Your Privacy Here at Mersey Money Management

Last updated: 15th May 2024

Right, let's talk about your privacy. Here at Mersey Money Management, based in Liverpool, we get that your personal stuff is private. When you come to us for help getting your finances sorted, you share some important details. This bit explains how we look after that information, what we use it for, and how we keep it safe. No funny business, just clear facts. We're committed to keeping your data secure and making sure you know where you stand.

What Info We Collect (And Why We Need It)

When you get in touch with Mersey Money Management or sign up for our 90-day plan, we need to gather a bit of information. This helps us actually help you get your money sorted. We collect things like:

Your name, address, email, and phone number – so we can talk to you and know who you are.
Details about your financial situation, like your debts, loans, income, and spending habits – this is crucial for us to build a proper plan to get you debt-free.

We only ask for what's absolutely necessary to provide our service and guide you on your journey to financial freedom.

How We Use Your Details to Help You

We use the information you share for a few main reasons:

To deliver our 90-day financial discipline intensive and guide you through the process of getting out of debt.
To communicate with you about your progress, appointments, and any updates.
To make sure our service is as good as it can be for everyone.
To meet any legal bits and bobs we have to follow.

It's all about helping you achieve financial freedom, nothing else.

Who Gets to See Your Information (Hardly Anyone!)

Look, your financial situation is personal. We don't go blabbing about it. Mersey Money Management doesn't sell your personal data to anyone. We only share it if:

It's absolutely necessary for us to provide our service to you (for example, with a secure payment processor if you pay online).
We're required to by law.
You've given us explicit permission to do so.

Any third parties we work with (like our payment system) are trusted and committed to keeping your data just as safe as we do.

Keeping Your Information Safe and Sound

We take looking after your data seriously. We use sensible security measures, both digital and physical, to protect your personal and financial information. This means:

Only people who need to see your data to help you will have access to it.
We use secure systems to store your details.
We regularly review our security to make sure it's up to scratch.

We do our best to make sure your data is kept secure and out of harm's way.

Your Rights Over Your Own Data

You've got rights when it comes to your personal information. You can:

Ask us what information we hold about you.
Ask us to correct any bits that are wrong.
Ask us to delete your information (sometimes, depending on legal requirements).
Object to us using your data in certain ways.

If you want to exercise any of these rights, just drop us an email at [email protected] or give us a ring. We'll do our best to help you out quickly.

About Cookies (The Website Kind, Not the Biscuits!)

Our website uses small files called 'cookies'. These aren't for dunking in your tea, but they help our website work properly and give us a general idea of how people are using it. For example, they might remember your preferences or help us see which pages are most popular. You can usually change your browser settings to not accept cookies if you prefer, but some parts of the website might not work quite right then.

Changes to This Privacy Promise

We might need to update this Privacy Policy now and then, especially if things change with how we operate or what the law requires. When we do, we'll pop the new version up here with an updated date. It's a good idea to check back occasionally to make sure you're still happy with everything.

Want to Chat About Your Privacy?

If you've got any questions at all about this policy or how we handle your data, please don't hesitate to get in touch. We're happy to have a proper chat.

Email us: [email protected]
Call us: +44 151 709 0011
Visit us (by appointment): 14 Church St, Liverpool L1 3BA, UK

Ready to Get Your Money Sorted?

Ready to lighten the load? It all starts with a friendly, no-pressure chat. We'll have a proper listen to your situation and see how we can help you take control. No catches, just honest advice from your local Liverpool team.

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