Last updated: 12.11.25
Company Name: Talk To O’Malley Financial Services (a trading style of Commercial Connect Limited)
Registered Address: Unit 10, Galgorm Court, Raphael Way, Galgorm, Ballymena, Antrim, BT42 1GY
Phone: 028 2564 6111
Email: [email protected]
Website: www.mortgageconnect.co.uk
At Talk To O’Malley Financial Services (a trading style of Commercial Connect Limited), we take your privacy seriously and are committed to protecting your personal information.
This Privacy Policy explains what data we collect, how we use it, and your rights under the UK General Data Protection Regulation (GDPR).
The Type of Personal Information We Collect
We may collect and process the following personal data:
Personal identifiers, contact details and characteristics (e.g. your name, phone number, email address, postal address).
Financial information (for the purposes of preventing fraud, money laundering, and assessing affordability).
Health and medical information (for the purposes of providing insurance advice).
Property information (for mortgage underwriting and assessment purposes).
Website data – such as cookies, IP addresses, and browser information (see our separate Cookies Policy for details).
How We Obtain and Use Your Personal Information
Information You Provide Directly
Most of the personal information we process is provided directly by you for one of the following purposes:
To provide mortgage advice, assessment, and underwriting.
To provide insurance advice, assessment, and underwriting.
This information is collected on a contractual basis to allow us to provide mortgage and protection advice services.
Information We Receive Indirectly
We may also receive information about you from third parties, including:
Lenders – to assist in establishing and servicing your mortgage or loan product.
Insurers – to assist in establishing and servicing your insurance policy.
How We Use Your Information
Your personal information is used to provide you with tailored mortgage and/or insurance advice, product sourcing, and ongoing customer support.
Who We Share Your Information With
We may share your data with trusted third parties for legitimate business or regulatory reasons, including:
Lenders – only those discussed with you during the advice process.
Insurance providers – only those disclosed to you during the advice process.
Regulatory and legal authorities such as:
The Financial Conduct Authority (FCA)
The Information Commissioner’s Office (ICO)
The National Crime Agency (NCA)
Other law enforcement bodies where required by law
Customer Relationship Management (CRM) and product sourcing systems used to manage your data and applications.
Legal Basis for Processing Your Information
Under the UK GDPR, the lawful bases we rely on for processing your personal information include:
Contractual obligation – to provide you with mortgage or insurance advice and related services.
Legal obligation – to comply with financial and anti-money-laundering regulations.
Legitimate interest – where processing is necessary to run our business effectively and maintain high standards of service.
How We Store Your Personal Information
Your information is securely stored in electronic format within our customer relationship management system, The Key.
We also utilise secure, market-leading product sourcing systems such as Mortgage Brain, Trigold, iPipeline, and AIR Sourcing.
We retain your personal data for as long as is necessary to fulfil our legal and regulatory obligations. This includes retaining data for the period during which you could make a complaint or where we are legally required to do so (for example, under Anti-Money Laundering legislation).
Once data is no longer required, it is permanently deleted from our systems.
Your Data Protection Rights
Under data protection law, you have the following rights:
Right of access – to request copies of the personal information we hold about you.
Right to rectification – to request correction of inaccurate or incomplete data.
Right to erasure – to request deletion of your data in certain circumstances.
Right to restrict processing – to request limits on how we use your data.
Right to object – to object to certain types of data processing.
Right to data portability – to request transfer of your data to another organisation or to yourself.
You are not required to pay any charge for exercising your rights. We will respond to any valid request within one month.
To exercise your rights, please contact us at [email protected].
How to Make a Complaint
If you have any concerns about our use of your personal data, please contact us first at:
Email: [email protected]
Phone: 028 2564 6111
If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline: 0303 123 1113
Website: www.ico.org.uk
Declaration
By engaging with Talk To O’Malley Financial Services, you consent to us contacting you by your preferred method(s) for the purpose of providing financial advice and related services.