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Privacy Policy

Last updated: 16.06.2026

This Privacy Policy explains how TheExcelExpert ("we", "us", "our") collects, uses, and protects your personal data when you visit this website or use our services. We are committed to handling your information responsibly and in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who we are

TheExcelExpert provides Excel and spreadsheet consulting services to businesses across the UK. For any privacy matters, the data controller is:

2. What data we collect

We only collect what we need to respond to you and deliver our services. Depending on how you interact with us, this may include:

3. How we use your data

We use your personal data to:

4. Our lawful basis

Under UK GDPR, we rely on these lawful bases for processing your data:

5. Your files and confidentiality

We treat the spreadsheets and data you share with the utmost confidentiality. We use them only to carry out the agreed work, we don't share them with third parties, and we'll delete them on request once the work is complete. We're happy to sign a non-disclosure agreement if you'd like one.

6. Who we share data with

We don't sell your data, ever. We may share limited data with trusted service providers who help us operate — for example email, cloud storage, accounting software, and analytics/advertising providers such as Google. Where we do, they're bound to protect your data and use it only for the services they provide to us. We may also disclose data where required by law.

7. How long we keep it

We keep your data only as long as needed. Enquiry correspondence is kept while there's an active interest; project files are deleted on request or within a reasonable period after completion; and financial records are kept for [6 years] as required by UK tax law.

8. Cookies and analytics

We use Google Ads conversion tracking to help measure the effectiveness of our advertising. This may involve cookies or similar technologies and data such as pages visited, device/browser information, IP address, and ad click identifiers (for example GCLID). We use this information to understand whether ad clicks lead to enquiries and to improve our marketing performance.

Where required by law, non-essential cookies and similar tracking technologies are used only with your consent. You can change your cookie preferences in your browser settings and, where available, through on-site cookie controls.

Google acts as a separate data controller for some processing. You can read more in the Google Privacy Policy and manage ad personalisation at adssettings.google.com.

9. Your rights

Under UK GDPR you have the right to access your data, correct it, ask us to delete it, restrict or object to its processing, and request portability. To exercise any of these, just email us at info@theexcelexpert.co.uk and we'll respond within one month.

10. Complaints

If you're unhappy with how we've handled your data, please contact us first so we can put it right. You also have the right to complain to the Information Commissioner's Office (ICO), the UK's data protection regulator, at ico.org.uk.

11. Changes to this policy

We may update this policy from time to time. The "last updated" date at the top shows when it was last revised.