Last updated: November 2026

Coastal Finance respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect when you use our website and how we use and protect that information.

Information We Collect

We do not ask you to create an account or provide personal information simply to browse our website.

If you choose to contact us using our website contact form, we collect the information you provide, which may include:

Please avoid including sensitive or confidential personal information in the contact form unless it is necessary for your enquiry.

How We Use Your Information

Information submitted through our contact form is used only to:

We do not sell or rent your personal information to third parties.

Our Lawful Basis for Processing

Under UK data protection law, we need a lawful basis for processing your personal information.

When you contact us with an enquiry, we will normally process your information because it is in our legitimate interests to respond to enquiries about our business and services.

Where your enquiry relates to services you have asked us to provide or are considering purchasing, processing may also be necessary in order to take steps at your request before entering into a contract.

How Long We Keep Your Information

We keep personal information only for as long as reasonably necessary for the purpose for which it was collected, including responding to your enquiry and meeting any legal, accounting or regulatory requirements that may apply.

Information that is no longer required will be securely deleted or disposed of.

Sharing Your Information

We do not sell, trade or rent your personal information.

We may use trusted service providers to operate our website, email or IT systems. These organisations may process information on our behalf and are required to handle it appropriately and securely.

We may also disclose information where we are required to do so by law.

Security

We take reasonable technical and organisational measures to protect the personal information we hold against loss, misuse, unauthorised access or disclosure.

However, information transmitted over the internet cannot be guaranteed to be completely secure.

Cookies

This website uses a small number of essential technologies required for the website to operate correctly and efficiently.

In particular, our website uses a technical cookie associated with its caching system. This cookie helps the website deliver pages efficiently and does not serve advertising or marketing purposes.

We do not use cookies for advertising, marketing or visitor tracking.

Your Rights

Under UK data protection law, depending upon the circumstances, you may have the right to:

If you wish to exercise any of these rights, please contact us using the details below.

You also have the right to raise a concern with the Information Commissioner’s Office (ICO) if you are unhappy with how your personal information has been handled.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact:

Coastal Finance
25 Old Milton Road
New Milton
Hampshire
BH25 6DQ

Email: lewis@coastal-finance.co.uk
Telephone: 01425 616034

Contact Form/
Book an Appointment