Privacy Policy

Effective Date: 30.07.2025
Last Updated: 30.07.2025

Abacus Money Management Limited is committed to protecting and respecting your privacy. This policy explains how we collect, use, disclosure and safeguard your information when you visit our website abacusmml.co.uk which is in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

1. Who We Are

Abacus Money Management Limited are Independent Financial Advisers offering financial planning services to individuals and businesses across the UK. We are authorised and regulated by the Financial Conduct Authority (FCA). Our registered office is at:
14 Miller Court, Severn Drive, Tewkesbury, GL20 8DN
FCA Registration Number: 610239
Company Registration Number: 06755206

2. What Information We Collect

We and our website providers (Automattic and WordPress.com) may collect information about you in a variety of ways. The information we may collect on the Site includes:

• Personal Data: Name, email address, and other contact details you voluntarily provide.
• Usage Data: IP address, browser type, unique device identifiers, language preference, referring site, operating system, access times, and pages viewed.
• Cookies and Tracking Technologies: Our website providers may use cookies to enhance your experience and gather information about visitors and visits to our websites.

3. How We Collect Your Information

We collect data through:

• Information a visitor provides to the site (e.g. contact form)
• Information automatically collected from the site (e.g. IP Address)

4. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our website
• Improve, personalize, and expand our website
• Understand and analyse how you use our website

In addition to the above, Automattic use some information about Site visitors who are also their Users as described in their Privacy Policy.

Automattic may also use and share information that has been aggregated or reasonably de-identified, for instance, they may publish aggregate statistics about the use of their services.

5. Legal Bases for Processing

We rely on the following lawful bases to process your personal data:

• Consent – where you’ve given it (e.g., for marketing)
• Contract – when necessary to fulfil a contract with you
• Legal obligation – for compliance with applicable laws
• Legitimate interests – to operate and improve our business

6. Who We Share Your Information With

We do not sell, trade, or rent your personal information to others. We and Automattic may share information with:

• Service Providers who perform services on our behalf
• Legal Authorities if required by law or to protect our rights

7. Data Retention

We retain your personal data only for as long as necessary for the purposes for which we collected it, including legal, accounting or reporting obligations. Typical Retention Periods are:

• Contact form submissions – 12 months from last interaction
• Website analytics data – 26 months

Automattic retain web server logs for approximately 30 days to support resolution of website issues and monthly site statistics.

8. Your Data Protection Rights

Under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018 you have the following rights:

• The right to access – you can request copies of your personal data
• The right to rectification – You can request correction of inaccurate or incomplete data.

• The right to erase – You can request that we delete data (in certain circumstances)
• The right to restrict or object to processing
• The right to data portability
• The right to lodge a complaint with the Information Commissioner’s Office (ICO)

You can contact the ICO via their website https://ico.org.uk, by phone: 0303 123 1113 or in writing to:

Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

9. User Consent

By using our website, you consent to the collection and use of your information as described in this Privacy Notice.

Where required by law, we will obtain your explicit consent before collecting or processing your personal data. This includes:

Consent for the use of non-essential cookies (e.g., analytics or advertising)

Consent for receiving marketing communications

Consent for processing sensitive personal data (if applicable)

You may withdraw your consent at any time by contacting us at info@abacusmml.co.uk or by adjusting your cookie preferences through our website’s cookie banner or settings.

10. Data Security

We use administrative, technical, and physical security measures to help protect your personal information. However, no method of transmission over the Internet is 100% secure.

11. Cookies & Tracking Technologies

Our website providers (Automattic and WordPress.com) use cookies and similar tracking technologies to enhance your browsing experience and analyse website traffic. Cookies are small data files stored on your device.

Types of Cookies We Use:

• Essential Cookies: Necessary for website functionality.
• Performance Cookies: Help us understand how visitors interact with the site.
• Functionality Cookies: Remember your preferences and settings.

Managing Cookies:

You can control or disable cookies through your browser settings. Please note that disabling cookies may affect the functionality of our website.

Automattic uses cookies and other technologies like pixel tags to help identify and track visitors and Site usage. For more information about their use of cookies and other technologies for tracking, including how visitors can control the use of cookies, please see Automattic’s Cookie Policy.

For more information about cookies, visit www.allaboutcookies.org.

12. Changes to This Privacy Policy

We may update this policy from time to time. The latest version will always be available on our website or upon request.

13. Contact Us

If you have any questions or concerns about this policy or how we handle your data, please contact:

Data Protection Officer
Abacus Money Management Limited
14 Miller Court, Severn Drive, Tewkesbury, GL20 8DN

Email: info@abacusmml.co.uk
Phone: 01684 778360