Privacy Policy

At Eureka Financial Solutions, we’re committed to protecting and respecting your privacy.

This Policy explains when and why we collect personal information about people who visit our website, how we use it, the conditions under which we may disclose it to others and how we keep it secure.

We may change this Policy from time to time so please check this page occasionally to ensure that you’re happy with any changes. By using our website, you’re agreeing to be bound by this Policy.

Any questions regarding this Policy and our privacy practices should be sent by email to advice@eurekafs.uk or by writing to Eureka Financial Solutions, The Old Inspectors House, York Street, Stourport, Worcs, DY13 9EH. Alternatively, you can telephone 01299 821160.

Who are we?

Established in 2005, Eureka Financial Solutions® offers both Mortgage and Financial advice. The business has a network of friendly, fully qualified advisers covering the Midlands and the South West. Directors Andrew & Kim Baker, manage the business with their team of advisers and administrators, offering individual face-to-face advice, delivering a first class service helping clients achieve their financial goals. All the advisers maintain their qualifications through yearly assessment and follow the Eureka ethos of ‘treating our customers fairly’.

How do we collect information from you?

We obtain information about you when you use our website, for example, when you complete the contact form within our site.

What type of information is collected from you?

The personal information we collect might include your name, address, email address, IP address, and information regarding what pages are accessed and when.

Use of ‘cookies’

Like many other websites, the Eureka Financial Solutions website uses cookies. ‘Cookies’ are small pieces of information sent by an organisation to your computer and stored on your hard drive to allow that website to recognise you when you visit. They collect statistical data about your browsing actions and patterns and do not identify you as an individual. For example, we use cookies to monitor video use on the website.
This helps us to improve our website and deliver a better more personalised service.

It is possible to switch off cookies by setting your browser preferences. For more information on how to switch off cookies on your computer, visit our full cookies policy. Turning cookies off may result in a loss of functionality when using our website.

Main Cookies used on our site

Google Analytics
These cookies are used to collect information about how visitors use our site. We use the information to compile reports and to help us improve the site.

The cookies collect information in an anonymous form, including the number of visitors to the site, where visitors have come to the site from and the pages they visited.

For more information on Google Analytic’s privacy policy visit here – http://www.google.com/analytics/learn/privacy.html

Google Maps

These are Google Maps third party cookies, which are unique identifiers to allow traffic analysis to Google Maps.

How is your information used?

We may use your information to:

• Contact you regarding queries raised in the contact form;
• Carry out our obligations arising from any contracts entered into by you and us;
• Deal with entries into a competition;
• Seek your views or comments on the services we provide;
• Notify you of changes to our services;
• Send you communications which you have requested and that may be of interest to you.
• These may include information about  campaigns, appeals, other fundraising activities, promotions of our associated companies goods and services;
• Process a grant or job application.

We review our retention periods for personal information on a regular basis. We are legally required to hold some types of information to fulfil our statutory obligations. We will hold your personal information on our systems for as long as is necessary for the relevant activity, or as long as is set out in any relevant contract you hold with us.

If you take advantage of our services, we may collect a significant amount of personal information about you. We will provide you with an additional Privacy Notice at this point.

Who has access to your information?

We will not sell or rent your information to third parties.
We will not share your information with third parties for marketing purposes.

However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own direct marketing purposes. Please be reassured that we will not release your information to third parties beyond the company for them to use for their own direct marketing purposes, unless you have requested us to do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention of fraud or other crime.

We may transfer your personal information to a third party as part of a sale of some or all of our business and assets to any third party or as part of any business restructuring or reorganisation, or if we’re under a duty to disclose or share your personal data in order to comply with any legal obligation or to enforce or apply our terms of use or to protect the rights, property or safety of our supporters and customers. However, we will take steps with the aim of ensuring that your privacy rights continue to be protected.

Your choices

You have a choice about whether or not you wish to receive information from us. If you do not want to receive direct marketing communications from us about our exciting products and services, then you can email us at advice@eurekafs.uk to be removed from our database.
We will not contact you for marketing purposes by email, phone or text message unless you have given your prior consent. We will not contact you for marketing purposes by post if you have indicated that you do not wish to be contacted.

You can change your marketing preferences at any time by contacting us on one of the following options:

Phone: 01299 821160
Email: advice@eurekafs.uk
Write: Eureka Financial Solutions, The Old Inspectors House, York Street, Stourport, Worcs, DY13 9EH

How you can access and update your information

The accuracy of your information is important to us. You have the right to request a copy of the information we hold about you so that you can ensure its accuracy.

You can do this by the following methods:
Phone: 01299 821160
Email: advice@eurekafs.uk
Write: Eureka Financial Solutions, The Old Inspectors House, York Street, Stourport, Worcs, DY13 9EH

Right to erasure

You can request the erasure of your information from our database, however we may not be able to comply with this request for regulatory or legal reasons.

Please contact us on one of the following methods where someone will be happy to help start this process with you.
Phone: 01299 821160
Email: advice@eurekafs.uk
Write: Eureka Financial Solutions, The Old Inspectors House, York Street, Stourport, Worcs, DY13 9EH

Security precautions in place to protect the loss, misuse or alteration of your information

When you give us personal information, we take steps to ensure that it’s treated securely. Any sensitive information is encrypted and protected with the following software 128 Bit encryption on SSL. When you are on a secure page, a lock icon will appear on the bottom of web browsers such as Microsoft Internet Explorer.

Non-sensitive details (your email address etc.) are transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given (or where you have chosen) a password which enables you to access certain parts of our websites, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Links to other websites

Our website may contain links to other websites run by other organisations. This privacy policy applies only to our website‚ so we encourage you to read the privacy statements on the other websites you visit. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.
In addition, if you linked to our website from a third party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.

16 or Under

We are concerned to protect the privacy of children aged 16 or under. If you are aged 16 or under‚ please get your parent/guardian’s permission beforehand whenever you provide us with personal information.

Transferring your information outside of Europe

We will not transfer your information outside of the EU.

Review of this Policy

We keep this Policy under regular review. This Policy was last updated in January 2023.