Last updated: 01 Nov, 2025
Carlile Financial Ltd (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy describes how we collect, use, store, share, and safeguard your personal data.
Carlile Financial Ltd is the data controller and is responsible for your personal data. If you have questions about this policy, contact us using the details in “Contact Us” below.
We may collect and process the following personal data when you use our Website or engage our services:
Identity information (name, date of birth)
Contact information (address, email, telephone number)
Financial information (income, assets, liabilities)
Mortgage / protection insurance application details
Any other information you choose to provide or that is necessary for us to carry out the services (e.g. identification documents)
Website usage data (IP address, browser type, pages visited)
You provide data when you fill in forms, request advice, or contact us.
Automatically via the Website (e.g. cookies, server logs).
From third parties, where you have given permission or where it is permitted by law (e.g. credit reference agencies, property valuation services).
We may use your personal data for:
Providing you with financial advice (mortgage, protection services)
Processing applications for mortgages, insurance, loans etc.
Verifying your identity and carrying out checks required by law (e.g. anti-money laundering)
Communicating with you about your enquiries, proposals, agreements
Marketing communications (if you consent)
Improving our Website, services, security, analytics
We rely on one or more of the following legal bases:
Your consent
Performance of contract (i.e. to provide the services you have requested)
Compliance with legal obligations (e.g. FCA regulation, anti-money laundering)
Legitimate interests (e.g. improving services, fraud prevention), provided these are not overridden by your rights
We may share your personal data with:
Lenders, insurers, and product providers as necessary to provide the services you request
Credit reference and fraud prevention agencies
Regulatory and governmental bodies if required by law or regulation
Service providers / partners who help us with our operations (IT, data hosting, analytics etc.)
We will ensure any third parties protect your data consistent with this policy and the law.
We retain your personal data only as long as necessary for the purposes for which it was collected, including for legal, accounting or reporting requirements.
After this, data will be securely deleted or anonymised.
Under data protection laws, you have rights including:
Right to access your personal data
Right to correct inaccurate or incomplete data
Right to erase your data (“right to be forgotten”) under certain conditions
Right to restrict or object to processing
Right to data portability (where relevant)
Right to withdraw consent where processing is based on consent
We may use cookies or similar technologies on the Website to collect usage information.
You will be informed about use of cookies and have choices about cookie settings (accept, reject, etc.).
We take appropriate technical and organisational measures to protect your personal data against unauthorised or unlawful processing, loss, destruction or damage.
If we transfer your data outside the UK or European Economic Area, we will ensure adequate safeguards are in place (standard contractual clauses, etc.) to secure your data.
We may revise this Privacy Policy from time to time. We will post the updated policy with a “Last updated” date.
We encourage you to review this page regularly for any changes.
For any questions about this privacy policy or to exercise your data rights, contact:
Email: admin@carlilefinancial.com
Address: 148 Southgate, Pontefract WF8 1QT
