Privacy Policy

Introduction (a trading style of Mortgage Success Ltd) recognises that your privacy and the protection of your personal information  is important, this statement discloses how Mortgage Success Ltd will use your data and work to  protect it. 

Mortgage Success Ltd is registered under the Data Protection Act 1998 under registration number  ZA123422. The information you provide is safeguarded under the terms of that Act. To find out more  information about the data protection act please visit: 

Who we are 

Mortgage Success Ltd is a fully regulated Mortgage Brokerage which is Directly Authorised by the  Financial Conduct Authority (FCA) with a reference number of 757406.

We are a limited company registered in England & Wales with Companies House our registration  number is 09527888. 

Your Data 

In order to use our service it is a regulatory requirement that we collect enough data to comply with  our “Know your customer” (KYC) obligations set out by our governing body the FCA.

Your data includes things like Personal information (name, address, Date of Birth), financial  information, health information etc. 

That data will be collected and stored in compliance with our obligations on secure servers within  the EU in an encrypted format where possible. Emails for example are not usually encrypted. 

Your personal data will not be sold to any third party companies. 

We may need to share your information with other companies, for example Mortgage lenders and  Insurance companies with the intention of obtaining you products as agreed with yourself. We may  also share limited information about your application with the Agents dealing with the transaction  and your solicitors. 

Our website does use Google analytics for the purposes of monitoring website usage the data from  this will be retained for 26 months to check how our website is performing. 

We may need to share data with our insurers, governing bodies such as the FCA or Financial  Ombudsman and Fraud Prevention agencies.  We may also use your data to keep in touch with you about your application, existing policies or  products and services we think you may be interested in. In line with GDPR, any marketing  emails/letters/calls we send will only be sent where you have specifically opted in. You will of course  be able to remove you from any marketing lists at your request. 

Your data where it relates to an application we have made will be kept for an indefinite amount of  time. Any data for applications that do not proceed will be removed usually within 2 years unless  there is a reason to keep it longer. 

Seeing your data 

You are able to request a copy of the information we hold on you through a Subject Access Request  (SAR). We will respond to you within one calendar month. Where you would like to request the data  held on you, you must do this in writing to: Mortgage Success ltd, 2 The Courtyard, Earl Road,  Cheadle Hulme, SK8 6GN. 

Right for Removal 

You can request your data is removed at any time. Where we are able to do this, we will do so.  However in line with our specific industry (Financial Services) requirements, we may need to keep  your data on file indefinitely. We will inform you where that is the case. 

Right to  rectification

If we hold incorrect information, you have the right to request this be corrected. We will do this within 1 month of receiving the request. 

Right to restrict processing

You have the right to restrict the processing of your information. Where you make this request we will do this within 1 month of receiving the request. 

Further information 

If you would like further information on how we use your data or if you have any Data Protection  queries, please contact us on 0161 327 2799 or in writing at: (Mortgage Success Ltd), 2 The Courtyard,  Earl Road, Cheadle Hulme, SK8 6GN. 

Making a Complaint 

If you would like to complain about how we have handled your data, you can do so in the first  instance to the address/number above. 

If you are unhappy with our response, you can contact the Information Commissioners office using  the details below:

Information Commissioner's Office  Wycliffe House,  Water Lane,  Wilmslow,  SK9 5AF Telephone: 01625 545 745Email through their website at:

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