Privacy Policy

How we protect your information

Thanks for following our link to find out more about what we are doing to look after your personal information.

We know that when you pass your personal details to us, you are trusting us to keep them safe, and we will do everything within our power to do this. We operate in accordance with the General Data Protection Regulations (GDPR).

To offer you some incredible events and introductions to qualified financial planners we do share your information with other companies, but we are very careful who we accept as partners. For an organisation to be an official partner they must prove that they have the best interests of you in mind, and that they are honest and ethical. Only if they pass these integrity checks will we share your information, and even then, only if you give us permission in the first place. You can also ask us to stop sharing your information at any time. We believe in transparency and further on we have listed the partners we currently work with.

We want you to feel confident knowing that when you pass your details on to us they will be safe and protected. If we have not made anything crystal clear, or you would like to know anything else, just get in touch, we will be happy to answer any questions you may have.


The technical bits

We will collect personal information about you, including your personal details, your interests and preferences. We do this by capturing the information you give us.


We have already mentioned that we use analytics tools to understand how people use our website. 

When visitors use our website, we use Google Analytics to collect standard internet log information and details of visitor behaviour patterns.

Google allows us to understand things like the number of visitors we are getting and which parts of the site they are visiting. At no time will we identify you personally whilst travelling through the site. If you would like to know more about these demographic and interest reports from Google you can discover more about them here: }

This analytical information is processed in a way which does not identify anyone and we promise we will never share your identity with any third parties, including Google.

The important how, why, when questions…

We use information collected about you to help us (a) develop the design and layout of the website to ensure that it is as useful and enjoyable as possible and (b) provide information on the products and services which interest you. Sometimes this information may also be used by us and our associated companies to inform you about changes to the website, new services and products or offers that you might find interesting. If you do not wish to receive this information, please let us know at any time.

Right to know and amend information

At any time you have a right to ask us what information we hold about you. You can also, if you wish, obtain a copy of this information, all you have to do is ask. We will just need to check your identity.

We have a plan in place to ensure that the information we hold on you is regularly reviewed and kept accurate and up-to-date. If it becomes apparent that the information we hold on you is inaccurate or factually wrong, we will correct it as swiftly as possible. You have a right to ask us to stop processing your details at any time.

Sharing of your information

General Emails. You will receive emails from us advising you of events and information which we believe will be of value to you, and this will include offers from a wide range of companies and organizations. We have not passed your details on to these companies. If you wish to take up the offer you will contact them directly. You can unsubscribe at any time, just let us know and we will stop sending these if you change your mind in the future.

In addition, there is one partner with whom we currently share your contact data. They have been carefully selected, vetted and chosen to offer real value and benefits to you. We also ensure that they adhere to the same Data Protection standards that we do. You have the right to withdraw your permission at any time. 

Financial Planners

We introduce to a leading Wealth Management company and only introduce you to experienced qualified financial specialists

Finally, from time to time we may identify new partners who can make add value to the information we provide.

If you would like more information on what information we share, then please do not hesitate to get in touch:


When you entrust your personal information to us we take as much care of it as if it were our own. School Fees Planning spend a lot of time, money and resources on ensuring that the personal details you entrust to us are protected from loss, misuse and abuse. We constantly monitor our infrastructure for vulnerabilities and ensure that all IT systems and anti-virus software are up-to-date.

Your information is stored on secure servers based within the EU. We also take regular encrypted backups in case of a problem.

The safety of your data is very important to us and we train our key staff in Data Protection to ensure that they both understand, and comply, with their obligations under the Act. We carefully control who has access to your information and ensure that it is only used in the way you would expect.

How do we keep your information secure?

We take all reasonable precautions to keep your personal information secure and require any third parties that handle or process your personal information for us to do the same. Access to your personal information is restricted to prevent unauthorised access, modification or misuse and is only permitted among our employees and agents on a need-to-know basis.

Data deletion

Your data will be deleted if you wish to stop receiving information from us within 12 months of last contact.

Please get in touch

We hope that you now appreciate that when you pass your personal details to us we will keep them safe, secure and only use them in a way that you would expect. School Fees Planning is fully committed to its members, and our reputation for honesty, integrity and transparency is reflected throughout our privacy policy.

If you have any comments, suggestions or feedback, be that positive or constructive regarding how we are using your personal data, if you believe the information we hold on you is out-of-date, or you would like to unsubscribe from our mailing list, please contact us by email on

We have appointed a person with responsibility for data protection matters who has responsibility for advising us on our data protection obligations. You can contact this person officer using the following details:


If you have any complaints about the way we use your personal information, please contact who will try to resolve the issue. If we cannot resolve your complaint, you have the right to complain to the data protection authority in your country (the Information Commissioner in the UK).