Privacy policy

Who we are

Invest With Joe provides property investment education, property sales education and information about investment property in the South Wales market. This policy explains how we handle personal information submitted through this website.

Invest With Joe is a trading name of Branddwr Ltd (company number 16589464). [PLACEHOLDER: registered address and ICO registration number to be supplied and inserted here.]

What personal information we collect

Contact form data: your name, phone number, optional email address, the topic you are interested in and the message you write.

Investor assessment data: your answers about property experience, capital available, whether you already own investment property, approximate income band, strategies of interest, goals, portfolio ambitions, current obstacles and timescales, together with the contact details you give at the end.

Sales application data: your answers about your current role, sales experience, property types sold, investor network, deal volume, sales challenges, current process, goals and available time commitment, together with your contact details.

Technical and analytics data: if you consent to analytics cookies, we collect anonymous usage data such as pages viewed, approximate location by country or region, device and browser type, and which buttons and forms are used. We do not send your name, phone number, email address or form answers to analytics.

We never ask for bank details, card details, passwords or identity documents through this website.

How we use your information

To respond to your enquiry, assessment or application and arrange a conversation where appropriate.

To understand your position so that any conversation, education or information we share is relevant to you.

To keep a reasonable business record of our contact with you.

To understand, in aggregate, how the website is used so we can improve it.

We do not sell your information and we do not use it for automated decision-making or profiling that has a legal effect on you.

Lawful basis under UK GDPR

Consent: when you submit a form or accept analytics cookies. You can withdraw consent at any time.

Legitimate interests: responding to enquiries about our services and maintaining ordinary business records.

How your information is stored

Form submissions are stored in a hosted database used to manage enquiries. Access is restricted to Joe and authorised members of the team and is password protected. Data is transmitted over an encrypted HTTPS connection.

Our website hosting, database and any messaging or analytics providers may process data on our behalf as processors, under their own security and data protection terms.

Third-party services we use

Website hosting and database: Lovable Cloud, which is used to serve this website and store enquiry records.

Analytics: Google Analytics 4 is loaded only if you accept analytics cookies. It is not active until an analytics account has been connected and you have consented.

Notifications: an SMS notification provider may be used to alert Joe that a new enquiry has arrived. Only the minimum details needed for that alert would be included.

Some providers may process data outside the UK. Where that happens, transfers rely on appropriate safeguards such as the UK International Data Transfer Agreement or the UK Addendum to the EU Standard Contractual Clauses.

Cookies and similar technology

Essential storage: the small amount of local storage needed for the site to work and to remember your cookie choice. This is always active and cannot be switched off.

Analytics cookies: used only after you accept them, to measure how the website is used. If you choose “Essential only”, no analytics scripts are loaded at all.

We do not use advertising cookies or third-party marketing pixels. You can also block or delete cookies in your browser settings.

How long we keep your information

Enquiry, assessment and application records are kept for as long as needed to deal with your enquiry and to maintain a reasonable business record, and are then deleted. Our current retention period is [PLACEHOLDER: confirm retention period, for example 24 months from last contact].

Aggregated analytics data is retained according to the analytics provider's standard retention settings.

Sharing your information

We only share your information where it is necessary to provide our services, where a service provider processes it on our behalf, or where we are required to by law.

Some property opportunities may be marketed by or connected to Joe’s property business and commercial relationships may exist. We will tell you if that is relevant to a conversation.

Your rights

You have the right to be informed, to access a copy of the information we hold about you, to have inaccurate information corrected, to have your information erased, to restrict or object to processing, to data portability, and to withdraw consent at any time.

To exercise any of these rights, use the contact form and we will action your request. We aim to respond within one month.

If you are unhappy with how we have handled your information you can complain to the Information Commissioner's Office at ico.org.uk.

Children

This website and our services are intended for adults. We do not knowingly collect information from anyone under 18.

Changes to this policy

If this policy changes we will update this page and the date shown below.

How to contact us

For any privacy question or request, please use the contact form. A postal address and data protection contact email will be added here once confirmed.