Privacy Policy

This is the privacy notice of Alexander Southwell Mortgage Services. In this document, 'we' or 'us' refers to Alexander Southwell Mortgage Services. We are committed to protecting your privacy and handling your personal data in an open, transparent manner in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. You have the right to object to the processing of your personal data in certain circumstances, including for direct marketing purposes — please see the 'Your Rights' section below for more information.

Who We Are and How To Contact Us

Alexander Southwell Mortgage Services Limited is registered in England and Wales under company number 11772228. We are authorised and regulated by the Financial Conduct Authority (FCA) and act as the data controller for personal information collected through this website and during the provision of our services.

If you have any questions about this policy or how we handle your personal data, please contact: The Data Protection Officer, Alexander Southwell Mortgage Services, NIX Business Centre, Suite 11, 2 Park Court, Abbey Park, Romsey, SO51 9DH. Email: info@as-mortgages.co.uk. Phone: 03300 432 428.

Information We Collect

We collect various types of personal information to effectively provide our services. This may not be exhaustive but covers the main categories of data we may collect from you:

Personal identification information: your name, date of birth, address, email address, telephone number, and employment type and income
Financial information: income, employment status, credit history, existing debts, financial commitments, and details of any County Court Judgments (CCJs), defaults, Individual Voluntary Arrangements (IVAs), or Debt Management Plans
Property information: details of properties you own or wish to purchase, including mortgage type, loan size, deposit size, and property type
Technical data: IP address, browser type and version, time zone, browser plug-in types, operating system and platform when you visit our website
Usage data: information about how you use our website and services, including browsing behaviour and engagement with our content

How We Use Your Information

We use your personal data for the following purposes:

Provide mortgage and financial advice and arrange financial products on your behalf
Comply with our legal and regulatory obligations, including those imposed by the Financial Conduct Authority (FCA)
Communicate with you about your enquiry, application or policy
Improve our services and website, including through analytics and user feedback
Send you relevant information about our services where you have provided consent, and carry out marketing communications
Carry out identity verification, anti-money laundering checks, and fraud prevention as required by law

Legal Basis for Processing

We process your personal data under the following legal bases:

Contract: Processing is necessary to provide you with the services you have requested or to take steps prior to entering into a contract with you.
Legal obligation: We are required to process certain data to comply with our regulatory and legal obligations, including those imposed by the FCA.
Legitimate interests: We process data where it is in our legitimate business interests to do so, including detecting and minimising fraud, provided those interests are not overridden by your rights.
Consent: Where you have given us explicit consent to process your data for a specific purpose, such as direct marketing. You may withdraw your consent at any time by contacting us.

Sharing Your Information

We may share your personal information with the following parties:

Mortgage lenders, insurers, and other product providers in order to arrange financial products for you
Credit reference agencies and fraud prevention agencies
Our compliance oversight network and the Financial Conduct Authority
Third-party service providers who assist us in operating our business, subject to appropriate data processing agreements

We will never sell your personal data to third parties. Any third parties who receive your data are required to keep it secure and use it only for the purposes for which it was shared. We require all third parties to respect the security of your personal data and to treat it in accordance with the law.

Data Retention

We will retain your personal data for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, accounting or reporting requirements. As a regulated financial services firm, we are required to keep records for a minimum of six years after our professional relationship ends, or longer in certain circumstances. Upon expiration of the retention period, your personal data will be securely deleted or destroyed.

Your Rights

Under UK GDPR, you have the following rights in relation to your personal data. For more information about your data protection rights, please visit the ICO website at ico.org.uk:

Right of access: You have the right to request a copy of the personal data we hold about you, often referred to as a ‘data subject access request’.
Right to rectification: If the information we hold about you is inaccurate or incomplete, you have the right to ask us to correct or complete it.
Right to erasure: Also known as the ‘right to be forgotten’, this allows you to request the deletion of your personal data where there is no compelling reason for us to continue processing it.
Right to restrict processing: You have the right to block or suppress further use of your personal data in certain circumstances.
Right to data portability: This right allows you to obtain and reuse your personal data for your own purposes across different services in a safe and secure way.
Right to object: You have the right to object to the processing of your personal data in certain circumstances, including for direct marketing purposes.
Right to withdraw consent: Where we rely on consent to process your personal data, you have the right to withdraw that consent at any time by contacting us.

To exercise any of these rights, please write to us at NIX Business Centre, Suite 11, 2 Park Court, Abbey Park, Romsey, SO51 9DH, or email us at info@as-mortgages.co.uk. We will respond to your request within one month. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at www.ico.org.uk or by calling 0303 123 1113.

Data Security

We are committed to ensuring the security of your personal data and have implemented appropriate technical and organisational measures to safeguard it against unauthorised access, alteration, disclosure, or destruction. Access to your personal data is limited to employees and third parties who have a business need to know, and they are subject to a duty of confidentiality. In the unlikely event of a data breach, we have procedures in place to deal with such situations promptly and will notify you and any applicable regulator where we are legally required to do so. We may also record telephone calls to check we have acted on your instructions correctly, to ensure we are giving you appropriate service, and for security and training purposes.

Third-Party Links

Our website may contain links to third-party websites, applications, and other external services. These links are provided for your convenience and information. When you access third-party websites through links on our site, your interactions are no longer protected by our privacy policy, and these sites have their own privacy policies which may differ significantly from ours. We strongly encourage you to review the privacy policies of any third-party site you visit to understand how your information may be collected and used. We do not endorse, nor are we liable for, the privacy practices, content, or offerings of these sites.

Changes to This Privacy Policy

We may update this privacy policy from time to time to reflect changes to our practices, service offerings, or legal requirements. We will notify you of any significant changes by posting the new privacy policy on this page, and where appropriate, by other means. We encourage you to review this policy periodically to stay informed. Continued use of our services after any changes shall indicate your agreement with the revised policy.

This policy was last updated in May 2026.

Complaints

If you have any complaints about the way we have handled your personal information, please contact our Data Protection Officer at: NIX Business Centre, Suite 11, 2 Park Court, Abbey Park, Romsey, SO51 9DH or by email at info@as-mortgages.co.uk.

You also have the right to refer your complaint to the Information Commissioner’s Office (ICO). For guidance on how to raise a complaint with the ICO, please visit ico.org.uk/make-a-complaint. Where products are FCA-regulated, you may also ask the Financial Ombudsman Service to review your complaint once you have first attempted to resolve it directly with us.