CLR Financial Services (“we”, “us”, or “our”) is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal data.
1. Information We Collect
When you use our contact form or request a consultation, we may collect the following information:
- Your full name
- Email address
- Phone number
- Details of your mortgage or protection enquiry
2. How We Use Your Information
We use your personal data to:
- Respond to your enquiry and provide mortgage or protection advice
- Contact you to arrange a consultation or callback
- Comply with our regulatory obligations under the Financial Conduct Authority
- Improve our services
We will not share your personal data with third parties for marketing purposes. Your data may be shared with lenders, insurers, or regulatory bodies where necessary to process your application or comply with legal requirements.
3. Data Retention
We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable laws and regulations.
4. Your Rights
Under data protection law, you have the right to:
- Request access to your personal data
- Request correction of inaccurate data
- Request deletion of your data (subject to legal obligations)
- Object to or restrict the processing of your data
- Withdraw consent at any time
5. Cookies
Our website may use cookies to improve your browsing experience. You can manage your cookie preferences through your browser settings.
6. Contact Us
If you have questions about this privacy policy or wish to exercise your data rights, please contact us:
- Email: [email protected]
- Phone: 07801 293584
7. Regulatory Information
CLR Financial Services is regulated by the Financial Conduct Authority: FRN 1013074.
This policy was last updated on 10 March 2026.