Privacy Notice

Effective Date: 09/06/2025

This document relates to the handling of personal data by Sage Financial Solutions (“the Company”) and applies to all individuals (“Data Subjects”) whose information is processed by us and is not in the public domain.

Sage Financial Solutions is committed to protecting the rights and freedoms of individuals under the UK General Data Protection Regulation (UK GDPR). This regulation ensures that your personal data is handled lawfully, fairly, and transparently — and does not apply to information already publicly available.

📄 Personal Data We Collect

We collect personal data to provide quotations, arrange protection policies, maintain contact, and offer relevant marketing communications. Your consent allows us to engage in these activities unless you choose to opt out.

Data may be collected through forms, phone calls, email correspondence, website activity (including IP addresses), or cookies. You can adjust your browser to decline cookies if you prefer.

We only collect what is necessary to deliver our services. Your data is never sold or brokered, though in some cases, it may be included in data obtained from third-party providers.

⚖️ Legal Basis for Processing

We process your personal data:

  • To fulfil our contractual and legal obligations

  • In response to legitimate interest-based enquiries

  • With your consent for direct marketing or advisory contact

You can withdraw your consent at any time by contacting us.

🔒 Disclosure & Third Parties

We may share your personal data with trusted service providers for the purpose of fulfilling your request or providing services on our behalf. These parties are required to process your data only according to our instructions and in full compliance with GDPR.

We may also share information to:

  • Meet legal obligations

  • Enforce our Terms and Conditions

  • Prevent fraud or security threats

  • Protect the rights of Sage Financial Solutions and its clients

⏳ Retention Policy

We will retain only the data necessary to meet our obligations during and for five years after the end of a client relationship, after which data will be securely deleted.

🗄️ Data Storage

All personal data is stored securely within the United Kingdom. Sage Financial Solutions does not transfer personal data outside the UK or European Economic Area (EEA).

🔑 Your Rights

You have the right to:

  • Access your personal data

  • Request rectification of inaccurate or incomplete data

  • Request erasure (“right to be forgotten”)

  • Restrict or object to certain processing

  • Request data portability

  • Object to automated processing or profiling

To exercise these rights, contact us using the details below. Proof of identity will be required.

📬 Contact Details

Sage Financial Solutions
Austin House
43 Poole Road
Bournemouth
England
BH4 9DN

Email: info@sagefinancial.co.uk
Phone: 0333 050 9395
FCA FRN: 1032801

🛡️ Complaints

If you’re unhappy with how your data has been handled, please contact us. If we do not respond within 30 days, you may escalate your complaint to the Information Commissioner’s Office (ICO):