Privacy Notice

Last Updated: June 2026

Introduction

JPM Financial Management (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal data in an open and transparent manner.

This Privacy Notice explains how we collect, use, store and protect your personal information when you visit our website, contact us, or use our financial planning, mortgage, protection and related advisory services.

We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable privacy legislation.

Who We Are

Data Controller: JPM Financial Management

Address: Finance House, 192 Green Road, Penistone, Sheffield, S36 6BG

Telephone: 01226 449222

Website: www.jpmfinancial.co.uk

If you have any questions regarding this Privacy Notice or your personal information, please contact us using the details above.

Information We Collect

We may collect and process the following categories of personal data:

Information you provide to us

  • Name
  • Postal address
  • Email address
  • Telephone number
  • Date of birth
  • Employment details
  • Financial information
  • Mortgage and lending information
  • Pension and investment information
  • Protection and insurance information
  • Information contained in correspondence or enquiries

Information collected automatically

When you visit our website, we may collect:

  • IP address
  • Browser type and version
  • Device information
  • Pages visited
  • Time and date of visits
  • Website usage statistics

Special Category Data

Where necessary for insurance, protection, mortgage or financial planning services, we may collect special category personal data, including information relating to health. Such information will only be processed where permitted by law and where appropriate safeguards are in place.

How We Use Your Information

We use personal data to:

  • Respond to enquiries
  • Provide financial advice and related services
  • Arrange mortgages, protection policies and financial products
  • Assess suitability and eligibility for products and services
  • Meet legal and regulatory obligations
  • Prevent fraud and financial crime
  • Improve our services and website
  • Communicate with clients regarding their arrangements
  • Send marketing communications where permitted and/or consented to

Lawful Bases for Processing

We process personal data under one or more of the following lawful bases:

  • Performance of a contract
  • Compliance with a legal obligation
  • Legitimate interests
  • Consent
  • Establishment, exercise or defence of legal claims

Where special category data is processed, we will rely on the relevant additional condition permitted under UK GDPR and the Data Protection Act 2018.

Sharing Your Information

We may share information with:

  • Mortgage lenders
  • Insurance providers
  • Pension and investment providers
  • Product providers
  • Compliance consultants
  • Professional advisers
  • IT service providers
  • Regulatory bodies
  • Government agencies and law enforcement where required

We will only share information where necessary and lawful to do so.

International Transfers

Where personal data is transferred outside the United Kingdom, we will ensure appropriate safeguards are in place to protect your information in accordance with UK GDPR requirements.

Data Security

We maintain appropriate technical and organisational measures designed to protect personal data against unauthorised access, loss, misuse, alteration or disclosure.

Data Retention

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected and to meet legal, regulatory and professional requirements.

Retention periods may vary depending on the nature of the service provided and applicable regulatory obligations.

Your Rights

Under UK GDPR, you have the right to:

  • Access your personal data
  • Request correction of inaccurate information
  • Request erasure of personal data in certain circumstances
  • Restrict processing
  • Object to processing
  • Data portability
  • Withdraw consent where processing is based on consent
  • Lodge a complaint with the Information Commissioner’s Office (ICO)

Marketing

Where we send marketing communications, you may opt out at any time by contacting us or using the unsubscribe options provided.

Cookies

Our website may use cookies and similar technologies to improve user experience and analyse website performance.

Further information can be found in our Cookie Policy.

External Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy notices.

Changes to This Privacy Notice

We may update this Privacy Notice from time to time. Any changes will be published on this page.

Complaints

If you are unhappy with how we have handled your personal information, please contact us first so that we can attempt to resolve your concerns.

You also have the right to complain to:

Information Commissioner’s Office

Website: https://www.ico.org.uk

Telephone: 0303 123 1113

Address: Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF