Privacy Policy

Last updated: 4 November 2026

This policy explains how Crestline Money (aitoolcrestline.com) collects, uses and protects personal data when you visit our site. We operate in the United Kingdom and follow the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who we are

Controller: Crestline Money
Website: aitoolcrestline.com
Contact for privacy questions: [privacy contact email to be confirmed before publication]
Registered address (if applicable): [to be confirmed before publication]

2. What data we collect

Usage data: pages viewed, time on page, referring page, approximate location at country level, device and browser type. This is collected through analytics tools.
Cookie data: information stored by cookies or similar technologies (see section 5).
Tool inputs: figures you type into our calculators (for example the budget planner, loan or EMI calculator, savings goal or credit card payoff tool). We aim to process these in your browser where possible. Check the tool page for the current behaviour.
Contact data: name and email address, only if you choose to email us.
Affiliate click data: when you click a partner link, the partner may set a cookie to record that the click led to a sale or sign-up.

We do not ask for bank login details, passwords or full card numbers.

3. How we use your data and our lawful basis

To run and improve the site (legitimate interests).
To measure traffic and understand which content is useful (legitimate interests or consent, depending on the cookie type).
To respond to messages you send us (legitimate interests or steps you asked us to take).
To comply with legal obligations.

We do not sell your personal data.

Analytics and hosting providers, who process data on our instructions.
Affiliate partners, when you click a link and they track the referral.
Authorities, where the law requires it.

Where a third party is a separate controller (for example a lender or card provider you choose to apply to), their own privacy policy applies to the information you give them.

5. Cookies

Essential cookies: needed for the site to work. These do not require consent.
Analytics cookies: help us understand traffic. These are set only where you have consented, where consent is required.
Affiliate cookies: set by partner networks when you click an affiliate link. These may remain for a set period.

You can manage cookies through your browser settings or the cookie banner where shown. Blocking some cookies may affect how the site works.

6. Affiliate disclosure

Some links on Crestline Money are affiliate links. If you click one and take up a product, we may receive a commission at no extra cost to you. This does not change the information we publish, and we aim to explain costs and limits clearly. This page is not a recommendation that you use any provider.

7. How long we keep data

Analytics data: kept in aggregated or pseudonymised form for as long as the analytics tool retains it under its settings.
Contact emails: kept only as long as needed to answer your message and any follow-up, then deleted or archived securely.
Affiliate records: kept as required by our partner agreements and for accounting purposes.

8. Keeping data secure

We use reasonable technical and organisational measures, including secure hosting and HTTPS. No online service is completely secure, so please avoid sending sensitive information by email.

9. International transfers

Some service providers may process data outside the UK. Where this happens, we aim to rely on approved safeguards such as UK approved contractual clauses or adequacy regulations.

10. Your rights

Under UK GDPR you may ask to:

access the personal data we hold about you
correct inaccurate data
erase your data in certain cases
restrict or object to processing
withdraw consent where we rely on it
request a copy of data in a portable format

To use these rights, contact us using the details in section 1. We will respond within one month, as required by law.

11. Complaints

If you are unhappy with how we handle your data, please contact us first. You also have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk.

12. Children

This site is for adults managing household money and is not directed at children.

13. Changes to this policy

We may update this policy from time to time. The date at the top shows when it was last changed.

14. General information only

The information on this site is general and educational. It is not a personal recommendation and does not take account of your personal circumstances. For guidance on your own situation, consider speaking to a regulated adviser, and check official sources such as the FCA, MoneyHelper and the Financial Ombudsman Service. Please see our financial disclaimer for more detail.