Privacy Policy

Finance Planning Surveying Services Limited

Finance Planning Surveying Services Limited is a limited company registered in England and Wales, Registration number 04465925.

You can contact us at:
Hurstwood Grange,
Hurstwood Lane,
Haywards Heath,
West Sussex,
RH17 7QX.
01444 449200

What ‘legal basis’ will you process my personal information?

Before we go any further, by the process we mean look after and store. The law on data protection sets out a number of different reasons for which a company may collect and process personal information.


We process your personal information in order to provide you with Surveying services. In this case, the performance of a contract is simple, you ask us to perform a valuation which requires you giving us your address. We would be unable to provide you with this service without this information.

Legitimate interest

We will process your personal information under this condition where our interest in using it is not outweighed by your privacy rights or interests. This means that we can use your personal information only in ways you would reasonably expect and which have a minimal impact on your privacy, or where there is a compelling justification for the processing.

When it comes to staying in touch, we rely on legitimate interests because we only contact existing customers or people who have contacted us directly who are expecting us to do so. Each communication provides an easy to use opt-out.

Legal compliance

We may need to process your data in order to fulfil our legal obligations as a RICS regulated business and co-operate with law enforcement, legal proceedings or regulatory authorities.

What information do you collect?

There are a number of categories of data including Identity Data, Contact Data, Financial Data, Special Category Data and Profile and Usage Data.

We only collect the minimum personal information in order to satisfy our contractual obligations which include your name, address and basic details surrounding your property. We will collect payment details from you when you instruct us to proceed.

How will you use my personal information?

We will use your personal information to fulfil the performance of our role as property surveyor. We will use your information to attend your property and identify it on a written report (where appropriate). The information we collect about your property forms the basis of the ‘report’.

Who do we share your personal information with?

We disclose personal information to third parties such as lenders and insurers, but only to a level that is necessary.

A list of the type of firms this might include is:

A lender where we are involved in your mortgage application.

A solicitor or conveyancer, to help process your mortgage application or a matrimonial dispute.

An estate agent or home builder.

Legal & General Surveying Services, where they have instructed us to act on your behalf. If we are unable to service your request due to geographic coverage, Legal & General Surveying Services may instruct a local panel member to assist you.

We may pass your personal information to L&G Surveying Services and R.I.C.S as they are responsible for the services we provide to you for compliance and monitoring purposes.

From time to time, we may be able to offer you home moving-related offers through The Finance Planning Group Ltd. The Finance Planning Group Ltd. offer whole of market mortgage advice and has agreed to waive their typical advice fee of £499 for any customers of FP Surveying.

Also, under limited circumstances, your personal information may be disclosed to third parties as permitted by, or to comply with, applicable laws and regulations. For instance, when responding to subject access requests, proceedings of a court of law or similar legal process, to protect against fraud, and to otherwise cooperate with law enforcement or regulatory authorities.

How do you collect my personal information?

Personal data is collected by us using the following methods:

Direct interactions with a surveyor or support staff in person, by post, phone, email.

Automated technologies or interactions with our website, by using the web enquiry form or the quick quote

Third parties or publicly available sources, such as:

Survey lead provider E.g. L&G Surveying Services, Estate Agents, Lenders, Financial Advisers or Solicitors with whom you may be interacting, but only with your consent.

How do we keep your personal information secure?

We understand how important it is to keep your personal information secure. We use a variety of technologies and procedures to protect your personal information from accidental or unlawful breaches of security. These include physical, organisational, and technological security measures.

We also limit access to your personal data to only those Finance Planning Surveying Services staff, business partners and suppliers who have a business need to know.

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.

How long will you store my information for?

We only retain your personal data for as long as necessary. The list below outlines how long data is retained and depends on the reason the personal data is used for:

Purpose of processing Period

Survey request where we attend property and a report is produced 21 years
Survey request that does not proceed 2 years
A quotation request 2 years

What are my rights?

Here is an overview of your different rights

Your right to access

Access to the personal data we hold about you, free of charge in most cases. The correction of your personal data when incorrect, out of date, or incomplete.

Your right to withdraw consent

Whenever you have given us your consent to use your personal data, you have the right to change your mind at any time and withdraw that consent. We must then do so unless we believe we have a legitimate overriding reason to continue processing your personal data.

Right to object

You will have the right to object to how we intend to use your information based on your individual circumstances. If you exercise this right, we may not be able to perform all of our services. You have an absolute right to object to receiving communications where we do not have a legitimate interest in doing so.

Right to complain

You have a right of complaint to the Information Commissioner (The U.K data protection regulatory authority) if you consider any aspect of The Finance Planning Surveying Services use of your personal information infringes the law.

Right to data portability

You have the right in some circumstances to have the data you have provided to us sent to you or provided to
another person or business in an electronic machine-readable format. Where this applies we will download the
information and send it as a CSV file.

Right to erasure

You have a right to have some or all of the information we hold about you erased in some circumstances. This is known as the right to be forgotten.

Right of correction

You have the right to have inaccurate information corrected and incomplete information completed. If the information we need to deliver our services to your changes, please tell us about this as soon as possible.

Who can I speak to about my personal information?

If you have any questions or concerns about the way in which we are processing your personal information or would like to exercise one of your earlier mentioned rights, in the first instance please contact our Privacy Officer.

Finance Planning Surveying Services
Hurstwood Grange,
Hurstwood Lane,
Haywards Heath,
West Sussex,
RH17 7QX.

By Phone 01444 449 200

By email

If you would like to update your privacy settings or exercise any of your above rights, you may do so online at

What about when things go wrong?

If you feel that your data has not been handled correctly, or you are unhappy with our response to any requests you have made to us regarding the use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office. You can contact them by calling 0303 123 1113 or go online to

Will this policy change?

Yes, we may change this Privacy Policy from time to time, for example, if the law changes. Any changes will be immediately posted on and you will be deemed to have accepted the terms of the Privacy Policy on your first use of our website following the alterations. We recommend that you check this page regularly to keep up-to-date.

This Privacy Policy was last updated in March 2023.

Staying COVID-19 Secure in 2020 We confirm we have complied with the government’s guidance on managing the risk of COVID-19.

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