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Privacy Policy

Privacy is important to us here at Money Bee.  We will do our best to protect you and your data and promise not to share it with anyone unless we have to by law.

The person in charge of protecting your data is Elizabeth Hart - you can contact her at

Although we have a 'contact us' section, we don't store your contact details.  We only use them to respond to you for queries you have raised.  We will store your information if you are a client (well - we do need to talk to you after all) and will check with you first to verify that you would like to be on our mailing list.  We will store your name, address and other contact details obtained when you register with us on our system and our paper records and will use it to carry out our normal day-to-day work per our agreement with you.  We will keep your information for as long as you are a client and for7 years afterwards.  After that time, we will destroy your information unless you specifically request that we don't, or if we are required to keep it by law.

We are bound by the money laundering legislation and so may share your details if required to do so by law.

We will never pass on or sell your information to anyone without your consent.  The only time someone outside of Money Bee may have access to your data is if we need to put our contingency plan into action (i.e. if Money Bee is unable to function) but we will try to communicate this to you beforehand.

If you wish us to remove all of your personal data from our systems, then you need to let us know in writing.  please contact us at or by post at Money Bee Ltd, Lytchett House, 13 Freeland Park, Wareham Road, Poole, Dorset, BH16 6FH.

If you are on our mailing list and wish to be removed from it, please email to let us know.

If at any time you wish to have a copy of all of the data we hold on you, please request this in writing at or by writing to Money Bee Ltd, Lytchett House, 13 Freeland Park, Wareham Road, Poole, Dorset, BH16 6F.  You can find information about how your data should be handled here:

If you have any queries or concerns about your privacy, please contact us.

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