020 8652 5240 info@mbassociates.net

CONTACT US

MONICA BRADLEY ASSOCIATES

ADMINISTRATION OFFICE
16a The Broadway, Cheam, Surrey SM3 8AY
020 8652 5240

ADVISER OFFICE
14 – 16 Ewell Road, Cheam, Surrey SM3 8BU
020 8652 5240

    How will my data be used? Your personal data submitted on this form will be used by Monica Bradley Associates to contact you to discuss your requirements.

    Will it be shared with anyone?Depending on your requirements it may be necessary to share your personal data under secure conditions with approved third parties in order to provide appropriately qualified advice. However your data will not be transferred outside of the European Economic Area without appropriate safeguards.

    How long will you keep my data? Data received as part of initial enquiries is normally kept for two years before being deleted. If you do proceed with a full application for a mortgage, protection or other product, your personal data will be retained for longer. Please see the full Privacy Policy for further details.

    Monica Bradley Associates is the data controller for personal data submitted using this form. We take our responsibilities towards the safety and security of your data very seriously, and our systems and processes are designed to be fully compliant with existing data protection legislation. Please see below for further information and your rights regarding your personal information:

    What are my rights with regards to my personal data? You can ask for a copy of your personal data we process, for your data to be deleted, or for a copy of your data in electronic format, or withdraw your consent simply by contacting info@mbassociates.net or by calling the office on 020 8652 5240.

    What if I have a complaint? If you are not happy about how your personal data has been processed, please email info@mbassociates.net or call 020 8652 5240. If you are still not satisfied, you have the right to complain to the Information Commissioners Office (ICO) as the UK regulatory for data protection. Further details about the ICO can be found at https://ico.org.uk/for-the-public/

    A happier workforce

    Financial worries are a common concern for many Brits. *Research conducted in 2019 before the pandemic became prevalent revealed that 77 per cent had money worries that impacted them at work. A third admitted their fears affected their sleep. One in five employees said they worried about their finances regularly.

    In the survey of 5000 employees, 34 per cent said they would be unprepared for unexpected financial costs or a loss of income. **In a separate survey, almost 30 per cent confessed to regularly running out of money before pay day. One in seven people would struggle to pay their mortgage if it was just £99 more per month.

    Yet with access to the right information, it is possible for employees to improve how they manage their money, resulting in less anxiety and more productivity at work.

    MB Associates is offering free financial workshops to improve the wellbeing of employees and enhance employers’ benefits packages. Our informative, friendly workshops will offer fee-free mortgage and financial advice to your staff to help them save money and gain greater control over their finances.

    These free workshops can be tailored to suit the requirements of your business and can be delivered via Zoom or in person when permitted. We can also offer informative financial content on a dual-branded portal.

    For more information, please contact Monica Bradley at MB Associates on 020 8652 5240 or email monica@mbassociates.net 

    *Close Brothers Financial Wellbeing Index
    **Financial Times survey

    MBA

    MBA

    For insurance business we offer products from a choice of insurers.

    You may have to pay an early repayment charge to your existing lender if you remortgage.

    There is no guarantee that it will be possible to arrange continuous letting of the property, nor that rental income will be sufficient to meet the cost of the mortgage.

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

    A fee of up to 1% of the mortgage amount may be charged depending on individual circumstances. A typical fee is £495.