Privacy Statement

Privacy Statement

The Financial Adviser Firm referred to in the Contact section of this Website understands its obligations in regards to your fundamental right to a private life and has implemented systems and controls to ensure your rights and freedoms are protected.

The Financial Adviser Firm undertakes to meet its obligations under the Data Protection Act, the Privacy and Electronic Communications Regulations and the EU General Data Protection Regulation (GDPR).

WHO WILL PROCESS YOUR PERSONAL INFORMATION?

Your personal information will be initially processed by The Financial Adviser Firm. Where applicable, your personal data will be further processed by staff members of The Financial Adviser and its Principle Firm who acts on our behalf for regulatory purposes. All parties will process your personal data in accordance with this privacy notice.

 

 

WHY IS YOUR PERSONAL INFORMATION REQUIRED?

Your personal information is required to enable us to take necessary steps at your request prior to entering into a contract and to perform such a contract. This may include reviewing assets and liabilities, bank account validation, identity and age verification checks, credit checks, preventing and detecting fraud, money laundering or other crimes and any other requirements in accordance with rules set by the Financial Conduct Authority (FCA) or other applicable legislation.

 

 

WHAT HAPPENS IF WE WANT TO PROCESS YOUR INFORMATION FOR OTHER REASONS?

Though there are some legal exceptions, if we wish to process your personal data for any other unrelated purpose than those we have informed you about we will notify you.

 

 

WHAT ARE THE CONSEQUENCES IF YOU DO NOT PROVIDE YOUR PERSONAL INFORMATION?

Your personal data is essential to enable us to take steps at your request prior to entering into a contract or to perform a contract to which you are a party. Without this information we will not be able to proceed to provide any financial service.

 

 

WHAT MAKES THE PROCESSING LAWFUL?

Because the processing is necessary:

  • For the performance of a contract to which you are a party or in order to take steps at your request prior to entering into a contract;
  • for compliance with a legal obligation to which we are subject;
  • for the performance of a task carried out in the public interest;
  • for the purposes of the legitimate interests pursued by us.

 

 

KEEPING YOUR INFORMATION UP TO DATE

We will record your information exactly as you provide it. You may ask us to update it at any time and we will action your request promptly and where possible notify relevant third parties of any changes.
 

 

The information given in this website does not contain all of the details you need to choose a mortgage. Make sure that you read the separate key facts illustration before you make a decision. The FCA does not regulate some forms of buy to let mortgages.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).

To view our Privacy Statement, please click here.
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© Anderson Reed Financial Services Ltd 2025.

Your home is at risk if you do not keep up repayments on a mortgage or other loan secured against it.
You may have to pay an Early Repayment Charge to your current lender if you remortgage.
We are entered on the Financial Services Register under firm reference number 947349
Not all Buy to Let Mortgages are regulated by the Financial Conduct Authority.
As with all insurance policies, conditions and exclusions will apply.