Privacy &
Data Protection

FlowNexa provides AI-powered lead capture and qualification infrastructure for professional services firms. It does not itself provide qualified FCA-authorised financial adviser services. All professional advice and services are provided by the qualified FCA-authorised financial adviser to whom your enquiry is routed. This policy applies solely to the Financial Advisers vertical.

Identity and Contact Data:

• Full name
• Phone number
• Email address
• Postcode or general location

Enquiry-Specific Data:

• Type of financial advice sought
• Approximate pension or investment value range
• Life event trigger (retirement, inheritance, redundancy etc.)
• Retirement timeline if applicable
• Existing financial adviser status
• Self-assessed attitude to investment risk
• Urgency level and preferred contact time

Consent and Compliance Data:

• GDPR consent flag (Yes/No) with submission timestamp
• Lead score and classification (Hot/Warm/Cold)
• Vertical identifier for internal routing

By ticking the consent checkbox on the qualification form, you provide explicit consent for your data to be collected, processed, and shared with the relevant qualified FCA-authorised financial adviser solely for the purpose of reviewing your enquiry and contacting you. You may withdraw consent at any time by contacting hello@flownexa.io.

• Qualifying your enquiry using our AI scoring engine (Hot/Warm/Cold) based on enquiry-specific criteria
• Routing your structured enquiry to the relevant qualified FCA-authorised financial adviser in your local area
• Storing your record in AWS DynamoDB (EU-West-2) for the qualified FCA-authorised financial adviser's reference
• Syncing your enquiry to the qualified FCA-authorised financial adviser's private Google Sheet dashboard
• Dispatching a transactional SES email alert to the qualified FCA-authorised financial adviser containing your structured enquiry summary

• AWS DynamoDB — EU-West-2 (London). Encrypted at rest, IAM-restricted access.
• AWS Lambda — EU-West-2 (London). Serverless — data not persisted beyond execution.
• AWS SES — EU-West-2 (London). Transactional dispatch only — not stored by FlowNexa.
• AWS Amplify — EU-West-2 (London). CDN delivery — no personal data stored at this layer.
• Google Sheets — Accessed via Google Apps Script API. Controlled by the qualified FCA-authorised financial adviser under Google's privacy policy.

All data in transit is encrypted with TLS 1.3. All endpoints served over HTTPS.

• The qualified FCA-authorised financial adviser — Your structured enquiry, lead score, and contact details shared via SES alert and Google Sheets. This professional is the intended recipient of your enquiry.
• Amazon Web Services (AWS) — Infrastructure provider, processing data in EU-West-2 (London) as a data processor.
• Google — Data processor for the Google Sheets sync function under Google Workspace terms.

No data is shared with any other third parties, affiliates, marketing companies, or data brokers.

To exercise any right: hello@flownexa.io — subject line "Data Subject Request". We acknowledge within 72 hours and fulfil within 30 days.

FlowNexa uses an automated scoring algorithm to classify your enquiry as Hot, Warm, or Cold based on your responses. This determines the priority with which the qualified FCA-authorised financial adviser is alerted — it does not produce legal effects or significantly affect you. All professional judgements are made independently by the qualified FCA-authorised financial adviser.

The FlowNexa Financial Advisers lead qualification page does not use cookies, tracking pixels, session storage, or any client-side tracking technology. No analytics, advertising, or retargeting cookies are placed on your device.

Last updated July 2026. Material changes will be communicated via email before taking effect. Current version always at flownexa.io/privacy-finance.html.