How we handle your information.
Who we are
Business Wealth Coach is a trading name of Joshua Elkins, a sole trader. We are the controller of personal information collected through this website and in providing our services. Contact: josh@businesswealthcoach.uk, ICO registration number: [ICO NUMBER].
What we collect
If you enquire or complete the onboarding form: name, email address, WhatsApp number, business name, business type, package interest, turnover range and any message you send. If you become a client: identity documents and verification results, contact details, business, financial and tax records, payroll information about your employees, and our communications with you. We also use privacy-friendly website analytics to understand page views and clicks. These do not include what you type into forms.
Why we use it
To reply to your enquiry and discuss working together (steps you ask us to take before a contract); to provide accounting, tax and related services (contract); to meet legal duties such as anti-money laundering, sanctions and tax law (legal obligation); and to run, secure and improve our business (legitimate interests).
Anti-money laundering checks
The law requires us to verify identity and carry out due diligence on clients. Personal information collected for these checks is used only to prevent money laundering and terrorist financing, unless the law permits another use or you consent. We keep it for five years after our relationship ends.
Who we share it with
Only where needed: HMRC, Companies House and other authorities where the law requires; our service providers and our insurers and professional advisers. We do not sell your information. Some providers may process information outside the UK under appropriate safeguards.
How long we keep it
Enquiries that do not become clients: 5 years from our last contact. Anti-money laundering records: five years after the relationship ends. Other client records: 10 years after the end of the engagement or the relevant tax year. We then delete or anonymise them unless the law requires us to keep them.
Your rights
You can ask to see, correct, delete, restrict or move your personal information, and object to certain uses. Some rights are limited where we must keep records by law or where disclosing information would prejudice the prevention of crime. You can complain to the Information Commissioner's Office at ico.org.uk.
External links
This website links to WhatsApp, Calendly, Instagram and YouTube. They have their own privacy policies.
Contact
To ask about this policy or your information, email josh@businesswealthcoach.uk.
Last updated: 25 October 2026