Privacy Policy

Privacy Policy of The Financial Planning Club – Effective Date: April 2024

At The Financial Planning Club (“we,” “us,” or “our”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and share your information when you engage with us through our website, events, or other activities related to The Financial Planning Club.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: When you join the club, register for events, or sign up for our newsletter, we may collect your name, email address, phone number, and other contact details.
  • Financial Information: We may collect limited financial information for event registrations, membership fees, donations or business plan, P&L, cashflow information.
  • Usage Information: We may collect information about how you interact with our website, including your IP address, browser type, pages visited, and other usage data through cookies or other tracking technologies.
  • Communications: We may collect information about your communications with us, including emails or messages sent to us through our website or social media channels.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To manage and maintain your membership in The Financial Planning Club.
  • To communicate with you about upcoming events, newsletters, exclusive discounts or activities.
  • To process payments for event registrations or membership fees.
  • To improve our services and website functionality.
  • To comply with legal requirements and protect our rights.

3. Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information to third parties except in the following cases:

  • Service Providers: We may share your information with trusted service providers who assist us in running the club’s activities (e.g., event organizers, payment processors, collaboration partners). You will have visibility of the information shared and will be requested permission to share personal and firm financials.
  • Legal Compliance: We may disclose your information if required by law or if we believe that such action is necessary to comply with legal obligations or protect the rights and safety of the Financial Planning Club, its members, or others.

4. Data Security

We take reasonable precautions to protect your personal information from unauthorised access, loss, misuse, or alteration. However, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.

5. Retention of Your Information

We will retain your personal information for as long as necessary to fulfil the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.

6. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you.
  • Request corrections to inaccurate or incomplete information.
  • Request deletion of your personal information.
  • Withdraw consent for future use of your personal information.

To exercise any of these rights, please contact us at hello@thefpclub.com.

7. Cookies

We use cookies to enhance your experience on our website. You can modify your browser settings to refuse cookies or to alert you when cookies are being sent. However, some website features may not function properly without cookies.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on this page, and we encourage you to review this policy periodically. Your continued use of our services after any changes constitute your acceptance of the updated policy.

9. Contact Us

If you have any questions or concerns regarding this Privacy Policy or the handling of your personal information, please contact us at: Email: hello@thefpclub.com Phone: 01268 669 313 Address: Woodland Place, Hurricane Way, Wickford, Essex SS11 8YB.


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