Advizo Privacy Policy - Last updated: 24/11/2025
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1. Who We AreAdvizo - (“we”, “us”, “our”) provides business management tools and specialist technology services to mortgage and financial advice firms.Registered Address:16 Priory LaneLesmahagowML11 0BXUnited KingdomEmail: support@advizo.co.ukWe are committed to protecting your privacy and ensuring your personal information is handled securely and in accordance with all applicable laws, including the UK GDPR.
2. What Information We Collect - We may collect and store the following types of personal information:Information you provide directly:Name, email address and phone numberFirm name and roleAny details submitted through our forms (demo requests, support requests, onboarding)Messages sent to our support teamInformation collected automatically:Website usage data (pages visited, device type, browser, IP address)Cookies for analytics
and functionalitySession information when accessing Advizo servicesInformation provided by your firm (if you are a user):User account detailsPermissions or role within the firmTechnical setup details (email, phone, IT configuration)
3. How We Use Your Information - We use your information to:Provide and operate the Advizo systemDeliver technic.
al support and IT managementRespond to enquiries and support requestsImprove our platform and servicesManage onboarding for firms and advisersSend service updates, security notifications or essential informationMeet legal, compliance and security obligationsWe do not sell your data to third parties.
4. Legal Basis for Processing - We process your personal data under one or more of the following legal bases:Contract: to provide you or your firm with Advizo servicesLegitimate interest: to improve our platform, support users and maintain securityConsent: when you opt in for marketing communicationLegal obligation: where required for compliance, audit or security purposes
5. How We Store and Protect Your Data - Your data is stored within secure UK/EU data centres with industry-standard security controls, including:Encrypted databasesSecure access controls Multi-factor authenticationContinuous monitoringBackups and disaster recovery processesOnly authorised Advizo team members have access where necessary to deliver services or support.
6. Sharing Your Information - We may share limited personal data with:Trusted IT and infrastructure partnersPayment processorsProfessional advisers (legal, compliance, accounting)Regulators, if legally requiredWe never sell personal data or share it for advertising.All third-party partners are GDPR compliant and bound by strict data processing agreements.
7. How Long We Keep Your Data - We retain personal data only for as long as necessary:User accounts: for the lifetime of the contractEnquiries: up to 12 monthsSupport requests: up to 24 monthsLegal/compliance records: as required by UK lawYou can request deletion at any time (unless retention is legally required).
8. Your RightsUnder UK GDPR - you have the right to:Access the personal data we holdRequest corrections or updatesRequest deletion of your dataRestrict or object to processingWithdraw consent (for marketing)Request data portabilityTo exercise any of these rights, contact:📩 support@advizo.co.uk
9. Cookies - We use cookies to improve your experience, analyse website usage, and support essential website functions.You may adjust your cookie preferences in your browser settings.A full Cookie Policy can be provided separately.
10. Changes to This Policy - We may update this Privacy Policy from time to time.Any changes will be posted on this page with an updated “Last updated” date.
11. Contact Us - For any privacy-related questions or requests: Advizo16 Priory Lane, Lesmahagow, ML11 0BX📩 support@advizo.co.uk