Professional Medical Financial (PMF, we, us, or our) — a trading name of [LEGAL ENTITY] Ltd, registered in England & Wales (company no. [COMPANY NUMBER]), registered office [REGISTERED OFFICE] — operates this website and the related enquiry and adviser-onboarding processes, and is the data controller for the personal data described here. PMF is an introducer, not a financial adviser. If you need to contact us about privacy, please email hello@professionalmedicalfinance.co.uk.

This notice explains how we collect, use, store, and share personal data when you use our website, submit an enquiry for financial guidance, create an account, or apply to join the PMF adviser network.

• Identity and contact data, such as your name, email address, phone number, and postcode.
• Professional and profile data, such as career stage, adviser role, firm details, FCA references, qualifications, and service specialisms.
• Questionnaire and onboarding data, such as priorities, client fit, capacity, intake preferences, and free-text information you choose to provide.
• Technical and usage data, such as browser information, page path, timestamps, and referrer information.
• Communication and consent records, including requests for callbacks, marketing preferences, and consent versions accepted at the time of submission.

• To review enquiries and route users to a relevant specialist adviser or partner.
• To assess, onboard, and manage advisers who want to join the PMF network.
• To communicate about enquiries, registration progress, verification steps, and service updates.
• To keep records, improve matching quality, prevent misuse, and maintain service security.
• To meet legal, regulatory, and compliance obligations where they apply.

• Legitimate interests, where we need to review enquiries, assess network suitability, operate the website, and improve our matching process.
• Steps prior to entering into a contract, where you ask us to help connect you with a relevant adviser or to consider your adviser application.
• Legal obligation, where we must keep records or respond to legal and regulatory requirements.
• Consent, where you choose to receive marketing communications or where consent is otherwise specifically requested.

If you complete a PMF financial questionnaire, we use the information you provide to understand your circumstances, decide who is best placed to help, contact you about your enquiry, and keep a record of the submission. We do not sell your information to generic lead brokers.

If you apply to join the PMF adviser network, we use your information to review suitability, verify firm and adviser details, assess service fit, understand operational capacity, record onboarding decisions, and manage any ongoing relationship with you or your firm.

• This may include firm information, adviser profile information, FCA references, credentials, service lines, client fit, region coverage, and preferred lead-handling details.
• We may keep internal review notes, profile versions, and submission records so that onboarding decisions can be audited and managed over time.
• Directory or listing-related use will only apply where you have been informed of that use and, where relevant, have agreed to it.

• Regulated advisers or partner firms where sharing is necessary to progress a relevant enquiry.
• Technology and hosting providers who support the operation of the website, database, authentication, and communications.
• Professional advisers, auditors, regulators, law enforcement, or courts where disclosure is necessary or legally required.

• General website and enquiry records are typically retained for up to 24 months after the last meaningful interaction, unless longer retention is needed for legal, regulatory, complaint-handling, or audit reasons.
• Adviser registration and onboarding records are typically retained for up to 36 months after the last meaningful onboarding or relationship activity, unless a longer period is justified by legal, regulatory, or evidential needs.
• Account and authentication records may be kept for as long as the account remains active and for a reasonable period afterwards for security, fraud prevention, and record-keeping.

We use reasonable technical and organisational measures to protect personal data against unauthorised access, loss, misuse, or alteration. No internet-based system can be guaranteed completely secure, but we take data protection seriously and limit access to those who need it.

• You may have the right to request access to your personal data.
• You may have the right to ask for inaccurate data to be corrected.
• You may have the right to request deletion, restriction, or objection in certain circumstances.
• Where processing is based on consent, you can withdraw that consent at any time without affecting earlier lawful use.
• You also have the right to complain to the Information Commissioner's Office (ICO) if you believe your data has been handled improperly.

For privacy questions or requests, contact hello@professionalmedicalfinance.co.uk. If your request relates to adviser onboarding, please include the name of the adviser or firm so we can locate the relevant records more quickly.

We may update this notice from time to time. Where changes are material, we will update the date on this page and, where appropriate, take additional steps to bring the change to your attention.