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
Yvette Jeal
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
Mr Cooper, Lowestoft
Professional handling of financial affairs
May I use this opportunity to thank Cindy and Keith for the professional way that you have always handled my financial affairs. As a satisfied customer, I would be very happy to recommend Pembroke Financial Services to any of my friends and family.
Mrs Pamela Joyce, East Preston
I was not expecting such an exciting performance
I was not expecting such an exciting performance from virtually everything and must take this opportunity to be serious and tell you how much I appreciate the way you look after everything and nurse my investments along. I have no need to tell you that so much of the detail is way above my head but I know you are keeping your eye on everything and that is very gratifying.
Mr & Mrs Eleini, Shoreham by Sea
Thank you and the team for all of your efforts and good advice
I just wanted to let you know it was a good to meet you last week, and to thank you and the team for all of your efforts and good advice in looking after our savings. We have great confidence in you and Pembroke.
Peter Lamper
A standard high street advisor would not have had the experience to obtain my mortgage
I was recommended Jill by my accountants. Jill’s service was quick and very professional and whilst my situation and property type made finding a supplier difficult a number of lenders were found. Jill continued to work with the lenders and her experience and knowledge of the industry made it possible for me to exchange this week. This would not have been at all possible using the standard high street mortgage advisors.