Privacy Policy

Last Updated: 28.5.2026

Who We Are
David James (“we”, “us” or “our”) is an estate agency and surveying practice providing residential and commercial property services, including estate agency, lettings, valuations, surveys and related professional services.

For the purposes of data protection law, David James is the data controller responsible for your personal information.

Contact Details
Registered Office:
Well House, The Chipping, Wotton-under-Edge, Gloucestershire, Gl12 7AD

Telephone: 01453 843720
Email: wotton@david-james.co.uk
Website: www.david-james.co.uk

Company Registration Number: 08375427
ICO Registration Number: ZA023737

Data Protection Officer / Data Protection Contact
Data Protection Officer / Contact: Samantha Parry
Email: sam.parry@david-james.co.uk

The Personal Information We Collect
We may collect and process the following categories of personal information:
  • Name
  • Address
  • Email address
  • Telephone number
  • Date of birth
  • Identification documents
  • Property ownership and tenancy information
  • Financial information relevant to property transactions or affordability checks
  • Information relating to buyers, sellers, landlords, tenants and applicants
  • Marketing preferences
  • Website usage data, IP addresses and cookie information
  • Correspondence and communications with us
How We Collect Personal Information
We may collect personal information:
  • Directly from you
  • From employers, clients or professional representatives acting on your behalf
  • From referees where relevant and permitted
  • From publicly available sources, including Companies House, HM Land Registry and professional networking sites
  • From credit reference agencies where required for identity, affordability or fraud prevention checks
  • From third-party service providers supporting compliance, referencing or verification services
How We Use Personal Information
We use personal information to:
  • Provide estate agency and surveying services
  • Arrange property viewings and valuations
  • Market properties for sale or letting
  • Prepare surveys, valuations and professional reports
  • Manage property transactions and lettings
  • Conduct identity verification and anti-money laundering checks
  • Assess affordability and suitability where relevant
  • Prevent fraud and financial crime
  • Maintain business records and accounts
  • Improve our services and website
  • Comply with legal and regulatory obligations
  • Send marketing communications where permitted by law
Credit Reference and Affordability Checks
To help us assess applications, prevent fraud, and meet our legal and regulatory obligations, we may obtain information about you from credit reference agencies (CRAs).

We obtain this information via Creditsafe, which uses its data partner TransUnion to supply consumer credit and identity data.
  • Creditsafe Business Solutions Limited is authorised and regulated by the Financial Conduct Authority. FCA Firm Reference Number: 742313.
  • TransUnion International UK Limited is authorised and regulated by the Financial Conduct Authority. FCA Firm Reference Number: 805757.
The information we receive may include data relating to your identity, credit commitments, payment history, affordability information and public record information.

This information is used solely for legitimate business purposes including:
  • identity verification;
  • fraud prevention;
  • anti-money laundering compliance;
  • affordability assessment; and
  • risk management.
Further information about how Creditsafe and TransUnion process personal data can be found in their respective privacy notices:

Creditsafe Transparency Notice:
 https://www.creditsafe.com/gb/en/legal/privacy-policy.html

TransUnion Credit Reference Agency Information Notice (CRAIN):
 https://www.transunion.co.uk/legal/privacy-centre/pc-credit-reference

TransUnion Bureau Privacy Notice:
 https://www.transunion.co.uk/legal/privacy-centre/pc-bureau

Lawful Bases for Processing
We process personal information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Depending on the activity, we rely on the following lawful bases:

Contract
Where processing is necessary to enter into or perform a contract with you.

Legal Obligation
Where processing is necessary to comply with legal or regulatory obligations, including anti-money laundering legislation, fraud prevention requirements and professional obligations.

Legitimate Interests
Where processing is necessary for legitimate business interests, including:
  1. operating and managing our business;
  2. fraud prevention and risk management;
  3. maintaining system and data security;
  4. protecting client and third-party information;
  5. audit and compliance activities; and
  6. protecting consumer and credit reference data.
We carry out appropriate balancing assessments to ensure these interests do not override your rights and freedoms.

Consent
Where required by law, we will obtain your consent before processing personal information for specific purposes such as certain marketing activities. Consent may be withdrawn at any time.

Sharing Personal Information
We may share personal information with:
  • Solicitors and conveyancers
  • Mortgage advisers and financial service providers
  • Surveyors and valuers
  • Landlords, tenants, buyers and sellers
  • Referencing agencies
  • Credit reference agencies
  • Fraud prevention agencies
  • Property portals and advertising platforms
  • Contractors and maintenance providers
  • IT providers and website hosting providers
  • Regulatory authorities, law enforcement agencies and government bodies where required by law
We only share personal information where necessary and appropriate safeguards are in place.

International Transfers
We may transfer personal information to service providers or organisations located outside the United Kingdom or European Economic Area (EEA).

Where such transfers occur, we ensure appropriate safeguards are in place in accordance with applicable data protection laws. These safeguards may include:
  • International Data Transfer Agreements (IDTAs);
  • UK-approved Standard Contractual Clauses; or
  • transfers to countries recognised as providing an adequate level of data protection.
Data Retention
We retain personal information only for as long as necessary for the purposes for which it was collected, including satisfying legal, regulatory, tax, accounting and professional obligations.

Data used for credit reference, identity verification or affordability checks is retained only for as long as required and then securely deleted.

Marketing Communications
We may contact you with information about services, properties, market updates or other information which may be relevant to you.

You may opt out of marketing communications at any time by:
  • clicking the unsubscribe link in emails;
  • contacting us directly; or
  • emailing marketing-team@david-james.co.uk
Where marketing relies on consent, you may withdraw consent at any time without affecting other services we provide.

Cookies
Our website uses cookies and similar technologies to improve website functionality, analyse traffic and improve user experience.

You can manage cookie preferences through your browser settings.

Automated Decision Making and Profiling
We may use automated systems and tools to support certain business processes, including:
  • affordability checks;
  • identity verification;
  • fraud prevention;
  • risk assessment; and
  • record management.
These systems may analyse personal data using predefined rules or criteria to generate indicators, recommendations or risk scores.

However, we do not make decisions that have legal or similarly significant effects based solely on automated processing. Any such decisions involve meaningful human review.

The use of these systems may affect the level or speed of review applied to an application or request, but individuals will not be subject to automatic rejection or adverse decisions without human involvement.

Provision of Personal Data
The provision of certain personal information is necessary:
  • to enter into and perform contracts;
  • to provide requested services;
  • to conduct identity and fraud prevention checks;
  • to comply with legal and regulatory obligations; and
  • to administer property transactions and related services.
If you do not provide requested personal information, we may be unable to:
  • enter into contracts with you;
  • provide services;
  • conduct required verification or compliance checks; or
  • progress transactions or applications.
This may result in services being delayed, restricted or declined.
Providing personal information for marketing purposes is optional and can be withdrawn at any time.

Your Rights
Under UK data protection law, you have rights including:
  • the right to access your personal information;
  • the right to correct inaccurate information;
  • the right to request erasure in certain circumstances;
  • the right to restrict processing;
  • the right to object to processing;
  • the right to data portability; and
  • the right to withdraw consent where processing relies on consent.
Requests can be made using the contact details provided above.

Complaints
If you are concerned about how we use your personal information, please contact us in the first instance.

You also have the right to complain to the Information Commissioner’s Office (ICO):

Information Commissioner’s Office
 Wycliffe House
 Water Lane
 Wilmslow
 Cheshire
 SK9 5AF

Telephone: 0303 123 1113
Website: www.ico.org.uk

Changes to This Privacy Notice
We may update this Privacy Notice from time to time.
Any changes will be published on this page and the updated version will include a revised “Last Updated” date.