Privacy Notice

Find & Flourish Ltd is responsible for the personal information covered by this notice. We are a company registered in England and Wales.

If you have any questions about how your information is used, email sara@findandflourish.com.

Depending on how you interact with Find & Flourish, I may collect information including:

• Your name
• Business or organisation name
• Email address and other business contact details
• Website and LinkedIn profile
• Information you provide when booking a call or making an enquiry
• Information you provide through questionnaires or during our work together
• Correspondence, meeting notes and information relating to our work
• Invoices, payments and transaction records
• Feedback and testimonials you choose to provide

I collect personal information where it's reasonably needed to communicate with you, provide my services and run Find & Flourish.

I may receive information directly from you when you:

• Contact me by email or through my website
• Book a meeting
• Purchase a service
• Complete a questionnaire
• Work with me as a client
• Meet or communicate with me through networking, LinkedIn or another professional setting

I may also use information that you've made publicly available in a professional context, such as information on your business website or LinkedIn profile.

I use personal information where necessary to:

• Respond to enquiries and communicate with prospective clients
• Arrange meetings and introductory calls
• Provide the services you've purchased or agreed with me
• Prepare for and deliver consultancy work
• Process payments and maintain financial records
• Manage client relationships and follow up on our work
• Improve and develop Find & Flourish and its services
• Protect the business and comply with legal, accounting and regulatory requirements

I don't currently operate an email marketing list or newsletter.

UK data protection law requires me to have a lawful reason for using personal information.

Depending on the circumstances, I rely on:

Contract Where I need your information to respond to a request for my services or to provide services we've agreed.

Legal obligation Where I need to retain or use information to meet legal, tax, accounting or regulatory requirements.

Legitimate interests Where it's reasonably necessary to run Find & Flourish, respond to enquiries, maintain professional relationships and communicate with business contacts, provided those interests don't override your privacy rights.

Consent Where I specifically ask for your permission to use information for a particular purpose. Where I rely on consent, you can withdraw it.

Payments made through the Find & Flourish website may be processed by Stripe.

Stripe processes payment and transaction information needed to complete your purchase. Find & Flourish doesn't receive or store your full payment card details.

Stripe handles personal information according to its own privacy practices.

I use trusted third-party services to help operate Find & Flourish. These currently include services for:

• website hosting and management
• business email, calendar, forms, file storage and documents through Google Workspace
• appointment scheduling through Google
• payment processing through Stripe
• accounting through FreeAgent
• professional networking and communication through LinkedIn
• recording agreed client sessions through Google and Apple devices and services.

Where it is useful to record a client session, I will ask for your permission first. Recordings may be used to help me accurately capture our discussion, decisions and insights and to support the work I produce for you.

Session recordings are kept only for as long as I reasonably need them to support the relevant client work, after which they are deleted.

These providers may process personal information on my behalf or as separate data controllers, depending on the service involved.

Some providers may process or store information outside the UK. Where this happens, I rely on the safeguards provided by those services and applicable data protection law.

I use AI tools, including ChatGPT and Claude, to support parts of my work.

I don't intentionally provide these tools with private or confidential client information or personal information that identifies an individual.

I may use publicly available business information, such as website content or public professional profiles, and anonymised or non-identifying material to support research, analysis, drafting and strategic work.

AI tools support my work rather than replacing my professional judgement. I remain responsible for the advice, recommendations and work I provide to clients.

I don't sell your personal information.

I only share information where it is reasonably necessary to run Find & Flourish, provide the services you've requested, use the professional systems described above, obtain professional advice, or comply with a legal obligation.

I keep personal information only for as long as I reasonably need it.

How long that is depends on why I hold the information. For example: - enquiry and prospective-client information is kept while there is a reasonable business reason to retain it - client information and project records may be retained after our work ends so I have an appropriate record of the work and our relationship - financial and accounting records are kept for the period required by law.

When information is no longer needed for day-to-day use, I may archive it where there is a reasonable business or legal reason to retain it. I periodically review the information I hold and delete or securely dispose of it when there is no longer a reason to keep it.

I take reasonable steps to protect the information I hold, including using reputable business systems, password protection and appropriate account security.

UK data protection law gives you certain rights over your personal information. Depending on the circumstances, these may include the right to:

• ask what personal information I hold about you
• ask me to correct inaccurate information
• ask me to delete or restrict the use of your information in certain circumstances
• object to certain uses of your information
• ask for certain information to be transferred to you or another organisation
• withdraw consent where I've relied on your consent to use your information.

If you'd like to exercise any of these rights, email sara@findandflourish.com.

You also have the right to raise a concern with the Information Commissioner's Office (ICO).

I may update this Privacy Notice as Find & Flourish develops or if the way I collect and use personal information changes.

I may update these terms occasionally as Find & Flourish and its services develop.

The terms that apply to your engagement are those in place when you purchase or agree to the work. Any changes affecting an existing engagement will only apply if we agree them together.