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Who we are
Make My Money Work (makemymoneywork.co.uk) is run by Emily, an accountant and money coach. Emily decides what personal information the site collects and how it’s used, which makes her the “data controller” under UK data protection law.
The site offers educational guides, free tools and free coaching sessions. It gives general information, not personalised financial advice.
To ask about your information, use the contact form.
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What we collect and why
We only collect information you choose to give us, plus the technical information that any website receives. Here is each situation in turn.
Personal information, purpose and lawful basis
| When you… | What we collect | Why we use it | Lawful basis |
| Sign up for updates (footer, About page or My Dashboard) | Your email address, and your name if you give one. | To send you free money tips, resources and news, including updates about My Dashboard. | Your consent. You can withdraw it at any time. |
| Send a message through the contact form | Your name, email address, and the subject and message you write. | To read your message and reply to it. | Legitimate interests: answering people who get in touch. |
| Book a coaching session | Your first name, email address, the day and time you pick, any topics you tick, an optional note, and your browser’s time zone. | To arrange your free session, confirm it by email and prepare for it. | Taking steps at your request to arrange the session. |
| Use the free tools | Nothing reaches us. The figures you type into the Mortgage Calculator, Money Leak Finder, 3-Step Money Guide and 30-Day Checklist stay in your browser. See what the site stores on your device. | To make the tools work for you. | Not applicable, because we don’t receive this information. |
| Visit the site | Your IP address and basic technical details (such as browser type and the pages requested). These are received by our hosting provider and by the services that deliver fonts, PDF tools and videos. See the third-party services list. | To deliver the site, keep it secure and stop abuse of the booking system. | Legitimate interests: running and securing the site. |
We don’t use your information for automated decision-making or profiling.
You don’t have to give us any of this information, but we can’t reply to a message, send updates or arrange a session without the details above.
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Who handles your information
We use a small number of outside services to run the forms. They handle your information on our behalf and under their own privacy policies:
- MailerLite holds the email list and sends the emails, including the confirmation email. MailerLite’s privacy policy.
- Formspree passes contact form messages on to Emily. Formspree’s privacy policy.
- Cal.com holds the booking calendar. When you book, our server sends your booking details to Cal.com. Cal.com’s privacy policy.
- Our hosting provider serves the site and may keep standard server logs.
Google Fonts, the PDF libraries and YouTube videos are described in the Cookie Policy. They only receive technical information, such as your IP address.
Some of these services may process information outside the UK. Their privacy policies explain the safeguards they use. We may also share information if the law requires it.
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How long we keep it
- Email list: until you unsubscribe or ask us to remove you.
- Messages: for as long as we need to deal with your message and any follow-up.
- Coaching bookings: for as long as we need to run your session and any follow-up.
- Booking-system protection: a short-lived technical record of when requests came from your IP address (timestamps only), used for up to ten minutes.
- Items in your browser: until you clear your site data. See the Cookie Policy.
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Your rights
Under UK data protection law you have the right to:
- ask for a copy of the personal information we hold about you;
- ask us to correct anything that’s wrong or incomplete;
- ask us to delete your information;
- ask us to restrict how we use it, or object to us using it;
- ask for the information you gave us in a portable format;
- withdraw your consent at any time, for example by unsubscribing from our emails.
To use any of these rights, get in touch. We’ll normally reply within one month.
If you’re unhappy with how we’ve handled your information, you can complain to the Information Commissioner’s Office through its complaints page. We’d appreciate the chance to put things right first.
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Cookies
The site stores two small items in your browser: your cookie choice and, if you use it, your 30-Day Checklist progress. The Cookie Policy (UK) explains these in full and how to change your choices.
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Changes and contact
If the way the site handles information changes, for example when a new tool is added, we’ll update this page and the date at the top.
Questions about this policy or your information? Get in touch and Emily will get back to you.