Privacy, Data Protection and Cookie Notice

Last updated: 20 July 2026

 

1. About this notice

Financielle Fox respects your privacy and is committed to protecting your personal information.

This notice explains how we collect, use, store and protect your personal information when you:

  • visit this website;
  • subscribe to our emails or newsletters;
  • contact us;
  • join a waitlist;
  • purchase or participate in one of our memberships, programmes, courses, events or other services;
  • interact with us through social media or another communication channel.

Financielle Fox is a trading name of Dart Financial Education Ltd, a private limited company registered in England and Wales under company number 16375418.

For the purposes of UK data-protection law, Dart Financial Education Ltd is the data controller responsible for your personal information.

Registered office:
7A King Street
Frome
Somerset
BA11 1BH
United Kingdom

Email: hello@financiellefox.co.uk

 

In this notice, “Financielle Fox”, “we”, “us” and “our” refer to Dart Financial Education Ltd trading as Financielle Fox.

 

2. The information we may collect

Depending on how you interact with us, we may collect:

  • Contact and identity information

  • This may include your name, email address, telephone number, postal address and any other contact information you provide.

  • Newsletter and marketing information

  • This may include your email address, your communication preferences, details of when and how you subscribed and information about how you engage with our emails.

  • Enquiry and communication information

  • This includes information contained in emails, contact forms, messages, survey responses, social-media messages and other communications you send to us.

  • Customer and transaction information

  • If you purchase something from us, we may collect information about the product or service purchased, the amount paid, transaction dates, billing details and information required to administer your purchase.

  • Payments may be processed by a third-party payment provider. We do not normally receive or store your complete payment-card details.

  • Programme and membership information

  • If you participate in a membership, programme, course, Q&A session or event, we may collect information relating to your participation, attendance, questions, comments, feedback and progress.

  • Where a session is recorded, we will make this clear where reasonably possible.

  • Information you choose to share

  • You may choose to provide information about your financial goals, concerns, experiences or personal circumstances when contacting us or participating in our educational services.

  • Please do not send us passwords, online-banking security information, full payment-card details or other information that is not reasonably necessary for us to assist you.

  • Technical and website information

  • When you use our website, we may collect technical information including:

  • your IP address;
  • browser type and version;
  • device information;
  • time-zone and approximate location information;
  • pages visited;
  • links clicked;
  • how you arrived at the website;
  • information collected through cookies and similar technologies.

3. How and why we use your information

We will only use your personal information where we have a lawful reason to do so.

 - To provide requested information and respond to enquiries

We use your information to respond to questions, provide requested information and communicate with you about our services.

Our lawful basis will normally be our legitimate interests in responding to enquiries or taking steps at your request before entering into a contract.

 - To provide newsletters and email communications

Where you have subscribed to the Midlife Money Pulse or another email service, we use your details to send the communications you requested.

 - Our lawful basis will normally be your consent.

To provide products, memberships, courses and services

We use your information to process purchases, create or administer your access, provide educational content, communicate with you and deliver the product or service you have requested.

Our lawful basis is normally that the processing is necessary to perform our contract with you or to take steps at your request before entering into a contract.

 - To administer payments and business records

We may use your information to process payments, issue invoices, administer refunds, maintain accounting records and meet our tax and legal obligations.

Our lawful basis may be the performance of our contract with you, compliance with a legal obligation or our legitimate interests in managing our business.

 - To send marketing communications

Where permitted, we may send you information about Financielle Fox products, services, memberships, events and educational resources.

We will normally rely on your consent. In some circumstances, we may rely on the lawful customer “soft opt-in” where permitted by law.

You may unsubscribe at any time by using the unsubscribe link in an email or by contacting hello@financiellefox.co.uk.

 - To operate, protect and improve our website and services

We may use information to:

  • maintain website security;
  • prevent fraud or misuse;
  • troubleshoot technical problems;
  • understand how people use our website;
  • improve our content, services and customer experience;
  • maintain appropriate business records.

Our lawful basis is normally our legitimate interests in operating and improving our business. Where consent is legally required for cookies, analytics or similar technologies, we will rely on consent.

 - To establish or defend legal rights

We may process information where reasonably necessary to establish, exercise or defend a legal claim, respond to a dispute or protect our business and users.

Our lawful basis is normally our legitimate interests or compliance with a legal obligation.

Where we rely on legitimate interests, we consider whether our interests are balanced against your rights and reasonable expectations.

 

4. Email marketing

We will not send marketing emails to you where consent is required unless you have taken a positive step to request or agree to receive them.

Every marketing email will include an unsubscribe option.

Withdrawing consent will not affect the lawfulness of any processing carried out before consent was withdrawn.

When you unsubscribe, we may retain a limited record of your email address on a suppression list. This helps us ensure that we do not accidentally add you back to marketing communications you have declined.

 

5. Who we may share information with

We may share personal information with trusted service providers where this is reasonably necessary to operate our business and provide our services.

These may include:

  • Kartra, which is used for website pages, forms, email communications, customer records, automations, memberships and digital-product delivery;
  • payment processors and checkout providers;
  • website, software, IT and cloud-storage providers;
  • video-conferencing and online-event providers;
  • accountants, bookkeepers, insurers, legal advisers and other professional advisers;
  • analytics and advertising providers, where the necessary consent has been obtained;
  • contractors or service providers working under our instructions;
  • government bodies, regulators, law-enforcement agencies or courts where disclosure is legally required.

We require service providers handling personal information on our behalf to use it only for appropriate purposes and to protect it in accordance with applicable data-protection requirements.

We do not sell your personal information.

We may disclose information as part of a genuine sale, restructuring or transfer of all or part of our business, provided appropriate confidentiality and data-protection measures are used.

 

6. International transfers

Some of our technology and service providers may process or store information outside the United Kingdom, including in the United States.

This includes Kartra and may include other software, payment, communications or cloud-service providers.

Where personal information is transferred outside the UK, we take reasonable steps to ensure that an appropriate legal transfer mechanism is in place. Depending on the provider and destination, this may include:

  • UK adequacy regulations;
  • the UK Extension to an approved international data-transfer framework;
  • the UK International Data Transfer Agreement;
  • the UK Addendum to approved contractual clauses;
  • other appropriate contractual or organisational safeguards.

You may contact us for further information about the safeguards used for a particular provider.

 

7. Cookies and similar technologies

Our website uses cookies and similar technologies.

Cookies are small files or pieces of information stored on or accessed through your device when you visit a website.

Strictly necessary cookies

These cookies are required for the website and its essential services to work. They may be used for functions such as security, page navigation, form submission, login access and remembering privacy preferences.

Strictly necessary cookies do not normally require consent.

 - Functional cookies

These cookies help provide additional website functionality and remember choices or settings.

Where legally required, these cookies will only be used after you have provided consent.

 - Analytics cookies

Analytics cookies help us understand how visitors use the website, including which pages are visited and how people move through the site.

These cookies will only be used where the required consent has been obtained.

 - Advertising and tracking technologies

We may use advertising pixels, tracking technologies or similar services to measure advertising performance or show relevant advertising.

Where consent is required, these technologies will not be activated until you have agreed to their use.

 - Managing your cookie choices

When you first visit the website, you should be given the opportunity to accept or reject non-essential cookies and manage your preferences.

You can change or withdraw your consent through the website’s cookie-preference tool where available. You can also control cookies through your browser settings.

 - Blocking certain cookies may affect how some areas of the website work.

Details of the cookies currently used on the website, including their provider, purpose and duration, should be available through the website’s cookie settings or preference tool.

 

8. How long we keep information

We will not retain personal information for longer than reasonably necessary for the purpose for which it was collected.

The appropriate retention period will depend on:

  • why the information was collected;
  • whether you remain a customer or subscriber;
  • whether we have a legal or contractual obligation to retain it;
  • whether it may be required in connection with a dispute or legal claim;
  • the nature and sensitivity of the information.

As a general guide:

  • enquiry and correspondence records may normally be retained for up to two years after the last meaningful communication;
  • newsletter and marketing records may be retained while you remain subscribed;
  • a limited suppression record may be retained after you unsubscribe;
  • customer, transaction, contract, invoice and accounting records may normally be retained for up to six years after the relevant financial year or business relationship;
  • recordings and programme-participation information will be retained for the period explained at the time of collection or for as long as reasonably necessary to provide programme access and administer the service.

Information may be retained for longer where this is required by law or reasonably necessary in connection with a legal claim.

When information is no longer needed, it will be deleted, anonymised or securely disposed of.

 

9. How we protect your information

We use reasonable technical and organisational measures designed to protect personal information from:

  • accidental loss;
  • unauthorised access;
  • improper use;
  • alteration;
  • disclosure;
  • destruction.

Access to personal information is limited to people and service providers who reasonably require it for legitimate business purposes.

However, no website, email service or method of electronic storage can be guaranteed to be completely secure.

 

10. Your data-protection rights

Depending on the circumstances and the lawful basis being used, you may have the right to:

  • request access to your personal information;
  • ask us to correct inaccurate or incomplete information;
  • ask us to delete certain information;
  • ask us to restrict how certain information is used;
  • object to certain uses of your information;
  • receive certain information in a portable format;
  • withdraw consent where processing is based on consent;
  • object to the use of your information for direct marketing.

These rights are not absolute and may be subject to legal conditions or exceptions.

To exercise a right, contact:

hello@financiellefox.co.uk

We may need to ask for information to confirm your identity before responding to a request.

You will not normally be charged for exercising your rights. However, the law permits us to charge a reasonable fee or decline a request where it is manifestly unfounded or excessive.

 

11. Automated decision-making

We do not currently use your personal information to make decisions based solely on automated processing that produce legal or similarly significant effects concerning you.

We may use automated systems to send emails, deliver content, apply customer tags or manage access to products and services.

 

12. Children’s information

Our website and services are not intended for children under the age of 16.

We do not knowingly collect personal information from anyone under 16. If you believe that a child has provided personal information to us, please contact us so that we can review and, where appropriate, delete it.

 

13. Third-party websites

Our website may contain links to websites, services or resources operated by third parties.

We are not responsible for the privacy, security or content of third-party websites. You should read the privacy information provided by the relevant third party before providing personal information to them.

 

14. Complaints

Please contact us first if you have a concern about how we have handled your personal information. We will take reasonable steps to investigate and respond.

You also have the right to complain to the Information Commissioner’s Office, the UK supervisory authority for data protection.

 

15. Changes to this notice

We may update this notice where our business, website, services, technology providers or legal obligations change.

The most recent version will be published on this page with the date it was last updated.

Where a change is significant, we may also notify affected customers or subscribers by email or through our services.

Financielle Fox

Financielle Fox is a trading name of Dart Financial Education Ltd

Registered Address :

7A King Street, Frome, 

BA11 1BH

 

The information provided by Financielle Fox is for educational and general information purposes only. It is designed to help improve financial understanding and confidence and should not be relied upon as personalised financial, investment, tax, legal or accounting advice.

Financielle Fox does not provide regulated financial advice through this website, its newsletters, membership, courses, videos, podcasts or social media content.

Every individual’s circumstances are different. Before making financial decisions, you should consider your own objectives, financial situation and needs and, where appropriate, seek advice from a suitably qualified and FCA-authorised financial adviser or other professional adviser.

Whilst every effort is made to ensure the information is accurate and up to date, no warranty or representation is given that it is complete, accurate or suitable for your individual circumstances. Financielle Fox and Dart Financial Education Ltd accept no liability for any loss arising from reliance on the information provided.

Any examples, illustrations or case studies are provided for educational purposes only and do not constitute recommendations or endorsements of any particular product, provider or course of action.

Past performance is not a reliable indicator of future performance. Investments can fall as well as rise in value and you may get back less than you invest.

Where external websites or resources are linked, they are provided for convenience only. Financielle Fox is not responsible for the content or availability of third-party websites.

© Financielle Fox. All rights reserved.