Privacy Policy

This policy sets out how Matt Wood Financial Coaching trading as UK Financial Coach uses and protects your data. Matt Wood Financial Coaching 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.

Matt Wood Financial Coaching reserves the right to change this policy at any time.

Who are Matt Wood Financial Coaching

Matt Wood Financial Coaching trading as UK Financial Coach is the Data Controller registered with the Information Commissioners Officer (ICO) and responsible for your personal data. Our email address is matt@ukfinancialcoach.co.uk

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

• Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

The Information We Gather

We will gather any information which is required to enable us to provide you with the service you have requested. We get this information from you. 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 financial data (including income and expenditure, assets and liabilities)

• Employment details (including salary, sick pay and length of service)

• 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 Hostinger and Google Analytics.

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.

We will never share information which is not necessary for the delivery of the services provided, or to fulfil our legal obligations. We will never sell your data.

Security

We are committed to ensuring that your data is secure. In order to ensure no unauthorised access or disclosure, we have implemented a range of measures to secure the information we gather.

Removing your Data

We will keep your data for as long as is necessary to perform the duties of the services offered and for as long as the law requires us to do so. 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 customer. Should you want us to remove your data please email matt@ukfinancialcoach.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 matt@ukfinancialcoach.co.uk

Should you believe any of the information we hold about you to be incorrect, please contact us via email at matt@ukfinancialcoach.co.uk.

Unless we either have your express permission, or are required by law to do so, we 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 held by us to be deleted. To make such a request, please send an email to matt@ukfinancialcoach.co.uk.

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Last updated 1st September 2024