Privacy Policy

Introduction

Bold Wise Ltd (“Bold Wise”, “we”, “our” or “us”) is committed to protecting your privacy and handling your personal information responsibly.

This Privacy Policy explains what personal information we collect, why we collect it, how we use it and the rights you have under UK data protection law.

About Bold Wise

Bold Wise Ltd
Company number: 10101075
Registered in England and Wales

Registered office:
Registered at the offices of MHA Carpenter Box Accountants
Amelia House
Crescent Road
Worthing
BN11 1QR

For the purposes of UK data protection law, Bold Wise Ltd is the data controller responsible for the personal information described in this policy.

Information We Collect

We only collect personal information that is necessary to respond to enquiries, provide our services or meet our legal obligations.

Depending on how you interact with us, this may include:

• your name
• email address
• telephone number (if you choose to provide it)
• organisation and job title
• details you include in emails or contact forms
• project-related information shared during discussions
• correspondence between us.

We do not intentionally collect special category personal data. Please avoid sending sensitive personal information unless it is genuinely necessary for the services you are requesting.

How We Use Your Information

We use your information to:

• respond to enquiries
• discuss potential projects
• prepare proposals and Statements of Work
• provide agreed consultancy and professional services
• communicate during projects
• maintain business and accounting records
• comply with legal and regulatory obligations.

We do not sell, rent or trade your personal information.

Our Lawful Basis for Processing

Under UK GDPR, we process personal information only where we have a lawful basis to do so.

Depending on the circumstances, this will usually be one or more of the following:

Legitimate interests

To respond to enquiries, discuss potential projects and manage our business relationships.

Performance of a contract

Where processing is necessary to deliver services you have asked us to provide or to take steps before entering into a contract.

Legal obligation

Where we are required to retain information for accounting, taxation or other legal purposes.

If we ever rely on your consent for a particular activity, we will ask for it clearly and you may withdraw that consent at any time.

Website Analytics

This website uses Fathom Analytics to understand how visitors use the site.

Fathom is a privacy-focused analytics platform that does not use cookies for analytics and does not collect personally identifiable information.

Fathom acts as our data processor for anonymous website analytics. The information collected helps us understand which pages are useful and how the website can be improved.

You can read more about Fathom’s approach to privacy at:

https://usefathom.com/privacy

Data Retention

We keep personal information only for as long as reasonably necessary for the purpose for which it was collected.

As a general guide:

• enquiries that do not lead to a project are normally deleted within 12 months
• project correspondence and related records may be retained for longer where necessary to provide ongoing services or maintain a record of our work together
• accounting and financial records are retained for as long as required by applicable law.

When information is no longer required, it is securely deleted or anonymised where appropriate.

Sharing Information

We do not sell your personal information.

We may share information with trusted third-party service providers where necessary to operate our business, such as:

• email providers
• website hosting providers
• accounting software
• cloud storage services
• analytics providers.

These providers only process information on our behalf where appropriate and are expected to handle it securely and in accordance with applicable data protection law.

International Transfers

Some of the services we use may process information outside the United Kingdom.

Where this happens, we take reasonable steps to ensure appropriate safeguards are in place so that your personal information continues to receive an appropriate level of protection in accordance with UK data protection law.

Your Rights

Under UK GDPR, you may have the right to:

• request access to the personal information we hold about you
• request correction of inaccurate or incomplete information
• request deletion of your personal information where appropriate
• object to certain types of processing
• request restriction of processing in certain circumstances
• request a copy of your information in a portable format where applicable
• withdraw consent where processing is based on consent.

To exercise any of these rights, please contact us using the details below.

Complaints

If you have concerns about how your personal information has been handled, we would appreciate the opportunity to address them first.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

Further information is available at:

https://ico.org.uk

Contact

If you have any questions about this Privacy Policy or how your personal information is handled, please contact:

Bold Wise Ltd

Email: alex@boldwise.co.uk

Changes to this Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal obligations or the way we process information.

The latest version will always be published on this page.