We value and are committed to safeguarding your privacy. This privacy notice explains how we collect, use, and protect your personal data when you visit our website (regardless of your location). Additionally, it outlines your privacy rights and how data protection laws serve to protect your rights.

1. Identity and Key Information

Purpose of this Privacy Notice:

This privacy notice is intended to provide you with information on how we collect, use, and process your personal data when you interact with our website, including any data provided through actions such as completing an enquiry form, sending an email, subscribing to our newsletter, or purchasing services.

This website is not intended for children, and we do not knowingly collect any data related to children.

This privacy notice must be read in conjunction with any other privacy notices we may provide on specific occasions when personal data is collected or processed to ensure full understanding of the purposes and manner of data usage. This notice is supplementary and does not replace any other notice.

Data Controller:

This privacy notice is issued on behalf of Coates Property & Financial Solutions, referred to herein as “we,” “us,” or “our,” the entity responsible for the processing of your data. For all matters relating to data, please contact David Coates at davidvcoatespafs@outlook.com or +44 (0)1983 666876.

Coates Property & Financial Solutions is the data controller responsible for the operation of this website.

Third-Party Links:

Our website may contain links to third-party websites, plugins, or applications. Clicking on these links may permit third parties to collect or share data about you. We do not control these third-party sites and are not responsible for their privacy practices. We advise you to read the privacy notices of any third-party sites you visit.

2. Types of Personal Data We Collect

Personal data refers to any information that can identify an individual. For further details on personal data, you may refer to the Information Commissioners Office.

We may collect, use, store, and transfer the following types of personal data:

• Identity Data: Includes your title, first name, last name, gender, and marital status.

• Contact Data: Includes email addresses and phone numbers.

• Technical Data: Includes login information, IP addresses, browser types, social media handles, operating systems, and platform details, along with location data and other device-related technology.

• Profile Data: Includes previously used services, preferences, feedback, and survey responses.

• Usage Data: Includes information about your use of our website and services.

• Marketing and Communications Data: Includes your preferences regarding marketing communications.

We do not collect sensitive categories of personal data, such as information related to race, ethnicity, religion, sexual orientation, political views, trade union membership, or health status. We also do not collect data on criminal convictions.

Failure to Provide Personal Data:

If you fail to provide requested personal data, especially when required by law or necessary for the performance of a contract, we may be unable to provide the requested services or fulfill our contractual obligations. In such cases, we will inform you if the service or product will be canceled due to non-compliance.

3. Methods of Data Collection

We collect your data through various methods, including:

• Direct Collection: Data you provide when you fill in forms or correspond with us via post, phone, email, or other means. This includes data provided when you enquire about services, subscribe to our newsletter, or request marketing materials.

• Automated Technologies: We may monitor your usage of our website, including the number of visits, pages viewed, and related traffic and location data, to build user profiles. Most of this data will be aggregated and will not allow for individual identification.

• Third-Party and Public Sources: We may receive data from third parties such as analytics providers (e.g., Google), advertising networks, and search information providers, as well as from publicly available sources such as Companies House or the Electoral Register.

4. Use of Your Personal Data

We will use your personal data only in accordance with the law, and typically for the following purposes:

• Contractual Performance: To process data necessary for the performance of a contract with you or to take steps before entering into a contract.

• Legitimate Interests: To process data for business purposes, including offering the best service and secure experience while balancing your rights.

• Legal and Regulatory Obligations: To comply with legal or regulatory obligations.

We will not use your personal data for activities where our legitimate interests are overridden by the potential impact on you, unless we have your consent or are legally permitted to do so.

5. Sharing of Your Personal Data

We may share your personal data with the following parties, for the purposes outlined in paragraph 4 above:

• External Third-Party Services: Includes IT providers, consultants, and legal advisors.

• Regulatory Authorities: Includes HM Revenue & Customs and other governing bodies.

• Business Transactions: In the event of a business sale, merger, or transfer of assets, your personal data may be transferred to the new owner.

We ensure that all third parties respect the security of your personal data and process it only in accordance with the law.

6. International Data Transfers

Some of our third-party service providers are based outside the European Economic Area (EEA), and your data may be transferred internationally. In such cases, we ensure that data protection safeguards are in place to protect your personal data, either through the use of EU-approved contracts or certifications, or by relying on privacy frameworks such as the EU-U.S. Privacy Shield.

7. Data Security

We employ appropriate security measures to protect your personal data from loss, misuse, unauthorized access, alteration, or disclosure. We restrict access to your personal data to those employees and third-party service providers who have a legitimate business need to know and are bound by confidentiality obligations.

8. Data Retention

Your personal data will be retained only for as long as necessary to fulfill the purposes for which it was collected, including for compliance with legal, accounting, or reporting obligations. We will delete or anonymize data when it is no longer needed.

9. Your Legal Rights

Under data protection laws, you have the right to:

• Request access to your personal data.

• Correct any inaccuracies in your data.

• Request deletion of your data.

• Withdraw your consent for processing.

• Object to or restrict processing.

• Request data portability, if applicable.

Requests to exercise these rights can be made to us directly.

10. Third-Party Websites

Our website may contain links to external websites. We are not responsible for the privacy practices of these third-party sites. We recommend you read their privacy notices before providing any personal data.

11. Changes to This Privacy Notice

This privacy notice was last updated on 19 January 2025. Please notify us of any changes to your personal data to ensure it remains accurate.

12. Queries and Complaints

If you have any questions, requests, or complaints regarding this privacy notice or any data protection issue, please contact us at [phone] or [email]. Should we not resolve your complaint to your satisfaction, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) on 03031231113 or via email https://ico.org.uk/global/contact-us/email/ or at the Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF, England, UK..