Privacy Policy for VisualiseFinance.com

  1. Introduction

Welcome to VisualiseFinance.com (“we”, “our”, “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit or interact with our website in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

By using our website, you agree to the terms of this Privacy Policy.

  1. Information We Collect

We may collect and process the following types of personal data:

  • Personal Identification Information: Name, email address, phone number (only if provided voluntarily, e.g., through forms or account registration).
  • Technical Data: IP address, browser type, operating system, referral sources, browsing behaviour, and website usage statistics (via cookies and analytics tools).
  • Marketing and Communication Preferences: Your preferences in receiving marketing communications from us.
  1. How We Use Your Information

We use your information for the following purposes:

  • To provide, operate, and maintain our website.
  • To improve your browsing experience by personalising the website.
  • To communicate with you, including sending updates or promotional materials (if you have opted in).
  • To monitor and analyse trends, usage, and activities to improve our services.
  • To comply with legal obligations.
  1. Legal Bases for Processing

Under UK GDPR, we rely on the following lawful bases for processing your personal data:

  • Your consent (where you have given it).
  • The performance of a contract with you.
  • Compliance with legal obligations.
  • Our legitimate interests, provided these do not override your rights and freedoms.
  1. Cookies

We use cookies to enhance your experience on our site. Cookies are small files placed on your device that help us understand how you use our website. You can control or delete cookies through your browser settings. For more information, please see our Cookie Policy.

  1. Data Sharing and Disclosure

We do not sell or rent your personal data to third parties. We may share your information with trusted service providers who assist us in operating our website, conducting our business, or servicing you, under strict confidentiality agreements.

We may also disclose your personal data where required to do so by law or in response to valid legal requests.

  1. International Data Transfers

If your data is transferred outside of the United Kingdom, we will ensure that appropriate safeguards are in place, such as standard contractual clauses or ensuring the country has an adequate level of data protection.

  1. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including for legal, accounting, or reporting requirements.

  1. Your Data Protection Rights

Under UK data protection law, you have rights including:

  • The right to access – You can request copies of your personal data.
  • The right to rectification – You can request correction of inaccurate or incomplete data.
  • The right to erasure – You can request we delete your personal data.
  • The right to restrict processing – You can request that we limit how we use your data.
  • The right to object to processing – You can object to us processing your data.
  • The right to data portability – You can request that we transfer your data to another organisation.

If you wish to exercise any of these rights, please contact us at karen@visualisefinance.com

  1. How We Protect Your Information

We use technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction.

However, no internet-based site can be 100% secure, and we cannot guarantee absolute security.

  1. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our practices or for other operational, legal, or regulatory reasons. Please check this page periodically.

  1. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact:

Visualise Finance
Email: karen@visualisefinance.com

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues: www.ico.org.uk.