THATS FAMILY FINANCE PRIVACY POLICY

Name: That’s Family Finance

Address: The Retreat, 406 Roding Lane South, Woodford Green, Essex, IG8 8EY

Phone Number: 07585 709461

Email: [email protected]

Page Updated: 20.10.2025

The Type of Personal Information We Collect

We currently collect and process the following types of personal data:
- Personal identifiers, contact information and characteristics (for example, your name, address, phone number and email);
- Financial details (for the purpose of helping you understand or explore suitable financial options);
- Limited health or lifestyle details (only where voluntarily provided to help us introduce you to an appropriate adviser);
- Property or mortgage-related details (to help assess your eligibility for advice or referral);
- Credit reference information (if required by a trusted adviser as part of their regulated process).

Please also see our website privacy and cookies policy for information collected through our online forms or tracking tools.

How We Get the Personal Information and Why We Have It

Most of the personal information we process is provided directly by you when you:
- Request information or guidance about financial products or services;
- Complete an enquiry form on our website;
- Participate in one of our educational sessions, events, or quizzes;
- Ask to be introduced to a regulated financial adviser or partner.

We collect this information on the basis of legitimate interest — to help connect you with trusted advisers who can provide regulated financial advice where appropriate.

That’s Family Finance is not authorised or regulated by the Financial Conduct Authority (FCA) and does not provide financial advice. Where advice is required, your information will only be shared with a regulated adviser or firm that is authorised to provide such services.

We may also receive information indirectly from third parties in the following scenarios:
- From trusted advisers or partner firms who update us on the progress of a referral;
- From technology or lead-management platforms we use to process your enquiry.

How We Use Your Information

We use the information you provide to:
- Respond to your enquiries;
- Understand your financial needs and preferences;
- Introduce you to an appropriate regulated adviser or firm;
- Support the tracking and management of referrals;
- Maintain business records for compliance and audit purposes.

We may share your personal information with:
- Regulated financial advisers, mortgage brokers, or protection specialists within our trusted partner network;
- Third-party systems used for secure data storage, customer management, or referral tracking;
- Law enforcement or regulatory bodies (such as the Information Commissioner’s Office) where required by law.
We do not sell your information to third parties.

Lawful Bases for Processing

Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing your information are:
- Legitimate Interest – to respond to your enquiry and connect you with suitable financial professionals;
- Contractual Obligation – when you request an introduction or service that requires us to share your details with a trusted adviser;
- Legal Obligation – to comply with data protection, anti-money-laundering, or other applicable laws.

How We Store Your Personal Information

Your data is stored securely in electronic format within our customer management and referral systems. We retain personal information only for as long as necessary to fulfil the purpose for which it was collected, or to meet our legal obligations. When it is no longer needed, your data will be permanently deleted or securely anonymised.

Your Data Protection Rights

Under data protection law, you have rights including:
- Right of Access – You can request copies of your personal information.
- Right to Rectification – You can ask us to correct or complete any information you believe is inaccurate or incomplete.
- Right to Erasure – You can request deletion of your data in certain circumstances.
- Right to Restrict Processing – You can ask us to limit the way we use your data in certain situations.
- Right to Object – You can object to the use of your data for particular purposes.
- Right to Data Portability – You can request that your data be transferred to another organisation, or directly to you, where technically feasible.

You are not required to pay any fee for exercising your rights. We will respond within one month.

To make a request, please contact us at: [email protected]

How to Complain

If you are unhappy with how we have handled your data, please contact us first so we can try to resolve your concern.

If you are still not satisfied, you can contact the Information Commissioner’s Office (ICO):

Information Commissioner’s Office
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Helpline: 0303 123 1113
Website: www.ico.org.uk

ICO Security Number: CSN9709110

Important Notice

That’s Family Finance operates as an introducer and education platform. We do not provide financial advice, mortgage advice, or investment recommendations. Where such advice is required, you will be referred to a regulated firm or adviser authorised and supervised by the Financial Conduct Authority (FCA). We will only share your information with trusted, qualified professionals who meet these standards.