Skip to content


Cookie Policy

A cookie is a piece of data that a website stores on a visitor’s device, which the visitor’s browser then sends back to the website on subsequent visits. Roberts and Egan uses cookies to identify and track visitors, analyze their usage of our website, and evaluate its performance. Visitors who prefer not to have cookies stored on their devices can adjust their browser settings to reject cookies before using our website. Please note that without cookies, some features of our website or other online services may not function properly.

Privacy Policy

Roberts and Egan are dedicated to safeguarding your personal data and respecting your privacy. This privacy notice explains how we handle your personal data when you visit our website, (our site), regardless of your location, and informs you about your privacy rights and the legal protections in place.

When we process your personal data, we adhere to the General Data Protection Regulation (GDPR), which is applicable across the European Union (including the United Kingdom). As the ‘controller’ of your personal data under the GDPR, we are bound by your instructions, the GDPR, other relevant UK and EU laws, and our professional duty of confidentiality.

We recognise the importance of providing pertinent information to all our customers who request it and therefore commit to the following:

We will:

  • Use data fairly and lawfully.
  • Collect and use data for specific legitimate purposes.
  • Conduct limited, relevant, and adequate processing of data.
  • Maintain accurate and up-to-date data.
  • Retain data for no longer than necessary.
  • Process data in accordance with individuals’ rights.
  • Ensure data security.

We do not sell data to third parties.

Purpose of this Privacy Notice
This privacy notice aims to inform you about how Roberts and Egan collect and process your personal data through your use of our site, including any data you provide through forms or service purchases.

Our site is not intended for children, and we do not knowingly collect data related to children.

It’s important to read this privacy notice to fully understand how and why we use your data.

General Information

Who collects the data?
All staff are responsible for collecting accurate data and keeping it updated.

Data may be provided through our website or social media platforms.

How is data collected?

Social media
Lending Panel Management Systems

What data do we collect?

Contact phone and mobile numbers
Email addresses
Social media posts
Financial evidence
Employment details

Why do we collect this data?

To efficiently and effectively communicate with our customers.

To provide relevant information to those seeking it.

To uphold our clients’ best interests in terms of practices, legislation, and safety.

To deliver requested services.

Where do we store the data?

Email lists
Lending Panel Management Systems

How do we protect and document the data?

Password-protected Customer Relationship Management system
Password-protected Lending Panel Management Systems
Password-protected emails
Paper files

How long do we plan on keeping the data?

The Property Ombudsman’s Codes of Practice mandate clear and comprehensive record-keeping for a minimum of 6 years.

Who has the right to process data?

All staff have the right to process data but only for appropriate purposes. For example, staff should not send available rental properties to individuals looking to purchase.

How often will data be used?

This varies. Data may be regularly processed for those seeking advice, industry information, or properties to buy/rent.

Third-Party Links

Our website may contain links to third-party websites, plugins, and applications. Clicking on these links may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy policies. When you leave our website, we recommend reviewing the privacy notice of every website you visit.

Rights and Requests
The GDPR grants individuals various rights, including:

The right to be informed
The right of access
The right to rectification
The right to erasure
The right to restrict processing
The right to data portability
The right to object
Rights related to automated decision making and profiling.

Under the GDPR, individuals have the right to:

Confirm data processing
Access personal data
Receive supplementary information, corresponding to the information provided in any privacy notice.

Legitimate Interest and Legal Obligations

We have lawful bases to process data when instructed to sell, rent, manage, value, or survey a property. This processing is also necessary for those seeking our services to find properties to buy or rent.

We also have legal obligations to process data:

To comply with Anti Money Laundering legislation
To comply with the Estate Agents Act 1979
To comply with the Property Ombudsman’s code of practice
To comply with the Royal Institute of Chartered Surveyors code of practice.
No assumptions are made regarding the processing of individuals’ data.

Data Protection Officer
For privacy and data inquiries, please contact our Data Protection Officer:

Data Protection Officer
Roberts and Egan
01952 370010

Changes to this Privacy Policy
We may update this privacy policy periodically and will publish any revisions on our website.

Roberts&Egan-Logo (2) (1)

Intentionally Different

Broseley, Shropshire, TF12
01952 370010
OTM logo_final_wht
tsi-code-logo-colour-high-res--300dpi (1)
ico logo (2)