Protecting Your
Personal Information
Protecting Your
Personal Information
Protecting Your Personal Information
Privacy Notice Read Here
Processing of your personal data is necessary for the performance of our contract for services with you. Generally this is the lawful basis on which we intend to rely for the processing of your data. Our policy is to gather and process only that personal data which is necessary for us to conduct our services appropriately with you.
We adopt a transparent approach to the processing of your personal data. Sometimes, we may need to pass your personal information to other organisations. If you apply to take out a financial product or service we will need to pass certain personal details to the product or service provider.
We may engage the services of third party providers of professional services in order to enhance the service we provide to you. These parties may also need to process your personal data in the performance of their contract with us. Your personal information may be transferred electronically (e.g. by email or over the internet) and we, or any relevant third party, may contact you in future by what we believe to be the most appropriate means of communication at the time (e.g. telephone/email/letter etc.).
The organisations to whom we may pass your details also have their own obligations to deal with your personal information appropriately. Sometimes a product or service may be administered from a country outside Europe. If this is the case, the firm must put a contract in place to ensure that your information is adequately protected.
Our Privacy Notice is available overleaf and to download from website. This is a separate document which provides more information about the nature of our personal data processing activities and includes details of our retention and deletion policies as well as your rights of access to the personal information that we hold on you. A paper copy of this document is available on request.
As part of this agreement we will ask you to consent to the transfer of personal information in accordance with the protections outlined above.
Special categories of personal data: there are certain categories of personal data that are sensitive by nature. The categories include: data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership and data concerning health. Depending on the nature of the products and services that you engage us for we may need to obtain your sensitive personal data particularly in relation to health. Our policy is that should we require any special category of personal data we will only gather this with your explicit consent.
What Our Clients Say
Nick Briggs, East Sussex
I absolutely recommend their approach and service
I am very happy with the service that I have received from Pembroke Financial Services on the transfer of my pension from a final salary scheme to a personal pension. I found that Frances was knowledgeable, thorough, and a very clear communicator eliminating jargon, The Pembroke process that was followed including support systems with risk and cash flow analysis allowed a rigorous fact based recommendation about what I needed to do. The time spent with my wife Lesley explaining what was proposed gave both Lesley and me the comfort that Lesley would be well supported after I have gone. I absolutely recommend their approach and service.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Dave Jordan
A pleasure to work with
Jill has advised me on all my mortgage application over the last 6 years. Her experience and honesty shines through and I know I can rely on her to find the best deal out there for me. My last purchase dragged on for 8 months due to the purchase falling through but Jill was so patient and consistent with her advice… along with a good sense of humour. Jill is great at her job and a pleasure to work with.
Mrs & Mrs D, East Sussex
Thank you for your prompt attention, and excellent service
Thanks for the update on our investments. We are very pleased as usual, please pass our thanks to the other Keith too. Given the current climate, we feel very lucky! Many thanks for your prompt attention, and excellent service!
Mr & Mrs H, Seaford
Delighted with the results
We want to thank you very much for your stewardship. I know that it is your professional attention to detail and your objective involvement which is responsible, but you do seem to have that extra “flair” – and its working well for us.