Your privacy matters to us

At Enquiry Grid, we take your privacy seriously. This policy explains what personal information we collect, how we use it, and what your rights are. We've written it in plain English because we think you deserve to understand exactly how your data is handled.

If you have any questions about this policy, you can contact us at hello@enquirygrid.com.

Enquiry Grid is an introducer service based in the United Kingdom. We help individuals connect with qualified, FCA-regulated financial advisers.

For the purposes of UK data protection law, Enquiry Grid is the data controller in respect of the personal information you provide to us through this website.

Contact details:

• Enquiry Grid
• [Address]
• hello@enquirygrid.com
• [Phone number]

When you submit an enquiry through our website, we collect information you provide, including your name, contact details, the areas you would like help with, your approximate asset bracket (if you choose to share it) and any notes you add. We may also collect technical information such as your IP address and browser type to keep the site secure.

We use your information to respond to your enquiry, to assess whether an introduction to a regulated adviser may be appropriate, and — only with your consent — to introduce you to a regulated financial adviser.

Our lawful basis for processing is your consent when you submit an enquiry, and our legitimate interest in operating an introducer service and replying to people who contact us.

We do not sell your data. We only share the relevant details of your enquiry with a regulated financial adviser once you have given your consent to be introduced. We may use trusted service providers (for example email delivery and hosting) who process data on our behalf under appropriate agreements.

We keep enquiry data for as long as is necessary to respond to your enquiry and for a reasonable period thereafter for record-keeping. The exact retention period will be confirmed and published here once finalised with our compliance consultant.

You have the right to access, correct, delete or restrict the use of your personal data, to object to processing, and to data portability. You can also withdraw consent at any time by emailing us. You have the right to complain to the Information Commissioner's Office (ico.org.uk).

We take appropriate technical and organisational measures to protect your information against unauthorised access, loss or misuse.

This website uses only essential cookies required for it to function. We do not use marketing or tracking cookies without your consent.

We may update this policy from time to time. The date at the top of the page will reflect the most recent revision.

If you have any questions about this Privacy Policy or how we handle your data, please contact us at hello@enquirygrid.com.