Last updated: March 2025
CleverCompare ("we", "us", "our") operates clevercompare.com. We are an introducer appointed representative of Charles Frank Finance Limited, which is authorised and regulated by the Financial Conduct Authority. For data protection purposes, CleverCompare is the data controller for information collected via this website. If you have any questions about this policy or your personal data, please contact us at hello@clevercompare.com.
We collect information you provide when using our comparison forms and enquiry pages, including: your name, email address, phone number, details about your financial situation (such as income, loan amount, property value), employment status, and any other information you choose to share. We also collect technical data automatically, including your IP address, browser type, device information, pages visited, and how you arrived at our site (referral source).
We use your personal data to: (a) pass your enquiry to Charles Frank Finance Limited so that a specialist adviser can contact you; (b) operate and improve our website and services; (c) comply with legal and regulatory obligations; and (d) send you relevant information about our services if you have consented to marketing communications. We do not sell your personal data to third parties.
We process your personal data on the following legal bases: (a) Contract — processing necessary to take steps at your request before entering a contract or fulfilling a service; (b) Legitimate interests — improving our service and preventing fraud; (c) Consent — for marketing communications where you have opted in; and (d) Legal obligation — where we are required to process data to comply with the law.
We share your enquiry data with Charles Frank Finance Limited, our regulated partner, for the purpose of providing you with financial comparison and advice services. We may also share data with technology service providers who help us operate this website (for example, hosting, analytics, and form processing providers). All third parties are required to handle your data securely and in accordance with applicable data protection law.
Our website uses cookies to understand how visitors use our site (analytics cookies) and to remember your preferences. You can control cookie settings through your browser. We use Google Analytics to measure site usage — this processes anonymised data about your visit. By continuing to use this site, you consent to our use of analytics cookies. We do not use advertising or tracking cookies to build profiles for third-party advertising.
We retain enquiry data for as long as necessary to fulfil the purpose for which it was collected and to comply with legal obligations — typically up to 6 years in line with UK financial services record-keeping requirements. Analytics data is retained for 26 months.
Under UK GDPR, you have the right to: access the personal data we hold about you; request correction of inaccurate data; request erasure of your data (subject to legal obligations); object to or restrict certain processing; and data portability. To exercise any of these rights, please email hello@clevercompare.com. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.
We take reasonable technical and organisational measures to protect your personal data against unauthorised access, loss, or disclosure. Our website uses HTTPS encryption for all data in transit.
We may update this privacy policy from time to time. When we do, we will update the date at the top of this page. We encourage you to review this policy periodically.
CleverCompare is an introducer appointed representative of Charles Frank Finance Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales.