Privacy Policy

When you submit an enquiry through our website, we collect:

• Your name, email address, and phone number
• Property location and estimated property value
• Desired loan amount and annual income
• Any additional information you provide in your enquiry
• Technical information including your IP address, browser type, and device information

We use your personal information to:

• Connect you with suitable FCA-authorised mortgage advisors from our network
• Share your enquiry details with selected advisors (typically 1-3 advisors)
• Send you confirmation emails regarding your enquiry
• Comply with legal and regulatory obligations
• Improve our website and services

Legal Basis: We process your data based on your consent when you submit the enquiry form, and our legitimate interests in operating our advisor introduction service.

FCA-Authorised Mortgage Advisors: Your enquiry details will be shared with between 1-3 FCA-authorised mortgage advisors from our specialist panel who we believe are best suited to assist with your requirements. Each advisor operates independently and is subject to FCA regulation.

We do not sell your personal data to third parties for marketing purposes. We only share your information with regulated advisors for the purpose of providing you with mortgage advice and assistance.

Service Providers: We use secure third-party service providers for website hosting, email communications, and database management. These providers are bound by data protection agreements.

We retain your personal information for as long as necessary to fulfil the purposes outlined in this policy:

• Active enquiries are retained for up to 12 months
• After 12 months, enquiries that have not progressed are archived or deleted
• You may request earlier deletion by contacting us
• Some information may be retained longer if required by law or for legitimate business purposes

You have the following rights regarding your personal data:

• Right of Access: Request a copy of your personal data we hold
• Right to Rectification: Request correction of inaccurate data
• Right to Erasure: Request deletion of your data (subject to legal requirements)
• Right to Restrict Processing: Request limitation on how we use your data
• Right to Data Portability: Receive your data in a structured format
• Right to Object: Object to processing based on legitimate interests
• Right to Withdraw Consent: Withdraw consent at any time

To exercise any of these rights, please contact our Data Protection Officer using the details below.

Our website uses essential cookies necessary for the website to function properly. We do not use tracking cookies or third-party analytics cookies without your consent.

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a new "Last updated" date.