Privacy Policy

Last updated: 01/09 25
 

Real Money Guide (“we”, “our”, “us”) respects your privacy and is committed to protecting your personal data. This policy explains how we collect, use, and safeguard your information when you use our website [www.realmoneyguide.co.uk] (the “Site”) or our services.

1. Information We Collect

We may collect and process the following information:
- Personal details: such as your name, email address, and phone number when you contact us or book a session.
- Payment details: if you purchase services directly from us (handled securely via our payment provider).
- Technical data: including IP address, browser type, time zone settings, and how you use our Site.
- Cookies and usage data: see Cookie Policy below.

2. How We Use Your Information

We use your information to:
- Provide our coaching and guidance services.
- Respond to your enquiries and manage bookings.
- Improve our Site, services, and marketing.
- Comply with legal and regulatory obligations.

We do not sell your data to third parties.

3. Lawful Basis for Processing

We process your personal data under the following legal bases:
- Contract: to deliver services you purchase.
- Consent: where you agree to receive newsletters or marketing.
- Legitimate interests: to run our business and improve our services.
- Legal obligations: where required by law.

4. Sharing Your Data

We may share your data with:
- Service providers who support our business (e.g. IT, payment, booking systems).
- Professional partners if you agree to a referral for regulated financial advice.
- Regulators or authorities where legally required.

5. Data Storage and Security

We take appropriate technical and organisational measures to protect your data. Your personal data is stored securely in the UK/EEA or in compliance with UK GDPR safeguards.

6. Data Retention

We keep your data only for as long as necessary:
- Client records: up to 7 years (for tax and legal compliance).
- Enquiries and mailing lists: until you unsubscribe or request deletion.

7. Your Rights

You have the right to:
- Access, correct, or delete your personal data.
- Restrict or object to processing.
- Withdraw consent at any time.
- Complain to the ICO (www.ico.org.uk) if you are unhappy with how we handle your data.

To exercise these rights, please contact us at hello@realmoneuyguide.co.uk.

Cookie Policy

Our Site uses cookies to enhance your browsing experience. Cookies are small text files placed on your device.

1. Types of Cookies We Use

- Essential cookies: Required for the Site to function (e.g. security, navigation).
- Analytics cookies: Help us understand how visitors use our Site (e.g. Google Analytics).
- Preference cookies: Remember your choices and settings.
- Marketing cookies: May be used to deliver relevant ads (only with your consent).

2. Managing Cookies

On your first visit, you’ll see a cookie banner asking for your preferences. You can change or withdraw consent at any time via your browser settings. For more details, see www.allaboutcookies.org.

3. Third-Party Cookies

Some cookies are placed by third parties (e.g. Google, Facebook) to provide analytics or advertising services.

4. Contact

If you have questions about our Privacy or Cookie Policy, please contact us:
Email: hello@realmoneuyguide.co.uk.
Address: Real Money Guide Ltd 20 Wenlock Road, London, England, N1 7GU