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01932 213055
Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out a loan, the lender charges interest: the same is true of a mortgage.
A mortgage is a ‘secured’ loan, which means that the loan is secured against the value of the property being purchased until the mortgage is paid off. Sources of residential mortgages include high street banks, building societies and other types of less well known financial institutions.
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
It can provide the reassurance of financial protection for you, your family and your business associates.
A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies.
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future - from something as simple as a broken bone to more serious conditions like a heart attack or cancer.
We understand that your privacy is important to you and that you care about how your personal data is used and shared online. We respect and value the privacy of everyone who visits this website and will only collect and use personal data in ways that are described here, and in a manner that is consistent with Our obligations and your rights under the law.
Please read this Privacy Policy carefully and ensure that you understand it. Your acceptance of Our Privacy Policy is deemed to occur upon your first use of Our Site. If you do not accept and agree with this Privacy Policy, you must stop using Our Site immediately.
This Privacy Policy applies only to your use of Our Site. Our Site may contain links to other websites. Please note that We have no control over how your data is collected, stored, or used by other websites and We advise you to check the privacy policies of any such websites before providing any data to them.
2.1 As a data subject, you have the following rights under the GDPR, which this Policy and Our use of personal data have been designed to uphold:
2.1.1 The right to be informed about Our collection and use of personal data;
2.1.2 The right of access to the personal data We hold about you (see section 12);
2.1.3 The right to rectification if any personal data We hold about you is inaccurate or incomplete;
2.1.4 The right to be forgotten – i.e. the right to ask Us to delete any personal data We hold about you (We only hold your personal data for a limited time, as explained in section 6 but if you would like Us to delete it sooner, please contact Us);
2.1.5 The right to restrict (i.e. prevent) the processing of your personal data;
2.1.6 The right to data portability (obtaining a copy of your personal data to re-use with another service or organisation);
2.1.7 The right to object to Us using your personal data for particular purposes; and
2.1.8 Rights with respect to automated decision making and profiling.
2.2 If you have any cause for complaint about Our use of your personal data, please contact Us and We will do Our best to solve the problem for you. If We are unable to help, you also have the right to lodge a complaint with the UK’s supervisory authority, the Information Commissioner’s Office.
2.3 For further information about your rights, please contact the Information Commissioner’s Office or your local Citizens Advice Bureau.
Depending upon your use of Our Site, We may collect some or all of the following personal and non-personal data
3.1 name;
3.2 contact information such as email addresses and telephone numbers;
3.3 demographic information such as post code, preferences, and interests;
3.4 IP address;
3.5 web browser type and version;
3.6 operating system;
3.7 a list of URLs starting with a referring site, your activity on Our Site, and the site you exit to.
4.1 All personal data is processed and stored securely, for no longer than is necessary in light of the reason(s) for which it was first collected. We will comply with Our obligations and safeguard your rights under the GDPR at all times.
4.2 Our use of your personal data will always have a lawful basis, either because it is necessary for Our performance of a contract with you, because you have consented to Our use of your personal data (e.g. by subscribing to emails), or because it is in Our legitimate interests.
4.3 With your permission and/or where permitted by law, We may also use your data for marketing purposes which may include contacting you by email, telephone, text message and/or post with information, news and offers
4.4 We will not, however, send you any unsolicited marketing or spam and will take all reasonable steps to ensure that We fully protect your rights and comply with Our obligations under the GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003.
4.5 Third parties whose content appears on Our Site may use third party Cookies. Please note that We do not control the activities of such third parties, nor the data they collect and use and advise you to check the privacy policies of any such third parties.
4.6 You have the right to withdraw your consent to Us using your personal data at any time, and to request that We delete it.
4.7 We do not keep your personal data for any longer than is necessary in light of the reason(s) for which it was first collected.
5.1 We only keep your personal data for as long as We need to in order to use it.
5.2 Your data will only be stored in the UK.
6.1 Subject to section 8.2, We will not share any of your data with any third parties for any purposes.
6.2 In certain circumstances, We may be legally required to share certain data held by Us, which may include your personal data, for example, where We are involved in legal proceedings, where We are complying with legal obligations, a court order, or a governmental authority.
6.3 We may compile statistics about the use of Our Site including data on traffic, usage patterns, user numbers, sales, and other information. All such data will be anonymised and will not include any personally identifying data, or any anonymised data that can be combined with other data and used to identify you. We may from time to time share such data with third parties such as prospective investors, affiliates, partners, and advertisers. Data will only be shared and used within the bounds of the law.
7.1 We may, from time to time, expand or reduce Our business and this may involve the sale and/or the transfer of control of all or part of Our business. Any personal data that you have provided will, where it is relevant to any part of Our business that is being transferred, be transferred along with that part and the new owner or newly controlling party will, under the terms of this Privacy Policy, be permitted to use that data only for the same purposes for which it was originally collected by Us.
In the event that any of your data is to be transferred in such a manner, you will not be contacted in advance and informed of the changes.
8.1 In addition to your rights under the GDPR, when you submit personal data via Our Site, you may be given options to restrict Our use of your data. In particular, We aim to give you strong controls on Our use of your data for direct marketing purposes (including the ability to opt-out of receiving emails from Us which you may do by unsubscribing using the links provided in Our emails and at the point of providing your details.
8.2 You may also wish to sign up to one or more of the preference services operating in the UK: The Telephone Preference Service (“the TPS”), the Corporate Telephone Preference Service (“the CTPS”), and the Mailing Preference Service (“the MPS”). These may help to prevent you receiving unsolicited marketing. Please note, however, that these services will not prevent you from receiving marketing communications that you have consented to receiving.
8.3 We sometimes contract with third parties to supply services to you on Our behalf. These may include payment processing, information resourcing, search engine facilities, advertising, analytics and marketing. In some cases, the third parties may require access to some or all of your data. Where any of your data is required for such a purpose, We will take all reasonable steps to ensure that your data will be handled safely, securely, and in accordance with your rights, Our obligations, and the obligations of the third party under the law.
9.1 You may access certain areas of Our Site without providing any personal data at all. However, to use all features and functions available on Our Site you may be required to submit or allow for the collection of certain data.
9.2 You may restrict Our use of Cookies.
You have the right to ask for a copy of any of your personal data held by Us (where such data is held). Under the GDPR, no fee is payable, and We will provide any and all information in response to your request free of charge.
11.1 Our Site may place and access certain first party Cookies on your computer or device. First party Cookies are those placed directly by Us and are used only by Us. We use Cookies to facilitate and improve your experience of Our Site
11.2 In addition to the controls that We provide, you can choose to enable or disable Cookies in your internet browser. Most internet browsers also enable you to choose whether you wish to disable all cookies or only third party Cookies. By default, most internet browsers accept Cookies, but this can be changed. For further details, please consult the help menu in your internet browser or the documentation that came with your device.
11.3 You can choose to delete Cookies on your computer or device at any time, however you may lose any information that enables you to access Our Site more quickly and efficiently including, but not limited to, login and personalisation settings.
11.4 It is recommended that you keep your internet browser and operating system up-to-date and that you consult the help and guidance provided by the developer of your internet browser and manufacturer of your computer or device if you are unsure about adjusting your privacy settings.
If you have any questions about Our Site or this Privacy Policy, please contact Us. Please ensure that your query is clear, particularly if it is a request for information about the data We hold about you. Andrew Glover
We may change this Privacy Policy from time to time (for example, if the law changes). Any changes will be immediately posted on Our Site and you will be deemed to have accepted the terms of the Privacy Policy on your first use of Our Site following the alterations. We recommend that you check this page regularly to keep up-to-date.
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Purely Financial Planning LTD is an appointed representative of PRIMIS Mortgage Network. PRIMIS Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.
PRIMIS Mortgage Network is a trading name of the following companies which are registered in England and Wales, and are authorised and regulated by the Financial Conduct Authority: Advance Mortgage Funding Limited (Co. No: 2217569 ) (FCA No: 305008); First Complete Limited (Co. No: 05416236 ) (FCA No.: 435779); and Personal Touch Financial Services Limited (Co. No.: 03406454) (FCA No.: 187834).
Registered Office Addresses: Advance Mortgage Funding Limited and First Complete Limited: Newcastle House, Albany Court, Newcastle Business Park, Newcastle upon Tyne, NE4 7YB; Personal Touch Financial Services Limited: 2nd Floor, Gateway 2, Holgate Park Drive, York, YO26 4GB.
Purely Financial Planning Ltd is registered in England and Wales under registration number: 8474750. Registered Office: Hersham Technology Park, Molesey Road, Walton-on-Thames, Surrey, England, KT12 4RZ T: 01932 213055
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Client Testimonials
I just wanted to say a big thank you on behalf of myself and John for sorting out our mortgage. You made the process so straight forward and smooth and found the perfect mortgage for us!
We have always dreaded when our mortgage deal comes to an end as it involves lots of stressful research and paperwork!!
I cannot recommend Purely Financial enough. I approached them with a complex financial matter through a recommendation and the service was above and beyond any expectations. They were extremely efficient and professional throughout and would have no hesitation in recommending them. I would like to say a personal thank you to you all also for making this such a swift transaction.
I was referred to Purely Financial as i was seeking a mortgage for myself and for my wife. Andrew was quick to respond and very informative of the products available. He drove to meet us in Guildford and instantly put our minds at ease. He helped us and guided us to a product that we were very happy with. The knowledge that the whole team at Purely financial have is second to none and really puts them in my eyes, head and shoulders above anyone else that we spoke to. From start to finish the Purely financial team were brilliant and I have since recommended them to several friends and I shall continue to use them in the future
Contact Us
Purely Financial Planning Ltd
Technology Park
Molesey Road
Walton-on-Thames
Surrey
KT12 4RZ
T: 01932 213055
Email : Email Us