Privacy notice
Last updated 1 September 2026. Template placeholder: have this reviewed for your firm before launch.
Wickbourne Mortgage Advice ("we") needs personal and financial information from you to give mortgage advice. This notice explains what we collect, why, who we share it with and how long we keep it.
What we collect
Your name and contact details; details of your income, spending, credit commitments and savings; your identity documents; and information about the property. If you tell us about your health for protection advice, we treat it as special category data and only use it with your explicit consent.
Why we use it
- To give you advice and arrange a mortgage (performance of a contract).
- To meet our legal and regulatory obligations, including identity checks and keeping advice records.
- To remind you before your mortgage deal ends (legitimate interest; you can opt out at any time).
Who we share it with
Lenders and product providers you apply to, conveyancers acting for you, credit reference agencies used by lenders, and our compliance and IT service providers. We never sell your information.
How long we keep it
Advice records are kept for as long as our regulator requires, [retention period]. Enquiries that do not become advice are deleted after twelve months.
Your rights
You can ask for a copy of your information, ask us to correct or delete it, or object to how we use it. Write to [email protected]. You can also complain to [your data protection authority].
Wickbourne Mortgage Advice Ltd, registered in England and Wales, company 00000000.