Pardoe 2.0 Consultancy

Customer privacy notice

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

Contact details

caroline@thinklikeaschool.com

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

·   Payment details (including card or bank information for transfers and direct debits)

·   Transaction data (including details about payments to and from you and details of products and services you have purchased)

·   Usage data (including information about how you interact with and use our website, products and services)

·   Information relating to compliments or complaints

·   Video recordings

·   Audio recordings (eg calls)

·   Records of meetings and decisions

·   Website user information

We collect or use the following personal information for information updates or marketing purposes:

·   Names and contact details

·   Purchase or account history

·   Website and app user journey information

We collect or use the following personal information for dealing with queries, complaints or claims:

·   Names and contact details

·   Purchase or service history

·   Call recordings

·   Customer or client accounts and records

·   Financial transaction information

·   Correspondence

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.

·   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 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 – by using Pardoe 2.0 Consultancy websites and services you accept our Terms of Service which include consent. This means you have given your permission for your personal data to be used for appropriate business purposes. All of your data protection rights may apply, except the right to object. 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 / carry out a contract with you and provide our services. All of your data protection rights may apply except the right to object.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:

·   Consent - by using Pardoe 2.0 Consultancy websites and services you accept our Terms of Service which include consent. This means you have given your permission for your personal data to be used for appropriate business purposes. 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.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

·   Consent - by using Pardoe 2.0 Consultancy websites and services you accept our Terms of Service which include consent. This means you have given your permission for your personal data to be used for appropriate business purposes. 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.

Where we get personal information from

·   Directly from you

·   Publicly available sources e.g. LinkedIn.

·   Third parties:

o  Referrals from friends and professionals within our networks. This most often occurs when a potential client shares their personal information with a request that we contact them regarding services.

How long we keep information and how we dispose of it

We will keep your contact information for a maximum period of three years following last contact with you.

We will keep details of financial transactions with you for a maximum of seven years for accountancy purposes.

Once the retention schedule is met, or our use for your information comes to an end (if earlier than outlined above), we will delete your information from our records.

Who we share information with

Data processors

Pardoe 2.0 Consultancy uses online financial management tools for business accounting purposes e.g. processing invoices for tax purposes.

Others we may share personal information with

·   Professional or legal advisors

·   Organisations we’re legally obliged to share personal information with e.g. HMRC.

Complaints regarding personal data

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: 14th February 2025