Equity Release Advice

Information we hold about you

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

1. You agree that the information we hold about you can be held on computer and/or paper files.

2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy. In connection with mortgages it may also be used either by Advice on Money or any prospective lender we feel appropriate, to do a credit check.

3. We will undertake that any information will only be held as long as is necessary to ensure our obligations to you are met. As outlined in our Terms of Business this is deemed to be six years from date of each transaction.

4. For further information regarding data protection and records please refer to our Terms of Business.

5. Should you wish to obtain a copy of the personal data we hold about you please write to Compliance Officer at Advice on Money, 8a Richfield Avenue, Reading, Berks RG1 8EQ. We reserve the right to charge you a fee of 10 to cover administration.

Please note:

All information sent to us via the enquiry forms on our website is processed by a secure server.

 

 

Equity Release UK
Advice On Money
Advice on Equity Release
freephone 0800 970 4882

Advice on Money is a trading style of Keith Hargraves who is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited is entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is, therefore, targeted at customers based in the UK

For researching and arranging a scheme for you we will charge a fee on completion, usually 1.5% of the amount released or facility arranged, with a minimum of £895.