Privacy Statement

Our Privacy Notice

We are committed to protecting the confidentiality and security of the information that you provide to us, In accordance with:

This Privacy Notice is designed to help you understand how we collect and use your information.

We may collect information from you about other people, for example, family members who may be included on a travel or household insurance policy. If you give us information about another person it is your responsibility to ensure and confirm that:

  • you have told the individual who we are and how we use personal information, as set out in this Privacy Policy; and
  • you have permission from the individual to provide that personal information to us and for us to use it, as set out in this Privacy Notice.

If you have any questions or queries about this policy, please contact us.

Anthony Wakefield & Co Ltd


We are a firm of insurance brokers and act on behalf of you, the customer. Anthony Wakefield & Co Ltd (also referred to in this Notice as “we”, “us”, or “our”) means Anthony Wakefield & Company Limited.


For any questions or concerns relating to this Privacy Policy or our data protection practices, or to make a subject access or any other request regarding the information we hold, please contact us at:

Anthony Wakefield & Company Ltd, South House, 21-37 South Street, Dorking, Surrey, RH4 2JZ


Tel: 01306 740555

Website: In person: By visiting our office at South House, 21-37 South Street, Dorking, Surrey, RH4 2JZ

This Notice explains the types of personal information about you which we hold and how we use them.

1. What information do we collect about you?

When you apply to us for insurance, you are required to complete a proposal form which includes various personal details about you. The details may vary according to the type of insurance which you are seeking. The details include your name, address, other contact details, age, occupation, nationality, information about previous claims made or loss or damage previously suffered and details of criminal convictions (if any). In the case of health insurance, we will collect information about your current state of health, your medical history and relevant health-related factors such as whether you are or have been a smoker.

Information of a non-personal nature will also be collected about the buildings and items of property or valuables which are to be insured, relevant security measures and the possible risks or liabilities which are to be covered.

2. How we use the information about you

We use the information which you provide in order to process your application for insurance, to manage your relationship with us and to supply information about you and your insurance requirements to the insurance companies and Lloyd’s Syndicates with whom we deal. If you confirm your agreement by completing the relevant section of the proposal form, we will also use the information to email you about other insurance-related products and services which we think may be of interest to you.

We will not sell or share your information for marketing purposes with any other company or third party.

For the purpose of processing your application for insurance, we may send information about you to credit reference agencies and fraud prevention agencies. We may also use information about you which may already be held by such agencies.

We may also provide personal information about you to (a) Loss Adjusters appointed by insurance companies in the event of a claim by you, (b) the Insurance Ombudsman in the event of a complaint, (c) the Employers’ Liability Tracing Office (if applicable), (d) firms of surveyors or valuers for the purpose of assessing the condition and value of insured property and (e) firms of solicitors or the police in the event of a dispute or an allegation of fraud.

3. Legal basis for using information

We will only use the personal information about you which we hold to the extent that the law allows us to do so. The legal basis on which we will normally use the information is as follows:

  1. where we need to perform our contract with you for the provision of the insurance that you have requested; or
  2. where we need to comply with a legal obligation; or
  3. where it is necessary for our legitimate interests (or those of a third party), provided that your interests and rights do not override our interests.

The circumstances in which we may use personal information to pursue legitimate interests include those where it is in the interests of the insurance industry as a whole to provide such information to a regulatory or representative body. Such bodies include the Financial Conduct Authority which has responsibility for reviewing the activities of insurance companies, underwriters and brokers.

4. Marketing and Communication

When completing a proposal form, you are invited to say whether you would like to receive from us information about insurance-related products or services which may be of interest to you. If you consent to receive such marketing information, you may opt out at a later date if you change your mind. You have the right at any time to tell us to stop sending such information to you. If you wish to do this, please notify us by sending an email to us or write to us, using the email or postal addresses set out at the end of this document.

5. Access to your information and correction

You have the right to request a copy of the information which we hold about you. If you would like a copy of some or all of your personal information, please email us or write to us using the email or postal addresses specified at the end of this document.

We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove any information which you think is inaccurate.

6. Security

We have put in place appropriate security measures to prevent your personal information from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed.

We will deal promptly with any suspected breach of security and will notify you and the Information Commissioner’s Office of a breach where we are legally required to do so.

7. For how long is personal information retained?

We will retain your personal information throughout the periods covered by any insurance policies which we arrange for you and for as long as necessary thereafter to fulfil the purposes for which the information was collected, including the purposes of satisfying any legal, accounting, or reporting requirements. The period of retention will be affected by any claims which may be made or any disputes which may arise in relation to a policy.

8. Failure to provide personal information

If you fail to provide all the personal information that we require when completing a proposal form, we may not be able to enter into a contract with you for provision of the insurance that you are seeking or we may not be able to perform all aspects of any contract which is concluded with you.

9. Changes to our Privacy Notice

We keep our Privacy Notice under regular review. Any changes or updates will be included in this Notice from time to time.