Wealth Coach and Privacy
This policy sets out how Sara Jane Maxwell trading as Wealth Coach (sole trader) uses and protects your data. Wealth Coach is committed to ensuring that your privacy is protected and so will only ever request data that is necessary to meet our legal obligations or to fulfil our contract to you. We are compliant with the requirements of GDPR and the Data Protection Act 2018. Wealth Coach reserves the right to change this policy at any time. You should check this page periodically to ensure that you are aware of and accepting of any incremental changes.
This policy is effective from the 1 st of August 2020.
Who are Wealth Coach
Sara Jane Maxwell trading as Wealth Coach is the Data Controller registered with the Information Commissioners Officer (ICO) and responsible for your personal data. Our address is 15 Hough Lane, Wilmslow, Cheshire, SK9 2LQ. Our email address is hello@wealth-coach.co.uk.
The Information We Gather
We will gather any information which is required to enable us to provide you with the service you have requested. Below is a non-exhaustive list of information we may gather to meet these requirements:
Basic personal details, such as name, date of birth and address;
Contact information, such as email address and phone number;
Personal information relating to how you feel about and manage your own finances, including assets and liabilities and day to day spending (not accounts specifics);
Information about your usage of our website and related services, such as your browser type, IP address, geographical location, page views, clicks and site navigation path (but not your personal information such as name or address in conjunction with this). The source of this data is Squarespace and Google Analytics;
Details on your marketing preferences; and
Information relevant to customer surveys and offers.
What We Do With This Information
We require this information to fulfil our contract to you. It allows us to provide you with our services, financial coaching, and the correct delivery of content on this website.
If you have consented to email marketing communications:
To let you know about any new products, services, offers and other relevant updates;
To contact you for market research purposes;
To let you know about updates from our founder, new BLOGs and VLOGs.
We will never share information which is not necessary for the transaction of your contract, or to fulfil our legal obligations. We have legal contracts in place with any company we share data with, so we know exactly how they store and use this information. We will never sell your data.
Security
Wealth Coach is committed to ensuring that your data is secure. In order to ensure no unauthorised access or disclosure, we have implemented a range of physical, electronic and human measures to secure the information we gather.
Removing your Data
GDPR introduced the ‘right to erasure’ which means you are able to ask companies to delete your data. You can remove your data, if you no longer want to be a Wealth Coach customer. Should you want us to remove your data please email hello@wealth-coach.co.uk.
Your Personal Information
Your personal information belongs to you, and you can opt to restrict its collection or use. If you are filling in forms on the website, you have to give your explicit consent for us to send you direct marketing. If at any point you wish to change your preference for whether or not your information can be used for direct marketing, please contact us via email at hello@wealth-coach.co.uk.
Should you believe any of the information we hold about you to be incorrect, please contact us via email hello@wealth-coach.co.uk.
Unless we either have your express permission, or are required by law to do so, Wealth Coach will not sell, distribute or lease your personal information to third parties.
Under the terms of the GDPR, you can request details of your personal information as held by us. To make such a request, please send an email to hello@wealth-coach.co.uk.
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