1. Introduction

This Privacy Policy explains how we collect, use, and protect personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

We respect your privacy and are committed to protecting your personal data.

2. Data Controller

TREE Strategy & Coaching Limited acts as the data controller for personal data collected through our website and during the provision of our consultancy services.

3. What Data We Collect

We collect and process the following personal data:

  • Name
  • Email address
  • Telephone number
  • Business information (company name, role, etc.)
  • Cookies and Usage Data such as system performance metrics and usage statistics
  • Summary notes made as part of providing services.
  • Financial information, purchase history, payment references, billing information and trasnaction records
  • Technical and usage

4. How We Collect Data
  • Through website contact forms
  • Via email or telephone communications
  • Directly from you during registration or in providing services
  • During the course of providing coaching and consultancy services including contracting and payments.
  • Indirectly through an employer or third-party.
  • Psychometric tool results or responses
5. Legal Basis for Processing

We process personal data under the following lawful bases:

  • Contract: to perform our services, manage services and payments and provide customer service activities.
  • Legitimate interests: to maintain business relationships and send relevant communications to existing or prospective clients.
  • Consent: for optional marketing communications.
  • Quality assurance and continuous improvement: to collate feedback, monitor quality, effectiveness and identify opportunities for improvement
  • Research: To contact part of an independently reviewed ethically approved research study
6. How We Use Personal Data

We use personal data to:

  • Deliver services
  • Communicate with clients and prospects
  • Manage invoicing and administration
  • Send marketing communications (only where permitted)
  • Quality improvement, and at times to contact about ethically approved research studies.
  • Coaching: Confidentiality is paramount with coaching relationships. Personal coaching conversations remain confidential between coach and coachee unless disclosure is required by law, there is a serious safeguarding concer, there is a risk of harm to an indiviudal or others or the individual has explicitly consented to disclosure. Anonymous details may be provided as part of supervision and training purposes. Private coaching notes maintained by coaches are included within this policy.
  • AI – where AI-based tools are used as part of our services, your data is processed in accordance with this notice.
7. Data Sharing and Transfers

We do not share data with third parties except:

  • Our cloud service provider which stores data in the UK.
  • Professional advisers such as accountants, where necessary.

We do not transfer personal data outside the UK.

8. Data Retention

Personal data is retained only as long as necessary for the purpose collected.

9. Your Rights

Under the UK GDPR, you have the right to:

  • Access your data
  • Request correction or deletion
  • Object to processing
  • Withdraw consent for marketing
  • Request portability of your data
  • Lodge a complaint with the Information Commissioner’s Office (ICO)

To exercise your rights, contact us

10. Security

We use cloud storage with access controls such as multi-factor authorisation, and encryption to protect all stored data.

11. Disclosure

If Tree Strategy and Coaching Ltd is involved ina merger, acquition orasset sale, you will be provided with notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.

Under certain circumstance, Tree Strategy and Coaching Ltd may be required to disclose your pesonal data if required to do so by law or in response to valide requests by public authorities.

12. Updates

This policy may be updated periodically. The latest version will always be available on our website.