Privacy Policy
This privacy notice tells you what to expect us to do with your personal information.
Contents
Contact details
Sarah Crowe Planning Customer Privacy Notice
This privacy notice explains how Dr Sarah Crowe, trading as Sarah Crowe Planning, collects, uses and protects your personal information.
Contact details
Data controller:
Dr Sarah Crowe, trading as Sarah Crowe Planning
Telephone:
07935 850712
Email:
[email protected]
Website:
sarahcroweplanning.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
- Correspondence
- Project and planning information, including documents, plans, drawings, reports and photographs provided in connection with consultancy work.
- Financial and transaction information where needed for invoicing, accounting or related business records.
We collect or use the following personal information to comply with legal requirements:
- Name
- Contact information
- Relevant financial, transaction and other personal information required to comply with legal obligations.
We collect or use the following personal information for dealing with queries, complaints or claims:
- Names and contact details
- Addresses
- Correspondence
- Relevant project and planning information, including documents, plans, drawings and reports
- Relevant financial or transaction information where necessary.
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 set out in brief 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 mean you may not receive all the information you ask for.
- Your right to rectification – You have the right to ask us to correct or complete personal information you think is inaccurate or incomplete.
- Your right to erasure – You have the right to ask us to delete your personal information in certain circumstances.
- Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information in certain circumstances.
- Your right to object to processing – You have the right to object to the processing of your personal data in certain circumstances.
- 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, in certain circumstances.
- Your right to withdraw consent – Where 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:
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you.
- Legitimate interests – we need to collect and use personal information to communicate with clients, understand their requirements, provide planning and consultancy services, manage projects and maintain appropriate records. This is necessary to provide an effective service and to manage our professional relationship with clients. We will only use information that is relevant to the work being undertaken and will handle it securely and in accordance with data protection requirements.
Our lawful basis for collecting or using personal information to comply with legal requirements is:
- Legal obligation – we have to collect or use your information so we can comply with the law.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
- Legal obligation – we have to collect or use your information so we can comply with the law.
- Legitimate interests – we need to collect and use personal information to respond to enquiries, investigate and respond to complaints, resolve issues and deal with any claims relating to our services. This is necessary to communicate effectively with the person concerned, maintain appropriate records and protect the legitimate interests of both the business and the individuals involved. We will only use information that is relevant to the enquiry, complaint or claim and will handle it securely.
For more information on our use of legitimate interests as a lawful basis, you can contact us using the contact details set out above.
Where we get personal information from
- Directly from you
How long we keep information
We keep personal information only for as long as it is reasonably necessary for the purposes for which it was collected, including to provide our services, maintain appropriate business records and meet legal, accounting or reporting requirements.
Our general retention periods are:
- Enquiries and contact information: retained for as long as reasonably necessary to deal with the enquiry and any follow-up, and then deleted when no longer needed.
- Client and project information: retained for the duration of the project and for an appropriate period afterwards where necessary for follow-up, contractual, professional or legal purposes.
- Emails and correspondence: retained for as long as reasonably necessary for the relevant business or project purpose.
- Project documents, plans, drawings and reports: retained for as long as necessary to provide the service and deal with any reasonable follow-up, contractual or legal requirements.
- Financial and accounting information: retained for the period required by applicable tax and accounting requirements.
When information is no longer required, it will be securely deleted or otherwise disposed of.
Sharing information outside the UK
Where necessary, our data processors will share personal information outside of the UK. When doing so, they 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:
Google LLC
Category of recipient:
Business email service provider
Country the personal information is sent to:
United States
How the transfer complies with UK data protection law:
Google LLC is certified under the UK Extension to the EU-U.S. Data Privacy Framework (UK-US Data Bridge), which provides an adequacy mechanism for relevant transfers of UK personal data to the United States. Google also provides contractual safeguards through its applicable Data Processing Addendum and Standard Contractual Clauses, where required.
How to complain
If you have any concerns about our use of your personal information, you can make a data protection complaint to us:
Email:
[email protected]
If you remain unhappy with how we have used your data after raising a complaint with us, you can also complain to the ICO.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline: 0303 123 1113
Website:
www.ico.org.uk/make-a-complaint