Privacy Policy
Effective Date: April 2026
Finance Spot (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This policy explains how we collect, use, and store your personal data when you visit our website or engage with our services.
1. Who We Are
Finance Spot is a UK-based fractional CFO and accountancy practice.
If you have any questions about this policy, please contact:
contact@financespot.uk
2. What Data We Collect
We may collect and process the following information:
a) Information you provide directly
Name
Email address
Phone number
Business name
Any additional information submitted via contact forms or scheduling tools
b) Information collected automatically
Cookies and website usage data (e.g. pages visited, time on site, device/browser type)
3. How We Use Your Data
We use your data to:
Respond to enquiries and contact requests
Schedule and manage consultations (including via Calendly)
Provide our services
Improve our website and user experience
Maintain internal records
4. Lawful Basis for Processing (GDPR)
Under UK data protection law, we rely on the following lawful bases to process your data:
Consent – when you submit a form, accept cookies, or opt in to communications
Legitimate Interests – to respond to enquiries, manage our business, and improve our services
Contractual Necessity – where processing is required to provide services you have requested or agreed to
5. Cookies
Our website uses cookies to enhance your browsing experience and analyse website traffic.
You can control or disable cookies through your browser settings. Where required, we will request your consent before placing non-essential cookies.
6. How Your Data Is Stored
Our website is hosted on Squarespace, which securely stores your data.
For more information, please refer to Squarespace’s privacy policy: https://www.squarespace.com/privacy/
7. Third-Party Tools
We use trusted third-party platforms to support our website and services, including:
Squarespace (website hosting and data storage)
Calendly (appointment booking and scheduling)
When you book a consultation via Calendly, your personal information (such as name, email address, and any additional details you provide) is processed and stored by Calendly in accordance with their privacy policy.
You can view their privacy policy here: https://calendly.com/legal/privacy-notice
8. Sharing Your Data
We do not sell or rent your personal data.
We may share your data with:
Trusted service providers (e.g. website hosting and scheduling platforms)
Professional advisers where necessary
Legal or regulatory authorities if required
9. Client Data (Service Delivery)
If you engage Finance Spot as a client, we may collect and process additional business and financial information necessary to deliver our services.
This may include:
Financial records
Business performance data
Operational information
This data will:
Be used strictly for service delivery
Be stored securely
Not be shared with third parties without your consent, unless required by law or regulatory obligations
Further details are set out in our client Terms & Conditions.
10. Data Retention
We only retain personal data for as long as necessary:
To fulfil the purposes we collected it for
To comply with legal, accounting, or regulatory requirements
11. Your Rights
Under UK data protection law, you have the right to:
Access your personal data
Request correction of inaccurate data
Request deletion of your data
Object to or restrict processing
Withdraw consent at any time
To exercise these rights, contact us at: daisy@financespot.uk
12. Data Security
We take appropriate technical and organisational measures to protect your data against unauthorised access, loss, or misuse.
13. Changes to This Policy
We may update this privacy policy from time to time. Updates will be posted on this page with a revised effective date.
14. Contact
If you have any questions about this policy or how your data is handled, please contact:
contact@financespot.uk