Privacy Policy

Last updated: June 1, 2026

This Privacy Policy describes how Clarity Finance collects and uses your personal information. We are committed to protecting your privacy and handling your data responsibly in accordance with UK data protection laws and FCA guidance.

Information We Collect

We collect various types of information to provide you with the best educational resources on financial planning, household budgeting, ISA savings, and emergency fund building:

• Personal details such as your name and email address when you register or contact us
• Usage data including pages visited, time spent on our site, and content interactions
• Device information such as browser type, operating system, and IP address
• Information you voluntarily provide through forms, surveys, or feedback submissions
• Cookie data to enhance your browsing experience and understand user preferences

How We Use Your Information

We use the information we collect for the following purposes:

• Delivering educational content on financial planning fundamentals and FCA guidance
• Personalizing your experience and tailoring recommendations to your interests
• Improving our website, services, and content based on user behaviour and feedback
• Communicating with you about updates, new resources, and relevant information
• Ensuring compliance with legal obligations and protecting against fraud
• Analyzing trends and gathering insights to enhance our educational offerings

Data Sharing and Protection

We take your privacy seriously and do not sell or share your personal information with third parties for marketing purposes. We may share data with trusted service providers who assist us in operating our website and delivering services, all under strict confidentiality agreements. We implement robust security measures including encryption, secure servers, and access controls to protect your data from unauthorized access, alteration, or disclosure. Our security practices align with FCA guidance and industry standards for handling financial information.

Your Rights

You have several rights regarding your personal information under UK data protection law:

• The right to access the personal data we hold about you
• The right to correct or update inaccurate information
• The right to delete your personal data, subject to certain exceptions
• The right to restrict how we process your information
• The right to withdraw consent at any time
• The right to request a portable copy of your data in a structured format

To exercise any of these rights, please contact us using the information provided below.

Cookies and Tracking

We use cookies to enhance your browsing experience and gather analytics about how you use our site. Cookies help us remember your preferences, improve website performance, and understand which educational resources are most valuable to users. We use both essential cookies necessary for site functionality and optional cookies for analytics and personalization. You can manage your cookie preferences through your browser settings, though some features may not function properly if essential cookies are disabled. For detailed information about our cookie practices, please refer to our Cookie Policy.

Data Retention

We retain your personal information only for as long as necessary to provide our services and fulfil the purposes outlined in this policy. The retention period depends on the type of data and the purposes for which we use it. For example, we retain registration data while your account is active and for a reasonable period thereafter. Usage analytics may be retained for longer to identify trends and improve our educational content. You can request deletion of your data at any time, subject to legal and regulatory requirements.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by updating the “Last updated” date and posting the revised policy on our website. Your continued use of our site following such changes indicates your acceptance of the updated policy. We encourage you to review this policy periodically to stay informed about how we protect your information.