Privacy Policy

Information We Collect

We collect information that you provide directly to us, as well as information that is automatically collected when you use our services. This collection helps us provide you with personalised financial guidance and improve our platform's functionality.

Personal Information

Automatically Collected Information

How We Use Your Information

Your personal information is used to provide, maintain, and improve our financial goal-setting services. We're committed to using your data responsibly and only for purposes that benefit your financial planning experience.

Data Sharing and Disclosure

We may share your information in specific circumstances to provide our services or when required by law. We maintain strict controls over any data sharing to protect your privacy.

Service Providers

We work with trusted third-party service providers who assist us in operating our platform. These providers are contractually obligated to protect your information and can only use it for the specific services they provide to us.

Legal Requirements

We may disclose your information if required by law, court order, or governmental request. We may also share information to protect our rights, prevent fraud, or ensure the safety of our users.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction. We will notify you of any such change and provide options for your data.

Data Security

We implement comprehensive security measures to protect your personal information from unauthorised access, alteration, disclosure, or destruction. Our security practices are regularly reviewed and updated to meet industry standards.

Your Rights and Choices

You have several rights regarding your personal information. We respect these rights and provide easy ways for you to exercise them through your account settings or by contacting us directly.

Data Retention

We retain your personal information only as long as necessary to provide our services and fulfil the purposes outlined in this policy. When you delete your account, we begin the process of removing your data from our active systems.

International Data Transfers

As a UK-based service, we primarily process your data within the United Kingdom. However, some of our service providers may be located in other countries. When we transfer data internationally, we ensure appropriate safeguards are in place.

We use standard contractual clauses approved by the UK Information Commissioner's Office and ensure that any international transfers comply with UK data protection laws. Your data receives the same level of protection regardless of where it's processed.

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our platform. You can control cookie settings through your browser preferences, though some features may not function properly if cookies are disabled.

Types of Cookies We Use

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will delete it promptly.

Parents or guardians who believe their child has provided us with personal information should contact us immediately using the details provided below.

Changes to This Privacy Policy

We may update this privacy policy periodically to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by email or through a prominent notice on our platform.

The "Last Updated" date at the top of this policy indicates when the most recent changes were made. We encourage you to review this policy periodically to stay informed about how we protect your information.