Privacy policy
Cruze Financial Solutions (“we”, “us”) is the data controller for the personal information collected through this website and takes your privacy seriously. Last updated 6 November 2026. This policy explains what personal information we collect through this website, why, and what your rights are. It should be read alongside the privacy notice provided by our principal firm, New Leaf Distribution Ltd, when you become a client.
Who we are
Cruze Financial Solutions is an appointed representative of New Leaf Distribution Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA number 460421. Registered in England, company number 11865142. For will writing and estate planning, Cruze Financial Solutions is an appointed representative of New Leaf (WWF) Ltd, registered number 7891401. Registered address: 165 to 167 High Street, Rayleigh, Essex, SS6 7QA. We are registered with the Information Commissioner's Office, registration number ZA515531. For regulated advice we act as joint data controllers with our principal firm, New Leaf Distribution Ltd (ICO registration Z966060), whose privacy notice you will receive when you become a client. You can contact us at sarah@cruzefs.co.uk or on 0330 33 22 615.
What we collect and why
Enquiry and calculator forms. Your name, email address, phone number, the service you are interested in, your timing, any notes you add and, for the mortgage calculator, the figures you enter. We use these to reply to your enquiry and to prepare for a first conversation. Our lawful basis is your consent, given when you tick the box on the form, and our legitimate interest in responding to you.
Newsletter. Your email address, the page you signed up from and the date, so we can send you our monthly email. Our lawful basis is your consent. You can unsubscribe at any time using the link in every email.
Website use. Our website does not use advertising or tracking cookies. It stores a small setting in your browser so that the newsletter pop-up is not shown to you repeatedly. Our hosting provider keeps standard server logs, including IP addresses, for security.
Who we share it with
Enquiries are handled by Sarah Drakard. Newsletter addresses are stored with our email marketing provider, which processes them only on our instructions. If that provider holds data outside the UK, it does so under safeguards recognised by UK data protection law. If you book a call through our online calendar, Calendly processes your booking details under its own privacy policy. If you become a client, your information is shared with New Leaf Distribution Ltd as our principal firm and, with your agreement, with lenders, insurers and providers to arrange your products. We never sell your data.
How long we keep it
Enquiries that do not become client relationships are deleted within 12 months. Newsletter addresses are kept until you unsubscribe. Client records are kept for the periods required by our regulator and principal firm, typically six years after the relationship ends.
Your rights
You can ask to see the information we hold about you, have it corrected or deleted, restrict or object to how we use it, receive a copy in a portable format, or withdraw your consent at any time. Email sarah@cruzefs.co.uk and we will respond within one month. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk.
Changes
We may update this policy from time to time. The latest version will always be on this page.
This website is intended for UK residents only.