This privacy notice explains how we, at Premier Plus Ltd, use any personal information we collect about you.
We collect information about you when you engage us for any form of financial advice or planning. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations.
Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.
We collect information about you in order to provide you with the services for which you engage us.
If you agree, we may email you about other products or services that we think may be of interest to you.
We won’t share your information for marketing purposes with external companies.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
Where third parties are involved in processing your data we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. In any case, we will not retain your personal data for longer than 5 years past the time of your death, unless instructed otherwise by you or your representatives.
You have the right to request deletion of your personal data. We’ll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information please email or write to us using the contact details noted below.
When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We’d like to send you information about our products and services which may be of interest to you. If you’ve agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.
We use cookies to track visitor use of the website and to compile statistical reports on website activity.
For further information visit http://www.allaboutcookies.org/
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.
Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
We keep our privacy policy under regular review and we’ll place any updates on this web page when they occur. This privacy policy was last updated on 19th April 2018.
Please contact us if you have any questions about our privacy policy or information we hold about you: by email at info@premierplusltd.co.uk
Or write to us at Premier Plus Ltd, 1a Fenice Court, Phoenix Park, Eaton Socon, St Neots, Cambs, PE19 8EP
Gary has lived in St Neots since childhood and was pleased to join a local IFA, Premier Plus, in October 2013, having moved from another Cambridgeshire-based IFA.
“I am an Independent Financial Adviser with over 20 years in the industry, including 10 years working with a discretionary fund manager, where I obtained a great deal of experience regarding investments and pensions that I bring to my clients.”
Outside of work, Gary is very involved with St Neots Town Football Club, where he has held club secretary and director roles in recent years, following 13 years as a football referee.
Claire has been working in the Financial Services industry since 2001 and has spent the majority of her career working for the Yorkshire Building Society Group where she completed her CeMap qualification. Her roles included Mortgage and Protection Adviser, Development Coach, Mortgage and Protection Manager and Compliance Monitoring Associate.
Claire is happily married with two children. When she is not working Claire enjoys spending time outdoors with her family, taking her dogs for walks in the countryside or relaxing in the garden with her pet chickens.
Martin joined the industry in 1991, working with Legal & General to build up his own team of financial advisors, before joining forces with Premier Plus in 2005.
“At Premier Plus I continue to provide corporate and family protection along with mortgage advice. I work with clients all over the country, particularly in London and the South East where I am based.”
Martin has been happily married for over 35 years and enjoys all forms of sport, particularly cricket, whilst he is a hardened Liverpool Football Club supporter.
Toni has worked in the financial services industry for over 13 years, firstly with Lloyds Banking Group and now with Premier Plus Ltd and has a passion for helping people realise their dream of owning their own home.
She aims to build long lasting relationships by offering the best advice and service she can possibly give
When Toni’s not working, she loves spending time at home with her young family making memories and also keeping fit. If she’s not doing either of these, you will most likely find her in the garden or on her allotment enjoying all that nature has to give.
Roxy has been working for Premier Plus for ten years, starting as an administrator and working her way up the company.
‘I passed my final CII exam in December 2018 and have been enjoying my role as a Paraplanner and a Mortgage Adviser ever since. The sense of pride you feel when you help First Time Buyers to get onto the ladder or a long-standing client to buy their “forever” home, makes everything worthwhile.’
Roxy is married with an eight-year-old son. She spends her weekends as a ‘football mum’ and enjoys a good meal out with the girls!
Michal started his career in the financial services at Lloyds TSB in 2006. Having covered various roles, from Cashier to Senior Personal Banking Manager he became a Mortgage Adviser in 2014.
As he was only able to advise exclusively on Lloyds Bank mortgage products Michal felt like his clients were not getting the best possible advice they deserve so he joined Premier Plus in 2016 to become an Independent Mortgage and Protection Adviser. Since then he has been providing his clients with a fully comprehensive advice on mortgage and protection solutions from across the Whole of Market.
He is happily married and has two young daughters and as much as it may sound like a cliché, being a dad is the best thing in the world for Michal.
Outside of work Michael of course spends time with his family. He also tries to give as much time as possible to pursue his two passions: tennis and chess.
Mark has recently joined from Lloyds Bank where he was a Mortgage Adviser for the last 10 years.
Amongst many things, he prided himself on helping and providing advice for his customer’s to realise their dream of buying their first home.
He previously worked with HSBC Bank and Standard Life Assurance providing protection advice and where he was able to build strong relationships with his many clients.
Lisa joined Premier Plus as a consultant in 2010, bringing 20 years of experience in the industry to her clients.
“I focus on making use of email and other communication technologies to provide non-face-to-face advice for efficient use of time. I also pride myself on placing mortgages correctly the first time, making things as simple for my clients as possible and building strong, long-lasting client relationships.”
Ronni has worked in financial services since 1990, initially as a building society branch manager and mortgage underwriter, before being one of the first to join Premier Plus in 1999.
“I bring experience out of the financial sector to my skillset, including working as senior airline cabin crew and in a managerial position with Marks and Spencer.”
Personal synopsis: Ronni has a grown up daughter and, having lived abroad, she enjoys visiting as many new places as possible both in the UK and worldwide. In her spare time she enjoys going to the theatre, reading, cooking and gardening.
Kate started working for the Cambridge Building Society in 1998 and qualified as a mortgage adviser, gaining 10 years of experience across the branch network. To enhance my knowledge I also spent a year working in the Mortgage Administration department.
Kate changed direction to fit around raising a family, first as part of the management team at The Horseshoe Inn, Offord D’arcy before moving on to become the Senior Finance Officer at Longsands Academy.
“I am delighted to have now rejoined my career path, helping people through the mortgage process and seeing them settle in their new homes.”
Kate considers herself to be particularly friendly and loves nothing more than spending time with friends and family. A ‘yes’ type of person so anything goes, from theatre, restaurants and cocktails to weekends away, escape rooms and spas. Known to climb mountains and mess about in boats, Kate does not spend an awful lot of time at home but when she does, Kate can rustle up a decent meal and play a mean game of Scrabble.
James (Jim) has been employed by Norwich and Peterborough Building Society, Barclays Bank and Lloyds Bank, with over 17 years of successful service as a Mortgage and Protection Advisor.
“I am highly experienced in whole of market mortgage lending and whole of market protection provision, whilst I pride myself in offering my clients the very best quality and speed of service. I work closely with both lenders and protection providers to make sure that my clients’ needs are met and delivered in the most professional way.”
Jim is happily married and a proud father of two young children, as well as two dogs, two cats and two rabbits! He loves to spend time with his family whilst also enjoying football, live music and holidays in the UK and abroad.
Gary joined us in September 2006 from outside Financial Services and has very quickly become a valued member of our team. Gary is qualified to advise on Mortgages and Protection products and is an equity Release expert
He has 2 grown-up children and loves golf with a handicap of 2.
Gary is qualified to advise on Mortgages and Protection products.
Gary has worked in the financial services industry since 2003. Since joining the industry Gary has helped many clients with complex enquiries.
Gary was a keen footballer and is well known locally due to representing local sides for over 27 years. He enjoys all sports, travel & the cinema
Estelle has been in the financial services industry for over 20 years; initially arranging appointments for financial consultants working for Sun Life of Canada, before working for a local building society, Norwich and Peterborough, where she gained her CeMap mortgage qualifications.
“I enjoy assisting people in obtaining their mortgages for their new homes and the variety that this role brings. Premier Plus gives me the opportunity to do the job I love and offer a wide scope of mortgages across the whole lending market.”
Estelle has two children and enjoys her time away from the office with holidays and spending time with her children and friends. She loves a good chick flick, but is not so keen on the horrors!
Carl started working in the finance sector in 2007 for Halifax taking on various roles from business banking to financial advice before moving to Santander as a Protection Consultant, after taking a break to move into mortgages and a short stint at an estate agent he joined Premier Plus in 2017 to become a fully independent mortgage adviser.
He is also qualified to provide advice where necessary to our older clients who may not feel they are eligible or can get a mortgage by advising on Equity Release mortgages, helping and guiding clients to release money from their homes, to enjoy life in their older age, be this in order to facilitate a move to a more suitable property, help family members get on to the property ladder or just be able to enjoy themselves in later life.
‘I enjoy being part Premier Plus to be able to get access to a larger variety of lenders including more niche and smaller lenders of which a smaller company or individual may not be able to source, alongside working with a very close-knit team that feels more like a family than a business.’
Martin has worked in the financial sector for over 40 years, which includes corporate banking, and the last 13 years with Premier Plus as an Independent Financial Adviser.
“I share a wealth of experience with my clients with whom I enjoy a close working relationship.”
Martin is married with two sons. He is originally from Lincolnshire, but has lived near Cambridge for over 30 years, and worked in the region for most of his career. Martin enjoys travel and plays golf regularly to keep fit.
Jake has been working in Financial services since 2010, previously a bank manager of a well-known high street bank and now as a fully qualified Financial Adviser. Jake enjoys building meaningful client relationships and offering holistic financial planning advice across all areas to those not only preparing themselves for their financial future during retirement but also those in the infancy of their careers.
Outside of work, Jake is a keen sportsman. An active member of Brampton Golf course, regular runner and football fan. He and his partner, Jessica, also enjoy travelling and spending time at home.
Chris has many years of experience working very closely with his clients providing them with a comprehensive understanding of financial services, which focuses on Pension and Investment advice. However, in addition to this, Chris has a wealth of experience in providing his clients with Inheritance Tax Planning, Corporate and Family Protection.
Chris started his career in financial services in 1998 with the Royal London group. He has a great number of years of experience within the financial services industry and has worked with Premier Plus Ltd since February 2009.
With a warm and understanding personality, Chris prides himself on ensuring his clients’ needs are fully understood, allowing him to provide them with the appropriate solutions to suit their current and future needs.
Chris is fully qualified to help provide his clients with the appropriate advice and recommendations regarding their financial goals, needs and objectives.
Chris is married and has two adult children and two wonderful granddaughters and very much enjoys spending his free time with his family.
Perry has worked in the financial services industry since 2010.
He has a degree in business management, and prior to qualifying as a Financial Adviser, he worked for a large UK bank as a Bank Manager.
He has always worked in client-facing roles and is now focused on giving pensions and investment advice.
Away from work, Perry has been happily married since 2012 and has two children who both go to school locally.
He has a passion for music and sports.
Alan has always favoured a customer-focused position and enjoys dealing directly with clients.
He has been working as a financial adviser for nearly 30 years starting with the Prudential and then Legal & General before helping to set up Premier Plus Ltd as independent financial advisers.
Alan is part of the management team and specialises in advising clients in retirement and investment planning at Premier Plus Ltd and has a comprehensive understanding of financial services.
He prides himself on understanding his client’s needs and providing them with solutions to suit their current and long-term future plans.
Qualified with a diploma in financial planning he can help you assess your financial advice requirements
Alan is married with 3 grown-up children.
Jenny has been an IFA for ten years following a 21-year career as the South Eastern Regional Manager for Liverpool Victoria, managing a team of 10 consultants.
“I enjoy unravelling the perceived complexities around investments, especially pensions, and decided to use my experience to work directly with customers with a ‘Plain English’ approach to finances. I like to think my clients come away with not only their finances in order but a better understanding of how they work and what they can realistically expect to achieve.”
Outside of work, Jenny and her husband are kept busy with a young daughter. She enjoys travel, genealogy and art.
Nick has been working in Financial Services since 2012. Nick is a fully qualified financial adviser and pension specialist allowing Nick to offer a wide range of financial planning advice from younger generations starting to save for retirement to retirees structuring a retirement and income plan.
Being a qualified pension specialist, Nick has the qualifications necessary to understand complex pension arrangements and final salary pensions and explain how these work for his clients.
Outside of work Nick is a married father of two and enjoys spending his free time with his young children.
Richard is engaged and has four children. Richard started his career with one of the high street banks and came to us after working as a Manager in his own branch.
He is fully qualified and has been in the finance industry for over 30 years. He particularly enjoys helping clients plan for, and achieve their long term financial plans. He specialises in Pension and Investment advice and has worked with many of his clients for in excess of 10 years.
Outside of the company he is a rugby fan and enjoys watching classic car racing, gardening, and long walks in the countryside around his village home.
Kevin started the company in 1997 after having been in the industry for over 38 years. He had various positions with some of the major Life companies between 1983 and 1997.
As well as being responsible for running the company Kevin still advises on Protection products. Kevin is married and has 3 grown-up children and 5 grandchildren.