Emotional Finance Privacy Notice

This policy sets out how Emma Boardwell, trading as Emotional Finance (sole trader) uses and protects your data.

Emotional Finance is committed to ensuring your privacy is protected. We will only ever request data that is necessary to meet our legal obligations or to fulfil our contract with you.

We are compliant with the requirements of GDPR and the Data Protection Act 2018.

Emotional Finance reserves the right to change this policy at any time.

This policy is effective from 1st November 2024.

Who are Emotional Finance

Emma Boardwell trading as Emotional Finance is the Data Controller registered with the Information Commissioners Office (ICO) and is responsible for your personal data. Our address is 43 Westbourne Road, Sheffield, S10 2QT. Our email address is emma@emotionalfinance.co.uk.

What information we collect and why

We may collect the following information to provide and improve products and services for our clients:

• Names, basic personal details and contact information including gender, marital status, address, occupation

• Third party information for example family members or other relevant information

• Personal information such as how you feel about your personal finances (financial coaching) or your professional competencies and challenges (professional development)

• Information about your use of our website and related services including browser type, IP address, geographical location, page views, clicks and site navigation path. The source of this data is Squarespace and Google Analytics

• Details on your marketing preferences

• Information relevant to client surveys and offers

What we do with this information

We use this information to fulfil our contract to you. It allows us to provide you with our services, financial coaching, professional development consultancy and mentoring and the correct delivery of content on this website.

If you have consented to email marketing communications, we use this information to let you know about any new products or services and other relevant updates. We may use it to contact you for market research purposes and to send you updates from our founder. 

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

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. 

• Your right to rectification. You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. 

• Your right to erasure. You have the right to ask us to delete your personal information.

• Your right to restriction of processing. You have the right to ask us to limit how we can use your personal information. 

• Your right to object to processing. You have the right to object to the processing of your personal data.

• 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.

• Your right to withdraw consent. When we use consent as our lawful basis you have the right to withdraw your consent at any time.

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 details at the top of this privacy notice.

Our lawful bases for the collection and use of your data for collection and use of your data 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 in order to offer a relevant and meaningful service. 

Your Personal Information 

Your personal information belongs to you and you can opt to restrict its collection or use.

Unless we have your express permission or are required by law to do so, we will not sell, distribute or lease your personal information to any third party.

Personal information may be shared for professional supervision purposes bound by strict rules around confidentiality.

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 is:

Information Commissioner’s Office

Wycliffe House

Walter Lane

Wilmslow

Cheshire

SK9 5AF