Privacy Policy

What we do with your personal data, and the various rights you have in relation to this information

During the course of dealing with us, we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Personal Data).

This document is important as it allows us to explain to you what we will need to do with Your Personal Data, and the various rights you have in relation to Your Personal Data.
The pages of Mercier Allen and Associates Limited website are only intended to be directed at United Kingdom customers. Therefore, it is intended to comply with United Kingdom legislation and regulation.

This page is intended to help our customers understand how we collect and use any information that you provide us with when using our website. Our principal activities are Mortgage Advice, Life Assurance and General Insurance.

1. What Information we collect

The information that we may collect from this site may include:

Any personal information that you submit to the site for example, your name, address, email address, date of birth, income, credit commitments, loan details, and any other information.

We also collect data in order to remember you. This is to allow you not to have to re-input the same information time after time. We use ‘cookies’ to collect this information. Cookies are strings of text that store information on your hard disk or web browser. You are able to accept or decline these cookies by simply making changes to your own web browser.

We should point out though that by declining the use of cookies from our site might prevent the use of some areas of our web site. We do not knowingly collect any information from children and do not take specific steps to protect the privacy of children who disclose their personal data to us.

When logging on to our web site your own IP address may be recorded on our server. This is a fully automated process that allows us to track any customers who have shown an interest in our services.

2. What do we do with your information?

Mercier Allen and Associates Limited is a privately owned organisation committed to respecting your privacy. Any information provided to us will only be used for the purposes it was submitted and in accordance with the General Data Protection Regulation (GDPR) and any other applicable legislation.

Information provided to us will only be used by our own company and that of any subsidiary companies that we own, or any regulative bodies for the purpose of monitoring or enforcing relevant compliance or legislation.

We may use your information to enable us to provide follow up visits or inspections as deemed necessary.

We may use your information for statistical purposes, to investigate or prevent crime and for credit checking purposes.

3. Marketing

Mercier Allen and Associates Limited or its agents may use your information to keep you updated of any changes in our terms of business, new services that we are able to provide or of any other products we deem might be of use to you. This service can be provided by either email or direct mail.

4. Consumer Rights

You can ask Mercier Allen and Associates Limited to update or remove your details by sending us an email, or by writing to us at our registered office address.

You also have the right to request a copy of all the personal information we hold about you. To do this, please write to our registered office address enclosing a cheque for £25 payable to Mercier Allen and Associates Limited to cover our administrative costs.

5. Other Websites

This privacy policy is intended to cover all websites owned and operated by Mercier Allen and Associates Limited. Any other sites that maybe linked to or by our site will be subject to their own Privacy Policy. Please take careful steps to read their own Privacy Policies to avoid any uncertainty.

You should also be aware that not all communications over the internet are secure unless they have been encrypted. Communications sometimes maybe routed all over the world and due to this Mercier Allen and Associates Limited cannot accept any responsibility for loss of personal information that is beyond our control.

Mercier Allen & Associates is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules.

If you would like further information or to arrange a no-obligation meeting, please call us on 01403 268 562 or visit our contact us page.

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