Privacy Policy
1. Introduction
Oakmere Grosvenor (“we”, “us”, “our”) is committed to protecting your privacy and safeguarding the personal data we hold. This Privacy Policy explains how we collect, use, store, and share personal data when you visit our website or engage with us for insurance-related services.
We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who We Are
Oakmere Grosvenor is a UK-based insurance brokerage and operates as an Appointed Representative of Momentum Broker Solutions, which is authorised and regulated by the Financial Conduct Authority (FCA).
Registered Office: 34 Princes Street, Southport, Merseyside, PR8 1EQ
Email: info@oakmeregrosvenor.com
If you have any questions about this Privacy Policy or how your personal data is handled, please contact us using the details above.
3. Personal Data We Collect
We may collect and process the following categories of personal data:
-
Personal identification details (such as name, address, email address, telephone number, and date of birth)
-
Business information (such as company name, role, and trading activities)
-
Insurance and risk-related information necessary to arrange or advise on insurance products
-
Financial information where required for insurance placement or administration
-
Claims-related information
-
Technical data, including IP address, browser type, and website usage data
We only collect personal data that is necessary, relevant, and proportionate to our services and regulatory obligations.
4. How We Use Your Personal Data
Oakmere Grosvenor uses personal data for the following purposes:
-
To arrange, administer, and advise on insurance products
-
To assess risk and obtain quotations from insurers and underwriters
-
To manage insurance policies and claims
-
To comply with legal, regulatory, and FCA obligations
-
To communicate with you regarding your insurance arrangements
-
To improve our services and website functionality
We do not use personal data for purposes that are incompatible with those outlined above.
5. Lawful Basis for Processing
We process personal data under one or more of the following lawful bases:
-
Performance of a contract – where processing is necessary to arrange or administer insurance
-
Legal obligation – where required to comply with regulatory or legal duties
-
Legitimate interests – where processing is necessary for our business operations and does not override your rights
-
Consent – where required, such as for certain marketing communications
Where consent is relied upon, it may be withdrawn at any time.
6. Sharing Your Personal Data
We may share personal data with relevant third parties where necessary, including:
-
Insurance companies, underwriters, reinsurers, and managing general agents
-
Claims handlers, loss adjusters, and expert advisers
-
Professional advisers and service providers
-
Regulatory and supervisory bodies, including the Financial Conduct Authority (FCA)
As Oakmere Grosvenor operates as an Appointed Representative, we also share relevant personal data with our principal firm, Momentum Broker Solutions, for the purposes of:
-
Regulatory oversight and supervision
-
Compliance monitoring and governance
-
Risk management, reporting, and audit requirements
-
Fulfilment of legal and regulatory obligations
Momentum Broker Solutions processes personal data in accordance with applicable data protection legislation and its own privacy policies.
We only share personal data where it is lawful, necessary, and appropriate to do so.
7. Data Security
Oakmere Grosvenor implements appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse, alteration, or disclosure.
Access to personal data is restricted to authorised personnel and trusted third parties who are subject to confidentiality and data protection obligations.
8. Data Retention
We retain personal data only for as long as necessary to meet business, legal, and regulatory requirements. Insurance-related records are typically retained in line with FCA guidance and statutory retention periods.
Once data is no longer required, it is securely deleted or anonymised.
9. Your Rights
Under data protection legislation, you have the right to:
-
Access your personal data
-
Request correction of inaccurate or incomplete data
-
Request erasure of personal data (subject to legal and regulatory requirements)
-
Restrict or object to processing in certain circumstances
-
Request data portability
-
Lodge a complaint with the Information Commissioner’s Office (ICO)
Requests to exercise these rights can be made using the contact details above.
10. Cookies and Website Use
Our website uses cookies and similar technologies to improve functionality and user experience. You can control cookie preferences through your browser settings or our cookie consent tool.
Further details are provided in our Cookie Policy.
11. Changes to This Policy
Oakmere Grosvenor may update this Privacy Policy from time to time to reflect changes in legislation, regulation, or our business practices. The most up-to-date version will always be available on our website.
12. Contact Us
If you have any questions about this Privacy Policy or how Oakmere Grosvenor handles your personal data, please contact:
Oakmere Grosvenor
Email: info@oakmeregrosvenor.com
Address: 34 Princes Street, Southport, Merseyside, PR8 1EQ