Privacy Policy

We collect the details you provide when you register, complete your profile, submit requests, book services, send messages, upload documents, complete verification, or contact support.

This may include names, email addresses, UK phone numbers, professional qualifications, profile details, billing information, uploaded files, consultation activity, device data, IP addresses, and consent records.

We use personal data to perform our contract with you, comply with legal obligations, support legitimate interests such as fraud prevention and platform security, and, where required, rely on consent.

We use data to create and manage accounts, match clients with verified finance experts, process bookings and payments, deliver notifications, support disputes, improve reliability, and maintain required operational records.

Client information is shared with relevant experts where needed to respond to requests, provide services, or complete a booking. We also use trusted processors for hosting, email, analytics, payment, support, and security operations.

Where data is transferred outside the UK or EEA, we expect appropriate safeguards such as adequacy regulations, contractual protections, or processor commitments suitable for UK GDPR.

We use technical and organisational measures including secure authentication, access controls, encrypted connections, audit records, and trusted payment providers to reduce risk.

We keep personal data only for as long as needed for platform services, legal, accounting, fraud prevention, dispute handling, and regulatory purposes, then delete or anonymise it where appropriate.

You can ask to access, correct, delete, restrict, or transfer your personal data, and you can object to certain processing or withdraw consent where consent is the lawful basis.

Contact FinConnect support for privacy requests. We may need to verify your identity and may retain limited information where required for legal, security, accounting, or dispute reasons.