Privacy Policy

Please read carefully

We are committed to protecting your privacy. We will only use the information you give us, or we collect, about you lawfully in accordance with the Data Protection Act 1998.

We collect information about you for 2 reasons. Firstly, to process your application and second, to provide you with the best possible service. The type of information we will collect about you includes;

your name
phone number
email address

We will never collect sensitive information about you without your explicit consent.

If you email us, or give us your email address, we will keep a record of it. We may use it to contact you occasionally about other products and services which may interest you, unless you ask us not to do so. We will not give your email address to any unauthorised third parties. We may also send you text messages. You can ask us to stop sending these messages at any time.

If you receive emails and don't want to in future, please use the email address below to let us remove you from our list -

You are entitled, under the Data Protection Act, to see a copy of any information we hold on you. We are happy to supply such information to you upon written request. If you find any inaccuracies we will delete or correct it promptly.

Some services are provided to Mortgage Planners by authorised third parties such as processing business or obtaining compliance or regulatory advice, which warrant the disclosure of more than just your basic contact details. You agree that personal information held by Mortgage Planners may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to any such third parties. Calls may be recorded for training and monitoring purposes.

If you have any questions or comments about privacy, please contact us at