DATA PRIVACY NOTICE
We take your privacy very seriously and we ask that you read this privacy notice carefully as it contains important information on who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event you have a complaint.
Italicised words in this privacy notice have the meaning set out in the Glossary of Terms at the end of this document.
Who we are
Rogerandco Limited collects, uses and is responsible for certain personal data about you. When we do so we are required to comply with data protection regulation, and we are responsible as a data controller of that personal data for the purposes of those laws.
When we mention “Roger & Co”, “we”, “us” or “our” we are referring to Rogerandco Limited.
Rogerandco Limited is a company registered in England and Wales (company number 16282122) whose registered office is at 167–169 Great Portland Street, Westminster, London, W1W 7LT.
Rogerandco Limited is an Appointed Representative of Cornerstone Finance Group Ltd, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number is 767202.
Cornerstone Finance Group Ltd is a financial services group that provides advice on mortgages (residential and BTL), commercial finance and protection (pure protection and general insurance).
The personal data we collect and use
In the course of providing our service to you we may collect the following personal data when you provide it to us:
- Contact information.
- Identity information.
- Financial information.
- Employment status and employment information.
- Lifestyle information.
- Health information.
- Data about criminal convictions or offences.
- Details of any vulnerability.
- Details of your dependents and/or beneficiaries under a policy (if you are providing information about another person we expect you to ensure that they know you are doing so and are content with their information being provided to us).
- Product details.
Information collected from other sources
We also obtain personal data from other sources in the course of providing our intermediary services. The personal data we obtain from other sources may include the following:
- From lenders and/or product providers: product details.
- From identification and verification checking agencies: identity information and sanction check information.
- From credit agency (Equifax): credit scores and CIFAS returns.
How we use your personal data
The below table sets out how we use your personal data, the lawful bases upon which we collect and use it, and who we routinely share it with.
| Rationale / Reason for Processing |
Lawful Basis for Processing |
Third party recipients |
| To apply for decisions in principle for mortgage products and/or quotations for protection and/or general insurance products on your behalf. To apply for products on your behalf. |
Performance of a contract. |
Lenders and product providers. |
| To refer you to third party advisers to provide you with advice in relation to estate planning, conveyancing, overseas mortgages, currency advice, and specialist advice on second charges. |
Consent. |
Preferred partners who specialise in financial and legal services not offered by Cornerstone Finance Group Ltd. |
| To retain records of any services or advice provided to you by us in order to defend potential legal claims or complaints. |
Legitimate interests. |
External supplier (B2B) of data storage and data hosting services. |
| To provide you with details of products and services from us and third parties that may be of interest to you in accordance with your preferences. |
Consent. |
— |
Special category data
Certain types of personal data are considered more sensitive and are subject to additional levels of protection under data protection legislation. These are known as ‘special categories of data’ and include data concerning your health, racial or ethnic origin, genetic data and sexual orientation. Data relating to criminal convictions or offences is also subject to additional levels of protection.
We may process health information and lifestyle information when providing intermediary services in relation to a protection insurance product; and criminal conviction or offence information when providing intermediary services in relation to a general insurance or mortgage product.
Marketing
We may use personal data we hold about you to help us identify, tailor, and provide you with details of products and services from us that may be of interest to you, where we have obtained your consent and have a legitimate business reason to do so.
You can opt out of receiving marketing at any time:
- By phone: 02921 660550 (option 2)
- By email: admin@cornerstonefinance.co.uk
- By post: Unit E Copse Walk, Cardiff Gate Business Park, Cardiff, CF23 8RB
- By clicking the ‘unsubscribe’ link at the bottom of any marketing email.
How long your personal data will be kept
Cornerstone Finance Group Ltd will not keep data any longer than 6 years from the date you last interacted with us for intermediary services. This is to meet the requirements of the Financial Ombudsman Service in investigating complaints.
Transfer of your information out of the EEA
We will not transfer your personal data outside of the European Economic Area or to any organisation governed by public international law or which is set up under any agreement between two or more countries.
Your rights
You have legal rights under data protection regulation in relation to your personal data, including:
- To access personal data — you can ask for a copy of your data and information on how we process it.
- To rectify / erase personal data — you can ask us to correct inaccurate data or erase data we no longer need.
- To restrict our use of personal data — in certain circumstances, for example where you think the information is inaccurate.
- To object to use of personal data — where we rely on legitimate interests and your fundamental rights outweigh that interest.
- To request a transfer of personal data to another organisation.
- To contest decisions based solely on automated processing.
We aim to respond to all valid requests within one month. To exercise any of these rights, please email or write to our Data Protection Officer at compliance@cornerstonefinance.co.uk or Unit E Copse Walk, Cardiff Gate Business Park, Cardiff, CF23 8RB. Please include proof of identity and sufficient detail to identify your request.
Keeping your personal data secure
We have appropriate security measures in place to prevent personal data from being accidentally lost, used, or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it.
Our supervisory authority
If you are not happy with the way we are handling your information, you have a right to lodge a complaint with the Information Commissioner’s Office (www.ico.org.uk). We ask that you please attempt to resolve any issues with us first.
How to contact us
Please contact our Data Protection Officer if you have any questions about this privacy notice or the information we hold about you: compliance@cornerstonefinance.co.uk or Unit E Copse Walk, Cardiff Gate Business Park, Cardiff, CF23 8RB.
Glossary of Terms
| Contact information | Details used to contact a person, including name, telephone number, email address, home address and postcode. |
| Data controller | A natural or legal person which determines the means and purposes of processing of personal data. |
| Data protection regulation | Applicable data privacy and protection laws. |
| Employment status | Information about your work — employed, self-employed, unemployed, student, or job seeker. |
| FCA | The Financial Conduct Authority, the independent watchdog that regulates financial services. |
| Financial information | Information relating to your financial status, including salary/income, outgoings, tax rate and P60. |
| Health information | Information relating to your medical history, including diagnoses, procedures, outcomes and family medical history. |
| Identity information | Information used to distinguish or verify a person, such as name, date of birth, gender, passport and national insurance number. |
| Intermediary services | The services we provide to you in relation to the products. |
| Lifestyle information | Work and leisure behaviour patterns, including smoker status, alcohol consumption and exercise habits. |
| Product | A mortgage, protection and/or general insurance product in respect of which we provide intermediary services to you. |
| Vulnerability | A vulnerable consumer is someone who, due to their personal circumstances, is especially susceptible to detriment. Categories include: health, resilience, life events, and capability. |
About this Cookie Policy
This Cookie Policy explains how Rogerandco Limited uses cookies and similar technologies on our website at rogerandco.co.uk. It should be read alongside our Privacy Policy.
What are cookies?
Cookies are small text files placed on your device by websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site.
How we use cookies
- Strictly necessary cookies — essential for the website to function. They cannot be disabled and do not store any personally identifiable information.
- Performance and analytics cookies — help us understand how visitors interact with the site anonymously. Set only with your consent.
- Functionality cookies — allow the site to remember choices you make to provide enhanced features. Set only with your consent.
Third-party cookies
Some pages may load content from third parties (for example, embedded video players or chat widgets). These third parties may set their own cookies, over which we have no direct control.
Managing cookies
You can control and delete cookies via your browser. Guidance is available at aboutcookies.org or allaboutcookies.org. If you choose to block cookies, parts of the site may not function correctly.
Your rights under UK law
We process cookies in accordance with the Privacy and Electronic Communications Regulations (PECR) and the UK General Data Protection Regulation (UK GDPR). You have the right to give, withhold or withdraw consent at any time for non-essential cookies.
Contact us
If you have any questions about this policy, please contact hello@rogerandco.co.uk.
Last updated: May 2026.
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