Privacy Policy | Banks Chartered Surveyors

This privacy notice relates to all data collected throughout our business activities. It sets out the lawful bases on which we collect and process personal data, and your rights regarding that data, in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. Any information you submit will be used solely to provide the services you have requested and for our own administrative purposes. It will not be made available or supplied to any other user or third party unless required by law.

Who Are Banks Chartered Surveyors?

Banks Chartered Surveyors is a trading name of Banks Surveyors Limited, registered in England and Wales, company number 17089831. We offer a range of property and land services as Chartered Surveyors, valuers, planning consultants, and estate and Land Agents. Our office is at Bamfords Farm, Grange Lane, Hutton, Preston PR4 5JE, and we operate the website www.banks-surveyors.co.uk.

We are registered with the Information Commissioner's Office (ICO), registration number ZC209334.

How Do We Collect Information?

We collect information about you when we receive instructions to act on your behalf, when you visit our website, sign up for property alerts or enquire about the services we provide. This information is stored securely on our central database, in individual client files or in secure cloud backup.

What Information Is Collected?

We only collect the personal data required to fulfil our obligations to clients or to respond to business enquiries. This may include:

name
trading name (if different)
address, personal or business
telephone numbers, landline and mobile
email address
details of your solicitors or accountants
company or trust documentation
other relevant information required to carry out the instruction
personal and residential verification required for anti-money laundering purposes
bank account details for management clients and direct bank payments
qualifications and insurance details for contracted resources.

What Is This Information Needed For?

to contact you
to carry out your instructions
to complete conflict of interest checks
to comply with the anti-money laundering regulations
to comply with the regulatory requirements of professional bodies
to share with regulatory authorities when required by law
to provide you with marketing information.

We do not gather any sensitive personal data, and our services are not directed at children under the age of 13.

The Legal Bases for Collecting Personal Data

We hold personal data on one or more of the following legal bases, as defined in Article 6 of the UK GDPR:

Consent: you have given clear instructions for us to control and process your personal data for a specific purpose.
Contract: by accepting our terms of business, we have a contract for which processing your personal data is necessary to complete your instruction.
Legal obligation: to meet legal or regulatory obligations.
Legitimate interest: where you would expect personal data to be held, with compelling justification and minimal privacy impact.

Some of these grounds overlap, and there may be several grounds which justify our use of your personal information.

Access to the Information

This information is available to the Director and employees of Banks Chartered Surveyors, and will only be used as required to carry out the instructions for which it was obtained.

We will not sell or rent your personal data, or share it with third parties for marketing purposes. We may, however, pass client information to third-party service providers engaged to complete tasks and provide services on our behalf.

Information will be submitted to a third party only where there is a legal, financial or compliance requirement, and personal data will be processed by and on behalf of the company. We require third parties to comply strictly with your instructions and with data protection law, making sure that appropriate controls are in place.

We take reasonable technical measures to protect against unauthorised access, modification or misuse of the data we hold to carry out your instructions. Our systems are password protected and backed up, with router firewalls compliant with best practice, and our staff receive ongoing training.

Retention Period

In the absence of any legal requirement, your personal data will be retained for as long as is necessary to complete the instruction, to carry out conflict of interest checks, or for other legitimate purposes. While you have the right to withdraw consent, we may be required to retain information for legal or legitimate purposes, but will not use it for any other purpose. Please let us know if your personal data changes.

Data Storage and Security

We are committed to protecting all personal data stored on our in-house server, which is secured and backed up by passwords, router firewalls, MailStore, Crypto Safeguard and BackupAssist. All staff have received training on data protection procedures and accountability.

We have a Data Protection Policy that includes a clear process for handling data breaches, should one occur. Any data breach discovered externally should be reported to Mr L Banks immediately.

This Website

This website does not set any cookies. The fonts, images, maps and video are all served from this website, so opening a page does not send your details to Google or any other company. We use Cloudflare Web Analytics to count page visits. It does not use cookies or collect personal data, and it does not track you across other websites. Links to Google Maps and to our Google reviews take you to Google's own site, where Google's privacy policy applies.

When you send one of our forms, what you type is passed to us by email, and we use it only to reply to your enquiry or, if you sign up, to send you property alerts. Our web host keeps standard server logs, such as IP addresses and the pages requested, to keep the site running securely.

Your Rights

You have the right to:

have any inaccuracies in your data corrected. To update the details we hold about you, please contact Mr L Banks
request a copy of the personal information we hold about you. Please submit your request in writing to Mr L Banks, Managing Director, Bamfords Farm, Grange Lane, Hutton, Preston PR4 5JE. We will ask you to complete a form setting out proof of identity and the reasons and case details where you believe we hold your personal data
request that we erase your personal data, unless we have a legal obligation to retain it
have the data we hold about you transferred to another organisation, for legal or legitimate interests
object to certain types of processing, such as direct marketing
object to automated processing, including profiling.

Rights to Object or Complain

Please contact us if you have any enquiries arising from this privacy notice. Where possible, please raise all enquiries in writing.

If you are unhappy with our handling of your data, or with something we have done or failed to do, please let us know in writing. We will acknowledge receipt of all complaints and endeavour to investigate as soon as reasonably practicable.

All complaints should be sent to:

Mr L Banks, Managing Director
Bamfords Farm, Grange Lane, Hutton, Preston PR4 5JE
Phone: 07857 877925
Email: luke@banks-surveyors.co.uk

You may also complain directly to the Information Commissioner's Office if you are concerned about how we are handling your personal information: ico.org.uk/make-a-complaint, or telephone 0303 123 1113.

Changes to This Notice

This notice was last reviewed in March 2026, and updated for this website in November 2026. We may review and change it without prior notice, so please check this page from time to time.

Last updated: 6 November 2026