Privacy Policy

Effective Date: 29/08/25

At Invest Clear, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal data in accordance with the UK Data Protection Act 2018 and the General Data Protection Regulation (GDPR).

1. Who We Are

Invest Clear (“we”, “our”, “us”) provides financial education, money mindset coaching, and related services. We are the Data Controller for your personal information.

📧 Contact: hello@investclear.co.uk

🌐 Website: www.investclear.co.uk

2. Information We Collect

We collect and process the following categories of personal data:

• Identity Data: name, email address, phone number.

• Account Data: login details, preferences, interactions with our site.

• Payment Data: if you purchase services, payments are processed securely via third-party providers (we do not store card details).

• Usage Data: IP address, browser type, device information, pages visited, time spent.

• Cookies & Tracking Data: small files stored on your device to improve site functionality and analytics.

3. Legal Basis for Processing

We process your data under one or more of the following lawful bases:

• Consent – when you sign up for newsletters or agree to cookies.

• Contract – when we need your data to deliver a service you’ve requested.

• Legal Obligation – when required to comply with laws or regulations.

• Legitimate Interests – to improve our services, website, and customer experience.

4. How We Use Your Data

We use your personal data to:

• Provide coaching, educational content, and related services.

• Communicate with you (e.g., newsletters, offers, service updates).

• Process payments securely.

• Improve our website, resources, and customer support.

• Comply with legal obligations.

5. How We Share Your Data

We do not sell or rent your personal information. We may share your data with:

• Service Providers – e.g., website hosting, payment processors, email providers.

• Analytics Providers – to improve site performance (e.g., Google Analytics).

• Legal Authorities – if required by law or regulation.

All third parties are required to process your data securely and only for agreed purposes.

6. International Transfers

If your data is transferred outside the UK/EEA (e.g., for cloud hosting), we ensure appropriate safeguards are in place, such as UK-approved standard contractual clauses.

7. Data Retention

We will only retain your personal data for as long as necessary:

• Account & contact data – kept while you use our services.

• Financial data – retained for up to 6 years as required by tax law.

• Marketing data – until you unsubscribe or request deletion.

8. Your Data Protection Rights

Under UK GDPR, you have the right to:

• Access the personal data we hold about you.

• Request correction of inaccurate or incomplete data.

• Request deletion of your data (“right to be forgotten”).

• Restrict or object to processing in certain cases.

• Data portability (receive your data in a usable format).

• Withdraw consent at any time (for marketing or cookies).

• Lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk

  Information Commissioner's Office

  Analytics cookies We use Silktide to measure how you use the ICO website. These cookies collect information about how you got to the site, the pages you visit and how long you spend on each page, and what you click on.

  www.ico.org.uk

  .

To exercise your rights, email us at hello@investclear.co.uk

9. Cookies

We use cookies to improve your browsing experience, track site performance, and personalize content.

• Essential cookies: required for website functionality.

• Analytical cookies: help us understand user behaviour.

• Marketing cookies: used if you consent.

You can manage or disable cookies via your browser settings.

10. Children’s Privacy

Our services are not directed at individuals under 18 years old, and we do not knowingly collect their data.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a new “Effective Date.”

12. Contact Us

If you have questions or concerns about this Privacy Policy, contact us:

📧 hello@investclear.co.uk

🌐 www.investclear.co.uk