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Why You Should Read This Privacy Notice
When you deal with Gordon Blair Financial Services, we’ll ask you to share detailed personal information about your circumstances, financial situation, and, in some cases, your health and family health history.
This Privacy Notice explains:
What information we collect from you (Your Personal Data)
Why we need it and how we use it
Your rights in relation to that data
What We Mean by “Your Personal Data”
Your Personal Data is any information that describes or relates to you and your personal circumstances.
This may include details that identify you directly, such as:
Name, address, and date of birth
National Insurance number
Contact details
It may also include information that identifies you indirectly, such as:
Employment details and financial situation
Credit commitments, income, and expenditure
Physical or mental health information
Cultural or social identity
When helping you with your mortgage or insurance requirements, we may collect information including:
Personal identification documents (e.g. passport, driving licence)
Employment history, income, and benefits
Bank account and tax details
Credit history and financial commitments
Family circumstances and dependents
Health status or medical history (if required for insurance)
Existing mortgage products and their terms
The Legal Basis for Using Your Personal Data
We collect and process your Personal Data because we’re entering into a contract with you to provide our services.
To perform this contract and arrange the products you require, we need to use your Personal Data.
In certain situations, we may also process your data under legitimate business interests — for example, to respond to lender requests or gather feedback on our service.
We may also process data to meet legal or regulatory obligations, such as compliance with the Financial Conduct Authority (FCA) or other relevant laws.
Processing Special Category Data and Criminal Disclosures
When arranging insurance (e.g. life or illness cover), we may ask for Special Category Data, including details about your:
Health or medical history
Ethnic origin (if required for insurance purposes)
We use this information only to make suitable product enquiries and provide appropriate advice.
In some cases, arranging certain mortgage types may involve Criminal Disclosures, such as information on past convictions. This data is used only where necessary for underwriting, claims, or fraud prevention.
If you have children under 13, we may also hold relevant details about them, including any required Special Data.
How We Collect Your Personal Data
We collect most information directly from you, usually during initial meetings or calls where we discuss your circumstances, needs, and preferences.
You may provide information verbally or in writing, including by email.
We may also obtain data from third parties, such as:
Credit reference agencies
Your employer
Public sources (e.g. electoral roll)
If we use technology (like electronic ID or credit verification software), we’ll inform you beforehand and ensure your consent is obtained where required.
How We Use and Store Your Personal Data
When you provide your data to us, we will:
Store it securely in paper files, computers, email systems, and cloud storage
Restrict access to authorised staff and consultants only
Share it with mortgage or insurance providers as needed to progress your application
Use it to respond to your queries or update you about your mortgage or policy
Who We Share Your Personal Data With
From time to time, we may share your data with:
Mortgage providers
Compliance advisers or product specialists
Estate agents, solicitors, conveyancers, surveyors, and valuers
Your information is shared only to support your application or enquiry — not for marketing purposes.
Keeping Your Data Secure
Your privacy matters to us. We follow strict procedures to protect your information from unauthorised access or misuse.
We also encourage you to take steps to protect your data when sharing it with us — for example, by:
Password-protecting email attachments
Avoiding sending sensitive details via unprotected email
Using secure postage for original documents
We retain your Personal Data for at least six years, or longer where legally required.
Your Rights
You have the right to:
Request a copy of your Personal Data
Ask us to correct, delete, or restrict its use
Request a transfer of your data to another organisation
Withdraw consent for marketing communications at any time
If you make a request, we’ll confirm what we can do under the law and explain any limitations that may apply.
Contact Us About Your Personal Data
If you have questions or would like to exercise any of your rights, please contact:
Miss Izabela Kurdzialek
📞 Mobile: 07738 781435
✉️ Email: izabela@gordonblair.co.uk