EPFI Privacy Policy

This privacy policy sets out how estateplanningforintermediaries.co.uk uses and protects any information that you give estateplanningforintermediaries.co.uk when you use this website.

EPFI is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

EPFI may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes.

We may collect the following information: name and contact information including email address, telephone numbers, address and postcode. This information is not stored in a database on the website. On submission of any forms on the website the information is sent via email to office@epfi.co.uk

For information collected on the contact form, we will use this to contact you. Your details and email may also be kept on file for EPFI to contact you for relevant offers or other information.

Any information collected will never be sold or shared with a 3rd party and is collected only for use by EPFI. 

Web forms are sent via HTTPS, and encrypted. Collected information is instantly emailed to office@epfi.co.uk (which also uses SSL/TLS encryption) meaning that it is only able to be accessed by us.

Our site uses some 3rd party widgets. These widgets may set cookies if you are already logged into these websites or have previously downloaded cookies set by these sites. This privacy policy does not cover the behaviour of 3rd party widgets.

We set cookies to provide a positive user experience. We anonymously log the number of visitors to each page, along with information about what operating system, browser and monitor size is being used. We use this to ensure that the site works well for all users.

On forms where we intend to collect email addresses in order to send offers or other marketing messages, we will provide an opt out box. If you want to check whether we have your information or not, in order to add or remove your details, contact us at office@epfi.co.uk. If you need more information or are not clear on any of the above points, please don’t hesitate to contact us!

Interested in becoming a Partner?

Please enable JavaScript in your browser to complete this form.

Stay close to your phone... We'll call you soon

We look forward to hearing about your business, and discovering how we can help you and your clients.