Privacy Policy

Who we are
PlanIt Future Financial Ltd
Registered in England and Wales (Company No. 13199198)
Registered Office: Chapter House, Martock Road, Long Sutton, Somerset, TA10 9JS

What this policy covers
This Privacy Policy explains how we collect, use and protect your personal information when you use our website, join our priority list, or contact us through our forms.

What information we collect
When you use our website, we may collect:

  • Your name

  • Your email address

  • Any information you choose to include in your message

How we use your information
We will use your details to:

  • Respond to your enquiry

  • Add you to our priority list if you ask us to

  • Share updates about PlanIt Future and Carers Academy (if you’ve given consent)

We will never sell your information to third parties.

Where your data is stored
Your data may be stored securely in Squarespace (our website provider), our email systems, or other secure cloud-based services that we use to manage enquiries.

How long we keep your data
We will only keep your data for as long as necessary to respond to your enquiry or provide updates you have requested. You can ask us to remove your details at any time.

Your rights
You have the right to:

  • Access the information we hold about you

  • Ask us to correct or delete your information

  • Withdraw consent to receive updates at any time

To do this, contact us at rhiannon.gogh@planitfuture.co.uk

Carers Academy
Please note: Carers Academy is a separate, non-regulated business providing education, guidance and private consultations. It is not authorised or regulated by the FCA. If you use Carers Academy services, their privacy practices may also apply.

Updates to this policy
We may update this Privacy Policy from time to time. Please check back here for the latest version.