Privacy policy

What we collect

• Contact details you give us: name, email, country.
• Application answers: goals, experience level, capital range, obstacles.
• Client records: session notes, your written plan, documents you choose to share.
• Basic analytics about how pages are used.

Why we hold it

To review applications, run educational material, keep continuity between sessions, send the educational emails you asked for, and meet our record-keeping obligations.

Marketing emails

We only email you if you asked us to. Every email carries an unsubscribe link, and unsubscribing takes effect immediately. We never sell, rent or trade your data.

Sharing

Data is shared only with the service providers needed to run the business — hosting, email delivery, scheduling and payment processing — each bound by their own data agreements. We do not share client information with brokers or affiliate partners.

Retention

Application data from declined applicants is deleted within 12 months. Client records are kept for the duration of the engagement plus the period required by law.

Your rights

Under the GDPR you can request access to your data, correction, deletion, restriction, or a copy in portable form, and you can object to processing. Email us and we will respond within one month.

Cookies

We use essential cookies to run the site and, where you consent, analytics cookies to understand which pages are useful. You can refuse non-essential cookies without losing access to any content.