Cookie Policy

Last updated: 20 August 2026

This Cookie Policy explains how Advisentra ("Advisentra", "we", "us", "our") uses cookies and similar technologies on our website and platform at https://advisentra.co.uk (the "Service"). It should be read alongside our Privacy Policy, which explains more generally how we collect, use, and protect personal data. By continuing to use our website or the Service, you consent to our use of cookies as described in this Policy, except where we are required by law to obtain your prior consent, in which case we will ask for it separately through our cookie consent tool.

1. What Are Cookies?

Cookies are small text files that are placed on your device — such as your computer, tablet, or smartphone — when you visit a website or use an online platform. Cookies are widely used to make websites and web applications work, or to work more efficiently, as well as to provide information to the owners of the site or platform. Similar technologies, such as web beacons, pixels, and local storage, may be used alongside cookies for related purposes, and this Policy uses the term "cookies" to refer to all such technologies unless otherwise stated.

Cookies can be "session" cookies, which are deleted automatically when you close your browser, or "persistent" cookies, which remain on your device for a set period or until you delete them. Cookies may also be classified as "first-party" cookies, set directly by Advisentra, or "third-party" cookies, set by a service other than Advisentra that we use on our website or Platform.

2. How We Use Cookies

We use cookies for a number of purposes connected with operating our website and the Service, including to:

• Enable core functionality of the Platform, such as keeping you securely logged into your account;
• Remember your preferences and settings, so you do not need to reconfigure them on each visit;
• Understand how visitors and customers use our website and Platform, so we can identify issues and improve the Service;
• Support the security of our website and Platform, including detecting and preventing fraudulent or unauthorised activity;
• Where relevant, measure the effectiveness of our marketing activities and, with your consent, deliver more relevant content.

3. Categories of Cookies We Use

We group the cookies used on our website and Platform into the following categories. The specific cookies in use may change over time as the Service is updated, but their purposes will generally fall into one of these categories.

3.1 Strictly Necessary Cookies

These cookies are essential for the website and Platform to function properly and cannot be switched off in our systems. They are typically only set in response to actions you take, such as logging in, setting your privacy preferences, or filling in forms. Without these cookies, core parts of the Service — such as securely accessing your account — would not work correctly. Because these cookies are essential, they do not require your consent, although you may be able to block them through your browser settings at the risk of the Platform not functioning properly.

3.2 Functionality Cookies

These cookies allow the website and Platform to remember choices you make, such as your language preference, display settings, or the way you like certain views within the Platform to be organised, in order to provide a more personalised experience. If you do not allow these cookies, some or all of these features may not function correctly.

3.3 Performance and Analytics Cookies

These cookies collect information about how visitors and customers use our website and Platform, such as which pages are visited most often, how long users spend on the Service, and whether any errors occur. This information helps us understand how the Service is being used and where improvements can be made. Data collected by these cookies is generally aggregated and does not directly identify you, though it may be linked to your account in order to help us understand usage patterns.

3.4 Marketing and Advertising Cookies

Where used, these cookies help us understand the effectiveness of our marketing activities and, in some cases, may be used by third parties to build a profile of your interests and show you relevant content on other websites. These cookies are only set with your consent, and you can withdraw that consent at any time through our cookie settings, as described in Section 6.

4. Table of Cookie Categories

The table below summarises the categories of cookies used on our website and Platform, their general purpose, and typical duration. This table is illustrative of the categories in use; a full, up-to-date list of individual cookies can be provided on request or made available through our cookie management tool.

5. Third-Party Cookies

Some cookies on our website and Platform are set by third-party services we rely on to operate and improve the Service. For example, Stripe, our payment processor, may set cookies as part of processing subscription payments and preventing fraud, in accordance with its own privacy and cookie practices. Where we use third-party analytics or marketing tools, those providers may also set their own cookies, subject to their respective privacy policies. We encourage you to review the privacy and cookie policies of these third parties for further information on how they use cookies and process data.

6. Managing Your Cookie Preferences

6.1 Our Cookie Settings Tool

Where required by law, we provide a cookie consent tool on our website that allows you to accept or reject non-essential cookies, and to change your preferences at any time. You can usually access this tool through a "Cookie Settings" or similar link in the footer of our website.

6.2 Browser Controls

In addition to our cookie settings tool, most web browsers allow you to control cookies through their settings, including blocking cookies entirely, deleting existing cookies, or being notified when a cookie is set. Because each browser is different, you should refer to your browser's help function or settings menu for instructions on how to adjust your cookie preferences.

6.3 Effect of Disabling Cookies

Please note that if you block or delete strictly necessary cookies, certain parts of our website or the Platform — including the ability to log in and use core features of the Service — may not function correctly. Disabling functionality, analytics, or marketing cookies is less likely to affect the core operation of the Service, but may result in a less personalised experience.

7. Cookies and Personal Data

Some of the information collected through cookies may constitute personal data, particularly where it can be linked to your Advisentra account or otherwise identify you. Where this is the case, our collection and use of that information is also governed by our Privacy Policy, which explains the legal basis on which we process personal data, how long we retain it, and the rights available to you in relation to it. We encourage you to read our Privacy Policy alongside this Cookie Policy for a complete picture of how we handle your information.

8. Do Not Track Signals

Some browsers offer a "Do Not Track" feature that lets you signal to websites that you do not want your online activity tracked. Because there is not yet a common industry standard for how to respond to these signals, our website and Platform do not currently respond differently based on Do Not Track browser signals. You can still manage cookies directly through the methods described in Section 6.

9. Cookies Used Within the Logged-In Platform

In addition to cookies used on our public marketing website, the Advisentra Platform itself uses cookies once you are logged in, primarily in the strictly necessary and functionality categories, to keep you securely authenticated, remember your workspace preferences, and support the reliable operation of features such as your customer records, sales pipeline, invoicing, project, and reporting tools. These cookies are necessary for the Platform to work as intended and are generally not used for advertising purposes.

10. Changes to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in the cookies and similar technologies we use, changes to the Service, or changes in applicable law. Where changes are material, we will take reasonable steps to notify you, such as by updating the "last updated" date at the top of this Policy or providing a notice on our website. We encourage you to review this Policy periodically to stay informed about how we use cookies.

11. Contact Us

If you have any questions about this Cookie Policy or how we use cookies and similar technologies, please contact us using the details below.

12. Why We Use Strictly Necessary Cookies

Strictly necessary cookies underpin the basic security and functioning of the Service. For example, when you log into your Advisentra account, a cookie is used to recognise that you have been authenticated, so that you are not asked to re-enter your credentials on every page you visit within the Platform. Similarly, cookies may be used to remember information you have entered into a multi-step form, such as setting up a new invoice or project, so that this information is not lost if you navigate between pages. Without these cookies, the Platform would either fail to function correctly or would require you to re-authenticate and re-enter information far more frequently, making the Service considerably less usable.

13. Why We Use Analytics Cookies

Understanding how customers actually use Advisentra is an important part of how we decide where to focus our development effort. Analytics cookies help us see, in aggregate, which areas of the Platform are used most frequently, where users encounter difficulty, and how new features perform after release. This allows us to prioritise improvements that will have the greatest positive impact on the businesses that rely on Advisentra day to day, rather than guessing at what changes might be useful. Where analytics data could identify you individually, it is treated as personal data and handled in accordance with our Privacy Policy.

14. Mobile and Cross-Device Use

If you access our website or the Platform from multiple devices, such as a desktop computer and a mobile phone, cookies and similar technologies set on one device will generally not automatically apply to another device, since cookies are stored locally on the device and browser used to access the Service. As a result, you may need to manage your cookie preferences separately on each device and browser you use to access Advisentra.

15. Changes to Cookies Used Over Time

As we develop and improve the Service, the specific cookies we use — including those set by third-party providers such as analytics or payment services — may change. We aim to keep this Policy, and any accompanying cookie settings tool, up to date to reflect the categories of cookies genuinely in use. Where new categories of cookies are introduced that require your consent, we will seek that consent in accordance with applicable law before those cookies are set.

16. International Users

If you access our website or the Platform from outside the United Kingdom, please be aware that cookie and privacy laws vary between countries. We aim to apply consistent standards across our Service, informed primarily by UK and EU requirements, but where local law imposes additional or different obligations, we will take reasonable steps to comply with those requirements as they apply to visitors and customers in the relevant location.

17. Cookies Used for Security Purposes

Beyond keeping you logged in, certain strictly necessary cookies play a direct role in protecting your account and the wider Platform. These may include cookies used to detect unusual login patterns, distinguish genuine requests from automated or malicious traffic, and support features such as session timeouts, which automatically log you out after a period of inactivity to reduce the risk of unauthorised access if you leave your device unattended. Because these cookies are integral to keeping your business data secure, they are treated as strictly necessary and are not subject to the same consent requirements as functionality, analytics, or marketing cookies.

18. Cookies and Our Support Tools

Where we provide in-Platform support features, such as a help widget or live chat tool, these tools may set their own cookies in order to maintain your conversation history during a support session, remember whether you have previously interacted with the tool, and route your enquiry appropriately. These cookies are generally treated as functionality cookies and are used only to support the delivery of customer service, not for advertising purposes.

19. Retention of Cookie Data

Different cookies are retained for different periods, as summarised in the table in Section 4. Session cookies are deleted automatically when you close your browser. Persistent cookies remain on your device for a fixed period, after which they expire automatically, or until you delete them manually through your browser settings. We periodically review the cookies in use on our website and Platform to ensure that retention periods remain appropriate and proportionate to their purpose.

20. Consent Withdrawal

Where cookies are set on the basis of your consent, such as functionality, analytics, or marketing cookies, you may withdraw that consent at any time using our cookie settings tool described in Section 6.1, or by adjusting your browser settings as described in Section 6.2. Withdrawing consent will not affect the lawfulness of any processing carried out based on your consent before it was withdrawn, and strictly necessary cookies will continue to operate as they do not rely on consent.

21. Relationship to Our Other Policies

This Cookie Policy should be read together with our Privacy Policy, which sets out in more detail how we collect, use, store, and protect personal data more broadly, including personal data that may be collected through cookies. It should also be read alongside our Terms and Conditions, which govern your use of the Service as a whole. Where there is any inconsistency between this Cookie Policy and our Privacy Policy specifically in relation to cookies, this Cookie Policy shall take precedence for that purpose.