Privacy Policy

Our Contact Details

Name: Michael Cotler
Address: 11 Middlethorpe Business Park, Sim Balk Lane, York, YO23 2BD
Phone Number: (+44) 0113 302 3580
E-mail: michael@trustedadvisornetwork.co.uk

The type of personal information we collect
We currently collect and process the following information:
  • Name and contact information.
  • Demographic information such as postcode.
  • Information and documents relating to the service we are providing, including communications with you, and contracts.
  • Billing and payment information.
How we get the personal information and why we have it

Most of the personal information we process is provided to us directly by you for one of the following reasons:

  • You opted in to a marketing campaign

We also receive personal information indirectly, from the following sources in the following scenarios:

  • If your details have been collected and shared with us by a GDPR compliant marketing data services company

We use the information that you have given us in order to provide you with information and marketing materials.

Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are:

(a) Your consent. You are able to remove your consent at any time. You can do this by contacting Michael Cotler, 11 Middlethorpe Business Park, Sim Balk Lane, York, YO23 2BD, E-mail: michael@trustedadvisornetwork.co.uk
(b) We have a contractual obligation.
(c) We have a legal obligation.
(d) We have a legitimate interest.

How we store your personal information

Your information is securely stored.

We keep information collected for 5 years. We will then dispose your information by deleting any data collected from our electronic systems and confidentially shredding any paper based records.

Your data protection rights

Under data protection law, you have rights including:

  • Your right of access – You have the right to ask us for copies of your personal information.
  • Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
  • Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.
  • Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances.
  • Your right to object to processing – You have the the right to object to the processing of your personal information in certain circumstances.
  • 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, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.

Please contact us at:

11 Middlethorpe Business Park, Sim Balk Lane, York, YO23 2BD
E-mail: michael@trustedadvisornetwork.co.uk
Phone: (+44) 0113 302 if you wish to make a request.

How to complain

If you have any concerns about our use of your personal information, you can make a complaint to us at 11 Middlethorpe Business Park, Sim Balk Lane, York, YO23 2BD

You can also complain to the ICO if you are unhappy with how we have used your data.

The ICO’s address:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113
ICO website: https://www.ico.org.uk