How we handle and protect your personal information
Last Updated: 7 April 2026
CotswoltechAI is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains what information we collect, why we collect it, how we use it, and the choices you have regarding your data.
We understand that financial information is particularly sensitive, and we take extra precautions to ensure your data remains confidential and secure.
CotswoltechAI is a financial education and guidance service based at 42 High Street, Cirencester, Gloucestershire GL7 2NG, United Kingdom. For privacy-related questions or concerns, you can reach us at [email protected].
When you engage with our services, we collect information you voluntarily provide, including:
When you visit our website, certain information is collected automatically through standard web technologies:
We use the information we collect for the following purposes:
We use your financial and personal information to provide the guidance and support you've requested. This includes analyzing your financial situation, creating personalized recommendations, tracking your progress, and communicating with you about your financial journey.
We use your contact information to respond to inquiries, schedule sessions, send service-related updates, and provide ongoing support. We may also send educational content or service updates that we believe would benefit you, though you can opt out of these communications at any time.
We analyze aggregated, anonymized data to understand how our services are used and where we can improve. This helps us refine our guidance frameworks and better serve our clients. Individual client data is never shared or used for research without explicit consent.
We may use your information to comply with legal obligations, protect our rights and those of our clients, prevent fraud, and ensure the security of our systems.
Under UK data protection law, we process your personal information based on the following legal grounds:
We implement robust security measures to protect your personal and financial information:
While we take extensive precautions, no method of electronic storage or transmission is completely secure. We cannot guarantee absolute security but are committed to protecting your information using industry best practices.
We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:
We may share information with trusted third-party service providers who assist with business operations, such as payment processing, email delivery, or data hosting. These providers are contractually obligated to protect your information and use it only for the purposes we specify.
We may disclose information if required by law, court order, or government regulation, or if we believe disclosure is necessary to protect rights, property, or safety.
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity, subject to the same privacy protections outlined in this policy.
We may share information with third parties when you explicitly consent to such sharing.
We retain your personal information for as long as necessary to provide services and fulfill the purposes described in this policy. Specifically:
After the retention period expires, we securely delete or anonymize your information. You may request earlier deletion, though we may need to retain certain information for legal compliance.
Under UK data protection law, you have several rights regarding your personal information:
You can request a copy of the personal information we hold about you. We'll provide this free of charge, though we may charge a reasonable fee for additional copies or excessive requests.
If information we hold is inaccurate or incomplete, you can request that we correct or complete it.
In certain circumstances, you can request that we delete your personal information. This right is not absolute and may be limited by legal obligations to retain certain records.
You can request that we limit how we use your information in specific situations, such as while we verify data accuracy or assess your objection to processing.
You can request a copy of your information in a structured, commonly used, machine-readable format for transfer to another service provider.
You can object to processing based on legitimate interests or for direct marketing purposes. We'll cease processing unless we have compelling legitimate grounds that override your interests.
Where processing is based on your consent, you can withdraw that consent at any time. This doesn't affect the lawfulness of processing before withdrawal.
To exercise any of these rights, contact us at [email protected]. We'll respond to your request within one month, though complex requests may take up to three months with appropriate notification.
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we've collected information from a child without parental consent, we'll take steps to delete that information promptly.
Your information is primarily stored and processed within the United Kingdom. If we transfer data outside the UK, we ensure appropriate safeguards are in place to protect your information in accordance with UK data protection standards.
Our website uses cookies and similar technologies. For detailed information about our cookie practices, please see our Cookies Policy.
Our website may contain links to external sites not operated by us. We're not responsible for the privacy practices of these third-party sites. We encourage you to review the privacy policies of any external sites you visit.
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We'll notify you of significant changes by posting the updated policy on our website with a new "Last Updated" date. For material changes, we may provide additional notice, such as email notification to active clients.
Your continued use of our services after changes become effective constitutes acceptance of the revised policy.
If you have questions, concerns, or complaints about this Privacy Policy or our data practices, please contact us at:
CotswoltechAI
42 High Street
Cirencester
Gloucestershire GL7 2NG
United Kingdom
Email: [email protected]
If you're not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's data protection authority. Visit cotswoltechai.uk for more information.