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
Stephen, Hove
10% increase on our investments
Just received the latest 6 monthly valuation statement from Standard Life (a 10% increase!), and so wanted to say thank you to Keith and to you all on the Investment Committee.
Dave & Debby
We really appreciate the clear and invaluable advice
Myself and Debby really appreciate the clear and invaluable advice Guy has given us over the past few years and will certainly be in touch should we need any help with financial matters in the future – so please pass on sincere thanks. Also, thank you for keeping us informed and your efficiency in actioning things as required.
Mary Phillips
I would recommend Jill and Pembroke to others
I would definitely recommend Jill and Pembroke to others. Jill was very helpful at every stage and always available to help us with any questions or concerns. She made the whole process smooth and painless.
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.
Dave & Amanda Jordan, Hove
An absolute pleasure to deal with
Jill Rickson from start to finish was efficient, professional and on it. She communicated all the important information and most importantly secured the best mortgage offer out there which enabled us to buy our new house. A faultless service.
She was brilliant!