Privacy Policy

Catherine Miles Consulting is totally committed to protecting your information and using it responsibly. Please read our policy carefully to understand how we collect, use and store your information.

Contacting us:

If you have any questions about this privacy policy and how we use your information you can contact us by emailing us at cmilesconsulting@outlook.com or calling 07970 449491

Why we use your information

We will only use your information where we have a legal basis to do so and will always respect your rights.

Unless we specify otherwise, we use your information, because we consider we have a legitimate interest to do so. Where we do rely on a legitimate interest to use your information, we will always ensure that this is done in a way so as not to be intrusive or cause distress, and that respects your rights. Other reasons may include using information because you have consented to us doing so we have a legal obligation to do so or because we have to fulfil contractual obligations.

Some examples of how we use your information can be found below.

· You have given us your consent to use the information for a specified purpose, such as discussing potential consultancy work; submitting a proposal for work to you.

· We have a legal obligation to use your information, for example to submit information to HMRC.

· We need to use your information to fulfil a contract with you, such as carrying out a Fundraising review or training your staff

· We are using your information in pursuit of a legitimate interest, for example:

· To develop business relationships which may lead to future contracted work

· To fulfil an agreed contract for consultancy services with you.

How we use your information to fulfil your requests and work with you

· To respond to or fulfil any requests, complaints, orders or queries you make to us
If you contact us directly, we will use the information you give to us to handle your enquiry or request. This may include responding to your query or feedback, or sending you relevant information, such as proposals for consultancy services, information on sector trends or case studies/testimonials from other clients.

· We may also keep a record of conversations we have with you, feedback you provide and any business materials we send out to you. If we have agreed a consultancy contract to supply services to you we will hold details of the contract agreed between us; information necessary to deliver the services; and your organisation’s financial details necessary for invoicing and payment.

2. To provide you with information and support for any consultancy services, you request information on or sign up to
· If you have completed a form or otherwise contacted us to agreed to or enquire about a service, we will consider this as a request to send you details about the consultancy service.

· Where you provide contact details, we will provide information by post, phone, mobile messaging, email, via social media, and any other channels for which you have provided your details.

How we use your information to tell you about our work

· To send you communications by email, mobile messaging, or direct message on social media, where you have agreed to receive this
Where you have provided an email, mobile phone number, or details of your social media profile(s) and consented to being contacted in this way, we will send you information by those channels – including by direct message through social media such as Linked in – covering advice on the consultancy services we can offer; information to contract for those services; and communication to deliver those services. This may also include information on other consultancy services we could provide to you or related sector information and case studies which may be of interest to you.

To contact you by phone and post
Where it is appropriate and relevant, and you have provided us with a telephone number or a postal address, we will occasionally call or write to you to discus your enquiry about consultancy services or to discuss the agreed consultancy work contracted between us. We do this as we consider it is a legitimate interest to deliver the consultancy services being considered or contracted between us.

To manage your contact preferences
You can tell us to stop contacting you, or change the way in which we do so, by getting in touch with us using the details in the “Contacting us” section. We will keep a record of any requests to stop receiving marketing from us to ensure that we do not communicate with you in the future, unless you tell us you want to hear from us again.

To make sure we speak to you in way that is relevant to you, and to understand our supporters more broadly
We try to ensure that our communications are as effective as possible so that we deliver the best possible consultancy service to our clients. This means communicating with people in different ways, appropriate to them.

On occasion, we will use information you have given us directly, for example the record of your previous enquiries or contracted services, to tailor our communications with you about future activities. We will also use information about how you use our website or interact with our emails so we can make them more effective. For example, we will collect technical information, including the IP address used to connect your device to the Internet and the interactions you made with our website. We will also track whether you have opened or clicked a link in the emails which we send you.

In addition, when accessing our website, the settings on your device may provide us with statistical data and information about that device. We use this information to look at how our website performs on different devices and to help us make improvements to the user experience.

In certain circumstances we will use information about your organisation from publicly available sources such as online registries, websites, media or social media, or personal introductions in order to understand more about your interests and preferences so that we can better tailor our communications – telling you about the things you are likely to be interested in, and potential services which could be of use to you.

If you would prefer we didn’t use your information in this way, then you have the right to tell us to stop and can do so by getting in touch with us using the details in the “Contacting us” section.

We may use your information to carry out market research, for example by sending you a survey or asking you to take part in a focus group. You have the right to ask us not to do this by getting in touch using the details in the “Contacting us” section.

· Use any other information you tell us about work your organisation has done for with
We may ask you for testimonials or case study information on consultancy work with have carried with you. We would then share this on our website, social media feeds, press articles, presentations at conferences and potentially with other future clients via email and face to face conversations. We will ask your permission to use information about your organisation in a case study, and agree copy with you before publishing it on our website, social media feeds or sharing it with other clients. We may ask you for testimonials and will agree quotes with you before sharing them on our website, social media feeds, in articles and in discussions with other current or potential clients.

You may ask us to amend or delete any case studies or testimonials relating to your organisation’s work with us at any time via contacting us through the details in the ‘Contacting us’ section above.

Sharing your information with other organisations

We will never share your information with third parties for their own purposes unless this is explained to you at the time we collect your information, you give us your permission to, or we are legally required to do so, or we have another lawful basis for sharing such information.

For example, we are legally required to provide your data to the following types of organisation:

law enforcement and regulatory bodies and authorities such as the police, the ICO, the Charity Commission or the Fundraising Regulator

How long we keep your information

As a general rule, we will hold your information for a period of up to seven years from the end of your relationship with us in accordance with our data retention policy.

Your rights

Under the Data Protection Act 2018 you have the following [Anchor] rights:

· Information Right – the right to receive the information contained in this policy and our data collection forms about the way we process your personal data.

· Personal Data Access Right – the right to know that we are processing your personal data and, in most circumstances, to have a copy of the personal data of yours that we hold. You can also ask for certain other details such as what purpose we process your data for and how long we hold it.

· Personal Data Correction Right – You have the right to request that we correct inaccurate data or complete incomplete data that we hold on you.

· Personal Data Erasure Right – Known as the Right to be forgotten. In certain circumstances you may request that we erase your personal data held by us.

· Personal Data Restriction Right – You have the right to restrict the way we process your personal data in certain circumstances, for example if: you contest the accuracy of the data, if our processing is unlawful, to pursue legal claims, where we are relying on legitimate interests to process data.

· Data Processing Objection Right – You have the right to object to us processing your data for (i) direct marketing purposes (ii) scientific or historical research or statistical purposes and (iii) purposes of profiling related to direct marketing or based on our legitimate interests or on the performance of a task in the public interest.

· Data Portability Right – You have the right to receive a copy of certain personal data or to have it transferred to another organisation in some circumstances.

Right to Withdraw Consent at any time
Where we use your personal information based on your prior consent, or where you have given us permission to send you marketing communications by email, mobile messaging and by direct message on social media, you can withdraw your consent at any time by contacting us.

Complaints

If you have any complaints about how we handle your personal data, please contact us so we can resolve the issue, where possible. You can make a complaint by contacting us at cmilesconsulting@outlook.com or at 07970 449491. We aim to respond to you within 2 working days. You also have the right to lodge a complaint about any use of your information with the Information Commissioners Office, the UK data protection regulator.

How we keep your information secure

We take such measure as are appropriate to ensure the confidentiality, integrity and availability of systems, which are regularly reviewed.

Cookie policy

Our website is a Square Space platform which uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and allows us to improve our site. You can read the Square Space Cookie policy here https://www.squarespace.com/cookie-policy/?_ga=2.96646943.149721002.1581763332-524036715.1569669799&_gac=1.208389414.1581257309.EAIaIQobChMImsXTvNLE5wIVAuDtCh0EqAzJEAAYASAAEgIj1_D_BwE

A cookie is a small file of letters and numbers that we store on your device (for example, your computer or smartphone). It allows our website to recognise your device and store some information about your preferences or past actions.

We use the following cookies:

Strictly necessary cookies. These are cookies that are required for the operation of our website.

Analytical or performance cookies. These allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.

Preference cookies. These are used to recognise you when you return to our website. This enables us to personalise our content for you and remember your preferences.

Marketing cookies. These are used by SquareSpaced’s advertising partners (e.g. Facebook) to collect information about how you use our website and show you associated adverts on other sites.

Why do we use cookies?

We monitor how people use our website so we can improve it. If you visit our website, we may record information including:

The areas of the website you visit

The amount of time you spend on the site

Whether you are new to the site or have visited it before

How you came to our website — for example, through an email link

The type of device or browser you use

How you use the website and the quality of your experience – for example, we may record a session or test different variations of a webpage to see how easy it is for you to find what you are looking for so we can improve the service.

Some of the cookies that we use are 'Session Cookies' which are deleted when you close your browser. Others remain on your browser or device until they expire or you delete them from your browser history – these are known as 'Persistent Cookies'.

All cookies have an 'owner' which can be identified by looking at the domain (i.e. the company or website name in the cookie). Cookies can either be first-party (i.e. they’re owned by the website who set them) or third-party (i.e. they’re not owned by the website who set them). We use both first-party and third-party cookies on our website.

To help you understand how we use cookies, this is a list of the first party cookies and third party cookies set across our website and what each is used for:

Functional and Required Cookies

Squarespace uses some necessary cookies because they allow visitors to navigate and use key features on our site. These cookies vary from site to site depending on the features it uses.

Name

Type

Duration

Purpose

Crumb

Session

Prevents cross-site request forgery (CSRF).

siteUserCrumb

3 years

Prevents cross-site request forgery (CSRF) for logged in site users.

RecentRedirect

30 minutes

Prevents redirect loops if a site has custom URL redirects. Redirect loops are bad for SEO.

CART

2 weeks

Shows when a visitor adds a product to their cart

hasCart

2 weeks

Tells Squarespace that the visitor has a cart

Locked

Session

Prevents the password-protected screen from displaying if a visitor enters the correct site-wide password.

SiteUserInfo

3 years

Identifies a visitor who logs into a customer account

SiteUserSecureAuthToken

3 years

Authenticates a visitor who logs into a customer account

Commerce-checkout-state

sessionstorage

Session

Stores state of checkout while the visitor is completing their order in PayPal

squarespace-popup-overlay

localstorage

Persistent

Prevents the promotional pop-up from displaying if a visitor dismisses it

squarespace-announcement-bar

localstorage

Persistent

Prevents the announcement bar from displaying if a visitor dismisses it

ss_sd

Session

Ensures that visitors on the Squarespace 5 platform remain authenticated during their sessions.

Test

Session

Investigates if the browser supports cookies and prevents errors.

squarespace-likes

localstorage

Persistent

Shows when you've already "liked" a blog post.

CHECKOUT_WEBSITE

Session

Identifies the correct site for checkout when Checkout on Your Domain is disabled.

Analytics and Performance Cookies

Squarespace uses Analytics and Performance cookies to collect information on our behalf about how visitors interact with our site. Storing these cookies is how we populate the data in Squarespace Analytics, such as traffic sources, unique visitors, and cart abandonment.

Cookie Name

Duration

Purpose

ss_cid

2 years