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Privacy Policy

What information do we collect about you?

Website visitor

We use a combination of cookies and website analytics to collect data on who visits our website. With this information, we are able to build a better picture of who you are and, in turn, provide you with a better service.

Potential client

When you fill out our website contact form or give us a ring to arrange an appointment with one of our advisers, we’ll need your name, email address and contact number. These are stored in our secure data management system.


When you work with one of our advisers to ascertain what policies or mortgages are right for you, we’ll need to collect a number of pieces of information about you. The information this includes is dependent on the mortgage or insurance product you are seeking and is often described by the Information Commissioner’s Office (ICO) as ‘special category data.’ As an example, to carry out a quote with an insurance provider for critical illness or life insurance, we will need to ascertain information on your mental and physical health. To process this data we require your consent and consider it processed under Article 9(2) (a) of the GDPR.

This information will be required to submit your application to the product provider and will be retained on file for compliance purposes as per the Financial Conduct Authority (FCA) guidelines. Without this data or information, and a detailed understanding of who you are and your circumstance, we won’t be able to provide you with a quote or recommendation. This data is stored in our secure data management system.

How will we use the information we collect about you?

As described, we collect information about you in order to successfully and appropriately manage and process your mortgage or insurance quote request and application.

We will need to share your data with third party providers to obtain the mortgage and insurance quote, and ultimately secure your chosen product at the application stage.

Examples of our mortgage and insurance providers include; Halifax, Natwest, Metro Bank AIG, Legal and General, Vitality and more (for clarity on their own privacy policy and how they handle the data they collect, please visit their websites).

We also commit, as a company, to periodically checking that these third-party providers have appropriate safeguards in place to protect your data and that they are compliant with Data Protection Regulations.

Additionally, if you consent or become a client of ours, we will also email you about other products and services we think may be of relevant interest to you.

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 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.

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.


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 advice@broadbench.co.uk. 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: advice@broadbench.co.uk or 2 Stanley Road, Poole, Dorset, BH15 1QY.

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.

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 21st August 2023.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you:

Email: advice@broadbench.co.uk

Letter: 2 Stanley Road, Poole, Dorset, BH15 1QY

If you would like to contact our data protection lead directly, you can do so by emailing FAO the Data Protection Officer at advice@broadbench.co.uk

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.


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.

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