Privacy Policy

Last updated: July 2026

Who are we?

Build & Protect is a trading style of Kris Perryman trading as MoneyMates (MoneyMates), an Appointed Representative (FCA Reg 1050238) of New Leaf Distribution Ltd (FCA Reg 460421). MoneyMates provides financial planning solutions and advice through experienced and qualified advisers based in the UK.

MoneyMates and New Leaf Distribution jointly determine the purposes and means of processing personal client data relating to giving advice. This means we are joint data controllers for these core advice-giving activities and are responsible for managing this client data and ensuring compliance. Build & Protect operates as an outreach and assessment brand under the MoneyMates umbrella, and is solely responsible for the collection of initial assessment data through this website.

What is this privacy statement about?

To provide you with our services, we need to use information about you — some of which may be personal or private. For example, we may need to know your name and contact details so we can get in touch about our services.

This privacy statement explains what information we collect about you, why we collect it, what we use it for, who we may share it with, and your rights regarding your information.

What information do we collect about you?

Through the Build & Protect website, we collect:

• Company information: Your company name, trade, number of directors, and annual turnover
• Contact details: Your name, email address, and phone number (if provided)
• Assessment data: Your responses to our Business Protection Assessment, including current protection arrangements and concerns
• Usage data: Basic analytics about how you interact with our website, such as page visits and referral source

If you go on to receive financial advice from MoneyMates, we will need additional information including your employment details, assets and liabilities, and in some cases health and lifestyle information relevant to financial products.

We only collect information that we need to ensure you get the best service from us. We respect your privacy and minimise what we collect.

How do we collect information about you?

We collect information directly from you when you:

• Complete our online Business Protection Assessment
• Submit your contact details through our forms
• Contact us by email or phone
• Interact with us through our website

We may also record telephone or online meetings with you for training, compliance, and record-keeping purposes. These recordings may be processed using automated transcription tools to assist our advisers with accurate documentation.

What do we do with the information we collect?

We use your information to:

• Provide you with the results of your Business Protection Assessment
• Contact you about business protection options relevant to your assessment
• Book and conduct advisory calls where requested
• Let you know about goods or services we feel would be beneficial to you
• Prevent fraud, money laundering, and financial crime
• Confirm your identity
• Keep our records accurate and up to date
• Comply with legal and regulatory obligations

Who do we share your information with?

We only share your information where we are permitted or required to by law, or where you have requested us to do so. We may share your information with:

• Our employees and advisers who provide you with our services
• New Leaf Distribution Ltd, our principal firm, for compliance and regulatory purposes
• Carefully selected organisations and specialists to help us provide our services
• Credit reference and fraud prevention agencies as part of our due diligence process
• Any regulator where we are required to by legal or statutory obligation

Although we are a UK company, we may sometimes share your information with an organisation outside the UK. We only do this where permitted by law, and we ensure your information is protected from misuse or loss.

How do we look after and secure your information?

We take all reasonable efforts to use information about you fairly and lawfully. We never use your information unless it is lawful for us to do so and we have a clearly defined purpose.

When we collect information, we minimise what we hold, keep it only as long as needed, and delete it securely when no longer required. We use robust technical security including passwords and encryption, and our information is only accessible to employees who need it to do their job.

Cookies

The Build & Protect website may use cookies to ensure a secure connection and to analyse user traffic. We do not use cookies to store personal data or browsing habits. You can control cookies through your browser settings, but disabling them may prevent some features from working.

Third parties such as analytics providers may use cookies on this website. We recommend you read their privacy policies.

Website security

Certain areas of our website use Secure Socket Layer (SSL) encryption. No data transmission over the internet can be entirely secure, but we do our best to protect your personal information. Our website may contain links to other websites — we are not responsible for their privacy policies or content.

Your rights

GDPR gives you certain rights regarding your personal information. We support all of these rights:

Right to see your information

You have the right to see all personal information we hold about you. You can make a data subject access request by writing to us. We will respond within one calendar month.

Right to have your information corrected

If the information we hold about you is inaccurate or out of date, please tell us and we will correct it promptly.

Right to stop direct marketing

You can opt out of marketing communications at any time. Every email we send includes an unsubscribe link, or you can contact us directly.

Right to erasure

In certain circumstances, you have the right to request that we delete your personal information. We will comply with this request where we are legally required to do so.

Right to object

You can object to us using your personal information in a way that causes you substantial and unwarranted damage or distress. We will respond within 21 days.

Data protection registration

We are registered under the Data Protection Act and regulated by the Information Commissioner's Office (ICO):

• Kris Perryman trading as MoneyMates — ZC028968
• New Leaf Distribution Ltd — Z966060

You can find more information on the ICO website or by contacting them at:

Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Tel: 01625 545 700

Changes to this statement

From time to time, we may amend this privacy statement to reflect changes in the law, ICO guidance, our practices, or for other legitimate reasons. We will post the amended statement on this page. We recommend checking back periodically.