Privacy Notice 

We respect your privacy and are committed to protecting your personal data. This notice explains how we collect, use, and safeguard your information.

Who We Are

PW Streamline Solutions Ltd
Registered Office: 3rd Floor, 86–90 Paul Street, London, EC2A 4NE, UK
 

Email: info@pwstreamlinesolutions.co.uk
Telephone: 07392 322044

What Information We Collect

We may collect:

• Names, addresses, and contact details

• Job role or occupation

• Payment details (processed securely via Stripe, PayPal, or GoCardless – we don’t store card/bank details)

• Transaction and service history

• Client communications, feedback, and meeting notes

• Photographs and supporting evidence for reports

• Usage data about how you interact with our services

Why We Use Your Data

We use your personal data to:

• Deliver and improve our admin support services

• Manage client accounts and invoicing

• Process payments securely

• Keep accurate records for compliance

• Provide updates and marketing (with your consent or under legitimate business interest)

• Handle queries, complaints, or claims

• Meet legal obligations

Lawful Bases We Rely On

• Consent – when you give us permission

• Contract – when needed to deliver our services

• Legal obligation – when required by law

• Legitimate interests – to run and improve our services without causing undue risk to you

We use legitimate interest for contacting business clients. For individuals, we only contact you with your explicit consent.

How Long We Keep Your Data

• Client account data – 6 years after last contract

• Financial records – 6 years (HMRC requirement)

• Job packs & compliance records – 6 months after contract end (unless law requires longer)

• Marketing contact details – until you withdraw consent or after 2 years of no interaction

Who We Share Your Data With

We work with trusted service providers, including:

• Google Workspace – secure cloud storage & tools

• Calendly – meeting scheduling

• Fiverr – specialist freelance support

• HubSpot CRM – client records & communications

• ClickUp – project management

• SurveyMonkey – feedback collection

• QuickBooks – accounting & invoicing

• Clockify – time tracking

• Stripe, PayPal, GoCardless – secure payment processing

We also share information with professional advisors, regulatory authorities, and others where legally required.

Your Rights

You have the right to:

• Access, correct, or delete your data

• Restrict or object to processing

• Request data portability

• Withdraw consent at any time

To exercise your rights, contact us using the details above.

Complaints

If you’re unhappy with how we use your data, please contact us first.
You can also complain to the ICO:
www.ico.org.uk/make-a-complaint
Helpline: 0303 123 1113

Full version available here

Last updated: 3 August 2025