Privacy Policy | All In Finance

Privacy Policy

Version 1.0, August 2026

Why this document matters

To introduce businesses to finance specialists we handle information about businesses and the people connected with them. This policy covers the people side, personal information, which is what data protection law protects. That can be anyone connected with a business we deal with or contact, directors, owners, staff in any role, representatives, guarantors, advisers, and anyone who gets in touch with us or is involved in a finance application in any way. This policy explains what information we hold, where it comes from, what we do with it, and the rights you have over it.

Who we are

All In Finance is a trading style of All In Finance Ltd (company number 17301145), registered office Wild Acre, Wilmots Lane, Horne, Horley, England, RH6 9JR. Registered in England and Wales. We introduce limited companies, LLPs and partnerships of four or more partners to third-party finance specialists for unregulated commercial finance, and are not authorised or regulated by the Financial Conduct Authority.

We are registered with the Information Commissioner's Office (registration number ZC182411). If you have any question about this policy or your information, contact us at hello@allinfinance.co.uk or by post to our registered office.

The information we hold

Depending on how you deal with us, this can include:

Contact and role details, your name, business email address, phone number, job title and your connection to a company.
Company information, the company's name, number, address, website, filing history and other publicly available records.
Enquiry and case information, what finance is being sought, the company's circumstances and financial position, and the documents a finance application needs. Where a case requires it, this can include identity documents, bank statements and details of personal guarantees, which we pass to the specialist handling the case.
Communications, emails, call notes and, where we have told you and you have agreed, call recordings.
Website and email interaction data, where we use it. This can include whether our emails have been opened and whether links in them have been clicked, and analytics about visits to our website (see our cookie policy).
Anything else provided to us, or gathered by us, in the course of running our business and handling a case.

Where it comes from

Directly from you, by email, phone, our enquiry form or during a case.
Publicly available sources, including Companies House, your company's website, business directories, LinkedIn and other public parts of the internet. This is how we identify companies that may benefit from our service, and it may include deriving a likely business email address where one is not published.
The specialists and lenders involved in your case.
People acting for you or the company, such as an accountant, a colleague or another adviser.
Other third parties involved in a case or in our business.

Why we can use it (our lawful bases)

Legitimate interests, contacting companies we believe may benefit from business finance, running and improving our business, and keeping records that protect our legal position. We only rely on this where our purpose does not override your rights, and you can object at any time.
Contract, when you instruct us, we use your information to deliver our service.
Legal obligation, where the law requires us to hold or share information.

What we do with it

We use the information to identify and contact businesses that may benefit from our service, find out what finance they are looking for, carry out identity, sanctions and similar checks before making an introduction, introduce them to third-party specialists, pass information between them and the specialist where needed, keep proper records, and meet our legal responsibilities. We do not sell personal information.

Who we share it with

The third-party finance specialists we introduce you to (finance brokers, packagers, asset finance providers or lenders' own commercial teams), who may share it with lenders and who operate under their own privacy policies.
Anyone you ask or authorise us to deal with, such as your accountant or business associates.
The service providers that run our systems, email, document storage, spreadsheets, our website, our outreach platform and AI-assisted tools we use in our work. They process information on our instructions and cannot use it for their own purposes.
Our own professional advisers and insurers, where needed to run and protect our business.
Regulators, law enforcement or others where the law requires or allows it.
A buyer or successor, if our business or part of it is ever sold or reorganised, the information transfers with the business and this policy continues to protect it.

Some providers may store information outside the UK; where that happens, safeguards recognised by UK law (such as adequacy decisions or standard contractual clauses) apply.

Marketing

We contact companies about business finance by email, and may also do so by phone, post or other channels. We only direct this at businesses, never consumers. Every marketing email tells you who we are and how to opt out, and opting out is always free and immediate. When you opt out we add your details to a suppression list, a do-not-contact record we keep indefinitely so we never market to you again.

How long we keep it

Client files: seven years after our involvement ends. This covers the six-year period in which legal claims can be brought and the tax record-keeping period, after which files are deleted.
Prospect records (businesses we have identified or contacted but not worked with): kept while they remain relevant to our marketing, reviewed periodically, and removed when out of date or on request.
Suppression list: kept indefinitely, because it is what stops us contacting you again.

Keeping it secure

We take reasonable and proportionate steps to protect the information we hold against loss, misuse and unauthorised access, and we expect the same care from the providers and partners we work with. Please take care when sending us sensitive documents, if in doubt, ask us about a secure way to send them.

Your rights

You can ask us: for a copy of the information we hold about you; to correct it; to delete it; to restrict or object to our use of it (including objecting to marketing at any time); and to transfer it. To exercise any right, contact us at hello@allinfinance.co.uk. We will respond within one month, or tell you within that month if a complex request needs longer.

If you are unhappy with how we have handled your information, you have the right to complain to us directly, email hello@allinfinance.co.uk or write to our registered office, and we will acknowledge your complaint within 30 days and tell you the outcome. You also have the right to complain to the Information Commissioner's Office (ico.org.uk, 0303 123 1113, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF).

Changes to this policy

We review this policy regularly and publish the current version on our website. This version was published in August 2026.

Any questions?

If anything on this page isn't clear, get in touch and we'll talk it through.

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