Advantage Financial Services Ltd – Privacy Policy

Who we are

This Privacy Policy explains how Advantage Financial Services Ltd (“AFS”, “we”, “our”, “us”) collects, uses, and protects your personal data. AFS is authorised and regulated by the Financial Conduct Authority (FCA). We provide financial services to our clients, and in doing so we handle personal information in accordance with the UK GDPR, the Data Protection Act 2018, and applicable FCA requirements.

How to contact us

If you have any questions about this Privacy Policy or how your data is handled, you can contact us at: dataprotection@advantagetravelpartnership.com

This is the best way to exercise your rights under data protection law.

The information we collect

The personal data we collect will depend on the service provided. It may include identity and contact details, financial details, insurance or investment information, communication records, marketing preferences, and website

technical data. Where we need to collect sensitive information (e.g. medical details for insurance policies), this will only be done with your explicit consent or where otherwise permitted by law.

How we use your information

We use your personal data to provide financial services, administer contracts, process payments, communicate with you about your products, and comply with FCA regulatory obligations. We may share data with insurers, brokers, or regulators

where required. We may also use secure AI tools for productivity and analysis, but your data is never used to train these tools.

Our legal basis for processing

We process personal data only where there is a valid legal basis under UK GDPR. This may be to perform a contract with you, to comply with our legal or regulatory obligations, based on your consent, or in pursuit of our legitimate interests (balanced with your rights).

Data storage and security

Your personal data is stored within the UK and EEA. We use trusted service providers, who are bound by strict agreements to protect data and are required to handle your data securely and in compliance with law.

Sharing your data

We may share your data with insurers, brokers, regulators (including the FCA), professional advisers, and service providers. We will never sell your data.

How long we keep your information

We keep most client and financial records for at least six years from the end of the relationship, or longer where legally required. After this, data is securely deleted or anonymised.

Your rights

You have rights under UK GDPR including access, correction, erasure, restriction, portability, and objection. You can contact

dataprotection@advantagetravelpartnership.com to exercise these rights. You can also escalate complaints to the ICO or the FCA.

Cookies and website use

Our website may use cookies and analytics to improve your browsing experience. You can control cookies through your browser settings. For more details, see our Cookie Policy.

Updates to this policy

We review this Privacy Policy regularly and will update it when necessary.

How we use your information – at a glance