Privacy Policy

GDPR: Data Privacy Notice for Clients & Supplier


We, Liz Margree & Associates Limited, are committed to protecting and respecting your privacy.

This policy, effective as of 18th July 2018, sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.  Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

The rules on processing of personal data are set out in the General Data Protection Regulation (the “GDPR”). 

1. Definitions

Data controller – A controller determines the purposes and means of processing personal data.

Data processor – A processor is responsible for processing personal data on behalf of a controller.

Data subject – Natural person

Categories of data: Personal data and special categories of personal data

Personal data – The GDPR applies to ‘personal data’ meaning any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier (as explained in Article 6 of GDPR). For example name, passport number, home address or private email address. Online identifiers include IP addresses and cookies.

Special categories personal data – The GDPR refers to sensitive personal data as ‘special categories of personal data’ (as explained in Article 9 of GDPR). The special categories specifically include genetic data, and biometric data where processed to uniquely identify an individual. Other examples include racial and ethnic origin, sexual orientation, health data, trade union membership, political opinions, religious or philosophical beliefs.

Processing – means any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.

Third party – means a natural or legal person, public authority, agency or body other than the data subject, controller, processor and persons who, under the direct authority of the controller or processor, are authorised to process personal data.

2. Who are we? 

Liz Margree (Director of Liz Margree Limited) is the data processor. This means Liz Margree Limited is responsible for processing personal data on behalf of a data controller. 

Liz Margree’s contact details are: 

4 Central Drive, St Albans, Hertfordshire, AL4 0UU

+44 (0) 7989 513 510

For all data matters contact Liz Margree using the contact details listed above.

3. The purpose(s) of processing your personal data

We use your personal data for the following purposes:

a. To facilitate communication with clients when entering into and carrying out a contract
b. To inform, but not limited to, coaching sessions, workshops and team meetings

4. The categories of personal data concerned

With reference to the categories of personal data described in the definitions section, we process the following categories of your data: 

Personal data: 

    • Contact details (name, job title, work email address, work address, mobile phone number and work phone number) 
    • Psychometric reports
    • Hand written notes on  coaching sessions

We will either obtain contact details directly from a data subject or from a line manager, head of department or another person managing the contract within the organisation (see point 8).

5. What is our legal basis for processing your personal data? 

a. Personal data (article 6 of GDPR)

Our lawful basis for processing your general personal data:

Consent of the data subject  (See 3a & 3b)

  • Processing necessary for the performance of a contract with the data subject or to take steps to enter into a contract  (See 3a & 3b)
  • Coaching sessions
  • Workshops
  • Team meetings
  • Keeping records for 18 months after a completed contract in case a client returns for further coaching (or relevant work)
  • Consent will be obtained as part of our contractual agreement with a client (the data controller)
  • Processing necessary for compliance with a legal obligation
  • Accounts (including records of invoices and purchase orders), will be kept for 7 years for tax purposes

☐ Processing necessary to protect the vital interests of a data subject or another person


☐ Processing necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the controller


☐ Processing necessary for the purposes of the legitimate interests of the data controller or a third party, except where such interests are overridden by the interests or fundamental rights or freedoms of the data subject


b. Special categories of personal data (article 9 of GDPR)


6. Sharing your personal data

Your personal data will be treated as strictly confidential, and will be shared with Liz Margree (Director) and Michelle Hartnup (Business Manager/EA).

Consent will be obtained, as part of a contractual agreement, if data is to be shared with other parties (for example in the case of sub-processing).

Psychometric reports will only be shared with Liz Margree.

Liz Margree employs the services of an accountant. Liz Margree will only share data that is essential to the management of her accounts. This will usually only reference client’s names and work address. Please see point 5 and point 7.

7. How long do we keep your personal data?

We keep your personal data for no longer than reasonably necessary, see list below for the period of time and reason for retaining personal data.


Period of Time

Contact information to facilitate communication with clients

This will be kept for as long as the working relationship exists

Psychometric reports to inform coaching sessions and team meetings

These are not kept and destroyed once they have been sent to the client

Notes to inform coaching sessions

Handwritten notes are kept for 18 months after the completion of a contract in case a client returns for further coaching

Records of accounts for tax purposes (including invoices and purchase orders with reference to client names and work addresses)

Accounts will be kept for 7 years as required for tax purposes

8. Providing us with your personal data

We require your personal data as it is necessary to enter and carry out a contract.
Where a third party (as referenced in point 4) has shared personal details of an employee with Liz Margree (in order to facilitate a contract), they will ensure that they have received consent to do so and will inform the employee of their rights listed below in point 9.

9. Your rights and your personal data

Unless subject to an exemption under the GDPR, you have the following rights with respect to your personal data:

  • The right to request a copy of the personal data which we hold about you;
  • The right to request that we correct any personal data if it is found to be inaccurate or out of date;
  • The right to request your personal data is erased where it is no longer necessary to retain such data;
  • The right to withdraw your consent to the processing at any time, where consent was the lawful basis for processing the data
  • The right to request that we provide you with your personal data and where possible, to transmit that data directly to another data controller, (known as the right to data portability), (where applicable i.e. where the processing is based on consent or is necessary for the performance of a contract with the data subject and where the data controller processes the data by automated means);
  • The right, where there is a dispute in relation to the accuracy or processing of your personal data, to request a restriction is placed on further processing;
  • The right to object to the processing of personal data, (where applicable i.e. where processing is based on legitimate interests (or the performance of a task in the public interest/exercise of official authority); direct marketing and processing for the purposes of scientific/historical research and statistics).
  • All requests have a month in which to be carried out.

10. Transfer of Data Abroad


11. Automated Decision Making

We use Insights©, Myers Briggs Type Indicator and Hogan psychometric tools to inform coaching sessions and team meetings. Individual clients complete the questionnaire independently and voluntarily and the report is then created by Liz Margree, Director of Liz Margree Limited, only, and then only shared with the individual who completed the questionnaire, in complete confidence. Psychometric reports are destroyed once they have been sent to the client (see Section 7).

Insights, Myers Briggs Foundation and Hogan may store your data on their secure servers unless you request the deletion of your records, please refer to their Privacy Statements for further guidance.

12. Further processing

If we wish to use your personal data for a new purpose, not covered by this Data Privacy Notice, then we will provide you with a new notice explaining this new use prior to commencing the processing and setting out the relevant purposes and processing conditions.

13. Changes to our privacy policy

Any changes we may make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by e-mail. Please check back frequently to see any updates or changes to our privacy policy.

This privacy policy was last updated on June 17th 2024.

14. How to make a complaint

To exercise all relevant rights, queries or complaints please in the first instance contact Liz Margree on either +44 (0)7989 513 510 or

If this does not resolve your complaint to your satisfaction, you have the right to lodge a complaint with the Information Commissioners Office on 03031231113 or via email or at the Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF, England.

Working internationally, based in Hertfordshire, UK

(+44) 07809 091634

Working internationally, based in Hertfordshire, UK

(+44) 07809 091634

Liz Margree & Associates Ltd logo