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Privacy Policy

Privacy Policy
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Effective Date: 1 September 2025

Power Factor Wizard (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our website powerfactorwizard.com or engage with our services.

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1. Who We Are

 

Company Name: Power Factor Wizard
Company Number: 11956559
Incorporated On: 20 April 2019
Registered Address: 4 Beacon View Drive, Upholland, Skelmersdale, England, WN8 0HL
Email: info@powerfactorwizard.com

 

We are the data controller for the purposes of the UK General Data Protection Regulation (“UK GDPR”). Where we introduce you to a broker, lender, or supplier, we may also act as a joint data controller or data processor in relation to that activity.

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2. Information We Collect

 

We may collect and process the following personal information:

  • Contact Information: name, company name, address, phone number, and email address.

  • Project Information: details of your energy-saving or efficiency projects.

  • Communication Records: copies of correspondence and enquiry details.

  • Transaction Data: invoices, payments, and project administration records.

  • Website Usage Data: IP address, browser type, and analytics information collected through cookies or similar technologies.

 

We primarily collect business-related information, but some of it may identify individuals (e.g. sole traders, directors, or contact persons).

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3. How We Use Your Information
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We use personal information to:

  • Respond to enquiries and provide introductions to relevant brokers or suppliers.

  • Manage our administrative or project management services.

  • Process invoices and payments related to our services.

  • Communicate with you about projects or funding introductions.

  • Improve our website and user experience.

  • Comply with legal or regulatory obligations (including data protection and tax laws).

 

We do not sell or rent personal data and only share it where necessary to progress your enquiry or manage a project.

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4. Legal Basis for Processing

 

We rely on the following lawful bases for processing your data:

  • Contract: To perform our obligations when you engage our services.

  • Legitimate Interests: To manage introductions, projects, and business operations efficiently.

  • Legal Obligations: For record-keeping, tax, or compliance purposes.

  • Consent: For specific activities such as marketing or optional cookie tracking.

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5. Sharing Your Information
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We may share your personal data with:

  • Funding Partners and Brokers: to help source appropriate finance options for your project.

  • Suppliers and Installers: to arrange quotations, surveys, or installations.

  • Professional Advisors: accountants, auditors, or legal professionals.

  • Regulatory Authorities: when required by law or official request.

 

All third parties are required to handle your data lawfully and securely, and only for the intended purpose.

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6. Data Retention

 

We retain personal data only for as long as necessary:

  • Enquiries: up to 12 months after last contact unless you become a client.

  • Clients: 6–7 years after project completion (to satisfy legal and tax requirements).

  • Supplier and Broker Records: retained for audit and commission reconciliation for up to 6 years.

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7. Your Rights

 

Under the UK GDPR, you have the right to:

  • Access your personal data.

  • Correct inaccurate or incomplete data.

  • Request deletion of your data (“right to be forgotten”).

  • Restrict or object to certain processing.

  • Request data portability.

  • Withdraw consent (for example, marketing).

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To exercise your rights, contact us at info@powerfactorwizard.com.

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8. Cookies and Tracking
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Our website uses cookies to enhance functionality and analyse site performance. Non-essential cookies are only used with your consent, and you can adjust your preferences via your browser settings.

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9. Data Security

 

We employ appropriate technical and organisational measures to protect your data, including encrypted storage, access controls, and secure transmission protocols. When handling identification or financial documents, we use secure file transfer and storage systems compliant with UK data protection standards.

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10. International Transfers

 

We primarily store and process data within the UK. If we transfer data outside the UK (e.g., using cloud services), we ensure suitable safeguards such as UK-approved standard contractual clauses are in place.

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11. Updates to This Policy

 

We may update this Privacy Policy from time to time. The latest version will always be available at powerfactorwizard.com/privacy-policy, and the “Effective Date” above will indicate when changes take effect.

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12. Contact Us

 

If you have any questions or concerns about this policy or your personal data, please contact:

Power Factor Wizard
Company Number: 11956559
4 Beacon View Drive, Upholland, Skelmersdale, England, WN8 0HL
Email: info@powerfactorwizard.com

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