Privacy policy

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Telephone

01582 353119

Email

hello@wardownconsultancy.co.uk

What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients:

• Names and contact details
• Addresses
• Occupation
• Financial data (including income and expenditure)
• Transaction data (including details about payments to and from you and details of products and services you have purchased)
• Employment details (including salary, sick pay and length of service)

We collect or use the following personal information for the operation of client or customer accounts:

• Names and contact details
• Addresses
• Purchase or service history
• Account information, including registration details
• Information used for security purposes

We collect or use the following personal information to comply with legal requirements:

• Identification documents
• Client account information
• Any other personal information required to comply with legal obligations

We collect or use the following personal information to To provide the services as part of our agreement with you:

• Names and contact details
• Occupation
• Date of birth
• Marital status
• Third party information (such as family members or other relevant parties)
• Payment details (including card or bank information for transfers and direct debits)
• Financial data (including income, expenditure and any existing insurance or other financial arrangements)
• Employment details (including salary, sick pay and length of service)
• Credit history and credit reference information
• Other personal information required for insurance purposes (including travel, vehicle and pet ownership and home information)
• Client accounts and records

Booking information through Calendly:

When you book an appointment using our Calendly widget, Calendly collects personal details such as your name, email address, and any information you provide during the booking process. This information is used to schedule and manage appointments effectively.

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

• Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.
• Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.
• Your right to erasure - You have the right to ask us to delete your personal information. You can read more about this right here.
• Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. You can read more about this right here.
• Your right to object to processing - You have the right to object to the processing of your personal data. You can read more about this right here.
• Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this right here.
• Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

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.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • To provide the services rendered and assess tax efficiency with the personal data provided

Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:

• 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.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • To provide the services.

Our lawful bases for collecting or using personal information to comply with legal requirements:

• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • To provide the services and ensure parties are complying with their legal obligations

Our lawful bases for collecting or using personal information to provide the services rendered. are:

• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • To provide the services rendered.

Legitimate interests – For scheduling and managing appointments effectively via Calendly.

Where we get personal information from

• Directly from you
• Regulatory authorities
• Credit reference agencies

How long we keep information

We keep your personal data for as long as required to comply with our legal and regulatory obligations or where there is a legitimate interest to retain your personal data that does not pose an undue risk to you as the data subject.

Who we share information with

Data processors

Engager.app

This data processor does the following activities for us: Send reminders to Clients on follow up actions and reporting deadlines.

Xero Software 

This data processor does the following activities for us: Name of company owner (only for certain bank accounts)

Calendly

This data processor provides scheduling services on our behalf. When you book an appointment, your personal details such as name, email, and booking information are shared with Calendly. Calendly processes this data in compliance with its own Privacy Policy.

Use of Third-Party Services (Calendly)

We use Calendly to manage appointment bookings and provide a seamless scheduling experience. When you interact with our booking widget, Calendly may collect certain personal data, including:

• Name
• Email address
• Appointment details
  

Cookies and Data Collection

Calendly may use cookies or similar technologies to:

• Ensure the functionality of the booking system.
• Track user interaction for analytics purposes.
  

We have disabled Calendly’s cookie consent banner on our site because our website already requests your cookie preferences. By using our site, you agree to Calendly’s use of cookies as outlined in their Privacy Policy.

Sharing of Information‍

When you schedule an appointment:

• Your data is shared with Calendly to facilitate the booking process.
• Calendly processes this data under its own terms and privacy policy.

Your Rights

You have the right to:

• Request access to the data collected by Calendly.
• Opt-out of non-essential cookies by managing your preferences on our website.

Others we share personal information with

• Other financial or fraud investigation authorities
• Insolvency practitioners
• Regulatory authorities
• Third parties:
  • Regulatory bodies including but not limited to HMRC

Sharing information outside the UK

Where necessary, we may transfer personal information outside of the UK. When doing so, we comply with the UK GDPR, making sure appropriate safeguards are in place.

For further information or to obtain a copy of the appropriate safeguard for any of the transfers below, please contact us using the contact information provided above.

Organisation name: Engager.app

Category of recipient: Third Party Software Provider 

Country the personal information is sent to: Third Countries as defined in the EU GDPR.

How the transfer complies with UK data protection law: Using adequate safeguards and mechanisms to allow for the lawful transfer of personal data to these jurisdictions.

Calendly

Country the personal information is sent to: United States

How the transfer complies with UK data protection law: Calendly uses standard contractual clauses and complies with applicable data protection regulations to ensure the security and lawful transfer of data.

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

4 December 2024