We collect information about you when you seek our advice with regards to obtaining a mortgage or insurance. This may include information with regards to your family situation, employment, financial circumstances, existing or proposed property details, and medical and other sensitive personal information if required for insurance advice. We may also obtain information about you from credit reference agencies and other third parties such as solicitors, solely for the purposes of being able to provide you with the appropriate advice.

Legal basis & Legitimate business reasons for obtaining, processing and retaining client data.

We need to have identified a lawful basis, that is, a legitimate business reason known as the “conditions for processing” before we can process personal data. We identify this as “processing is necessary for the performance of a contract( e:g submitting an application form or quotation request)