Privacy Policy

Boodl Financial Coaching Ltd
Last updated: 13 May 2026

Boodl Financial Coaching Ltd respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store and protect your personal data when you visit our website, sign up to our mailing list, complete a quiz, download a free resource, buy one of our products or services, attend an event, or otherwise communicate with us.

Our website is: www.boodlcoaching.co.uk

1. Who we are

Boodl Financial Coaching Ltd is a company registered in England and Wales.

Company name: Boodl Financial Coaching Ltd
Company number: 15396662
Registered office: 136 Merton High Street, London, England, SW19 1BA
Email: susan@boodl.world
Telephone: +44 208 543 4421

For the purposes of UK data protection law, Boodl Financial Coaching Ltd is the “data controller” of the personal information we collect and use.

2. What personal information we collect

We may collect and process the following types of personal information:

Information you give us directly

This may include:

  • your name;
  • email address;
  • telephone number;
  • postal address, where relevant;
  • billing and payment details;
  • information you provide when completing a quiz, form, survey or questionnaire;
  • information you provide when signing up for a free resource, newsletter, challenge, event, coaching programme or online course;
  • information you share during coaching sessions or enquiries;
  • your communication preferences;
  • any messages, feedback, testimonials or correspondence you send to us.

Information connected to coaching or money education services

Because our work relates to money, financial confidence, financial habits and personal development, you may choose to share information about:

  • your financial goals;
  • your money habits;
  • your attitudes, beliefs or emotions around money;
  • your income, spending, savings, debts or financial plans;
  • your personal or business circumstances.

Please only share information that is relevant to the service you are receiving. Where you voluntarily share sensitive personal information with us, we will treat it with extra care and only use it for the purpose for which it was provided.

Website and technical information

When you visit our website, we may collect:

  • your IP address;
  • browser type and version;
  • device information;
  • pages visited;
  • time spent on the website;
  • links clicked;
  • referring website or source;
  • general location data;
  • cookie and tracking information.

This helps us understand how people use our website and improve our services.

3. How we collect your information

We collect information when you:

  • visit our website;
  • complete a contact form;
  • sign up to our mailing list;
  • download a free guide, quiz, challenge or other resource;
  • register for an event;
  • purchase a course, coaching session, programme or digital product;
  • create an account or log in to our online platform;
  • complete a questionnaire, survey or quiz;
  • email us or contact us directly;
  • interact with us on social media;
  • attend a webinar, workshop, event or coaching session.

We may also receive information from third-party platforms we use to run our business, such as website, email marketing, payment, booking, analytics, advertising or course-hosting platforms.

4. Why we use your personal information

We use your personal information to:

  • provide our website and services;
  • respond to your enquiries;
  • send you free resources you have requested;
  • deliver quizzes, challenges, newsletters, events, courses, coaching and programmes;
  • process payments and manage purchases;
  • provide customer support;
  • manage your account or login access;
  • send administrative information about your booking, course, purchase or programme;
  • send marketing emails where you have consented or where we are otherwise legally permitted to do so;
  • personalise your experience with us;
  • understand how people use our website and content;
  • improve our products, services, marketing and customer experience;
  • request feedback or testimonials;
  • comply with legal, tax, accounting and regulatory obligations;
  • protect our business, website, users and legal rights.

5. Our lawful basis for using your information

Under UK data protection law, we must have a lawful basis for using your personal information. Depending on the context, we may rely on one or more of the following:

Consent

We rely on consent when you actively opt in to receive marketing emails, newsletters, free resources or other communications from us.

You can withdraw your consent at any time by clicking the unsubscribe link in our emails or contacting us directly.

Contract

We use your personal information where it is necessary to provide a service you have requested or purchased, such as a course, event, coaching session, programme or digital product.

Legal obligation

We may use and retain certain information where required by law, for example for tax, accounting, fraud prevention or regulatory purposes.

Legitimate interests

We may use your information where we have a legitimate business interest, provided your rights and freedoms do not override those interests. This may include improving our website, responding to enquiries, managing customer relationships, keeping business records, protecting our website and understanding the effectiveness of our marketing.

6. Marketing emails

If you sign up to our mailing list, download a free resource, take part in a quiz or register for an event, we may send you emails about Boodl Financial Coaching, money education, coaching, resources, events, courses, programmes and related content.

You can unsubscribe at any time by clicking the unsubscribe link in our emails or contacting us at susan@boodl.world.

We will never sell your contact details.

7. Cookies and tracking technologies

Our website may use cookies and similar technologies to:

  • make the website work properly;
  • remember your preferences;
  • understand how visitors use the website;
  • improve user experience;
  • measure the effectiveness of our marketing;
  • support advertising or retargeting activity.

Cookies are small files stored on your device. Some cookies are essential for the website to function. Others are optional and may be used for analytics or marketing.

Where required by law, we will ask for your consent before placing non-essential cookies on your device.

You can control cookies through your browser settings. Please note that disabling cookies may affect how parts of the website work.

8. Who we share your information with

We may share your personal information with trusted third-party service providers who help us run our business, including:

  • website hosting providers;
  • email marketing platforms;
  • online course or membership platforms;
  • payment processors;
  • booking and scheduling systems;
  • quiz or form software providers;
  • customer relationship management systems;
  • analytics providers;
  • advertising platforms;
  • accountants, bookkeepers, legal advisers or professional consultants;
  • IT, security and administrative support providers.

We only share information where necessary and expect our service providers to protect your information and use it only for the purposes we have instructed.

We may also share information if required by law, regulation, court order, tax authority or other lawful request.

9. Payments

If you purchase a course, coaching session, programme, event ticket or digital product, your payment may be processed by a third-party payment provider.

We do not usually store your full card details ourselves. Payment providers process your payment information securely in accordance with their own privacy and security standards.

10. International transfers

Some of the third-party platforms we use may process or store personal information outside the UK.

Where this happens, we take reasonable steps to ensure that appropriate safeguards are in place, such as UK-approved data transfer mechanisms or equivalent protections.

11. How long we keep your information

We keep your personal information only for as long as necessary for the purpose for which it was collected.

This may include keeping information:

  • while you are subscribed to our mailing list;
  • while you are a customer, client or course participant;
  • for as long as needed to provide support or respond to enquiries;
  • for legal, tax, accounting or regulatory reasons;
  • for record-keeping and business protection purposes.

As a general guide:

  • marketing data is kept until you unsubscribe or ask us to delete it;
  • customer and purchase records may be kept for up to 6 years for tax and accounting purposes;
  • coaching notes or related client information may be kept for a reasonable period after our work together ends, unless you ask us to delete it sooner and we are not legally required to retain it.

12. How we protect your information

We take reasonable steps to protect your personal information from loss, misuse, unauthorised access, disclosure, alteration or destruction.

These steps may include:

  • using secure systems and platforms;
  • limiting access to personal information;
  • using passwords and account protections;
  • working with reputable service providers;
  • keeping business systems under review.

However, no website, email system or online platform can be guaranteed to be completely secure.

13. Your rights

Under UK data protection law, you have rights over your personal information. These may include the right to:

  • access the personal information we hold about you;
  • ask us to correct inaccurate or incomplete information;
  • ask us to delete your personal information;
  • ask us to restrict how we use your information;
  • object to certain types of processing;
  • ask for your information to be transferred to another provider;
  • withdraw consent where we rely on consent;
  • complain to the UK Information Commissioner’s Office.

To exercise your rights, please contact us at:

susan@boodl.world

We may need to verify your identity before responding to your request.

14. Complaints

If you are unhappy with how we handle your personal information, please contact us first so we can try to resolve the matter.

You also have the right to complain to the Information Commissioner’s Office, the UK supervisory authority for data protection.

ICO website: www.ico.org.uk
ICO telephone: 0303 123 1113

15. Links to other websites

Our website may contain links to third-party websites, platforms, social media pages or payment providers.

We are not responsible for the privacy practices, content or security of third-party websites. We encourage you to read their privacy policies before providing personal information.

16. Children’s privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under the age of 18.

If you believe a child has provided us with personal information, please contact us and we will take appropriate steps to delete it.

17. Updates to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, website, services or legal obligations.

The latest version will always be available on our website.

18. Contact us

If you have any questions about this Privacy Policy or how we use your personal information, please contact:

Boodl Financial Coaching Ltd
136 Merton High Street
London
SW19 1BA

Email: susan@boodl.world
Telephone: +44 208 543 4421