Privacy and your data
Your privacy is always respected.
Privacy policy overview
What we collect
We collect only the personal data required to provide our budgeting resources and respond to your questions.
Information you provide directly
- First name and surname
- Email address for correspondence
- Phone number (if provided)
- Details of your enquiry or budget request
- Any files you upload to the contact form
Automatically collected data
- Browser type and version information
- Date and time of site visits
- Pages visited during each session
- Device and operating system details
- Referring website address
How data is used
We use your information to support our services, improve resources, and respond to your queries.
- Respond to your enquiries and requests
- Provide budgeting tools and support
- Improve our website and resources
- Maintain security and prevent misuse
- Comply with legal obligations
- Customise your experience on the site
- Send service-related notifications if you opt in
Our promise: Your privacy matters. We use safeguards and only collect data necessary to provide practical budgeting support.
When data is shared
Personal data is not shared with third parties except where necessary for service delivery or legal compliance.
Third-party services
Third-party service providers only access data as needed to deliver services (e.g. hosting, support).
Legal compliance
We may retain data to comply with legal or regulatory requirements.
Anonymous usage data
We collect anonymous usage data to improve our services.
Your data rights
You have rights to access, correct, delete or limit the use of your personal data. See the section above for details.
- You can request access to your personal information at any time.
- You can correct inaccurate personal information.
- You may request deletion of your data at any time.
- You may request a copy of your data in a portable format.
- You can object to certain types of data processing at any time.
- You may restrict how your data is processed in certain cases.
If you wish to exercise your rights or have privacy questions, please contact us using the details above.
How we protect data
We use security measures to protect your data from unauthorised access, alteration or loss.
Technical measures
- Encryption of data in transit
- Secure server infrastructure
- Regular software updates
- Vulnerability assessments and monitoring
Organisational measures
- Regular staff training on data protection
- Access controls and user permissions
- Policies for data minimisation
- Clear reporting procedures for breaches
How long we keep data
Personal data is only kept as long as needed for service delivery and legal compliance.
Data is deleted when no longer required or on your request.
Transfers outside the EEA
We do not transfer personal data outside the EEA unless required for service delivery and with appropriate safeguards.
- Data may be processed by hosting providers
- Transfers outside the EEA only with safeguards
- Compliance with EU data transfer rules
- User consent required for certain transfers
Cookies and preferences
Cookies help the site work correctly and enable us to understand which resources are most useful.
You can adjust your cookie settings or withdraw consent at any time.
Policy changes
We update this policy as needed to reflect changes in law or practice. Check this page for the latest version.
You’ll be notified of significant changes.