Legal

Website Notice

Just in Time Website Privacy Notice — Step by Step Financial Solutions Ltd

Step by Step Financial Solutions Ltd will be what is known as the 'controller' of the personal data you provide to us. We only collect basic personal data about you which does not include any special categories of information or location-based information.

Why do you need my data and what will it be used for?

We need to know your basic personal data so we can make contact with you and respond to your message, request, or query. All the personal data we process is handled by our staff in the UK.

Who is my data shared with?

Your data will only be shared with third parties if this is necessary to respond to your request. If this is the case, we will always seek your permission before passing on your details.

How long do you keep my data for?

We may store your data for up to six years past the end of any business relationship, after which time it will be securely destroyed. If you would no longer like us to process your data at any time, you have the right to object to the processing of your data. To do this, please contact us at: info@sbsfinance.co.uk.

What are my rights?

You have the right to object to the processing of your data. You also have the right to request access to your data at any time. Additionally, you have the right to rectification and/or erasure of personal data or restriction of processing.

If you wish to raise a concern related to how we have handled your personal data, you can contact us at: info@sbsfinance.co.uk.

If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law, you can complain to the Information Commissioner's Office: https://ico.org.uk.

By selecting the box, you acknowledge that you have read and understood the above privacy notice and consent to its terms.

Important Information

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for arranging a mortgage and the precise amount will depend on your circumstances i.e credit history, employment record.
This will typically be £395 for purchases, remortgages £199 and we will not charge for a Product Transfer.
We will provide you written confirmation of your fee prior to the commencement of any chargeable activity.

Step By Step Financial Solutions

Award-winning mortgage and protection advisors helping you achieve financial stability, step by step.

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    © 2026 Step By Step Financial Solutions Ltd. All rights reserved.

    There may be a fee for arranging a mortgage and the precise amount will depend on your circumstances i.e credit history, employment record.
    This will typically be £395 for purchases, remortgages £199 and we will not charge for a Product Transfer.
    We will provide you written confirmation of your fee prior to the commencement of any chargeable activity.

    Your home is at risk if you do not keep up repayments on a mortgage or other loan secured against it.

    Step by Step Financial Solutions Ltd is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority.
    We are entered on the Financial Services Register under firm reference number 780408.
    Step By Step Financial Solutions is registered in England and Wales under company number 08946989 at registered address Unit 314, Solent Business Centre, 343 Millbrook Road West, Southampton, SO15 0HW.

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