Privacy and confidentiality are integral to the work that we do together and I am committed to protecting the personal information provided by individual and organisational clients.  

I am fully compliant with the current General Data Protection Regulation (GDPR) guidance and registered with the Information Commissioner's Office (ICO).  Set out below is further information about the data I collect, why I collect it and how I use it.  You will also find information on what to do if you would like to request a copy of your information, make a complaint or delete your personal information.

How I obtain personal data:

I may obtain personal data in a number of ways including:

• Information provided to me via email
• Information discussed either in person, over the internet (e.g. Zoom or other platforms) or by telephone
• Information provided to me by a referrer (e.g. a sponsor in your company or a friend or former client) in person, by email, by telephone or other message or correspondence.

What personal information I collect:

This will depend according to the nature of the interaction and relationship between you and me. It may include:

• Your full name and title
• Your home or business address (depending on whether you are an individual or corporate client), your email address(es) and telephone number(s)
• Bank account details (for payments and refunds)
• Psychometric data (if this is included in our work)
• Other documents which you consider useful for me to have

What I do with your personal information:

I use your personal information solely to provide you with the best possible service.  As part of our initial conversation and subsequent sessions, I may keep accurate and detailed notes of our conversation whether written notes and/or held electronically. Written notes are either anonymized or stored securely in my office and electronic records are securely stored and password protected.

I will generally keep key personal client information for a minimum of seven years from the date of primary contact. This is so that I have access to it if I need to use it again for future work with you.  You can, at any time, request to have any of your information deleted or removed sooner.  

Sharing Information:

I do not share any of the above information with any third party unless I have your express consent to do so. The only exceptions to this are if anything arises that leads me to be concerned about your safety or wellbeing, others’ safety or wellbeing, or potential serious illegality.  In such unlikely events, I would have a professional duty to follow the law and the ethical Codes of Conduct of the Coaching Associations of which I am a member to protect individuals and may therefore have to reveal such information to protect individuals. Unless instructed by law, I would discuss the issue with you and how we should manage the situation together.

Please note that I will never sell or lease your personal information to any third parties such as other companies or marketing agencies.

The right to be forgotten:

You have the right to have any of your personal information that I hold to be deleted or removed from my records at any time (called 'the right to be forgotten'). You can make such a request by emailing me at: stephanie@stephaniewheeler.co.uk.  For me to do this, I may ask you some security questions to ensure that the request is being made by the person to whom the information pertains.

How to complain

If you have any concerns about my use of your personal information, you can make a complaint to me at stephanie@stephaniewheeler.co.uk. You can also complain to the ICO if you are unhappy with how I have used your data. The ICO’s address is: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.  Helpline number: 0303 123 1113. ICO website: https://www.ico.org.uk.

Feedback:

I really value your feedback both to help me to continue to learn and develop to provide better services and also to enable new clients to understand a little more about my work.  I am always very grateful if I can use feedback as part of a recommendation or testimonial but will ask for your express consent before doing so. You always have the option to withdraw such consent later and in such a case, I will take the appropriate action including removing the feedback from my records and website. 

Further Information:

If you would like further information, you can requested this at stephanie@stephaniewheeler.co.uk. This privacy notice was last updated on 1st July 2023.