Privacy Policy

Finance Vision Way (“we”, “us”, “our”) respects your privacy. This policy explains what information we collect when you visit financevisionway.com, contact us, apply for a product or subscribe to our newsletter, how we use that information, and the choices available to you. By using this website you acknowledge the practices described below.

1. Information We Collect

Information you provide

Identity and contact details such as your name, email address, phone number and postal address.
Information submitted through our contact, application and callback forms, including the service you are interested in and the details of your enquiry.
Financial information you choose to share during a consultation, such as income range, existing debts, goals and timelines.
Newsletter subscription and unsubscription requests, including the email address involved.
Any correspondence you send us by email, phone or through the secure client portal.

Information collected automatically

Technical data such as IP address, browser type and version, device type and operating system.
Usage data such as pages viewed, time on page, referring website and interactions with page elements.

2. How We Use Your Information

To respond to enquiries, arrange consultations and provide the services you request.
To assess eligibility and prepare indicative offers, working with lenders or carriers where you have asked us to do so.
To send newsletters, rate updates and guides where you have subscribed, and to honour unsubscription requests promptly.
To maintain records of our advice and communications as required by law and professional standards.
To improve our website, content and service quality based on aggregated usage patterns.
To detect, prevent and investigate fraud, security incidents or misuse of our services.
To comply with legal, regulatory, tax and audit obligations.

We do not sell your personal information, and we do not use your data for automated decision-making that produces legal effects without human review.

We share information only where it is necessary and appropriate:

Service providers such as hosting, email delivery, analytics and secure document platforms acting on our instructions under confidentiality obligations.
Lenders, insurers and investment providers when you ask us to obtain a quote, pre-qualification or application outcome, and only with your consent.
Professional advisers including accountants, auditors and legal counsel where required.
Authorities where we are legally required to disclose information, or where disclosure is necessary to protect rights, safety or property.
Successors in the event of a merger, acquisition or sale of assets, subject to equivalent privacy protections.

4. Cookies & Tracking Technologies

We use cookies and similar technologies to keep the site functioning, remember your preferences and understand how visitors use our pages. Essential cookies are required for core functionality. Analytics cookies help us see which articles and services are most useful. You can block or delete cookies in your browser settings; essential parts of the site may not work correctly if you do.

5. Data Security

We apply administrative, technical and physical safeguards designed to protect your information, including encrypted transmission, access controls limited to staff who need the data to do their work, staff confidentiality obligations, and periodic reviews of our processes. No method of transmission or storage is completely secure, so while we work hard to protect your data, we cannot guarantee absolute security.

6. Data Retention

We retain personal information for as long as needed to provide services, maintain business and advice records, and meet legal, regulatory and tax requirements. Newsletter records are kept until you unsubscribe or request deletion. When information is no longer required we securely delete or irreversibly anonymise it.

7. Your Privacy Rights

Depending on where you live, you may have the right to:

Request access to the personal information we hold about you.
Request correction of inaccurate or incomplete information.
Request deletion of information we are not legally required to keep.
Object to or restrict certain processing, including direct marketing.
Request a portable copy of information you provided to us.
Withdraw consent at any time where processing is based on consent.

To exercise any of these rights, email contact@financevisionway.com or call +1 773-384-6399. We may need to verify your identity before acting on a request, and we will respond within the timeframe required by applicable law.

8. Email & Newsletter Communications

If you subscribe to our newsletter we will use your email address to send the content you requested. Every issue includes an unsubscribe link, and you can also remove yourself at any time through our unsubscribe page. Transactional messages that relate to an active enquiry or service you have requested are not marketing and may still be sent where necessary.

9. Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from children. If you believe a child has provided us with information, please contact us and we will delete it promptly.

10. Changes to This Policy

We may update this policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised date. Where changes are material, we will take reasonable steps to notify you.

11. Contact Us

If you have questions, concerns or complaints about how your information is handled, contact our privacy team:

Email: contact@financevisionway.com
Phone: +1 773-384-6399
Post: Finance Vision Way, 1926 W Superior St, Chicago, IL 60622, USA

This policy is provided for general information and should be read together with our Terms & Conditions.

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