Privacy and Terms of Service

The Finance Zone is committed to protecting your privacy and have taken steps to explain this in full below.

Email Services – all of our emails are sent using an external service (Mailchimp) who comply fully with UK and EU data protection rules.  We only send email to those on our lists who have opted in and confirmed their email address.

We use Cookies on this site if you are not happy to accept these please leave the site now. We are sorry we could not tell you in advance as we did not know you were coming, and from where. Perhaps we can apologise now. Sorry.

We use the information we collect to enhance and improve your experience of using our website. We do not disclose your information to anyone outside of The Finance Zone unless we receive your permission to do so.

We explain here, for your reassurance, why we ask for information and how this information is likely to be used. You can then make informed choices about the information you provide on the The Finance Zone websites.

The Finance Zone and it’s advisers do not engage in or arrange on your behalf specific investment or pension products nor do we advice on specific mortgage products. Any recommendations are made in general terms, and our focus is on the planning.

Where we help to recover compensation or aid with the raising of a complaint against other advisers or product providers  we charge an administration fee for our expert services that are  fully refundable should you not be successful with our help.

Sometimes our fee’s are not refundable and this will be outlined at outset.  Charges are made for specific downloadable guides or training and these vary, however you will be advised in full on the particular sales page. Either way the Direct Selling regulations apply and we offer a full 12 month money back guarantee on all downloads and teaching products. No questions asked, not happy let us know and a full refund will be on it’s way.

All Workshops and Group Training sessions are non refundable in all instances


About The Finance Zone: where your information goes – and where it does not go 

When you give us information on the The Finance Zone website, it may be analysed and used occasionally by The Finance Zone. We will only disclose information to any other third parties if a) we have your express permission to do so where such information is personal, or b) it is in connection with the transfer of all or substantially all of The Finance Zone’s assets or stock by way of merger, acquisition, reorganisation or otherwise, or c) it is in connection with our possible use of Cookies.

The usage of this information is listed below. 

Your personal information – what it’s used for 

To enable us to provide you with marketing and customer services: If you have requested extra services such as ordering a catalogue we ask for your contact details, such as your e-mail or your home address.

We can then tell you about new products and services that we think will be of interest to you, or to sort out any queries you may have about using the sites. We aim to keep our contact with you to an acceptable level. You will only ever receive information from The Finance Zone unless you have given us your permission to pass on your details to external third parties. 

 To provide an improved service: There is more detailed information that we ask for and it is optional that you provide it. This information allows us to update and improve the contents of our sites. 

To learn about what our customers want: In addition, the extra information we ask for helps us to understand more about the kinds of people who benefit most from using our website. We think it’s important to understand our customers well enough to keep improving our service for them. 

 To tell you about products and services we think you’ll like: We also learn about our customers by tracking their movements around the sites. Individuals are not identified, but the results of customers’ preferences and their use of the sites are analysed. Certain groups of people may be sent further information about products and services, based on that analysis. You have a right not to receive this information; see more information in point 3 below. 

Where we use other companies to assist in the processing of any order (e.g. packing and delivering of orders, processing credit/debit card transactions, fraud prevention) we may pass sufficient information to these companies to allow them to provide the service we have requested. The companies concerned are not permitted to use the information supplied for any other purpose. 

If you do not wish to receive information from The Finance Zone 

When you register with The Finance Zone either on our website or through a competition or other option you will be asked to tick a box if you wish to receive information on the latest The Finance Zone promotions and special offers, are happy to be contacted by The Finance Zone for research purposes and are happy to be contacted by other reputable companies with related offers. We never disclose your information to anyone outside The Finance Zone unless you give us permission to do so. If at any time you no longer wish to receive information from us please contact us using the form on the main site. 


The Finance Zone websites make use of cookies (cookies are small pieces of information that are sent from our website to the cookie file of the browser on your computers hard disc). 

We use cookies for several reasons: 

To allow you to carry information across pages of our website and avoid having to re-enter information when you return to the site. This will help simplify the logging on procedure for previously registered users. 

To monitor our website traffic and analyse how our website works. This will allow us to make changes to the website in the future and make it easier to use. 

You have the ability to accept or decline cookies by modifying the settings in your browser. The majority of browsers will allow the user to alter the settings used for cookies. The help menu on your browser will have further details. Please remember that turning cookies off will restrict your access to this website. 

 If you have your browser set to disable all cookies then you will not be able to access many parts of the  Finance Zone website or shop in our online store. If your browser is set to prompt you when cookies are being used, you will have to answer ‘yes’ when prompted to gain full access. 

 We use Google Analytics to anonymously collect data about your visits to our website which we use to improve how our website works. If you do not want this data about your visits to be collected you can Opt Out. 

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