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Privacy Notice

Privacy Policy

Privacy Notice

Samuel Gordon Insurance Brokers Limited (“we”, “us” or “our”) is committed to protecting your privacy and handling your personal information fairly, lawfully and transparently.

This Privacy Notice explains how we collect, use, store, share and protect your personal information when you visit our website, request a quotation, purchase insurance, make an enquiry or otherwise interact with us.

We are committed to processing personal information in accordance with the principles of lawfulness, fairness, transparency, purpose limitation, data minimisation, accuracy, storage limitation, integrity, confidentiality and accountability.

It also explains your rights under UK data protection legislation and how you can contact us if you have any questions or concerns regarding the way we process your personal information.

Who We Are

Samuel Gordon Insurance Brokers Limited is an independent insurance intermediary authorised and regulated by the Financial Conduct Authority (Firm Reference Number 567833).

For the purposes of UK data protection legislation, Samuel Gordon Insurance Brokers Limited is the Data Controller responsible for the personal information described within this Privacy Notice.

Company Registration Number: 07718365

Information We Collect

Depending upon how you interact with us, we may collect and process the following categories of personal information.

Information You Provide

This may include:

  • Name
  • Postal address
  • Email address
  • Telephone number
  • Date of birth
  • Insurance requirements
  • Claims information
  • Financial information where required
  • Copies of identification documents
  • Information submitted through website enquiry forms
  • Communications with us by telephone, email or post

We only collect personal information that is relevant and necessary to provide our services and meet our legal, regulatory and contractual obligations.

Information Collected Automatically

When you visit our website we may automatically collect limited technical information including:

  • IP address
  • Browser type and version
  • Device information
  • Operating system
  • Website usage information
  • Cookie preferences

This information helps us improve the performance, functionality and security of our website.

How We Use Your Personal Information

We use your personal information to:

  • Arrange, administer and manage insurance policies.
  • Obtain quotations from insurers and product providers.
  • Process renewals and policy amendments.
  • Assist with claims handling.
  • Respond to enquiries and requests.
  • Comply with legal, regulatory and professional obligations.
  • Prevent fraud, financial crime and money laundering.
  • Improve our products and services.
  • Maintain accurate business records.
  • Communicate with you regarding products or services you have requested.

Where permitted by law and, where required, with your consent, we may also contact you regarding products or services that we believe may be of interest to you.

You may withdraw your consent to marketing communications at any time.

Lawful Basis for Processing

We will only collect and process your personal information where we have a lawful basis to do so under UK data protection legislation.

The lawful bases we most commonly rely upon include:

  • Performance of a contract.
  • Compliance with legal or regulatory obligations.
  • Legitimate business interests.
  • Consent where required.
  • Protection of vital interests.

Sharing Your Personal Information

Where necessary, we may share your personal information with organisations including:

  • Insurance companies.
  • Managing General Agents (MGAs).
  • Lloyd’s market participants where appropriate.
  • Premium finance providers.
  • Claims handlers.
  • Loss adjusters.
  • Fraud prevention agencies.
  • Banks and payment service providers.
  • Regulators.
  • Professional advisers.
  • IT and technology providers supporting our business.

We only share the personal information necessary for the relevant purpose and require third parties to process it securely and in accordance with applicable data protection legislation.

We may also disclose your personal information where required by law, regulation, court order or other legal process.

We will never sell your personal information.

International Transfers

Some of our trusted service providers may process personal information outside the United Kingdom.

Where this occurs, we will ensure appropriate safeguards are in place to protect your personal information in accordance with UK data protection legislation.

Data Security

Protecting your personal information is extremely important to us.

We maintain appropriate technical and organisational measures designed to safeguard personal information against accidental loss, unauthorised access, misuse, alteration or disclosure.

Whilst we maintain robust security measures, no internet transmission or electronic storage system can ever be guaranteed to be completely secure.

Data Retention

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected and to comply with legal, regulatory and contractual obligations.

Unless a longer retention period is required by law, regulation or legitimate business purposes, insurance records are generally retained for up to seven years following the end of our relationship with you.

Further information regarding our retention periods is available upon request.

Marketing Communications

Where permitted by law and, where required, with your consent, we may occasionally contact you regarding products, services or events that may be of interest to you.

You may opt out of receiving marketing communications at any time by contacting us or by using the unsubscribe link included within our communications.

Automated Decision Making

Samuel Gordon Insurance Brokers Limited does not make decisions about individuals based solely on automated processing that produces legal or similarly significant effects.

Where insurers or other product providers use automated decision-making or profiling as part of their underwriting or pricing processes, this will be explained within their own privacy information where applicable.

Your Rights

Under UK data protection legislation you have the right to:

  • Request access to your personal information.
  • Request correction of inaccurate or incomplete personal information.
  • Request erasure of your personal information in certain circumstances.
  • Request restriction of processing.
  • Object to certain processing activities.
  • Request portability of your personal information where applicable.
  • Withdraw consent where processing is based upon consent.

We will normally respond to valid requests within one calendar month in accordance with applicable legislation.

To exercise any of these rights, please contact our Data Protection Officer using the details below.

Data Protection Complaints

If you have any concerns about the way we collect, use, store or otherwise process your personal information, we encourage you to contact our Data Protection Officer (DPO) in the first instance so that we have the opportunity to investigate your concerns and resolve them wherever possible.

Complaints may be made by email, telephone, in writing or by any other reasonable means.

We are committed to handling all data protection complaints fairly, transparently and without unnecessary delay.

Data Protection Officer (DPO)

Samuel Gordon Insurance Brokers Limited

Email: mark@sg-ins.co.uk

Telephone: 0203 924 1311

We will acknowledge your complaint as soon as reasonably practicable and normally within five working days. We aim to investigate complaints promptly, fairly and transparently and seek to provide a substantive written response within one calendar month wherever reasonably practicable.

If you remain dissatisfied following our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

Contact Us

If you have any questions regarding this Privacy Notice or the way we process your personal information, please contact us:

Samuel Gordon Insurance Brokers Limited

Templegate House

115–123 High Street

Orpington

Kent

BR6 0LG

Telephone: 0203 924 1311

General enquiries: info@sg-ins.co.uk

Data Protection Officer: mark@sg-ins.co.uk

Website: www.sg-ins.co.uk

Changes to this Privacy Notice

We may update this Privacy Notice from time to time to reflect changes in legislation, regulatory requirements or the way we process personal information.

The latest version will always be available on this website.

Last Updated: July 2026