Our Privacy and Compliance Statement.

Who We Are

Cotswold Mortgage & Protection is a UK-based mortgage and protection advisory service, providing clients with tailored financial advice. We are committed to protecting your privacy and handling your data in accordance with current data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

How We Use Your Information

When you use our services, we collect personal data such as your name, contact details, financial information, and other relevant information required to provide mortgage and protection advice. This data is used solely for the purpose of assessing your needs, sourcing suitable financial products, and communicating with relevant providers on your behalf.

Lawful Basis for Processing

We process your data on the basis of:

  • Contractual necessity – to provide the mortgage or protection services you have requested

  • Legal obligations – for regulatory compliance

  • Legitimate interests – such as improving our service and client care

We will never sell your data to third parties.

Who We Share Your Information With

We may share your information with mortgage lenders, protection providers, credit reference agencies, and our compliance network, solely for the purpose of fulfilling our services. All third parties we work with are required to comply with data protection regulations.

Your Rights

You have the right to:

  • Access and receive a copy of your personal data

  • Request correction of inaccurate or incomplete data

  • Request deletion of your data (where applicable)

  • Withdraw consent at any time (where processing is based on consent)

  • Object to certain types of processing

To exercise any of these rights, please contact us at:
📧 hello@cotswold-mortgages.co.uk | 📞 07581 383188

FCA Compliance

Cotswold Mortgage & Protection is [directly authorised by the Financial Conduct Authority / an appointed representative of OnPoint Financial Ltd, which is authorised and regulated by the Financial Conduct Authority].
FCA Firm Reference Number: 742934.
You can verify this on the Financial Services Register at https://register.fca.org.uk.