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Privacy Policy

1. Who we are

Afternoon Finance Limited ('Afternoon', 'we', 'us', 'our') is a UK-based technology company providing secure data management and digital tools for financial advisers and firms.

Registered Office:
Clyde Offices, 2nd Floor, 48 West George Street, Glasgow, G2 1BP

Company Number: SC806580
Contact: hello@afternoon.co.uk

2. What information we collect

  • Identity & Contact Data (name, email, phone, firm name, role)
  • Financial & Client Data (assets, liabilities, income, expenditure, valuations)
  • Technical Data (IP address, browser type, login data)
  • Usage Data (interaction with tools)
  • Communication Data (support messages, feedback)

3. How we use your data

  • Provide and improve our platform
  • Authenticate users
  • Enable adviser-client data management
  • Comply with FCA and legal obligations
  • Prevent misuse or fraud
  • Communicate updates and marketing (with consent)

4. Lawful bases for processing
  • Performance of a contract
  • Legal obligation
  • Legitimate interests
  • Consent
  • Security monitoring and compliance.
5. How we share your information

We only share data with trusted UK-based service providers and regulators when required to deliver our services or meet legal obligations. All vendors are bound by UK Data Processing Agreements.

We do not sell or transfer data outside the UK.

6. International transfers

All personal data processed by Afternoon Finance is stored and managed exclusively within the United Kingdom. Systems and providers operate from UK-based data centres compliant with ISO/IEC 27001 and UK GDPR.

7. Data retention

  • Adviser firm account data – duration of account + 7 years
  • Client financial data – Duration of adviser relationship + 7 years, to cover potential regulatory investigations, complaints, and archival need
  • Support logs – Up to 3 years
  • Technical logs – Up to 12 months

8. Your rights

You have rights to access, correct, erase, or restrict processing of your personal data, and to request portability. Contact hello@afternoon.co.uk to exercise these rights. We respond within 30 days.

9. Cookies and tracking
We use cookies for essential site function, analytics, and improved experience. You can control cookies via your browser or consent banner.

10. Data security

Afternoon Finance operates a certified Privacy Information Management System (PIMS) aligned with ISO/IEC 27701:2019 and ISO/IEC 27001:2022. Data is encrypted and hosted on secure UK infrastructure.

11. Scope of our services

Our platform and services are designed for use by professional financial advisers and firms. Afternoon Finance does not collect personal data directly from individuals under the age of 18.
However, advisers may include limited information about dependents (such as name, age, and education details) as part of financial planning activities. In these cases, Afternoon Finance processes that information solely on behalf of and under the instruction of the adviser, in their capacity as the data controller.

12. Updates to this policy

We may update this policy to reflect changes in law or practice. Updates will be published on our website.

13. Contact Us

Data Protection Officer
Afternoon Finance Limited
Clyde Offices, 2nd Floor, 48 West George Street, Glasgow, G2 1BP
Email: hello@afternoon.co.uk