Dan Goldfield

Privacy Policy

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Email: dan@dangoldfield.com

What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients:

  • Names and contact details
  • Financial data (including income and expenditure)
  • Transaction data (including details about payments and services purchased)
  • Usage data (including how you interact with our website and services)
  • Video and Audio recordings (e.g. coaching calls)
  • Records of meetings and decisions
  • Website user information

We also collect or use the following special category information to provide and improve products and services for clients. This information is subject to additional protection due to its sensitive nature:

  • Religious or philosophical beliefs
  • Health information

We also collect or use this information for:

  • Operation of client accounts: Registration details and purchase history.
  • Marketing: Providing updates where you have opted in.
  • Legal requirements: Complying with tax and regulatory obligations.
  • Queries and claims: Dealing with any complaints or legal correspondence.

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. Your rights include:

  • Access: The right to ask for copies of your information.
  • Rectification: The right to correct inaccurate data.
  • Erasure: The right to ask us to delete your information.
  • Withdraw Consent: The right to change your mind at any time.

Our lawful bases for processing are:

  • Consent: We have your permission for marketing or specific research.
  • Contract: We need the info to carry out our coaching agreement.
  • Legal obligation: We must keep records to comply with the law (e.g. HMRC).
  • Legitimate interests: We use this to inform the teaching and for safeguarding. Our legitimate interest is to ensure the mental health and wellbeing of clients is prioritized in the context of nondual teaching.
  • Vital interests: Used only if a client’s health is at urgent or serious risk.

Where we get personal information from:

  • Directly from you.
  • Publicly available sources.

How long we keep information

We retain personal data only as long as necessary for the following:

  • Financial Data: We keep basic information about clients and transactions for 5 years after the 31 January tax submission deadline for the relevant tax year.
  • Coaching Records & Transcripts: Identifiable notes and recordings are kept for 5 years after our final session to ensure continuity of care and to satisfy legal/insurance requirements.
  • Marketing Data: We retain your email until you explicitly unsubscribe.

International Data Transfers and Security

To deliver services, we use third-party providers (Google and Fathom) that process data in the US. These transfers are protected by the UK Extension to the EU-US Data Privacy Framework (for Google) and Standard Contractual Clauses (for Fathom).

Internal Security: To protect your sensitive information on local devices, we use pseudonymisation (identifying files by initials or aliases) and AES-256 encryption for sensitive text within our notes. This ensures that even if a local device is lost or stolen, your personal data remains unreadable to unauthorized parties.

Who we share information with

  • Suppliers and service providers (e.g. Google, Fathom).
  • Professional advisors or authorities where required by law or for safeguarding.

How to complain

If you have concerns, please contact us at the email above. You can also complain to the ICO if you are unhappy with how we have used your data: Information Commissioner’s Office Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF Helpline: 0303 123 1113 | Website: https://www.ico.org.uk/make-a-complaint


Policy Last Updated: 3rd March 2026

Bristol, UK

Privacy Policy

Contact: dan [at] dangoldfield [dot] com