Privacy policy

Finsolo ("we", "our", or "us") is committed to protecting your privacy. This policy explains how we collect, use, disclose and safeguard personal information in line with the UK GDPR and the Data Protection Act 2018.

It covers information collected through this website and by email or telephone.

• Finsolo, Peterborough, United Kingdom
• Email: hello@finsolo.co.uk
• Phone: 07456 755 889

Information you provide: your name, email, phone number, company name if you give one, the content of an enquiry, and details about a financial-advice practice where that is relevant to the work.

Information collected automatically is limited. This site stores your cookie choice in local storage on your device. We do not run third-party analytics or marketing tags unless you have opted in and a tool has been switched on. If that happens, it may include pages visited and basic device data such as browser type.

• To answer enquiries. Legitimate interests in replying to a request, or contract when we are discussing a possible engagement.
• To provide services. Contract, for paraplanning, coaching and administrative support you have asked us to carry out.
• To improve the website. Legitimate interests, and consent where an optional analytics cookie is involved.
• To meet legal obligations. Where UK law requires us to keep or disclose information.

We do not sell or rent personal information. We may share it with email and hosting providers that process it on our instructions, with professional advisers such as solicitors or accountants where that is necessary, and where the law requires disclosure.

The website is hosted on Vercel. Scheduling uses Calendly if you choose to book a call. Those providers process data under their own terms when you use them.

Some providers may process data outside the United Kingdom. Where that happens we rely on an appropriate safeguard, such as the UK International Data Transfer Agreement or Standard Contractual Clauses, together with any required transfer risk assessment.

• Enquiries. Contact submissions are kept for up to 2 years unless you ask us to delete them sooner.
• Client work. Information about a completed engagement is kept for 6 years after it ends, in line with common professional record-keeping.
• Marketing. Preferences are kept until you unsubscribe or ask for deletion.
• Legal duties. Some records are kept longer where the law requires it.

Essential storage remembers your cookie choice so the banner does not reappear on every page. It is required for that preference to stick.

Analytics and marketing cookies are off unless you accept them. You can reject them, or change your mind, from Cookie settings in the footer. Browser controls can also block cookies; blocking essential storage only affects the saved preference.

Under UK data protection law you can ask for access, correction, erasure, restriction, portability, and you can object to processing based on legitimate interests. Contact hello@finsolo.co.uk or call 07456 755 889. We respond within one month, and will tell you if a complex request needs up to two further months.

We use encryption in transit, limit who can see enquiry data, and agree a secure route for client files. No internet transmission is perfectly secure. We protect information carefully and do not promise that unauthorised access is impossible.

Our services are not directed at anyone under 18. We do not knowingly collect children's personal information. Contact us if you believe a child has provided some and we will delete it.

We post updates on this page and change the date at the top. Please check it from time to time.

Contact hello@finsolo.co.uk first and we will try to resolve the concern. You can also complain to the Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF. Helpline 0303 123 1113. Website ico.org.uk.

Finsolo, Peterborough, United Kingdom. hello@finsolo.co.uk. 07456 755 889. www.finsolo.co.uk.