Privacy Policy

This notice explains how Lockhart Murphy [COMPLIANCE REVIEW REQUIRED: insert full legal entity name] collects and uses personal data when you use this website, including our Mortgage Passport tool, calculators, Ask Lockhart Murphy assistant and contact forms.

What we collect

Contact details (name, email, phone), information you provide about your mortgage or protection circumstances (income, employment, deposit, property details, credit history you choose to disclose) and technical information about how you use the site (pages visited, funnel events). We do not send salary, credit history or other sensitive financial fields to advertising analytics.

How we use it

To respond to your enquiry, build your Mortgage Passport assessment, pass qualified leads to an adviser and — only with your separate marketing consent — to send you mortgage-related updates. We do not sell your data.

Lawful basis

Generally your consent (for marketing) or our legitimate interest / steps to enter a contract at your request (for handling a mortgage or protection enquiry). [COMPLIANCE REVIEW REQUIRED: confirm lawful basis wording against actual processing activities.]

Who we share it with

Our internal CRM and the advisers who work on your case. [COMPLIANCE REVIEW REQUIRED: list any sub-processors — email/SMS providers, WhatsApp Business API provider, hosting.] We do not share your data with lenders without your knowledge, other than as part of progressing a mortgage or protection application you’ve asked us to help with.

How long we keep it

[COMPLIANCE REVIEW REQUIRED: insert the firm’s actual data retention schedule.]

Your rights

You can ask to access, correct or delete your data, or withdraw marketing consent at any time. Contact [COMPLIANCE REVIEW REQUIRED: insert DPO/privacy contact email]. You can also complain to the Information Commissioner’s Office (ico.org.uk).

Cookies

See our Cookie Policy for details of the cookies we use and how to control them.