Privacy policy

Who we are

Expat Confidant ("we", "us") is a trading name of Jonathan Yates, a sole trader based in England. We are the data controller for the personal information described in this policy. You can contact us at [email protected].

What we collect

• Details you give us in our forms: your name, email address, phone number, the move you are planning, your timescale, the services you need, how you prefer to be contacted and anything else you choose to tell us.
• Partner applications: your name, job title, work contact details and information about your firm.
• Emails you send us.
• Basic technical data: our hosting provider keeps standard server logs (such as IP address and browser type) for security. We do not use advertising or tracking cookies.

How we use it

• To read your enquiry and introduce you to one suitable specialist for each service you ask for (the legal basis is your consent, which you give when you submit the form, and our legitimate interest in providing the service you asked for).
• To follow up and check you have been looked after (legitimate interests).
• To send you our moving abroad checklist and occasional useful emails, only if you tick the box to opt in (consent). You can unsubscribe at any time.
• To assess and manage partner applications and relationships (legitimate interests and contract).

Who we share it with

We share your details only with the specialist we match you with for each service you request, and only the information they need to contact and help you. Each specialist is an independent business and becomes a controller of the information once they receive it, under their own privacy policy. We never sell your data.

We also use trusted service providers who process data on our behalf: Tally (forms), Cloudflare (website hosting and security) and our email provider. They may process data outside the UK; where they do, appropriate safeguards such as the UK International Data Transfer Addendum are in place.

How long we keep it

We keep enquiry records for up to 24 months after your last contact with us, then delete them, unless we need to keep them longer to deal with a complaint or legal requirement.

Your rights

You can ask to access, correct or delete your information, object to or restrict how we use it, ask for a copy in a portable format, and withdraw consent at any time. Email [email protected]. If you're unhappy with how we handle your data, you can complain to the Information Commissioner's Office at ico.org.uk.

Changes

We may update this policy from time to time. The date at the top shows when it last changed.