Privacy Policy


Synergy Financial Solutions Limited is committed to protecting and respecting your privacy.
This policy (together with our terms of use and any other documents referred to on it) sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

For the purpose of the GDPR and Data Protection Act 2018  (“the Act”), the data controller is Synergy Financial Solutions Limited (company number 06763517) of Heritage Exchange, South Lane, Elland HX5 0HG.


We may collect and process the following data about you:

  • –  Information that you provide by filling in forms on our sites and which may be amended from time to time. This includes information provided at the time of submitting your data to our site to use our service or request further information.
  • –  Details necessary to process all transactions we undertake during the fulfillment of our services to you.




We may collect information about your computer, including where available your IP address, operating system and browser type for system administration and to understand the usage of our customers. This is statistical data about our users’ browsing actions and patterns, and does not identify any individual.




The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”). It may also be processed by staff operating outside the EEA working for us or for one of our suppliers. Such staff may be engaged in, among other things, the fulfillment of your order, the processing of your payment details and the provision of support services. By submitting your personal data, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your data is treated securely, in accordance with your rights and in accordance with this privacy policy. All information you provide to us is stored on our secure servers or the secure servers of our suppliers. Any payment transactions will be encrypted. Where we have given you (or where you have chosen) a password which enables you to access certain parts of our site, you are responsible for keeping this password confidential. We ask you not to share a password with anyone. Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data and all our sites which gather data are encrypted, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.




We use information held about you in the following ways:

  • To ensure that content from our site is presented in the most effective manner for you and for your computer.
  • To administer our site or services and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes
  • To provide you with information, products or services that you request from us or which we believe may interest you based on the data you give us or your preferences, or where you have consented to be contacted for such purposes..
  • To carry out our obligations arising from any contracts entered into between you and us.
  • To allow you to receive notifications and updates about any services that we are providing to you.

We may also use your data, or permit selected third parties to use your data, to provide you with information about our services which may be of interest to you and we or they may contact you about these by post, email or telephone.

  • If you are an existing customer, we will only contact you by electronic means (e-mail or SMS) with information about our services which are similar to those which were the subject of a previous service to you. If you are a new customer, and where we permit selected third parties to use your data, we (or they) will contact you using methods appropriate to the data you have submitted to us or the data we hold.
  • If you do not want us to use your data in this way, or to pass your details on to third parties for marketing purposes, please tick the relevant box on our data submission forms or alternatively, do not provide your consent to pass on those details when prompted. You may also change your preferences for how we use your data by contacting us at any time by telephone, letter or email.




We have put in place security procedures and technical and organisational measures to safeguard your personal information. Access to all internal data servers is limited to the specialist data protection personnel and is controlled via active directory authentication using defined policies to control password expiry and renewal. Access to your data for the purposes of providing our services to you is limited to our employees and contractors and is controlled via active directory authentication using defined policies to control approved access locations, password expiry and renewal.




We may disclose your personal information to any member of our company. We may also disclose your personal information to third parties under the following circumstances:

  • business partners, suppliers and sub-contractors for the performance of any contract we enter into with you including in relation to the supply of information;
  • in the event that we sell or buy any business or assets, we may disclose your personal data to the prospective seller or buyer of such business or assets.
  • if any or all of our assets are acquired by a third party, in which case personal data held by us about our customers will be one of the transferred assets.
  • if we are under a duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our rights, to view our terms and conditions of use and other agreements; or to protect the rights, property, or safety of our company, our customers, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection, debt recovery and credit risk reduction.




We will keep your data for the time you have a current contractual arrangement with us. We will also keep your data for a minimum of 6 years for the purposes of retaining historic records of all our transactions with you.




You have the right to ask us not to process your personal data for marketing purposes. We will usually inform you (before collecting your data) if we intend to use your data for such purposes or if we intend to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing by ticking certain boxes on the forms we use at the time we collect your data or at any other time.

You also have the right to:

  • request access to, deletion of or correction of, your personal data
  • restrict or object to processing your personal data
  • withdraw your consent where the processing was based on that consent, but note that this

does not affect any processing not based on your consent

  • request we transfer your personal data to another person
  • complain to our nominated representative in which case we will follow our internal Complaints procedure


You can also complain to the Information Commissioner’s Office or other relevant supervisory authority.




Our site may, from time to time, contain links to and from the websites of our partner networks, and other third parties that we believe may be of interest to you. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.




You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please contact us using the details shown in “How To Contact Us” below..


We want to ensure that your personal information is accurate and up to date. If any of the information that you have provided to us changes, for example if you change your email address, postal address or name, please let us know the correct details by contacting us. You may ask us, or we may ask you, to correct information that you or we think is inaccurate, and you may also ask us to remove information which is inaccurate.




Any changes we may make to our privacy policy in the future will be updated on our websites and documents and where appropriate, notified to you by email.




Telephone:  Freephone 0800 310 1520 (01422 735045)




Post:  Synergy Financial Solutions Limited, Heritage Exchange, South Lane, Elland HX5 0HG



Pension Redress Calculators


Our pension redress calculators will give you an indication of how much your mis-selling refund could be worth.

If your case is upheld, the exact value of your refund will not be known until all the facts of your case have been disclosed and a final figure calculated by the firm.


You may have an eligible claim for compensation if

  • You were encouraged by your financial adviser to change your investments without a proper explanation of the reasons why you should be doing this.
  • You were assured that your SIPP pension value would increase by your financial adviser but has fallen.
  • You were not properly informed of the factors which could result in a reduction of the value of investments
  • You felt uncomfortable or pressured by your financial adviser into an investment that you didn’t need or want.
  • The pension transfer & investment risks were not properly explained to you by your financial adviser.
  • Your financial adviser did not properly assess your financial situation by carrying out a fact find exercise.
  • At no time did your financial adviser make you aware that your funds were being invested in an unregulated investment.
  • You feel that you were given poor advice by your financial adviser concerning SIPPs which has left you financially worse off.
  • Information was not provided by your financial adviser about exceeding the £40,000 tax-free limit would make you liable for the 55% income tax. is a information only website.
Cookie Policy | Privacy Policy | About | Contact is an information ONLY site for mis-sold SIPP investment claims. We are not affilated with any law or claims management firm and do not accept claims.
We are no longer accepting any new claims. Existing cases will be processed to completion.