Privacy Policy

Last updated: 21 October 2026

This policy explains how Eco Funding Solutions Ltd uses your personal information when you visit our website, fill in our enquiry form or speak to us on the phone.

The short version

We’re a matching service, not an installer. We match homeowners with one approved local window and door installer covering their postcode.
When you send us an enquiry, we call you to book a free survey.
On that call we tell you which installer covers your postcode. We only pass your details to that one installer if you agree.
The installer then contacts you by WhatsApp, phone and email about your survey and quote.
Installers pay us a fee for each introduction. We don’t pass your details to anyone else for marketing.
We only send you our own offers by email or text if you tick the box to say you’d like them.
You can ask to see, correct or delete your information at any time.

Who we are

Eco Funding Solutions Ltd ("EFS", "we", "us") is the controller of the personal information described in this policy. That means we decide how and why it’s used.

Company number: 13274314, registered in England and Wales
Registered office: 2 Frederick Street, London, WC1X 0ND
ICO registration number: ZB023195
Email: info@ecofundingsolutions.co.uk
Phone: 02921 052912
Post: Data Protection, Eco Funding Solutions Ltd, 2 Frederick Street, London, WC1X 0ND

Once your details are passed to your installer, the installer becomes a separate controller of the information they hold about you. Their own privacy notice applies to how they use it, and they will give it to you.

What we collect

Type	Examples
Contact details	Name, phone number, email address, postcode and address
Property details	Whether you own your home (and whether jointly), number and type of windows and doors, whether any are vertical sliders or have Georgian or astragal bars, frame material and rough age
Your enquiry	Why you’re looking to replace your windows, when you’d like the work done, who else is involved in the decision, your best time to call, and your survey appointment
Call information	Recordings of our calls with you, and notes our team makes, including your agreement to your details being passed to the installer
Preferences	Whether you’ve asked to hear about our future offers, and any request to stop contacting you
Website data	Your IP address, device and browser type, the pages you visit and how you found us. Non-essential cookies are only used if you agree (see Cookies below)

We don’t ask about your income, employment, debts or credit history, and we don’t carry out credit checks.

If you tell us you need extra help, for example someone else present on a call, we’ll note that you need extra support so we can help you properly. We don’t record details of any health condition.

Where we get it from

From you, when you fill in our website form, respond to one of our ads on Facebook or Instagram, or speak to us on the phone.
From address-lookup services, to confirm your full address from your postcode.
From your installer, who may tell us whether your survey went ahead, so we can deal with any complaints and check the quality of our service.
From cookies and similar technologies on our website, where you’ve agreed to them.

How we use it, and our lawful basis

Data protection law says we must have a lawful basis for each way we use your information.

What we do	Lawful basis
Check whether we cover your postcode	Legitimate interests: responding to the enquiry you made
Call you to talk about your enquiry and book your free survey	Legitimate interests: responding to the enquiry you made. If we can’t reach you, we’ll try again a small number of times, then stop
Pass your details to the one installer covering your postcode	Consent, which you give on our call after we tell you who the installer is
Record calls and keep call notes	Legitimate interests: training, quality, proving you agreed to your details being passed on, and handling complaints
Send you our own offers by email or text	Consent, given by ticking the box on our form. You can withdraw it at any time
Keep a record of anyone who’s asked us not to contact them	Legal obligation and legitimate interests, so we don’t contact you again
Deal with complaints and legal claims	Legitimate interests, and legal obligation where it applies
Run and improve our website, and measure our ads	Consent, through our cookie banner, for non-essential cookies
Keep business and accounting records, including fees from installers	Legal obligation

Where we rely on legitimate interests, we’ve weighed our interests against yours. You have the right to object (see Your rights).

We don’t use your information to make automated decisions that have a legal or similarly significant effect on you.

Who we share it with

Your installer. If you agree on our call, we pass your contact details, property details and appointment to the one approved installer covering your postcode, whom we name to you on that call. They use it to confirm your survey by WhatsApp, carry out the survey, give you a written quote and, if you go ahead, fit your windows and doors. Installers pay us a fee for each introduction. Every installer has agreed with us not to sell or pass your details to anyone else.

Our service providers. These are companies that help us run our business and only act on our instructions, such as our website host, CRM and enquiry system, telephone and call-recording provider, email and text provider, and address-lookup service.

Advertising and analytics providers, such as Meta (Facebook and Instagram) and Google, where you’ve agreed to cookies, or where you sent your enquiry through one of their lead forms.

Professional advisers, such as our lawyers and accountants.

Regulators, the police and courts, where the law requires it or to protect our legal rights.

A buyer of our business, if we ever sell or restructure it, under the same protections as this policy.

We don’t sell your details to anyone else, and we only pass them to one installer.

Transfers outside the UK

Some of our service providers, such as Meta and Google, may store or access information outside the UK. Where they do, we make sure your information is protected by a UK adequacy decision (including the UK–US Data Bridge) or by approved contract terms, such as the ICO’s International Data Transfer Agreement. Contact us for more details.

How long we keep it

Information	How long
Enquiries where no survey is booked	12 months from your last contact with us
Enquiries passed to an installer	6 years from the end of the financial year in which you last contacted us
Recordings of calls where you agreed to your details being passed to an installer	6 years from the end of the financial year in which you last contacted us, so we can show you gave your agreement
All other call recordings	24 months from the date of the call
Records of your agreement to share your details	6 years from the end of the financial year in which you last contacted us
Marketing preferences	Until you unsubscribe, then a minimal “do not contact” record for as long as needed to respect your choice
Website and cookie data	See our Cookie Policy

After that, we securely delete or anonymise it. Your installer keeps the information they hold in line with their own privacy notice.

Keeping it safe

We use appropriate technical and organisational measures to protect your information, including access controls, secure systems and staff training. Only people who need your information to do their job can see it.

Calls and WhatsApp

We make one call to book your survey. If we can’t reach you, we’ll try again a small number of times, then stop. Our calls are recorded, and we tell you this at the start of each call.

If you agree to your details going to your installer, they’ll confirm your appointment by WhatsApp the day before, and contact you by phone and email about your survey and quote. WhatsApp is run by Meta, and its own privacy policy applies to how it handles messages.

You can ask us, or your installer, to stop contacting you at any time.

Marketing

We’ll only send you our own offers by email or text if you tick the box on our form. The box is never ticked for you. You can unsubscribe at any time using the link in our emails, by replying STOP to our texts, or by contacting us. We never pass your details to other companies for their marketing.

Cookies

We use essential cookies to make our website work. We only use other cookies, such as analytics and advertising cookies from Meta and Google, if you agree through our cookie banner. You can change your choice at any time. See our Cookie Policy for details.

Your rights

You have the right to:

Access your information and get a copy of it
Correct information that’s wrong or incomplete
Delete your information in certain circumstances
Restrict how we use it in certain circumstances
Object to how we use it where we rely on legitimate interests, and to stop marketing at any time
Move information you gave us to another organisation in certain circumstances
Withdraw consent at any time, where we rely on it. This doesn’t affect anything we did before you withdrew it. If your details have already gone to your installer, contact them too

To use any of these rights, contact us using the details in Who we are. We won’t charge you, and we’ll reply within one month, or tell you within that time if we need longer.

Complaints

If you’re unhappy with how we’ve used your information, please contact us first. We’ll acknowledge your complaint within 30 days and do our best to resolve it.

You also have the right to complain to the Information Commissioner’s Office (ICO), the UK’s data protection regulator, at ico.org.uk or on 0303 123 1113.

Children

Our service is for homeowners, and we don’t knowingly collect information about anyone under 18.

Changes to this policy

We may update this policy from time to time. The latest version will always be on our website, with the date it was last updated at the top.