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Privacy Policy

This Privacy Policy explains how we use any personal information we collect about you.

Personal information which you supply to us may be used, both manually and electronically, in a number of ways. Examples include:

• To assist us in providing you with mortgage and insurance advice
• For mortgage processing and administration
• For fraud prevention

What information do we collect about you?

We collect information about you when you seek our advice with regard to obtaining a mortgage or arranging insurance. This may include details in respect of your family situation, employment, financial circumstances, existing/proposed property details, medical and other sensitive personal information, where required. We may also obtain information about you from credit reference agencies and other third parties such as solicitors, solely for the purposes of being able to provide you with the appropriate advice.

How will we use the information about you?

We collect information about you to be able to advise on and process mortgages and insurance applications. We may also use your information, with your consent, to email you about other services and products we think may be of interest to you.

Who will we share this information with?

We may share your information with lenders, insurers, credit reference agencies, solicitors, or fraud prevention agencies. We will not disclose any information to any company not associated with Helix Financial Partners Ltd except to prevent fraud if required to do so by our regulator (Financial Conduct Authority) or by law.


From time to time we would like to send you information about other services of ours and products from other companies, such as lenders, which may be of interest to you. If you have consented to receive marketing information, you have a right to opt-out at a later date.

Access to your information and correction

You have the right to request a copy of the information that we hold about you at no charge. If you would like a copy of some (or all) of your personal information, please email or write to us at the address below.

General Data Protection Regulation

Helix Financial Partners Ltd policy on data protection is in accordance with the General Data Protection Regulations or GDPR guidelines of May 2018.

Changes to our Privacy Policy

We keep our Privacy Policy under regular review, and we will place any updates on this web page.

How to contact us

Please contact us if you have any questions about our Privacy Policy or the information we hold about you. Our contact details are as follows: 

By email:   

Telephone: 0203 786 1070
In writing at: 6 Bevis Marks London EC3A 7BA

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