Privacy Policy

(Heather Vincent T/A Sage Strategy)

We respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we look after your information when you visit our website, purchase from us, or interact with our services. It also tells you about your rights and how the law protects you.

You should read this policy alongside any other privacy notices we provide on specific occasions. This policy supplements those notices and is not intended to override them.

1. Important Information & Who We Are

Data Controller: Heather Vincent T/A Sage Strategy (“we”, “us”, “our”).
Contact details:

  • Email: heather@sagestrategy.co.uk

  • Address: Unit 136435, PO Box 7169, Poole, BH15 9EL

  • Telephone: 07786 226000

If you have any questions about this policy or your data, please contact us at the above email. You also have the right to make a complaint to the Information Commissioner’s Office (ICO) at www.ico.org.uk.

2. The Personal Data We Collect

We may collect and process the following categories of personal data:

  • Identity Data: name, username, or similar identifier.

  • Contact Data: email address, billing/delivery address, phone number.

  • Financial Data: payment details (processed securely via third-party providers).

  • Transaction Data: details about payments to and from you, and purchases you make.

  • Technical Data: IP address, browser type, device information.

  • Profile Data: preferences, feedback, survey responses.

  • Usage Data: how you interact with our website and services.

  • Marketing and Communications Data: preferences in receiving marketing.

We do not collect special categories of personal data (e.g. race, religion, health) or information about criminal convictions.

3. How We Collect Your Data

We use different methods, including:

  • Direct interactions: e.g. when you sign up, purchase a product/service, fill in a form, or contact us.

  • Automated technologies: e.g. cookies, server logs, and analytics when you interact with our site.

  • Third parties: e.g. payment providers, event platforms, or analytics providers.

4. How We Use Your Personal Data

We will only use your data when legally permitted. Common purposes include:

  • Registering you as a new customer.

  • Processing and delivering your order.

  • Managing payments and collecting money owed.

  • Communicating with you about your account or purchases.

  • Sending updates, newsletters, or marketing (if you’ve opted in).

  • Improving our website, services, and customer relationships.

  • Complying with legal or regulatory obligations.

We do not sell your data.

Marketing: You may receive updates if you’ve purchased from us or opted in. You can unsubscribe at any time by emailing heather@sagestrategy.co.uk.

5. Sharing Your Data

We may share your personal data with:

  • Trusted service providers (e.g. payment processors, email platforms, hosting providers).

  • Professional advisers (e.g. accountants, legal consultants).

  • Regulators or authorities if required by law.

All third parties must respect your data and process it lawfully under our instructions.

6. International Transfers

Some of our service providers are based outside the UK, so your data may be transferred internationally. Whenever this happens, we ensure safeguards are in place, such as:

  • Using providers in countries recognised as offering adequate protection; or

  • Contracts approved by the UK Government (e.g. UK Addendum to the EU Standard Contractual Clauses).

For details, please contact us at heather@sagestrategy.co.uk.

7. Data Security

We have security measures to protect your personal data from loss, misuse, or unauthorised access. Access is limited to those who have a business need to know.

We also have procedures in place to handle suspected breaches and will notify you and any regulator where legally required.

8. Data Retention

We only keep your data as long as necessary to fulfil the purposes for which it was collected, including legal, tax, or reporting requirements.

By law, we must keep certain customer data (identity, contact, financial, and transaction data) for 6 years after they cease being customers for tax purposes.

In some cases, you can ask us to delete your data earlier.

9. Your Legal Rights

You have the right to:

  • Request access to your personal data.

  • Request correction of inaccurate or incomplete data.

  • Request deletion of your data (where there is no legal reason to keep it).

  • Object to or restrict how we process your data.

  • Withdraw consent where we rely on consent.

  • Request transfer of your data to you or another provider.

To exercise any of these rights, please email heather@sagestrategy.co.uk. We may need to verify your identity before responding.

We aim to respond within one month.

10. Cookies

Our website uses cookies to distinguish you from other users, help us improve your experience, and analyse traffic.

You can set your browser to refuse some or all cookies, but some parts of the site may not function properly.

For full details, please see our Cookie Policy

11. Changes to This Policy

This version was last updated on 1st October 2025. We may update this policy occasionally. Please check this page for the latest version.

12. Contact

Questions, comments, or requests regarding this Privacy Policy should be sent to:
Email: heather@sagestrategy.co.uk