This privacy policy applies between you, the User of this Website and Strategy Mortgage Solutions, the owner and provider of this Website. Strategy Mortgage Solutions takes the privacy of your information very seriously. This privacy policy applies to our use of any and all Data collected by us or provided by you in relation to your use of the Website. Please read this privacy policy carefully.
Name: Kristina Jeffery – Data Protection Officer
Registered Office Address: 54 Sun Street, Waltham Abbey, England, EN9 1EJ
Phone Number: 0808 296 0202 / 07852 720 629
E-mail: enquiries@strategyms.co.uk
In this privacy policy, the following definitions are used:
Data: collectively all information that you submit to Strategy Mortgage Solutions via the Website. This definition incorporates, where applicable, the definitions provided in the Data Protection Act 1998.
We or us: Strategy Mortgage Solutions
User or you: any third party that accesses the Website and is not either (i) employed by Strategy Mortgage Solutions and acting in the course of their employment or (ii) engaged as a consultant or otherwise providing services to Strategy Mortgage Solutions and accessing the Website in connection with the provision of such services; and
Website: the website that you are currently using, http://www.strategymortgagesolutions.co.uk, and any sub-domains of this site unless expressly excluded by their own terms and conditions.
In this privacy policy, unless the context requires a different interpretation:
This privacy policy applies only to the actions of Strategy Mortgage Solutions and Users with respect to this Website. It does not extend to any websites that can be accessed from this Website including, but not limited to, any links we may provide to social media websites.
We currently collect and process the following information:
Most of the personal information we process is provided to us directly by you for one of the following reasons:
This information is collected on a ‘contractual' basis to assist us with providing you with a mortgage and protection advice service.
In order to validate your identity and/or residential address, we may carry out what is known as an Enquiry Search with a credit reference agency. This will leave what is often referred to as a “soft footprint” on your credit file. This is not visible to lenders and does not impact your credit score.
We also receive personal information indirectly, from the following sources in the following scenarios:
We use the information that you have given us in order to provide you with mortgage and/or insurance advice.
We may share this information with:
Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing this information are:
Your information is securely stored in electronic format using our customer relationship management system.
Additionally, we also make use of market leading product sourcing technology.
We keep the above personal information for as long as is necessary to fulfil our regulatory and legal responsibilities. This means that we will retain your information for as long as you are legally able to file a complaint or as long as we have a legal obligation to do so under Anti-Money Laundering legislation. We will then dispose your information by permanently deleting from our files.
Under data protection law, you have certain rights; including:
You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.
Please contact us at: enquiries@strategyms.co.uk if you wish to make a request.
We use necessary cookies to make our site work and enable core functionality such as security, network management, and accessibility. You may disable these by changing your browser settings, but this may affect how the website functions.
We may choose to use analytical cookies to help us provide you with the best possible experience by collecting and reporting information on how the website is used. The cookies collect information in a way that does not directly identify anyone. If you prefer not to allow us to accept these cookies you can adjust permissions by clicking the cookie symbol at the bottom left corner of this page.
For purposes of the Data Protection Act 1998, Strategy Mortgage Solutions is the "data controller".
We will retain any Data you submit for an unlimited period.
Unless we are obliged or permitted by law to do so, and subject to any third party disclosures specifically set out in this policy, your Data will not be disclosed to third parties. This our affiliates and / or other companies within our group.
All personal Data is stored securely in accordance with the principles of the Data Protection Act 1998. For more details on security see the clause below (Security).
Any or all of the above Data may be required by us from time to time in order to provide you with the best possible service and experience when using our Website. Specifically, Data may be used by us for the following reasons:
in each case, in accordance with this privacy policy.
Strategy Mortgage Solutions may, from time to time, employ the services of other parties for dealing with certain processes necessary for the operation of the Website. The providers of such services have access to certain personal Data provided by Users of this Website.
This Website may, from time to time, provide links to other websites. We have no control over such websites and are not responsible for the content of these websites. This privacy policy does not extend to your use of such websites. You are advised to read the privacy policy or statement of other websites prior to using them.
1. Strategy Mortgage Solutions may, from time to time, expand or reduce our business and this may involve the sale and/or the transfer of control of all or part of Strategy Mortgage Solutions. Data provided by Users will, where it is relevant to any part of our business so transferred, be transferred along with that part and the new owner or newly controlling party will, under the terms of this privacy policy, be permitted to use the Data for the purposes for which it was originally supplied to us.
We may also disclose Data to a prospective purchaser of our business or any part of it.
In the above instances, we will take steps with the aim of ensuring your privacy is protected.
Wherever you are required to submit Data, you will be given options to restrict our use of that Data. This may include the following:
To use all features and functions available on the Website, you may be required to submit certain Data.
You have the right to ask for a copy of any of your personal Data held by Strategy Mortgage Solutions (where such Data is held) on payment of a small fee, which will not exceed £10.
Data security is of great importance to Strategy Mortgage Solutions and to protect your Data we have put in place suitable physical, electronic and managerial procedures to safeguard and secure Data collected via this Website.
If password access is required for certain parts of the Website, you are responsible for keeping this password confidential.
We endeavour to do our best to protect your personal Data. However, transmission of information over the internet is not entirely secure and is done at your own risk. We cannot ensure the security of your Data transmitted to the Website.
Data which we collect from you may be stored and processed in and transferred to countries outside of the European Economic Area (EEA). For example, this could occur if our servers are located in a country outside the EEA or one of our service providers is situated in a country outside the EEA. These countries may not have data protection laws equivalent to those in force in the EEA.
If we transfer Data outside the EEA in this way, we will take steps with the aim of ensuring that your privacy rights continue to be protected as outlined in this privacy policy. You expressly agree to such transfers of Data.
You may not transfer any of your rights under this privacy policy to any other person. We may transfer our rights under this privacy policy where we reasonably believe your rights will not be affected.
If any court or competent authority finds that any provision of this privacy policy (or part of any provision) is invalid, illegal or unenforceable, that provision or part-provision will, to the extent required, be deemed to be deleted, and the validity and enforceability of the other provisions of this privacy policy will not be affected.
Unless otherwise agreed, no delay, act or omission by a party in exercising any right or remedy will be deemed a waiver of that, or any other, right or remedy.
This Agreement will be governed by and interpreted according to the law of England and Wales. All disputes arising under the Agreement will be subject to the exclusive jurisdiction of the English and Welsh courts.
Strategy Mortgage Solutions reserves the right to change this privacy policy as we may deem necessary from time to time or as may be required by law. Any changes will be immediately posted on the Website and you are deemed to have accepted the terms of the privacy policy on your first use of the Website following the alterations.
You may contact Strategy Mortgage Solutions by email at enquiries@strategyms.co.uk.
You can complain to the Information Commissioner's Office [ICO] if you are unhappy with how we have used your data.
The ICO's address:
Information Commissioner's Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
ICO website: www.ico.org.uk
First published on Wed 06 05 2026