Privacy Policy

Last Updated: 22 March 2025

Mission To Manage Money Ltd ("we," "our," or "us") is committed to protecting your privacy and ensuring that your personal data is handled securely.

We are registered with the Information Commissioner's Office (ICO) under registration number ZB867389. We comply with the UK GDPR and the Data Protection Act 2018 to ensure the lawful processing and protection of personal data.

1. Information We Collect

We may collect and process the following types of information:

Personal Information: Name, email address, phone number, business details, and any other information you provide when contacting us or using our services.
Financial Information: If you engage our services, we may collect required financial details for accounting, bookkeeping, and tax purposes.
Website Usage Data: IP addresses, browser type, and other analytics to improve user experience and website functionality.

2. How We Collect Your Information

We collect data in the following ways:

Directly from you when you fill out contact forms, book a consultation, or provide information for our services.
Through cookies and tracking technologies when you visit our website.
From third parties if you are referred to us or use integrated payment services.

3. Why We Collect Your Information

We use your data to:
✔ Provide our accounting and money management services.
✔ Respond to enquiries and communicate with you.
✔ Process payments and maintain accurate financial records.
✔ Comply with legal and regulatory obligations.
✔ Improve our website and user experience.

4. Sharing Your Information

We do not sell or rent your data. However, we may share your information in the following situations:

With service providers (such as payment processors) when necessary to complete transactions.
To comply with legal obligations or in response to lawful requests by public authorities.
If we restructure our business (such as merging or selling assets), your information may be transferred to the new entity.

5. Data Security

We take appropriate technical and organisational measures to safeguard your personal data against unauthorised access, loss, or misuse.

6. Your Rights

Under data protection laws, you have rights regarding your personal data, including:

Access – Request a copy of the information we hold about you.
Correction – Ask us to correct inaccurate or incomplete data.
Deletion – Request deletion of your data where legally permissible.
Objection – Object to certain types of processing, such as marketing.

To exercise these rights, please contact us at carla@missiontomanagemoney.com.

7. Cookies & Tracking

Our website may use cookies to enhance user experience. You can control cookie settings via your browser.

8. Data Retention

We retain your data for as long as necessary to provide our services and comply with legal requirements.

9. Contact Us

If you have any questions about this Privacy Policy or your personal data, please contact us at:

📍 Mission To Manage Money Ltd

Lytchett House, Wareham Road, 13 Freeland Park,

Poole, Dorset, BH16 6FA.

📧 carla@missiontomanagemoney.com