Privacy Policy

Anna Pearce Limited

Our contact details 

Name: Anna Pearce

Address: Fenlake House Fenlake Business Centre, Fengate, Peterborough, Cambridgeshire, England, PE1 5BQ

E-mail: anna@annapearce.com

The type of personal information we collect 

We currently collect and process the following information:

· Personal identifiers, contacts and characteristics (for example, name and contact details)

Personal circumstances, including salary and financial information

How we get the personal information and why we have it

Most of the personal information we process is provided to us as part of the Zoom consultations or courses

We may share this information with my mortgage broker, accountant, inheritance tax specialist and capital allowances specialist, subject to approval from the individual involved.

Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing this information are:

(a) Your consent. You are able to remove your consent at any time. You can do this by contacting anna@annapearce.com

(b) We have a contractual obligation.

(c) We have a legal obligation.

(d) We have a vital interest.

(e) We need it to perform a public task.

(f) We have a legitimate interest.

How we store your personal information 

Your information is securely stored on Accuity Scheduler (scheduling software) and email. 

We keep any personal information for 7 years. We will then dispose your information by deleting the online records.

Your data protection rights

Under data protection law, you have rights including:

Your right of access - You have the right to ask us for copies of your personal information. 

Your right to rectification - You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete. 

Your right to erasure - You have the right to ask us to erase your personal information in certain circumstances. 

Your right to restriction of processing - You have the right to ask us to restrict the processing of your personal information in certain circumstances. 

Your right to object to processing - You have the the right to object to the processing of your personal information 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.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.

Please contact us at anna@annapearce.com if you wish to make a request.

How to complain

If you have any concerns about our use of your personal information, you can make a complaint to us at anna@annapearce.com.

You can also complain to the ICO if you are unhappy with how we have used your data.

The ICO’s address: 

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Helpline number: 0303 123 1113

ICO website: https://www.ico.org.uk