1. Who we are
Bethel Financial Services ("Bethel", "we", "us") provides bookkeeping, budgeting, cashflow support, and financial coaching to clients in the United Kingdom. We are committed to protecting your privacy and handling personal data responsibly.
2. Data we collect
We may collect: name, email address, phone number, business details, financial information you share with us, documents uploaded to the client portal, health check responses, and communication records.
3. How we use your data
We use personal data to deliver our services, respond to enquiries, schedule consultations, send service communications, improve our website, and comply with legal obligations. Marketing emails are sent only where you have consented or where permitted by law.
4. Lawful bases
We process data under UK GDPR on bases including contract, legitimate interests, consent, and legal obligation.
5. Data sharing
We do not sell your data. We may share information with trusted processors (hosting, email, payment providers such as Stripe, accounting software) under strict agreements.
6. Retention
We retain data only as long as necessary for the purposes above and to meet regulatory requirements.
7. Your rights
You have rights to access, rectify, erase, restrict processing, object, and data portability. Contact us at hello@bethelfinancialservices.co.uk to exercise these rights.
8. Security
We use encryption, access controls, and secure hosting to protect your information.
9. Contact
Questions about this policy: hello@bethelfinancialservices.co.uk
Last updated: June 2026