You agree to the privacy policy below, and the Privacy Policy for Substack, the technology provider.

Privacy Policy

At LevelUp, we are committed to protecting your privacy and ensuring the security of your personal information. This privacy policy outlines how we collect, use, and safeguard the information you provide to us.

Information We Collect

We may collect the following types of personal information:

  • Name

  • Email address

  • Contact details

  • For coaching clients: Discussion notes, which may include personal information shared by clients to support the creation of personalised development plans

  • If you are a guest on our podcast, we obtain a “headshot” photograph and we retain the original video and audio recordings captured for production purposes, along with the final published episode. Please be aware that published episodes may be made publicly available through podcast platforms and related media channels.

Lawful Bases for Processing

We process personal information under the following lawful bases:

  • Consent: For example, where you agree to be a guest on our podcast, or where you opt in to receive communications from us.

  • Contract: Where processing is necessary to provide our services, including developing personalised leadership plans or handling service requests.

  • Legal Obligation: To comply with tax, accounting, or regulatory duties.

  • Legitimate Interests: Where processing helps us improve our services (e.g. through AI tools or editing software), provided your rights and freedoms are not overridden.

How We Use Your Information

We use the information you provide in the following ways:

  • To communicate with you, respond to your enquiries, and deliver the services you request

  • To create tailored leadership development plans and strategies, using discussion notes to provide a personalised service

  • To keep a record of services you have purchased (we do not retain payment details)

  • For payment processing, which is carried out securely by third-party providers such as Stripe (see Stripe’s Privacy Policy: https://stripe.com/gb/privacy#5-security-and-retention)

  • To improve our services using Google Gemini AI tools. At times, this may involve processing personal information to enhance relevance, quality, and personalisation. Google Gemini AI is built with enterprise-grade security and privacy protections. Further information is available via the Google Gemini Apps Privacy Hub and the Google Privacy Policy. https://cloud.google.com/security

  • To edit and produce podcast and other media content we may use Descript, Riverside, and Adobe Podcast, which are cloud‑based editing platforms. These providers may process personal data during production. You can review their privacy policies here:

Data Storage

Your data is stored securely in Google Drive’s cloud-based platform, which provides encryption and industry-standard safeguards. Further information on how Google protects stored data can be found here: https://cloud.google.com/security

Retention of Information

We retain your personal information for as long as we provide services to you, or for as long as reasonably necessary to continue doing so.
Even after services end, we may retain personal data where required to:

  • Comply with legal and regulatory obligations

  • Support fraud monitoring, detection, and prevention

  • Meet tax, accounting, and financial reporting obligations

Data is retained in accordance with applicable UK law, including limitation periods and record‑keeping requirements.

Security Measures

  • Access to your personal information is limited to authorised personnel only

  • We regularly review and update our security protocols to maintain compliance with industry standards

Your Rights

Under UK GDPR, you have the right to:

  • Request access to the personal information we hold about you

  • Request correction or updating of inaccurate information

  • Request deletion of your information, subject to legal and contractual obligations

  • Request restriction or objection to certain types of processing, including automated decision-making where relevant

  • Request portability of your data, where applicable

If you wish to exercise any of these rights, please contact us using the details below.

If you are not satisfied with our response or handling of your data, you also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at

https://ico.org.uk

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Updates to this Policy

This Privacy Policy may be updated periodically to reflect changes in our practices, technology, or legal obligations. Any updates will be published on our website, and we encourage you to check this page regularly.

Contact Us

If you have any questions, concerns, or requests about this Privacy Policy or your data, please contact us at:

LevelUp – Privacy Enquiries
email@levelupleadership.uk

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By using our services, you agree to the collection, use, and storage of your personal information as described in this Privacy Policy.