Privacy Notice

Who We Are

Elevate & Balance PA Services
Email: [email protected]

If you have any questions regarding this Privacy Notice, please contact us using the details above.

Information We Collect

We may collect and process the following information:

• •Name
• •Business name
• •Email address
• •Telephone number
• •Information provided through our website contact form
• •Correspondence between you and us
• •Information required to provide our services

How We Use Your Information

We use your personal information to:

• •Respond to enquiries
• •Provide information about our services
• •Communicate with prospective and existing clients
• •Deliver agreed services
• •Maintain records for business and legal purposes
• •Comply with legal and regulatory obligations

Lawful Basis for Processing

We process your personal data under one or more of the following lawful bases:

• •Consent
• •Performance of a contract
• •Legitimate interests
• •Legal obligations

Data Security

We take appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, misuse or disclosure.

How Long We Keep Your Information

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected and to comply with legal, accounting and regulatory requirements.

Sharing Your Information

We do not sell your personal information. We may share information where necessary with:

• •Professional advisers
• •Software providers used to operate our business
• •Regulatory bodies where legally required

Any third parties processing information on our behalf are required to maintain appropriate security measures.

Your Rights

Under UK GDPR, you have the right to:

• •Access your personal information
• •Request correction of inaccurate information
• •Request deletion of your information in certain circumstances
• •Restrict processing
• •Object to processing
• •Request transfer of your data where applicable
• •Withdraw consent where processing is based on consent

Complaints

If you are unhappy with how we handle your personal information, please contact us in the first instance. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO).

Changes to this Privacy Notice

We may update this Privacy Notice from time to time. Any changes will be published on this page.