This is a starter template provided for transparency about our intended practices. We will publish a finalised, solicitor-reviewed version prior to processing personal data at scale.
Who we are
Heirloom Advisers Ltd ("Heirloom", "we", "us") is the data controller for personal data collected through this website. We are based in the United Kingdom. You can contact us at privacy@heirloomadvisers.co.uk.
What data we collect
When you use our matching service, we collect the information you provide directly:
- Your name, email address, and (optionally) phone number
- Your postcode
- Your responses to our matching questionnaire (goals, asset level, life stage, preferences)
We also automatically collect basic technical data - IP address, browser type, pages visited - for security and analytics purposes.
How we use it
- To match you with advisers who fit your situation
- To introduce you to your matched advisers, which involves sharing relevant information from your questionnaire with them
- To communicate with you about your matches and our service
- To improve our matching and operate our business
What we don't do
- We do not sell your data to anyone
- We do not share your data with advisers you haven't been matched with
- We do not use your data for advertising on third-party platforms without your consent
Your rights
Under UK GDPR you have the right to access, correct, delete, or restrict our use of your personal data, as well as the right to data portability and the right to object. To exercise any of these rights, email privacy@heirloomadvisers.co.uk.
You can also lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.
Cookies
We use essential cookies to operate this website and analytics cookies to understand how it's used. You can manage cookie preferences through your browser settings.
Changes to this policy
We'll update this policy as our service evolves. Material changes will be communicated by email to users with an active account.