Privacy Policy is operated by Profezo ("we/us").  We are committed to protecting and respecting your privacy.

This privacy policy explains what information we collect about you through our website and how we use that information and the procedures that we have in place to safeguard your privacy.



This website uses cookies.  When we provide services, we want to make them easy, useful and reliable.  Where services are delivered on the internet, this sometimes involves placing small amounts of information on your device, for example, computer or mobile phone.  These include small files known as cookies.


What are cookies?

Cookies are small text files that are stored on your computer which are created by your browser when you load a particular website.  Cookies are also created by your browser when you click on adverts from third party providers such as Google and affiliate websites.  They cannot be used to identify you personally.


Removing cookies

You may change your website browser settings to reject cookies.  The Help menu on the menu bar of most browsers will tell you how to prevent your browser from accepting new cookies, how to have the browser notify you when you receive a new cookie and how to disable cookies altogether.  Additionally, you can disable or delete similar data used by browser add-ons, such as Flash cookies, by changing the add-on's settings or visiting the website of its manufacturer.  Please note without cookies you may not benefit from all the functionality available on our website or access some parts of the site.


Statistical information

We may use aggregate information and statistics for the purposes of monitoring website usage in order to help us develop and our services and may provide such aggregate information to third parties.  These statistics (e.g. IP address, operating system and browser type) will not include information that can be used to identify any individual.


Third Party Links contains links to websites owned and operated by third parties.  If you follow a link to any of these websites, please note that they may have their own privacy policies and that we do not accept any responsibility or liability for these policies.  Please check these policies before you submit any personal data to these websites.


Information we may collect from you if you are an advertiser

When you apply for a listing on we may ask for the following details, to enable us to process your application effectively and to contact you in case of any query:

  • Forename and surname
  • Company name
  • Postal address
  • Job title
  • Telephone number
  • Email and web addresses
  • Credit card and/or bank details
  • Information about your professional profile and your business that you provide by filling in forms on, or printed application forms


You will be entirely responsible for the content of your advert, as more fully set out in the terms and conditions for advertising services which are available in full when you register or log into the advertiser pages of the website.  You may amend your listing at any time by logging on to your account and updating the relevant information or by telephoning our contact centre.


How we store the information we collect about you if you are an advertiser

We take your online security seriously.  Full details of how we protect the information you provide us are given below:

  • For professional advisers who pay to advertise on our website, when you register your advertisement and the details relating to it, the secure server software encrypts all information you input.
  • As an additional security measure, credit card numbers are encrypted both before an order is processed and when stored on our database.
  • We comply with the standards, procedures and requirements laid down in the EU General Data Protection Regulation (GDPR) 2018 to ensure that your personal information is kept secure and processed fairly and lawfully.


The transmission of information via the internet is not completely secure.  Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to or from our site; any transmission is at your own risk.  Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

We do not collect any credit card or other payment information from consumers.


How we use the information if you are an advertiser

We, and our agents, sub-contractors and partners, use information held about you in the following ways:

  • To carry out our obligations to you and to process your application effectively
  • To ensure that content from our site is presented in the most effective manner for you and for your computer
  • To provide you with information, products or services that you request from us or which we feel may interest you, where you have consented to be contacted for such purposes
  • To allow you to participate in interactive features of our service, when you choose to do so
  • To notify you about changes to our service


We may also use aggregate information and statistics for the purposes of monitoring website usage in order to help us develop and our services and may provide such aggregate information to third parties.  These statistics (e.g. IP address, operating system and browser type) will not include information that can be used to identify any individual.


From time to time you may have the opportunity to opt into emails from quality brands we have selected to be partners.  You can unsubscribe from these emails at any time by contacting us, or by clicking the unsubscribe link in the emails.


Information we collect and how we use it if you are a consumer

If you choose any of the adviser contact options on our website such as ‘Self service forms’ 'Request a call back' or 'Send an email', you will choose to provide the following:

  • Name
  • Email address
  • Telephone number stores this information securely. Your information will not be shared with any other parties.


We do not have any responsibility for how the adviser uses the data you provide to them; however advisers are also subject to GDPR regulations and are responsible for protecting and using your data according to those regulations. and our partners may also use your data to provide you with information which may be of interest to you by email.  We will inform you before collecting your data if we intend to use your data for this purpose.  You can opt out of receiving these communications by using the relevant check boxes on the forms we use to collect your data, or clicking the unsubscribe link in emails.  You can also unsubscribe at any time by contacting [email protected].

If you do opt out of receiving these communications, your data will be securely destroyed after a reasonable period of time.


Disclosure of the information within our group

We may disclose your personal information to any member of our group, which means our subsidiaries, our ultimate holding company and its subsidiaries.


If you are an advertiser, we will use your personal information to send you information about products and services of ours and any other companies in our group which we think may be of interest to you.  This may include contacting you by post, telephone and email.  If you have consented to receive such information you may opt out at any time by logging on to your account.


Disclosure of the information to third parties

  • To take advantage of some parts of our Service you may be required to log in or register with us. We and any third parties who host or maintain our Service may need to collect information about you and your computer to enable you to do so. The information will be collected when you register with or log in to our Service.
  • We may share your personal information with other companies so that they may send you information about their products and services.  If you have consented to us sharing your personal information in this way you may opt out at any time by logging on to your account.
  • We will share your information if we are under a legal obligation to do so or in order to enforce our terms of use.


Advertisers' public information

Listings information submitted for display on the website is information intended for the public domain and therefore cannot be classed as private.  By submitting your listings information to, you give us unconditional permission to use this information regardless of any moral rights, copyright, service mark, trade mark or patent laws.  Further, you allow us to publish, modify, edit, translate, distribute and otherwise reproduce the information in whatever format we choose.


Transfers out of the European Economic Area ("EEA")


The data that we collect from advertisers only may be transferred to, and stored by us at, a destination within the EEA.


Your Consent

By advertising with or otherwise using, you consent to your information being gathered and used in the ways described in this policy.

If we change our privacy policy we will post the changes on this page, and may place notices on other pages of our website, so that you may be aware of the information we collect and how we use it at all times.  Continued access to and use of the website will signify that you agree to any such changes.


However, if you change your mind about the way you have agreed your data can be used, let us know by logging on to your account to change your preferences.  The consent given in this paragraph and under the terms and conditions which apply to your advertisement extend to any individual applying for a listing on, as well as to any individual representing or otherwise employed by or contracted to any company, firm or organisation applying for a listing on to the extent that such individual's data forms part of such listing.


Updating your information

If any of the information that you have provided to us changes, for example if you change your email address, name or payment details, the terms and conditions of your advertisement require you to update your details by logging on to your account.


How to contact us

We welcome your views about this site and our privacy policy.  If you would like to contact us with any queries or comments please see the 'contact us' section on our website.


Website disclaimer

This website ( is run by Profezo under licence from ltd.  It contains information on independent financial advisers, financial advisers, mortgage advisers, solicitors and accountants who provide advice and services.


Profezo, and the owners of any other website through which this information can be obtained do not endorse or approve any of the independent financial advisers, financial advisers, mortgage advisers, solicitors or accountants listed in the directory or any advice that they may provide.  Whilst undertakes a number of checks to ensure that information provided through its search is correct, it is your responsibility to satisfy yourself that the adviser you see is independent for the business you are transacting.  Any decision to transact business with an adviser is made by you on the basis of your own enquiries.

The materials contained in are provided for general information purposes only and do not constitute professional advice.  Profezo and do not accept any responsibility for any loss, which may arise from reliance on information contained in this site and accept no responsibility for information provided by third parties as any links to third party sites are provided solely as a convenience to users and at your own risk.


Profezo and give permission for the downloading, printing, and temporary storage of one or more of the documents or pages retained on this website for personal use or internal business use for the purpose of finding professional advisers for your business only, and for no other purpose.  The reproduction or transmission of the contents of this website is prohibited without the prior written consent of Profezo.