Protecting Your
Personal Information
Protecting Your
Personal Information
Protecting Your Personal Information
Privacy Notice Read Here
To provide our services properly we will need to collect information about your personal and financial circumstances. We take your privacy seriously and will only use your personal information to deliver our services.
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. (Please see the reference to special categories of data below). 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 to download from our 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
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.
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Ioana
Excellent mortgage adviser
I can wholeheartedly and without reservation recommend Jill Rickson of Pembroke Financial Services for the excellent, friendly and knowledgeable services she provides! We worked with Jill for our original mortgage application and the re-mortgaging of our property and were thoroughly impressed each time. Without her help, I don’t think we would have been homeowners now as we had been given less than encouraging information by other mortgage advisers. Thank you Jill for everything!!
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!
Tharin Johnson, East Grinstead
Thank you for your continued good work
Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.