Privacy Policy
How we use your information
Anna Wilson Mortgage Services is committed to protecting your privacy and handling your personal information responsibly, securely and transparently.
This Privacy Policy explains what personal information may be collected when you contact us, use this website, make an enquiry, or ask us to provide mortgage or protection advice. It also explains why we collect your information, how it may be used, how long it may be kept and the rights you have in relation to your personal data.
Anna Wilson Mortgage Services is a trading name of Monster Insurance Services Ltd. Monster Insurance Services Ltd is registered in England and Wales at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ. Registered in England No. 9864526. Monster Insurance Services Ltd is authorised and regulated by the Financial Conduct Authority.
Who is responsible for your personal information?
The data controller is Monster Insurance Services Ltd, trading as Anna Wilson Mortgage Services.
This means Monster Insurance Services Ltd is responsible for deciding how your personal information is collected, used, stored and protected.
For privacy-related enquiries, please contact:
Anna Wilson Mortgage Services
Email: anna@annawilsonmortgageservices.co.uk
Telephone: 07891 635614
What information we may collect
To respond to your enquiry and provide suitable mortgage or protection advice, we may ask you for personal information. This may include:
- your name
- your email address
- your telephone number
- your address or postcode
- your employment status
- your income and expenditure
- your credit commitments
- details about your mortgage or property plans
- information about your deposit, borrowing needs or financial circumstances
- information about existing mortgages, insurance or protection policies
- details relating to your health, where this is relevant to protection or insurance advice
- information about adverse credit, missed payments, defaults or other financial circumstances where relevant
- identification and verification information, where required for regulatory or application purposes
We will only ask for information that is relevant to your enquiry, advice needs or application.
How we collect your information
We may collect personal information when you:
- complete an enquiry form on this website
- email, call or message us
- contact us through WhatsApp or another communication route
- book or request an appointment
- provide information during a mortgage or protection advice process
- send supporting documents for an application
- interact with this website, for example through cookies or analytics tools
Why we use your information
We use your personal information to provide the service you have asked us to provide. This may include:
- responding to your enquiry
- understanding your circumstances and financial needs
- assessing your mortgage or protection options
- providing suitable advice
- researching mortgage or protection products
- obtaining decisions in principle where appropriate
- submitting mortgage, protection or insurance applications
- communicating with lenders, insurers, solicitors or other relevant parties involved in your application
- managing your case and keeping you updated
- meeting legal, regulatory and compliance obligations
- keeping records of advice given and work carried out
- responding to complaints, queries or future requests
We may also use your information to contact you about products or services that may be relevant to your circumstances, where we are allowed to do so. You can ask us not to send this type of information at any time.
Lawful bases for using your information
We will only use your personal information where we have a lawful reason to do so. Depending on the circumstances, this may include:
- where the information is needed to take steps before entering into a contract with you
- where the information is needed to provide the service you have requested
- where we need to comply with legal or regulatory obligations
- where we have a legitimate interest in managing our business, providing advice, reviewing service quality, keeping appropriate records or defending legal claims
- where you have given consent, for example in relation to certain types of communication or where special category data is required
Where we need to process special category data, such as health information for protection or insurance advice, we will only do so where a valid lawful basis and additional condition applies.
Who we may share your information with
Where necessary, your personal information may be shared with relevant third parties so that we can provide advice, process applications and meet legal or regulatory requirements.
This may include:
- mortgage lenders
- insurance and protection providers
- product providers
- credit reference agencies
- solicitors, conveyancers or other professionals involved in your transaction
- compliance support providers
- technology, hosting, email or secure document providers
- professional advisers, such as accountants or legal advisers
- regulators, law enforcement agencies or fraud prevention bodies where required
We will not sell your personal information to third parties.
How long we keep your information
We will only keep your personal information for as long as necessary.
Because mortgage and protection advice is regulated, we may need to keep records for a significant period so that we can meet legal, regulatory and compliance requirements, respond to future queries or complaints, and demonstrate the advice and service provided.
Where we no longer need your information, it will be securely deleted, destroyed or anonymised where appropriate.
How we protect your information
We take appropriate steps to keep your personal information secure and to protect it against unauthorised access, loss, misuse or disclosure.
This may include using secure systems, limiting access to personal information, keeping records safely, and using appropriate technical and organisational safeguards.
Your rights
You have rights in relation to your personal information. These may include the right to:
- request access to the personal information we hold about you
- ask for inaccurate information to be corrected
- ask for incomplete information to be completed
- ask for your information to be deleted in certain circumstances
- ask us to restrict how we use your information in certain circumstances
- object to certain uses of your information
- request that your information is transferred to another organisation in certain circumstances
- withdraw consent where we rely on consent to use your information
Some rights may not apply in every situation. For example, we may need to keep certain records to meet legal, regulatory or compliance obligations.
To exercise your rights, please contact Anna Wilson Mortgage Services using the contact details above.
If your information is incorrect
Please let us know if any personal information we hold about you is incorrect or out of date, so that we can update our records where appropriate.
Marketing communications
We may contact you about relevant mortgage, protection or related services where we are allowed to do so.
You can ask us to stop sending marketing communications at any time by contacting us at anna@annawilsonmortgageservices.co.uk.
Website cookies and analytics
This website may use cookies or similar technologies to help the website work properly, understand how visitors use the site, improve user experience and support website security.
Where required, you will be asked for your cookie preferences when you visit the website. You can usually manage or disable cookies through your browser settings.
A separate Cookie Policy or cookie notice may provide more detailed information about the cookies used on this website.
Links to other websites
This website may include links to third-party websites, such as Google reviews, booking tools, lenders, insurers or other useful resources.
We are not responsible for the privacy practices or content of third-party websites. You should read their privacy policies before providing personal information to them.
Complaints
If you have any concerns about how your personal information has been handled, please contact us first so that we can try to resolve the issue.
You also have the right to complain to the Information Commissioner’s Office, which is the UK regulator for data protection.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Telephone: 0303 123 1113
Website: ico.org.uk
Changes to this Privacy Policy
This Privacy Policy may be updated from time to time to reflect changes in the law, regulation, business processes or website functionality.
Last updated: July 2026