Our Privacy Policy: How We Handle Your Information

When you get in touch with Greenwood Financial Coaching, we might collect some basic bits of information. This usually includes your name, email address, and sometimes your phone number if you give it to us. If you send us a message through our website or email us, we'll keep a record of that too. We only collect the information you choose to share with us directly. Sometimes, our website collects general technical data, like your IP address, but this doesn't tell us who you are personally.

We use your details to do a few simple things:

• To get back to you when you send us a message or ask a question.
• To set up and manage your coaching sessions.
• To provide you with the investment guidance you've signed up for.
• To make sure our services are running smoothly and to improve how we help you.

We don't use your information for anything sneaky, and we certainly don't sell it to other companies for their marketing.

Generally speaking, we don't share your personal information with anyone else. Your data stays with us. There are only a couple of rare times we might need to share it:

• If the law says we have to (like if a court asks for it).
• If it's absolutely necessary to protect our business, our clients, or other people (for example, in cases of fraud or serious harm).

Rest assured, we're not in the business of passing on your details to third parties without a very good, lawful reason.

We take sensible steps to protect the personal information you give us. We use secure systems and common-sense practices to stop unauthorised access, use, or sharing of your data. Think of it as putting a good lock on the office door and keeping our digital files tidy and secure. No system is 100% perfect, but we do our best to keep your details safe here in Bristol.

You've got rights when it comes to your personal data. You can always ask us:

• What information we hold about you.
• To correct any details that are wrong.
• To delete your information from our records.
• To stop us from processing your information in certain ways.

If you want to exercise any of these rights, just send us an email at [email protected] or write to us at our Bristol address.

We might update this Privacy Policy from time to time. This could be because we change how we do things, or if new laws come in. If we make any big changes, we'll pop the updated version on this page and change the 'Last Updated' date. It's a good idea to check back here every now and then to see what's what.

If you have any questions or worries about this Privacy Policy, or how we handle your information, please don't hesitate to ask. You can reach us at:

Email: [email protected]
Phone: +44 117 496 0221
Address: Greenwood Financial Coaching, 20-22 High St, Bristol BS1 2AW, UK