Privacy Policy

Effective date: 2nd September 2025

Introduction

Welcome to Intently. We respect your privacy and are committed to protecting your personal data. This Privacy Policy outlines how we collect, use, and safeguard your information when you visit our website www.intentlyfs.com. It also explains how we process your data when you submit an enquiry through a survey we manage on behalf of our financial planner clients. By using our site or submitting a form, you agree to the practices described in this notice.

Who We Are

Intently is a UK-based digital marketing platform helping professional services firms generate leads online through performance-driven advertising and intelligent nurture systems. In the context of lead generation for financial planners, we act as a Data Processor.

Contact Details:
Email: matt@conquertheinternet.co.uk
Phone: 07759 285274
Registered Address: Horsham, West Sussex

Our Role and Responsibilities

When you submit personal information through a form intended for a financial planner, Intently acts as a Data Processor on behalf of that firm (the Data Controller).

Our legal responsibility as a Data Processor is to manage your data securely and only according to the instructions of the Data Controller. The financial planning firm you enquired with is ultimately responsible for your data and for using it to provide you with financial advice.

What Information We Collect

We may collect and process the following categories of personal data:

Personal Data

  • Name, email address, phone number, and any other financial or personal information you provide via forms, including those powered by GHL (GoHighLevel).

Technical & Usage Data

  • IP address, browser type and version, time zone setting and location, operating system and platform, page visits, interactions, scrolling behaviour, video views, and form submissions.

Marketing & Communications Data

  • Your preferences for receiving marketing content and records of our communications with you.

How We Collect Your Data

We collect data via:

  • Direct Interactions: When you submit a form (including via GHL), email us, or contact us by phone.
  • Automated Tracking: Through cookies, pixels, and analytics tools.
  • Third-Party Services: Including Meta Ads, Google Analytics, and Microsoft Clarity.

How We Use Your Data

We use your data for several purposes:

For our own business operations, we use your data to:

  • Optimise our website and marketing.
  • Monitor the performance of advertising campaigns.
  • Communicate with you regarding our own services if you have shown interest.
  • Comply with legal and regulatory requirements.

When you submit an enquiry to a financial planner via our forms, we use your data specifically to:

  • Facilitate Your Enquiry: Securely pass your details and the information you provided to the financial planning firm you intended to contact.
  • Manage Communications: Contact you via email, SMS, and/or phone calls on behalf of our client to follow up on your enquiry and ensure you are connected with the planner.
  • Store Your Information: Hold your data securely within a dedicated client account in our CRM system (GoHighLevel) for the purpose of managing the enquiry process.

We do not sell your data to third parties.

Sharing Your Information

We may share your data with:

  • Our Financial Planner Clients: If you submit your details through a survey or form, your information will be shared directly with the financial planning firm named on that form. They will then act as the Data Controller for the purpose of providing you with advice and services.
  • Third-Party Service Providers: We use trusted platforms to support our operations (e.g. hosting, CRM, advertising, analytics). These include:
    • GHL (GoHighLevel): Used to collect, store, and follow up on lead submissions on behalf of our client.
    • Meta Pixel (Facebook Ads)
    • Google Analytics
    • Microsoft Clarity
  • Legal Authorities: Where disclosure is required by law.

Some of these partners process data outside the UK. We ensure that appropriate safeguards (such as Standard Contractual Clauses) are in place to protect your information.

Lawful Basis for Processing

We process your personal data under the following legal grounds:

  • Consent: When you submit a form and consent to be contacted.
  • Legitimate Interests: To improve our website and run advertising campaigns.
  • Contractual Obligation: To fulfil the service of connecting you with the financial planner you requested.
  • Legal Obligation: Where required by law.

Microsoft Clarity Privacy Notice

We partner with Microsoft Clarity and Microsoft Advertising to understand how users interact with our website via heatmaps, session replays, and behavioural analytics. These tools use cookies and other tracking technologies.
More details: Microsoft Privacy Statement

Data Retention

We retain your data only as long as necessary for the purposes for which it was collected, or to comply with our client's instructions and any legal or reporting obligations.

Your Rights

Under the UK GDPR, you have the right to:

  • Access: Request a copy of your data.
  • Rectification: Ask us to correct inaccuracies.
  • Erasure: Request deletion of your data.
  • Restriction: Ask us to pause processing under certain conditions.
  • Objection: Object to processing based on legitimate interests.
  • Data Portability: Request transfer of your data to another controller.

To exercise any of these rights, please first contact the financial planning firm you submitted your enquiry to. You can also contact us directly at matt@conquertheinternet.co.uk and we will assist with your request.

You can also raise a concern with the UK Information Commissioner’s Office (ICO) via www.ico.org.uk.

Cookies

Our website uses cookies to remember user preferences, analyse performance, and serve targeted advertising. You can manage your cookie preferences via your browser or using the pop-up tool when visiting the site.

Third-Party Links

Our website may include links to third-party websites or services. We are not responsible for the privacy practices or content of those external websites.

Changes to This Policy

We may update this policy from time to time. Updates will be posted on this page with an updated revision date.

Contact Us

Intently
Email: matt@conquertheinternet.co.uk
Phone: 07759 285274
Registered Address: Horsham, West Sussex

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