Sandy's Estates

This privacy notice tells you what to expect us to do with your personal information.

Contact Details

What Information We Collect, Use, and Why

To provide and improve products and services for clients:

• Names and contact details
• Addresses
• Occupation
• Date of birth
• Marital status
• Payment details (including card or bank information for transfers and direct debits)
• Financial data (including income and expenditure)
• Employment details (including salary, sick pay and length of service)
• Credit history and credit reference information
• Criminal records data (including driving or other convictions)
• Information relating to compliments or complaints
• Video recordings
• Audio recordings (e.g. calls)
• Website user information

For the operation of client or customer accounts:

• Names and contact details
• Addresses
• Purchase or service history
• Account information, including registration details
• Information used for security purposes

For information updates or marketing purposes:

• Names and contact details

To comply with legal requirements:

• Name
• Contact information
• Identification documents
• Client account information
• Health and safety information
• Any other personal information required to comply with legal obligations

For dealing with queries, complaints or claims:

• Names and contact details
• Addresses
• Correspondence

Lawful Bases and Data Protection Rights

Your rights:

• Your right of access You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for.
• Your right to rectification You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete.
• Your right to erasure You have the right to ask us to delete your personal information.
• Your right to restriction of processing You have the right to ask us to limit how we can use your personal information.
• Your right to object to processing You have the right to object to the processing of your personal data.
• Your right to data portability You have the right to ask that we transfer the personal information you gave us to another organisation, or to you.
• Your right to withdraw consent When we use consent as our lawful basis you have the right to withdraw your consent at any time.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients, for the operation of client or customer accounts, for information updates or marketing purposes, to comply with legal requirements, and for dealing with queries, complaints or claims are:

• Consent we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Contract we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Where We Get Personal Information From

• Directly from you
• Publicly available sources
• Credit reference agencies

How Long We Keep Information

HMRC requires us to keep records for six years. If there is no legal requirement to hold records, we delete them from our system.

Who We Share Information With

• Debt collection agencies
• Professional or legal advisors
• Organisations we're legally obliged to share personal information with
• Publicly on our website, social media or other marketing and information media
• Professional consultants

How to Complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we've used your data after raising a complaint with us, you can also complain to the ICO.

Last updated: 25 February 2026