This includes:
Responding to enquiries and providing quotations or proposals.
Delivering our financial planning and advisory services.
Managing appointments, meetings, and follow-ups.
Sending updates, newsletters, or marketing communications (where you have opted in).
Improving our services and user experience.
We use a number of secure third-party platforms to help us manage these activities:
HubSpot
We use HubSpot as our marketing automation and customer relationship management platform. HubSpot helps us manage communications, store contact preferences, and send relevant marketing content and updates to clients and prospective clients who have opted in. You can unsubscribe from marketing communications at any time by clicking the unsubscribe link in our emails or by contacting us directly.
WhatsApp Business
We use WhatsApp Business, provided by Konversable, to offer flexible and convenient communication options. This may include appointment reminders, service updates, or marketing messages. We also operate our own Broadbench WhatsApp Business account, which forms part of our automated communication journeys for clients and prospective clients. You can opt out of WhatsApp communications at any time by replying “STOP” or contacting us directly.
We only use your personal data for the purposes for which it was collected, and we ensure that all communications are relevant, proportionate, and compliant with data protection regulations.
You will never receive marketing messages from us without your consent, and you are free to withdraw consent or update your preferences at any time.
What information do we collect about you?
We only collect personal data that is necessary for us to provide our services, manage client relationships, and deliver relevant communications. The types of information we may collect include:
Contact details
This includes information such as your name, address, email address, telephone number, and communication preferences.
Professional and financial information
This may include your occupation, business details, and financial circumstances (where required for our advisory services).
Service-related information
These would be details relating to your enquiries, meetings, appointments, and interactions with our team.
Marketing and communication preferences
This includes your consent to receive marketing updates, newsletters, and automated communications through platforms such as HubSpot and WhatsApp Business.
Technical and usage information
This information, such as how you interact with our emails or website, helps us improve our communications and services.
Special Category Data
In certain circumstances, we may need to collect and process special category data, which is more sensitive personal information. For example, when providing a quote for critical illness or life insurance, we may need to collect information about your physical or mental health.
We process this data based on your explicit consent, in accordance with Article 9(2)(a) of the GDPR. This consent allows us to carry out the insurance quotation or recommendation process, submit applications to the product provider, and manage your request accurately.
This information will be retained securely in our data management system for compliance purposes, in line with Financial Conduct Authority (FCA) guidelines. Without this information, and a clear understanding of your personal circumstances, we may not be able to provide a quote, recommendation, or service.
All special category data is stored securely, treated with the highest confidentiality, and only accessed by authorised personnel for the purposes outlined above.
We collect this information directly from you when you:
Make an enquiry or complete a form on our website.
Engage with us via email, telephone, or WhatsApp.
Subscribe to our newsletters or marketing updates.
Book a meeting or request a consultation.
Use our client portal or respond to automated communications.
Where required, we also collect consent to send marketing or automated communications. You can withdraw your consent or update your preferences at any time by following the unsubscribe links in our messages or by contacting us directly.
We do not sell, rent, or share your personal data with third parties for marketing purposes. All data is processed securely and only for legitimate business purposes.
Marketing
We would like to send you information about products and services of ours and other companies in our group which may be of interest to you. You may opt out of any marketing communications at any time by simply clicking the unsubscribe link at the bottom of any email or by sending us an email at [email protected]. You have a right at any time to stop us from contacting you for marketing purposes.
Access to your information and correction
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the following address: [email protected] or 167-169 Great Portland Street, 5th Floor, London, W1W 5PF.
We want to make sure that your personal information is always accurate and up to date. If you would like us to correct or remove information you think is inaccurate then please advise us using the contact details detailed in the previous paragraph.
How is this information held securely?
We take the security surrounding your data very seriously and have employed numerous technical and organisational security measures in order to protect your personal data against accidental or intentional manipulation, unlawful destruction and loss, as well as against unauthorised access or disclosure. This includes staff data protection training and the use of highly secure data storage systems that are globally renowned.
Salesforce
Salesforce is the world’s leading customer relationship management system with clients that include Phillips, Sony, Unilever and others. We are confident of the security measures they have in place, and you can read more about them here.
Chili Piper
Chili Piper is our appointment booking tool. We trust the security measures they have implemented. You can review their privacy policy here.
WhatsApp Business
Konversable, a UK-based company, provides our Business WhatsApp service. We aim to offer our clients flexible communication options, and you may unsubscribe from WhatsApp at any time.
In addition, we also operate our own Broadbench WhatsApp Business account, which is used as part of automated journeys for clients and prospective clients. These communications are designed to enhance your experience and provide timely updates. You may opt out or unsubscribe from these communications at any time.
You can review Konversable’s privacy policy here.
HubSpot
We use HubSpot as our marketing automation platform to manage communications, marketing emails, and lead data. HubSpot employs robust security measures, including data encryption, network security, and regular third-party audits, to ensure your personal data is safeguarded. Data may be stored on servers located in the United States, and HubSpot complies with applicable data protection regulations, including the EU–U.S. Data Privacy Framework. You can review their privacy policy here.
Our own client portal
We invite our clients to use our own secure client portal in order that their personal details are always available for them to view and edit as applicable. Any information you enter into our systems is encrypted in your browser and can only be decrypted at our server. This includes documents; documents that you upload to the server are encrypted before being saved to the file system to prevent any unauthorised access.
This portal is hosted at Heart Internet, who take both physical and virtual security very seriously. The data centres have security teams on site 24/7 and are closely monitored using both internal and external CCTV. Data centre access is restricted to a very select number of named staff who are required to have appropriate security clearance and secure fobs to gain access.
In addition, client access to the portal requires two-factor authentication which ensures that you know the password to the account and, you are in possession of the mobile phone that is associated with the account to receive an SMS message each time that you login.
We work hard to ensure that our security measures are dynamic, not static, and are continually enhanced as new technology becomes available.
Cookies and Tracking Technologies
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org. You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, if you do this, some of our website features may not function as a result.
We use cookies to personalise content, ads and to analyse our traffic. We also share information about your use of our site with our advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services.
You can see which cookies we use here in our: Cookie Policy
We use Google Ads and Tracking – you can read their privacy policy here: How Google uses information from sites or apps that use our services – Privacy & Terms – Google
Other websites
Our website contains links to other websites. This privacy policy only applies to this website – when you link to other websites you should read their own privacy policies.
Changes to our privacy policy
We keep our privacy policy under regular review, and we will place any updates on this web page. This privacy policy was last updated on 8th October 2025.
How to contact us
Please contact us if you have any questions about our privacy policy or information we hold about you:
Email: [email protected]
Letter: 167-169 Great Portland Street, 5th Floor, London, W1W 5PF
If you would like to contact our data protection lead directly, you can do so by emailing FAO the Data Protection Officer at [email protected]
Your right to complain
If at any time you wish to complain about anything we have done or you have any concerns about how we treat your privacy or data you can complain to the ICO by calling this number: 0303 123 1113 or visiting their website: www.ico.org.uk/concerns/
Terms & Conditions
Any material found with the pages of the website of Broadbench, including text or images, may not be copied, reproduced, republished, downloaded, posted, broadcast or transmitted unless for the purposes of promoting Broadbench’s services. You will not edit, adapt, alter or create any derivative work from any of the material contained in this website.
Limitation of Liability
You agree to use this website only for lawful purposes and in a manner that does not infringe the rights of, or restrict or inhibit the use and enjoyment of, this website by any third party. Such restriction or inhibition includes, without limitation, conduct that is unlawful, or which may cause distress or inconvenience to any person and the transmission of obscene or offensive content, or disruption of normal flow of dialogue within this website.
In no event will Broadbench be liable for any damages including, without limitation, indirect or consequential damages, or any damages whatsoever arising from use or loss of use, data, or profits, whether in action of contract, negligence or other tortuous action, arising out of or in connection with the use of the website of Broadbench.
Broadbench does not warrant that the functions contained in the material contained in this website will be uninterrupted or error-free, that defects will be corrected, or that this website or the server that makes it available are free of viruses or bugs or represents the full functionality, accuracy or reliability of the materials.
Enforceability
If any of these terms and conditions should be determined to be illegal, invalid or otherwise unenforceable by reason of the laws of any state or country in which these Terms and Conditions are intended to be effective, then to the extent and within the jurisdiction which that Term or Condition is illegal, invalid or unenforceable, it shall be severed and deleted from this clause and the remaining Terms and Conditions shall survive, remain in full force and effect and continue to be binding and enforceable.
Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of England and Wales. Disputes arising here from shall be exclusively subject to the jurisdiction of the courts of England and Wales.
Acceptance of Terms and Conditions
By entering this website you are accepting these Terms and Conditions. If for any reason you cannot accept these Terms and Conditions in full then you must leave the website of Broadbench immediately.
We reserve the right, at any time, to modify, alter, or update the terms and conditions.