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Privacy Policy

​This privacy notice provides you with details of how we collect and process your personal data.


The Partnership Mortgage Group is the data controller and we are responsible for your personal data (referred to as “we”, “us” or “our” in this privacy notice).


The email address for our internal Data Controller is:



We will only use your personal data when legally permitted. The most common uses of your personal data are:


  • Where we need to perform the requirements of the contract between us when you make a purchase either from our website or in response to a direct mailing.

  • Where it is necessary for our legitimate interests (or those of a third party such as HMRC) and your interests and fundamental rights do not override those interests.

  • Where we need to comply with a legal or regulatory obligation.

We do not collect any Sensitive Data about you.

If you are not happy with any aspect of how we collect and use your data, you have the right to complain to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues ( We should be grateful if you would contact us first if you do have a complaint so that we can try to resolve it for you.


Purposes for processing your personal data:  


Set out below is a description of the ways we intend to use your personal data and the legal grounds on which we will process such data. We have also explained what our legitimate interests are where relevant.


We may process your personal data for more than one lawful ground, depending on the specific purpose for which we are using your data. 

We may use your data to provide the following for the lawful basis as set out:

  • Register you as a new customer to allow us to fulfill a contract with you (Data: ID and Contact details)

  • To process and deliver your instructions to ensure our performance of a contract with you (Data: ID and Contact details; Financial; Marketing and Communications)

  • To help manage our relationship with you, which may include notifying you about changes to our terms or privacy policy or asking you to provide a testimonial (Data: ID and Contact details; Marketing and Communications)

  • To administer and protect our business and website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data) to help run our business efficiently and to provide administration services and if necessary to comply with a legal obligation (Data: ID and Contact details; Technical)

  • To use data analytics to improve our website, products or services, marketing, customer relationships and experiences to keep our site updated and relevant, to develop our business and inform you of our marketing strategy (Data: Technical; Usage)

  • To make suggestions and recommendations to you about services or products that may be of interest to you in order to develop our products or services to grow our business (Data: ID and Contact details; Technical; Usage)​​



We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know such data. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.


We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.





We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.


To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.


By law we have to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data where appropriate) for six years after they cease being customers for tax purposes. We do not retain any financial information whatsoever.


In some circumstances you can ask us to delete your data.


In some circumstances we may anonymise your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.


We will not sell, offer for rent or in any way disclose your personal information without your consent.  

In the Contact Us form at the footer of our website, we ask you to provide information that will enable us to contact you after your website visit. 


When you do we ask you to give us your name, email address and any information relating to product you may wish to be designed and produced. 


We may use your personal data for future mailings, support, notification of offers or general correspondence regarding services which may relate to you.  When you register we will store this Data and use it to contact you, unless you have asked us not to do so.


If you would rather not receive future marketing emails from us please inform us by email at
We will not share your personal data with any third party for marketing purposes.
You can ask us to stop sending you marketing messages at any time by emailing us at


July 2022

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