Who we are
Jonathan Smith & Partners are General Practice Professional Mortgage Brokers based in Southampton.
Our registered business address is: 1 Westbourne Crescent, Southampton. SO17 1EA. We are directly authorised with and regulated by the FCA (Financial Conduct Authority (FCA) No: 125272
What data do we collect?
Our Company collects the following data:
- Personal identification information (Name, email address, phone number, etc.)
- Status documentation (pay slips, trading accounts, SA302’s with Tax Overviews plus bank statements)
How do we collect your data?
You directly provide Our Company with most of the data we collect. We collect data and process data when you:
- Register online or other communication methods for our services.
- Voluntarily complete a customer survey or provide feedback on any of our message boards or via email.
- Use or view our website via your browser’s cookies.
Our Company may also receive your data indirectly from the following sources:
- Red Flag
How will we use your data?
Our Company collects your data so that we can:
- Process your application and manage your request.
If you agree, Our Company will share your data with our partner companies so that they may offer you their products and services.
- Mortgage Lenders
When Our Company processes your data, it may send your data to, and also use the resulting information from, credit reference agencies to prevent fraudulent purchases.
How will we use your data?
Our Company collects your data so that we can:
- Process your application and manage your request.
If you agree, Our Company will share your data with our partner companies so that they may offer you their products and services.
- Mortgage Lenders
When Our Company processes your data, it may send your data to, and also use the resulting information from, credit reference agencies to prevent fraudulent purchases.
How do we store your data?
Our Company securely stores your data at
| Data Location | Security |
| Westbourne House, 1 Westbourne Crescent, Southampton. SO17 1EA | Alarmed filing storage area adjacent to office and office PC’s (x2) which are password protected |
Our Company will keep your Fact Find, copy payslips, accounts, SA302 (if applicable) and bank statements] for 6 years. Once this time period has expired, we will delete your data by:
| Data Type | Duration | Data Deletion Method |
| Fact Find | As long as there is a business need | Shredding |
| Status Confirmation | As long as there is a business need | Shredding |
| ID and Proof of Residence | As long as there is a business need | Shredding |
Marketing
Our Company would like to send you information about products and services of ours that we think you might like.
If you have agreed to receive marketing, you may always opt out at a later date.
You have the right at any time to stop Our Company from contacting you for marketing purposes or giving your data to other members of the Our Company Group.
What are your data protection rights?
Our Company would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:
The right to access – You have the right to request Our Company for copies of your personal data. We may charge you a small fee for this service.
The right to rectification – You have the right to request that Our Company correct any information you believe is inaccurate. You also have the right to request Our Company to complete the information you believe is incomplete.
The right to erasure – You have the right to request that Our Company erase your personal data, under certain conditions.
The right to restrict processing – You have the right to request that Our Company restrict the processing of your personal data, under certain conditions.
The right to object to processing – You have the right to object to Our Company’s processing of your personal data, under certain conditions.
The right to data portability – You have the right to request that Our Company transfer the data that we have collected to another organization, or directly to you, under certain conditions.
If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email:
Call us at: Landline 023 8058 4644 or Mobile 07717 772940
Or write to us: 1 Westbourne Crescent, Highfield, Southampton, SO17 1EA
Privacy policies of other websites
Jonathan Smith & Partner’s website contains links to other websites. Our privacy policy applies only to our website, so if you click on a link to another website, you should read their privacy policy.
Changes to our privacy policy
Our Company keeps its privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 1 April 2021
How to contact us
If you have any questions about Our Company’s privacy policy, the data we hold on you, or you would like to exercise one of your data protections rights, please do not hesitate to contact us.
Email us at: JRDSmith@Gmail.com
Call us: Landline: 023 8058 4644 or Mobile: 07717 772940
Or write to us at: 1 Westbourne Crescent, Highfield, Southampton. SO17 1EA
How to contact the appropriate authority
Should you wish to report a complaint or if you feel that Our Company has not addressed your concern in a satisfactory manner, you may contact the Information Commissioner’s Office.
Visit the Information Commissioner’s Office website here