Privacy policy

1. Who We Are

Sarah Strang Advisory Limited is a company registered in England and Wales (Company No. 17082277). Our registered office is at Lindisfarne, Aldworth Road, Upper Basildon, RG8 8NH.

We provide financial advisory contracting and executive coaching services.

We are the data controller for the personal data we collect from you. If you have any questions about this policy or how we handle your data, please contact us at: sarah.strang.coaching@gmail.com

 

2. What Personal Data We Collect

Contact and Identity Data

When you enquire about or engage our services, we may collect:

•       Full name

•       Email address

•       Phone number

•       Business name and job title

•       Correspondence and communications with us

Website and Analytics Data

When you visit our website, we automatically collect certain information including:

•       IP address and browser type

•       Pages visited and time spent on site

•       Referring website or source

•       Device and operating system information

This data is collected via cookies and similar tracking technologies. Please see Section 7 for our full Cookie Policy.

Marketing Data

If you subscribe to our mailing list or opt in to receive communications from us, we collect your email address and, where provided, your name and preferences.

 

3. How We Use Your Personal Data

We use your personal data for the following purposes:

•       To respond to enquiries and provide our financial advisory and coaching services

•       To manage our client relationships and fulfil contractual obligations

•       To send you marketing communications where you have consented or where we have a legitimate interest in doing so

•       To improve our website and understand how visitors use it

•       To comply with legal and regulatory obligations, including FCA requirements where applicable

•       To manage our accounts and keep financial records

 

4. Legal Basis for Processing

We rely on the following lawful bases under UK GDPR:

•       Contract: processing necessary to perform a contract with you or take steps prior to entering one

•       Legitimate interests: processing necessary for our legitimate business interests, such as website analytics and direct marketing to existing clients

•       Legal obligation: processing required to comply with our legal and regulatory obligations

•       Consent: where you have given clear, specific consent — for example, subscribing to our marketing emails. You may withdraw consent at any time.

 

5. Who We Share Your Data With

We do not sell your personal data. We may share it with the following trusted third parties:

Accountant / Bookkeeper

We share relevant financial and client data with our accountant or bookkeeper to fulfil our legal accounting obligations. They act as a data processor on our behalf and are bound by confidentiality obligations.

CRM and Email Platform

We use third-party CRM and email marketing software to manage client records and send communications. These providers process data on our behalf under data processing agreements and may store data on servers within or outside the UK. Where data is transferred internationally, we ensure appropriate safeguards are in place.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law.

 

6. How Long We Keep Your Data

We retain personal data only for as long as necessary for the purposes it was collected, or as required by law:

•       Client records: 6 years from the end of the engagement (in line with HMRC requirements)

•       Marketing data: until you unsubscribe or withdraw consent

•       Website analytics data: typically 26 months (in line with standard analytics platforms)

•       General correspondence: up to 3 years unless there is a legal reason to retain longer

 

7. Cookies

Our website (https://sarahstrangcoaching.com) uses cookies to improve your experience and help us understand how the site is used.

We use the following types of cookies:

•       Essential cookies: necessary for the website to function

•       Analytics cookies: to understand visitor behaviour (e.g. Google Analytics or similar)

•       Marketing cookies: where you have consented, to track engagement with our content

You can control cookies through your browser settings or our cookie consent tool when you first visit our site. Disabling analytics or marketing cookies will not affect your ability to use the site.

 

8. Your Rights

Under UK GDPR, you have the following rights in relation to your personal data:

•       Right of access: to request a copy of the data we hold about you

•       Right to rectification: to ask us to correct inaccurate or incomplete data

•       Right to erasure: to request deletion of your data in certain circumstances

•       Right to restrict processing: to ask us to limit how we use your data

•       Right to data portability: to receive your data in a structured, machine-readable format

•       Right to object: to object to processing based on legitimate interests or for direct marketing

•       Right to withdraw consent: where processing is based on consent, to withdraw it at any time

To exercise any of these rights, please contact us at sarah.strang.coaching@gmail.com. We will respond within one calendar month. You will not be charged a fee for making a request.

If you are unhappy with how we have handled your data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at www.ico.org.uk or by calling 0303 123 1113.

 

9. Data Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or disclosure. These include password-protected systems, encrypted communications where appropriate, and limiting access to personal data to those who need it.

Despite these measures, no data transmission over the internet is completely secure. If you have concerns about a specific transmission, please contact us directly.

 

10. Changes to This Policy

We may update this privacy policy from time to time. The most current version will always be available on our website at https://sarahstrangcoaching.com. Where changes are significant, we will notify you directly where we have your contact details.

 

11. Contact Us

If you have any questions about this privacy policy or our data practices, please contact us:

Sarah Strang Advisory Limited

Company No. 17082277

Registered Office: Lindisfarne, Aldworth Road, Upper Basildon, RG8 8NH

Email: sarah.strang.coaching@gmail.com

Website: https://sarahstrangcoaching.com