Privacy Policy

At peppy-tread, we take your privacy seriously. This policy explains how we collect, use, store, and protect your personal information when you use our website or engage our services.

Who We Are

peppy-tread is a financial management consultancy registered in England and Wales (Company No. 09182736). Our registered office is Suite 14, Wellington House, 36 Wellington Street, Leeds, LS1 2DE. For the purposes of data protection legislation, we are the data controller responsible for your personal information.

Information We Collect

We collect information in several ways, depending on how you interact with us:

Information You Provide Directly

When you contact us or engage our services, you may provide:

• Name and contact details (email address, postal address)
• Financial information relevant to the services you've requested (income, expenses, assets, liabilities)
• Employment and business information
• Correspondence and notes from our meetings

Information Collected Automatically

When you visit our website, we may automatically collect:

• Technical information including your IP address, browser type, and operating system
• Information about your visit including pages viewed and time spent on site
• Referral source (how you found our website)

How We Use Your Information

We use personal information to:

• Provide the financial management services you have requested
• Communicate with you about your enquiries or ongoing work
• Improve our services and website functionality
• Comply with legal and regulatory obligations
• Send you relevant updates about our services, where you have opted in

Legal Basis for Processing

Under UK data protection law, we must have a lawful basis for processing your personal information. Depending on the circumstances, we rely on:

• Contract: Processing necessary to fulfil our agreement with you
• Legitimate interests: Processing that is in our legitimate business interests, provided these don't override your rights
• Consent: Where you have given clear consent for specific purposes
• Legal obligation: Where we need to comply with the law

Data Sharing

We do not sell your personal information to third parties. We may share information with:

• Service providers who help us operate our business (such as IT support or email services), under strict confidentiality agreements
• Professional advisers where necessary for specific cases (with your prior consent)
• Regulatory bodies or law enforcement where legally required

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These include:

• Encryption of sensitive data in transit and at rest
• Secure access controls and authentication
• Regular security assessments
• Staff training on data protection

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, or as required by law. For client records, we typically retain information for seven years after our professional relationship ends, in line with professional standards and potential legal requirements.

Your Rights

Under UK data protection law, you have the right to:

• Access: Request a copy of the personal information we hold about you
• Rectification: Ask us to correct inaccurate information
• Erasure: Request deletion of your information in certain circumstances
• Restriction: Ask us to limit how we use your information
• Portability: Receive your data in a structured, commonly used format
• Objection: Object to processing based on legitimate interests
• Withdraw consent: Where processing is based on consent, withdraw it at any time

To exercise any of these rights, please contact us at [email protected].

Cookies

Our website uses cookies to enhance your experience. For detailed information about the cookies we use and how to manage them, please see our Cookies Policy.

Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will post any changes on this page with an updated revision date.

Contact Us

If you have questions about this privacy policy or our data practices, please contact us:

peppy-tread
Suite 14, Wellington House
36 Wellington Street
Leeds, LS1 2DE
Email: [email protected]

Complaints

If you are unhappy with how we have handled your personal information, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues. Visit peppy-tread.com or contact their helpline for more information.