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Allerton Mortgages - Privacy Notice
Who We Are
Allerton Mortgages is committed to protecting your privacy and keeping your personal information secure. We collect and use personal information in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable data protection laws.
Allerton Mortgages acts solely as an appointed representative or introducer to regulated financial services firms. We are not authorised or regulated to provide financial advice, recommend financial products, assess your financial circumstances or arrange regulated financial services. Any regulated advice, recommendations or financial products will be provided directly by the regulated financial services provider to whom you are introduced.
Where commercial finance is involved, products and advice may not be regulated by the Financial Conduct Authority (FCA). The relevant provider will explain any applicable regulation.
What Information We Collect
If you contact us with a general enquiry, we may collect:
- Your name
- Telephone number
- Email address
- Information you choose to include in your enquiry
We use this information to:
- Respond to your enquiry
- Manage your request
- Arrange an introduction to a regulated financial services provider where you have requested this and given your consent.
Allerton Mortgages acts as the data controller for this limited personal information. We do not collect or process information about your financial circumstances, income, expenditure, credit history, mortgage requirements, insurance needs, identity documents, payment details or special category data such as health information.
If you proceed with a financial services provider, they will collect any additional information they require directly from you and explain how they process your data within their own Privacy Notice.
How We Use Your Information
We use your personal information to:
- Respond to your enquiries
- Arrange introductions where requested
- Record your consent to referrals
- Meet our legal obligations
- Improve our website and services
- Send marketing communications where you have opted in.
Introducing You to Financial Services Providers
We only introduce you to a financial services provider where you have requested this and given your consent. Before sharing your information, we will explain which provider we intend to introduce you to.
We will only share the minimum information necessary, such as:
- your name
- telephone number
- email address
Once your information has been shared the financial services provider becomes responsible for its own processing of your personal information and will provide you with its own Privacy Notice.
Allerton Mortgages is not responsible for how the provider processes your information after the introduction. Where applicable, we may receive an introducer fee following a successful introduction. This does not affect the provider you choose or the service you receive.
Cookies
Our website may use cookies (small text files stored on your device) to improve your browsing experience and understand how visitors use our website.
You can manage or delete cookies through your browser settings.
For more information visit:
Our Legal Basis for Processing
We process personal information where:
- It is necessary to respond to your enquiry.
- It is necessary to meet a legal obligation.
- It is in our legitimate interests to operate and improve our business.
- You have given consent for an introduction or marketing communications.
Where processing is based on consent, you may withdraw your consent at any time.
Who We
Share Information With
We may share your information with:
- Financial services providers you have agreed to be introduced to
- Professional advisers and business service providers
- IT and website hosting providers
- Regulatory bodies or law enforcement where required by law. Some service providers may process data outside the UK. Where this happens, appropriate safeguards are in place.
We never sell your personal information.
How We Protect Your Information
We use appropriate technical and organisational security measures to protect your personal information from unauthorised access, loss, misuse or disclosure.
Any third parties processing information on our behalf are required to maintain appropriate security standards and comply with data protection law.
Data Retention
We only keep personal information for as long as necessary.
Enquiry Information
Retention: Up to 12 months after your last contact.
Purpose: Responding to enquiries, maintaining records and improving our services.
Referral Information
Retention: Up to a max of 6 years from the date of referral
Purpose:
Keeping records of introductions and your consent to meet legal and regulatory obligations. We may delete personal data sooner in many cases.
Marketing Information
Retention: Up to 3 years after your last interaction or until you withdraw consent. W may delete your data sooner.
Purpose: Managing marketing preferences.
Website and Cookie Information
Retention: In line with the relevant cookie provider’s retention periods.
Purpose: Website analytics and performance. When retention periods expire, information is securely deleted or anonymised.
Financial services providers will determine their own retention periods for any information they collect directly from you.
Your Rights
Under UK data protection law you have the right to:
- Access your personal information
- Correct inaccurate information
- Request deletion where applicable
- Restrict processing
- Object to certain processing, including direct marketing
- Withdraw consent
- Request data portability where applicable Not be subject to solely automated decisions with significant legal effects
To exercise your rights, contact:
Marketing Preferences
You can withdraw your consent to receive marketing communications at any time by emailing:
or by using the unsubscribe link included in our emails.
How to Complain
If you have concerns about how we use your personal information, please contact us first:
If you remain dissatisfied, you may complain to the Information Commissioner’s Office (ICO):
Your Protection
Financial Conduct Authority (FCA)
Allerton Mortgages is not authorised or regulated by the Financial Conduct Authority and acts solely as an introducer. We do not provide regulated financial advice or regulated financial services. Any regulated services will be provided directly by the authorised financial services provider to whom you are introduced.
Financial Ombudsman Service and Financial Services Compensation Scheme
Any rights to the Financial Ombudsman Service or Financial Services Compensation Scheme will relate to the regulated services provided by the financial services provider. They will explain any applicable protections.
Applicable Law
This Privacy Notice is governed by the laws of England and Wales.
Financial Crime
We support measures to prevent fraud, money laundering and other financial crime.
Contact Us
If you have any questions about this Privacy Notice or wish to exercise your data protection rights, please contact us:
The information contained on this website is intended solely for consumers resident in the United Kingdom and is subject to the regulatory framework applicable within the UK. Whilst we try to ensure that the information contained on our website is accurate, we do not accept any liability for any errors or omissions. The information provided on this website is for guidance and educational purposes only and does not constitute financial or mortgage advice. Full mortgage advice will be given following a detailed assessment of your individual circumstances by a FCA regulated partner firm who will confirm their financial status with you.
Allerton Mortgages is not authorised or regulated by the Financial Conduct Authority (“FCA”) and does not provide financial or mortgage advice. Clients may be introduced to independent financial or mortgage advisers who may be authorised and regulated by the FCA and who may provide advice at their own discretion.
Allerton Mortgages does not charge a fee for its introduction services. However, financial advisers to whom clients are referred may charge fees for their advice or services. The amount and structure of such fees will depend on the client’s individual circumstances.
This site includes affiliate links to products and services. When you click on these links and make a purchase, we may earn a commission. This helps support our work, at no additional cost to you.
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