Privacy Policy

This privacy policy sets out how www.helpme2retire.co.uk (“the Site”) uses and protects any information that you disclose or is collected when you use this website.

We are a marketing company who act as an introduction service, linking customers who make an enquiry via the website with an FCA regulated financial adviser, so they can discuss their planning requirements with a professional. At any stage the customer can decide whether they want to proceed and engage with the adviser they are introduced to. They always have the option to not proceed.

Helpme2retire accepts no responsibility for any agreements you the customer then enter into with the financial adviser you are introduced to. Those legal agreements are between you and them, not helpme2retire.

Helpme2retire is a registered company in England & Wales, number 17003911. Helpme2retire does not give financial advice.

We are committed to ensuring that your privacy is protected. We will only share the data you input into an enquiry form with the FCA regulated financial adviser you are being introduced to.

We are a “Data Controller” for the purposes of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

DATA PROTECTION PRINCIPLES

We will comply with data protection law and principles, which means that your information will be:

  • Used lawfully, fairly and in a transparent way.
  • Collected only for specified, explicit and legitimate purposes.
  • Adequate, relevant and limited to what is necessary.
  • Accurate and kept up to date.
  • Kept only as long as necessary for the purposes we have told you about; and kept securely.

WHAT WE COLLECT

We will only collect the following types of information:

  • Personal details such as name, telephone number, email address
  • The nature of your enquiry via the Site; estimated pension fund value

HOW IS INFORMATION COLLECTED?

We collect this information ​directly from you when you make an online enquiry.

WHAT WE DO WITH THE INFORMATION WE GATHER

​We only hold and share the information you have provided with an FCA regulated financial adviser. This will only ever be shared with one adviser, not multiple advisers.

DATA RETENTION

We will only retain your personal information for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.
Details of retention periods for different aspects of your personal information are available on request. We may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 1st March 2026.

Website analytics and business tracking

​When you visit our website, we collect technical information such as your IP address and details about how you interact with the Site. This information helps us understand how our website is used, improve its performance, and support our legitimate business interests.

We use third-party platforms which use cookies and similar technologies to collect technical data such as IP addresses and cookie identifiers. Where possible, this information may be associated with an organisation or business entity visiting our website. This information does not identify individual visitors by name.

Generally, we do not rely on consent as a legal basis for processing your personal information other than in relation to sending third party direct marketing communications to you via email. You have the right to withdraw consent to such marketing at any time.

HOW WE USE COOKIES

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added, and the cookie helps respond to you as an individual by remembering previous data stored. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.
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We periodically use traffic log cookies to identify traffic patterns anonymously. This can be optionally blocked by opting out of Google’s Analytics programme.
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We comply with UK Law regarding privacy and specifically that the use of cookies is required for the operation of some web services. The transactional nature of the Site places it in this category and as such we will request explicit permission for the use of cookies at the earliest opportunity in the process and permit the complete destruction of transactional cookies once the transaction phase is over.
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Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.

SECURITY

We are committed to ensuring that your information is secure. To prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
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Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

COMPLAINTS

​We take any complaints we receive about the collection and use of personal information very seriously.  We encourage you to bring it to our attention if you think that our collection or use of information is unfair, misleading or inappropriate.  You can make a complaint at any time by contacting us (see contact details section below).
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If you think our collection or use of personal information is unfair, misleading or inappropriate or if you have concerns about the security of your personal information, you also have the right to make a complaint to the Information Commissioner’s Office.  You can contact the Information Commissioner’s Office at the following address: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
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CONTACT US

If you have any questions about this Privacy Policy, please feel free to contact us through our website, emailing enquiry@helpme2retire.co.uk