Privacy policy.

Roberts & Co are committed to protecting your personal information and ensuring that it is used fairly and responsibly. This privacy policy tells you what to expect us to do with your personal information.

Roberts & Co is a registered Data Controller under the Data Protection Act 1998; registration number ZC042673. Our registration can be found via the Information Commissioner’s website.

 Our Contact details:

 Address: 6 Warwick Road, Poole, Dorset, BH14 8SY

 Phone Number: 07518 549995

 Email: adam@robertssurveyors.com

 The type of personal information we collect:

 We currently collect and process the following information to provide and improve products and services for clients:

•  Name and contact details

• Addresses

• Third party information (such as family members or other relevant parties)

• Payment details (including card or bank information for transfers)

• Transaction data (including details about payments to and from you and details of products and services you have purchased)

• Usage data (including information about how you interact with and use our website, products and services)

• Information relating to compliments or complaints.

 We collect or use the following personal information for information updates or marketing purposes:

• Name and contact details

• Addresses

• Marketing preferences

• Purchase or account history

• Website and app user journey information

 We collect or use the following personal information to comply with legal requirements:

• Name

• Contact information

• Client account information

• Any other personal information required to comply with legal obligations

We collect or use the following personal information for dealing with queries, complaints or claims:

• Name and contact details

• Address

• Payment details

• Purchase or service history

• Photographs

• Relevant information from previous investigations

• Customer or client accounts and records

• Financial transaction information

• Information relating to health and safety (including incident investigation details and reports and accident report book records)

• Correspondence.

We collect or use the following personal information for business referrals:

• Name and contact details

• Payment details (including card or bank information for transfers).

How we get the personal information and why we have it:

Most of the personal information we process is provided to us directly by you for one of the following reasons:

·       Contact information to conduct a survey or valuation.

We also receive personal information indirectly, from the following sources in the following scenarios:

·       Estate agents when calling for access information to carry out a survey or valuation.

We use the information that you have given us to complete a survey or valuation as instructed in our terms and conditions.

Lawful Basis & Data Protection Rights:

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

• 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. You can read more about this right here.

• Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.

• Your right to erasure – You have the right to ask us to delete your personal information. You can read more about this right here.

• Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information. You can read more about this right here.

• Your right to object to processing – You have the right to object to the processing of your personal data. You can read more about this right here.

• 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. You can read more about this right here.

• Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.

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 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.

• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:

– Dealing with customer needs, to study how customers use our products and services, and improving our business.

Our lawful bases for collecting or using personal information for information updates or marketing purposes 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.

• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
– Dealing with customer needs, to study how customers use our products and services, and improve our business.

Our lawful bases for collecting or using personal information to comply with legal requirements:

• 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.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

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.

• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
– For compliance and regulation purposes, auditing, dealing with customer needs, defending any claims or complaints and improving our business. 

Our lawful bases for collecting or using personal information for business referrals 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.

Where we get personal information from:

• Directly from you

• Legal bodies or professionals (such as courts or solicitors)

• Estate Agents, Conveyancers, Financial Advisors, Mortgage Advisors, Previous Clients/ Recommendations, Surveyors, Representatives (such as relatives, friends or advisors)

 How long we keep information for:

Your personal data will be stored/ retained for as long as necessary to fulfil the purposes we collected it for.
To determine the appropriate length of time we consider the amount, nature, and sensitivity of your personal information, the potential risk of harm from unauthorised use or disclosure, and the applicable legal, insurance and statutory requirements. When it is no longer necessary to retain your personal information, we will delete or anonymise it.

If we have completed a service with you, your information will be stored/ retained in a secure manner for a period of up to 15 years for compliance, legal, insurance, accounting and regulatory purposes, and where required to respond to or defend any claims/ complaints. Upon expiry of this time your data will be destroyed/ deleted.

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.

The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Changes to this privacy policy:

We may change this Privacy Notice from time to time. This may be necessary, for example, if the law changes, or if we change our business in a way that affects personal data protection. Any changes will be made available on our website.

This privacy policy was last updated on 19th November 2025.