Privacy Policy – Happy Investing Limited

Last updated: February 2026

Happy Investing Limited (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal data when you engage with us through our website, mentoring programmes, consultations, group sessions, online content, online forms or communications (including Email and SMS).

1. Who we are

Happy Investing Limited

  • Company number: 14169568

  • Registered address: Argyle House, Joel Street, Northwood, England, HA6 1NW

  • Jurisdiction: United Kingdom

If you have any questions about this policy or how your data is handled, you can contact us at: Bill@i-occupy.co.uk

2. What data we collect

We may collect and process the following personal data:

  • Full name and postal address

  • Email address

  • Mobile phone number

  • Social media handles (e.g. Instagram, WhatsApp)

  • Property information (including addresses, deal details, portfolios and related documents)

  • Financial information (high-level only, such as budgets, goals, experience, risk appetite – not bank card details)

  • Personal circumstances shared during mentoring or consultations

  • Notes, messages and communications from 1-2-1 mentoring and group mentoring

  • Recorded Zoom / Google Meet sessions

  • Messages and contributions in group chats or mentoring communities

We do not collect or store card details or sensitive payment information.

3. How we collect your data

Your data may be collected through:

  • Website contact forms

  • Mailchimp sign-up forms and landing pages

  • Booking links and consultation requests

  • Email correspondence

  • Zoom or Google Meet sessions

  • WhatsApp or social media messages

  • Group mentoring sessions and Q&A calls

  • In-person meetings or events

  • Online content or mentoring platforms hosted via Squarespace

4. Payments

All payments are handled via third-party providers, including:

  • Direct bank transfer

  • Squarespace Payments

We do not store payment card details. Any payment data you provide is processed securely by the relevant third-party provider in line with their own privacy policies.

5. How we use your data

We use your data to:

  • Deliver 1-2-1 mentoring, group mentoring and consultations

  • Communicate with you regarding sessions, programmes or services

  • Provide educational content, mentoring materials and resources

  • Improve our services and user experience

  • Create anonymised or consent-based marketing content

  • Send newsletters, updates and marketing communications via Email or SMS (where you have explicitly opted in)

  • Comply with legal or regulatory obligations

6. Group mentoring vs 1-2-1 mentoring confidentiality

1-2-1 Mentoring All 1-2-1 mentoring discussions are treated as strictly confidential.

Group Mentoring Group mentoring involves shared discussions and Q&A with other participants. By joining group mentoring, you acknowledge that:

  • Other participants may hear or see information you choose to share

  • Sessions may be recorded

  • Content from group sessions may be used for educational or marketing purposes (e.g. edited clips, anonymised insights, or general themes)

We do not permit:

  • Redistribution or resale of course or mentoring content

  • Sharing of recordings or materials outside the group without permission

We reserve the right to remove any participant who breaches confidentiality, behaviour standards or content usage rules.

7. Content creation & marketing

You acknowledge that some mentoring sessions (particularly group sessions) may be recorded and used for:

  • Educational materials

  • Social media content

  • Website or marketing assets

Where possible, content will be anonymised. If your name or identifiable information is used, this will only be done with consent.

8. Advice disclaimer

Happy Investing Limited does not provide:

  • Financial advice

  • Investment advice

  • Legal advice

  • Tax advice

All mentoring, education and content is based on personal experience, education and general guidance only.

You are responsible for:

  • Conducting your own due diligence

  • Seeking advice from qualified professionals

  • Any decisions you make or actions you take

Results and outcomes are not guaranteed, and any implementation is at your own risk.

9. Marketing Communications (Email & SMS)

We may send you marketing emails, SMS updates, or information about our services.

Consent & Opt-Out:

  • You can unsubscribe from Emails at any time by clicking the "Unsubscribe" link at the bottom of our emails.

  • You can unsubscribe from SMS messages at any time by replying STOP.

  • Request your details be removed from marketing lists by contacting us directly.

Mobile Information Privacy: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

10. Data storage & security

Your data may be stored using:

  • Google Workspace (email)

  • Google Drive (documents and files)

  • WhatsApp (group and direct messaging)

  • Squarespace (website and content hosting)

  • Mailchimp (marketing automation and SMS delivery)

  • Any future nominated CRM system

Access to your data is restricted to:

  • Happy Investing Limited

  • A trusted virtual assistant (based in the Philippines) who is bound by confidentiality obligations

We take reasonable technical and organisational measures to protect your data.

11. Data retention

We retain your data until you ask us to delete it, unless we are required by law to keep it longer. You have the right to:

  • Request a copy of your data

  • Request correction of inaccurate data

  • Request deletion of your data

  • Update your personal details

Requests can be made by contacting us using the details above.

12. Your rights under UK GDPR

You have the right to:

  • Access your personal data

  • Correct inaccurate data

  • Request erasure

  • Restrict processing

  • Object to processing

  • Lodge a complaint with the Information Commissioner’s Office (ICO)

13. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.