GDPR for Financial Experts

£160.00 plus VAT

Join our new GDPR for financial experts GDPR Support Group.  Who is this for??   You’re someone who helps others increase their wealth and financial wellbeing. You manage a huge amount of sensitive data professionally. You are an IFA, an accountant, a skilled bookkeeper or other financial experts.

  • Video training, checklists, planners, live webinars (at family-friendly hours)
  • Full GDPR compliance audit support so you can create:
  • Policies exclusive for your industry (because one size does not fit all)
  • And more as GDPR information is released (like the cookie policy)
  • All training, checklists and documents are held on Facebook for your convenience


Are you are a financial consultant, IFA, accountant, or other professional that helps individuals become wealthier?  This group will help you get straight on how to market a business and handle personal data.

If you are a VA supporting a financial expert, please join our VA Group.  If are a marketing support specialist you will like our Digital VIP group.

You will join us and other financial experts to go through a supportive collaborative process that can work for you.

  • A simple, structured audit of the data you hold (what is data anyway)?
  • How to secure data, how to share it appropriately and securely
  • How to handle consent around your business finances
  • What your responsibilities around money laundering
  • Where your data is located – do you know where your software keeps it? You outsource across the world and you need to know how this impacts you.
  • How this affects how you collect and use client data – you handle financial data – this is highly sensitive
  • And more as our Financial Expert group ask questions and move towards GDPR

We are not here to frighten you.  Our group works together to help you get ready for GDPR in a way that is appropriate to how you work as a financial expert.   This is hardly the sort of thing you want to deal with – so bring your financial mind to a more creative approach.   You will find a lot of your friends are already there.

One year’s membership of our GDPR Facebook group with your checklists, video training, live webinars and your policy documents – supported by GDPR experts and other VAs.


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