Privacy Notice

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Who we are

Strategy Finance Global are a trading name of Strategy Finance Global Ltd, which are Finance Brokers based in London, United Kingdom.

Strategy Finance Global Ltd is registered in England and Wales, Company Registration No. 15371124. Our registered office address is 2nd Floor, Berkeley Square House, Berkeley Square, London, W1J 6BD. All rights reserved.

What data do we collect?

Our Company collects the following data:

  • Personal identification information (Your title, name, postal address, risk address, email address, civil status, gender, current and or previous occupation, personal income and expenditure, financial accounts, date of birth, contact details, registration number, mental health conditions, bank / credit card statements, proof of deposit, loan statements, bank details, credit / debit card details, credit searches, National Insurance Number, property portfolio, vessel portfolio, Next of Kin information, children’s data where the child is under 16 (only for travel insurance policies)

How do we collect your data?

You directly provide Our Company with most of the data we collect. We collect data and process data when you:

  • Register online or other communication methods for our services (Email, FinPlan Portal, LinkedIn and WhatsApp)
  • Voluntarily complete a customer survey or provide feedback on any of our message boards or via email.
  • Use or view our website via your browser’s cookies.

Our Company may also receive your data indirectly from the following sources:

  • Third-party service providers, introducers, advisers, and other intermediaries/brokers.

How will we use your data?

Our Company collects your data so that we can:

  • Process your application and manage your request.
  • Email you with special offers on other products and services we think you might like.
Data TypeData use
LendersTo obtain agreement in principal & formal offer
Advisers & brokersTo access some lender via their agreement
AccountantsTo obtain financial information
IntroducersTo update on progress
S&P BrokersTo update on progress
InsurersQuotation, cover, to manage and progress claims
Insurance Providers, (Placing Brokers, Delegated Authority Schemes, Wholesalers and the like)Quotation, cover, to manage and progress claims
Loss AdjustersTo manage and progress claims
Insurance Fraud BureauPotential policy fraud
Loss AssessorTo manage and progress claims
National Crime AgencySuspected criminal / fraudulent activity
HM Treasury SanctionsChecking clients are not on the banned list
Premium Finance CompanyPayment of premiums
PoliceLegal obligations
Possible SuppliersInsurers replacement facilities – i.e., white goods, jewellers, cleaning companies, restoration companies, approved repairers and garages, windscreen replacement company, plumbers, builders, electricians and the like.
StaffAdministering the quotation and policy, claims or payments. Back Up Of Data
Claims Management CompanyTo manage and progress claims
SurveyorRisk survey to analyse, report upon risk. Also, in the event of a loss, the opportunity to survey post-loss
Debt AgencyTo collect unpaid premium due
IT Providers – SoftwareHolds all collective management information, system testing when system not responding or errors occur
IT Providers – Hardware, Cloud & Systems ManagementTo detect issues, secure the system, and test the    system. Also, backup of data
Interested Parties (Lender/Funds)Proof of cover
Third Party InsurersTo manage and progress claims
Third Party AssessorTo manage and progress claims
Claims Management CompanyTo manage and progress claims
Credit Reference Agencies

To obtain competitive premiums via some

Insurance providers

Claims Exchange UnderwritingSharing of previous claims information between insurers
Employers Liability Tracing OfficeTo provide confirmation of cover being in place
Our own InsurersWhere we need to provide information about you
SolicitorClaims against clients or claims against us

For management of the policy and claims were

language is a barrier or they use sign language

Group OfficesOther offices within the firm may need to use data centrally to deal with clients if another office is busy or not available
Other Data Controllers not detailed aboveTo be shared only for the purposes stated, or in a way you would reasonably expect us to, unless we inform you otherwise.
Data Type Lawful Basis for Processing
In order to arrange your finance/funds we will be using one or more of the following legal bases:-
  • We will seek consent from you, either verbal over the phone, or signed consent from you where we are face to face, to enable us to process any special categories of data we may obtain from you, as described above.
  • Processing is necessary in order for us to take steps, at your request, to enter into a contract of loan/funds when you ask us to place required finance.
  • Processing is necessary for us to comply with any legal or regulatory obligation.
  • Where we believe a customer is vulnerable, processing might be necessary to protect the vital interests of that person or other person.
We may have a legitimate interest in processing the data for changes to any finance quotation or formal offer which you may request, or for any other reason necessary to undertake any other requests related to your loan/funds.

If you agree, Our Company will share your data with our partner companies so that they may offer you their products and services.

  • Strategy Finance & Insurance

    When Our Company processes your data, it may send your data to, and also use the resulting information from, credit reference agencies to prevent fraudulent purchases.

    How do we store your data?
    Our Company securely stores your data at 173 Balls Pond Road, London, UK, N1 4BG.

Where do we hold your data?
At all times we will endeavour to hold your data on servers within the UK, or within the European Economic Area (EEA). Where we share your information with other Data Controllers, they must also agree to hold your Data within the EEA. 

Your data is stored electronically on a local server which only we have access to. Our local and cloud backups are all encrypted and stored in secured storages.

However, in the unlikely event your data is to be held in any other geographical area we ensure that:-

  • Data Controllers do not do so without our prior written authority and
  • An appropriate transfer agreement is put in place to protect your personal data

Right to Erasure

You have the right to request that we erase your Personal Data. For example, you may exercise this right in the following circumstances:

  • your Personal Data are no longer necessary in relation to the purposes for which they were collected or otherwise processed by us;
  • you withdraw consent and no other legal ground permits the processing;
  • you object to the processing and there are no overriding legitimate interests for the processing;
  • your Personal Data was unlawfully processed; or
  • your Personal Data must be erased for compliance with a legal obligation.

We refuse the right to delete your information when it falls within our data retention period stated above, as this data may be required to exercise or defend litigation in the event of a claim whether covered or not by the insurance policy. If you do not agree with this, you have the right to complain to the ICO.


Our Company would like to send you information about products and services of ours that we think you might like, as well as those of our partner companies.

  • Strategy Finance Global
  • Strategy Finance & Insurance

If you have agreed to receive marketing, you may always opt out at a later date.

You have the right at any time to stop Our Company from contacting you for marketing purposes or giving your data to other members of the Our Company Group.

What are your data protection rights?

Our Company would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

The right to access – You have the right to request Our Company for copies of your personal data. We may charge you a small fee for this service.

The right to rectification – You have the right to request that Our Company correct any information you believe is inaccurate. You also have the right to request Our Company to complete the information you believe is incomplete.

The right to erasure – You have the right to request that Our Company erase your personal data, under certain conditions.

The right to restrict processing – You have the right to request that Our Company restrict the processing of your personal data, under certain conditions.

The right to object to processing – You have the right to object to Our Company’s processing of your personal data, under certain conditions.

The right to data portability – You have the right to request that Our Company transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email:

Call us at+44 (0) 203 761 4111

Or write to us: 2nd Floor, Berkeley Square House, Berkeley Square, London, W1J 6BD

Or email us at:


Cookies are text files placed on your computer to collect standard Internet log information and visitor behaviour information. When you visit our websites, we may collect information from you automatically through cookies or similar technology.

For further information,

How do we use cookies?

Our website ( uses cookies in order to provide enhanced functionality to users, as well as to track which areas of the site are most visited. If you continue to use our website, we’ll assume you are happy to accept these cookies.

What types of cookies do we use?

There are a number of different types of cookies, however, our website uses:

Functionality – Our Company uses these cookies so that we recognize you on our website and remember your previously selected preferences. These could include what language you prefer and location you are in. A mix of first-party and third-party cookies are used.

Advertising – Our Company uses these cookies to collect information about your visit to our website, the content you viewed, the links you followed and information about your browser, device, and your IP address. Our Company sometimes shares some limited aspects of this data with third parties for advertising purposes. We may also share online data collected through cookies with our advertising partners. This means that when you visit another website, you may be shown advertising based on your browsing patterns on our website.

How to manage cookies

You can set your browser not to accept cookies, and the above website tells you how to remove cookies from your browser. However, in a few cases, some of our website features may not function as a result.

Privacy policies of other websites

Strategy Finance Global website contains link to our other website Our privacy policy applies only to our website, so if you click on a link to another website, you should read their privacy policy.

Changes to our privacy policy

Our Company keeps its privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 11/08/2023.

How to contact us

If you have any questions about Our Company’s Privacy Policy, the data we hold on you, or you would like to exercise one of your data protections rights, please do not hesitate to contact us.

Email us at:

Call us: +44 (0) 203 761 4111

Or write to us: 2nd Floor, Berkeley Square House, Berkeley Square, London, W1J 6BD

How to contact the appropriate authority

Should you wish to report a complaint or if you feel that Our Company has not addressed your concern in a satisfactory manner, you may contact the Information Commissioner’s Office at