Privacy Policy

Security and retention of Your Personal Data

Your privacy is important to us and we will keep Your Personal Data secure in accordance with our legal responsibilities. We will take reasonable steps to safeguard Your Personal Data against it being accessed unlawfully or maliciously by a third party.

We also expect you to take reasonable steps to safeguard your own privacy when transferring information to us, such as not sending confidential information over unprotected email, ensuring email attachments are password protected or encrypted and only using secure methods of postage when original documentation is being sent to us.

Your Personal Data will be retained by us either electronically or in paper form for a minimum period of 6 years following the advice/service you receive from us, although your data could be held for a longer period where this may be needed to meet the requirements of our regulatory bodies.

We have determined that it is reasonable to retain certain categories of Personal Data for longer periods where justified by the nature of our services. Specifically, for transactional clients, we may retain data for up to 10 years due to the complex, high-value, and long-term nature of specialist property finance transactions, some of which may span several years and involve substantial financial commitments. In addition, we may retain data relating to marketing contacts for up to 10 years, given that our relationship with a potential client can span an extended period before they are ready to transact. This retention period aligns with our legitimate business interests and our clients’ expectations.