Privacy Policy

Last updated: MARCH 2026

This website and services are operated by Quartz Consultancy Limited (trading as The Financial Toolkit), a company based in the Isle of Man.

Company Number: 134836C

We are committed to protecting your personal data and your privacy.

1. What information we collect

We may collect the following information:

Personal details

• Name

• Email address

• Phone number (if provided)

Business information

• Business name

• Information you share about your finances or business during enquiries or sessions

Technical data

• IP address

• Browser type

• Website usage data (via cookies)

2. How we collect your data

We collect data when you:

• Fill out forms (e.g. free financial planner download, contact forms, discovery call booking)

• Purchase or access the workshop

• Enquire about or engage in 1:1 services

• Use our website (via cookies and analytics tools)

3. How we use your data

We use your data to:

• Deliver our services (workshop access, 1:1 support)

• Send requested resources (such as the financial planner)

• Respond to enquiries and provide support

• Improve our website, services, and content

• Send relevant emails where you have opted in

We will never sell your data.

4. Legal basis for processing

We process your data based on:

• Consent (e.g. downloading resources, email marketing)

• Contract (e.g. purchasing services)

• Legitimate interest (e.g. improving services and communication)

5. How your data is stored

Your data may be securely stored using trusted third-party platforms, including:

• Website hosting (Wix)

• Email marketing systems

• Payment processors

• CRM or booking systems

We take reasonable steps to ensure your data is protected.

6. Sharing your data

We only share your data where necessary, including:

• Payment providers

• Software and service providers required to deliver our services

• Legal or regulatory requirements

We do not share your data for third-party marketing.

7. Your rights

You have the right to:

• Access your personal data

• Request correction

• Request deletion

• Withdraw consent at any time

To do so, contact: 

8. Cookies

We use cookies to:

• Improve website performance

• Understand how users interact with our site

• Enhance your experience

You can disable cookies via your browser settings.

9. Data retention

We only retain your data for as long as necessary to:

• Deliver services

• Comply with legal obligations

10. Financial Disclaimer

The Financial Toolkit provides educational and informational support only and does not offer regulated financial, investment, or legal advice.

11. Contact

If you have any questions about this policy, contact:

Quartz Consultancy Limited
Trading as The Financial Toolkit
Isle of Man
Email: jodiemasonc@gmail.com