Energy Inspired Coaching Customer Privacy Notice

This privacy notice tells you what to expect us to do with your personal information.

Contact details

What information we collect, use, and why

Lawful bases and data protection rights

Where we get personal information from

How long we keep information

Who we share information with

How to complain

Contact details

Telephone

07341271716

Email

[email protected]

Company Address:-

Energy Inspired Coaching, 25 Greenfields Road, Malvern, Worcestershire, WR14 1TS

What information we collect, use, and why

We collect or use the following information to provide patient care, services, pharmaceutical products and other goods:

Name, address and contact details

Gender

Date of birth

Next of Kin details including any support networks

Emergency contact details

Health information (including medical conditions, allergies, medical requirements and medical history)

Information about care needs (including disabilities, home conditions, medication and dietary requirements and general care provisions)

Payment details (including card or bank information for transfers and direct debits)

Records of meetings and decisions

Call recordings

We also collect the following information to provide patient care, services, pharmaceutical products and other goods:

Health information

We collect or use the following personal information for information updates, marketing or market research purposes:

Names and contact details

Marketing preferences

Records of consent, where appropriate

Information relating to the national data opt-out

We collect or use the following personal information for dealing with queries, complaints or claims:

Names and contact details

Payment details

Purchase or service history

Call recordings

Customer or client accounts and records

Financial transaction information

Correspondence

We also collect the following information for dealing with queries, complaints or claims:

Health information

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.

Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.

Your right to erasure - You have the right to ask us to delete your personal information. You can read more about this right here.

Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. You can read more about this right here.

Your right to object to processing - You have the right to object to the processing of your personal data. You can read more about this right here.

Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this right here.

Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide patient care, services, pharmaceutical products and other goods are:

Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Legitimate interest:

As a coaching service provider, I collect and use certain personal information to deliver meaningful, personalised support to clients. My legitimate interest lies in offering high-quality coaching that helps individuals move from burnout to balance, aligned with their unique goals, challenges, and wellbeing needs.

Collecting relevant information — such as contact details, session notes, intake forms, and progress tracking — allows me to tailor sessions, ensure continuity, and maintain the professional standard of care expected in a coaching relationship. It also enables effective communication, appointment scheduling, and service improvement.

The benefit of collecting this information is a more attuned, responsive coaching experience that supports positive transformation for the client. I take care to collect only what is necessary, use it respectfully, and keep it secure. I carefully consider the potential impact on individuals\' privacy and strive to minimise any risk.

I do not use personal data in ways that are intrusive or misaligned with client expectations. Where more sensitive or detailed data is involved,

I always seek explicit consent. Overall, the benefits of providing safe, supportive, and effective coaching services — which often rely on personal insight and tailored guidance — are balanced against any potential impact, and I never place my business needs above my clients’ rights or privacy.

Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.

Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Our lawful bases for collecting or using personal information for information updates, marketing or market research purposes are:

Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability.

Our legitimate interests are:

I may use personal information to provide relevant updates, occasional marketing communications, and to better understand the needs and preferences of those I serve through market research.

My legitimate interest in doing so is to build and sustain a meaningful relationship with individuals who have shown interest in my coaching services, and to ensure that the content, programs, and resources I offer remain aligned with their needs.

These communications may include information about new coaching offerings, workshops, events, or resources designed to support wellbeing, personal growth, and balance — all of which are directly related to the nature of my services.

Market research activities help me improve the quality and relevance of what I offer and are carried out in a respectful and non-intrusive way. I ensure that all such use of data is minimal, relevant, and in line with individuals’ expectations. There is always a clear and simple option to opt out or unsubscribe from communications at any time. I do not sell or share personal data for third-party marketing.

The benefit is a more informed and connected client experience, with access to resources and updates that matter. This is balanced carefully against the importance of individual privacy, and I avoid using data in ways that could feel excessive or disruptive.

Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.

Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability.

Our legitimate interests are:

I collect and use personal information to effectively manage and respond to any queries, complaints, or claims relating to my coaching services.

My legitimate interest in doing so is to provide a professional, transparent, and responsive service, ensuring that any concerns or issues are addressed fairly, promptly, and thoroughly.

This process may involve reviewing relevant session notes, communications, or account details to fully understand the context and provide appropriate support or resolution. It also helps me maintain high standards of service and improve my offerings over time.

The benefit of using this information is to uphold trust, maintain accountability, and ensure that clients and contacts feel heard, respected, and supported.

I only access and use the minimum information necessary to address the issue at hand, and I treat all such matters with confidentiality and care.

The impact on individuals is limited and proportionate, and I take steps to ensure that no unnecessary data is collected or retained. I balance my need to resolve issues and maintain professional records with the privacy rights of individuals, always acting in good faith and in line with data protection principles.

Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.

Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Where we get personal information from

Directly from you

How long we keep information

Personal information is stored for 7 years.

Who we share information with

Others we share personal information with

Organisations we need to share information with for safeguarding reasons

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:           

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

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