Privacy Notice

Montgomery & Sons Ltd is the controller of the personal information covered by this notice.

Company: Montgomery & Sons Ltd
Company number: 16967262
Registered office: 71-75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ
Telephone: 020 7088 8301
Email: info@montgomeryandsons.co.uk

Depending on how you interact with us, we may collect:

• your name;
• telephone number and email address;
• property address and postcode;
• property type and access information;
• details about the plumbing concern, water ingress or property issue;
• photographs and videos you send to us;
• photographs, thermal images, moisture readings, test results and other evidence gathered during an investigation;
• investigation reports, findings and recommendations;
• records of telephone calls, messages, emails and other correspondence;
• appointment and booking information;
• billing, invoicing and payment records;
• information supplied by a landlord, letting agent, property manager, insurer, contractor or other person acting in connection with the property; and
• limited technical information generated when you use our website.

We aim to collect only the information reasonably necessary to deal with your enquiry or provide the requested service.

We may use your personal information to:

• respond to enquiries and callback requests;
• assess whether our property plumbing inspection service is appropriate;
• provide quotations and arrange appointments;
• carry out property plumbing inspections and diagnostic testing;
• prepare findings, photographs and reports;
• communicate recommendations and next steps;
• administer payments and invoices;
• maintain appropriate business, accounting and insurance records;
• respond to complaints, disputes or legal claims;
• maintain the security and operation of our business; and
• where requested, introduce you to an appropriate independent contractor for remedial work.

We do not sell your personal information.

Depending on the circumstances, we process personal information because:

Contract and steps before entering a contract

Processing is necessary to respond to an enquiry, provide a quotation, arrange an investigation or provide services you have requested.

Legal obligation

We may need to retain or use certain information to comply with accounting, tax or other legal requirements.

Legitimate interests

We may process information where reasonably necessary to operate and protect our business, maintain appropriate job records, improve our services, prevent fraud, deal with complaints and establish, exercise or defend legal claims.

Where consent is required for a particular activity, we will request it separately.

As part of an investigation we may take or receive photographs, videos, thermal images, moisture readings and other diagnostic information relating to the property.

We use this material to document the condition of the property, support our findings, prepare reports and maintain an appropriate record of the investigation.

We will take reasonable steps to avoid capturing unnecessary personal information.

Montgomery & Sons currently focuses on investigation, diagnostic findings and recommendations.

Where remedial work is required, you may appoint your own contractor or ask us to introduce an independent contractor.

Where you request an introduction, we may share the minimum information reasonably necessary for that contractor to understand or quote for the work. This may include your contact details, property details, relevant photographs and relevant investigation findings.

Independent contractors are responsible for their own services and their own handling of personal information once provided to them.

Where necessary, information may also be shared with:

• website, hosting, communications and IT service providers;
• payment and accounting service providers;
• professional advisers such as accountants, lawyers and insurers;
• independent contractors where you have requested or authorised an introduction;
• regulators, courts, law-enforcement bodies or other authorities where required by law; and
• other parties where disclosure is reasonably necessary to establish, exercise or defend a legal claim.

We only share information where there is an appropriate reason to do so.

Some technology or service providers may process information outside the United Kingdom.

Where personal information is transferred internationally and data-protection law requires safeguards, we will take appropriate steps to ensure a lawful transfer mechanism is used.

We do not keep personal information for longer than reasonably necessary.

As a general policy:

• enquiries that do not result in a booking will normally be retained for up to 12 months;
• investigation records, reports, photographs, contractual correspondence and related customer records may normally be retained for up to six years after completion of the service where necessary for business records, insurance, accounting or the establishment or defence of legal claims; and
• financial records may be retained for longer where required by law or by HMRC.

Information may be retained for longer where a complaint, insurance matter, legal dispute or regulatory requirement makes this necessary.

We take reasonable organisational and technical measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.

Access to personal information should be limited to people and service providers who require it for legitimate business purposes.

Depending on the circumstances, you may have rights relating to your personal information, including the right to:

• request access to your personal information;
• request correction of inaccurate information;
• request deletion of information in certain circumstances;
• request restriction of processing in certain circumstances;
• object to certain processing;
• request transfer of information where applicable; and
• withdraw consent where processing is based on consent.

These rights are not absolute and may be subject to legal exceptions.

To make a request, contact us using the details at the top of this notice.

If you have concerns about how we use your personal information, please contact us first so that we can investigate the matter.

You also have the right to complain to the Information Commissioner’s Office (ICO), the UK’s data-protection regulator.

Our website may use cookies and similar technologies necessary for the website to operate.

If we introduce analytics, advertising or other non-essential technologies that require consent, appropriate information and choices will be provided before those technologies are used where required.

We may update this privacy notice when our services, systems or legal obligations change.

The latest version will be published on our website with the date it was last updated.