Privacy Policy

Last updated: August 2026

Green Energy and EPC Services Ltd is committed to protecting your privacy and handling your personal information fairly, lawfully and securely.

This Privacy Policy explains how we collect, use, store and share your personal information when you use our website, contact us, request a quotation, use our services, apply for finance through an introduction made by us, or otherwise interact with Green Energy and EPC Services Ltd.

1. Who We Are

Green Energy and EPC Services Ltd

Company Number: 13030942

Registered Office:

123B Barkby Road

Leicester

LE4 9LG

Email: info@greenenergyandepcservices.co.uk

Telephone: 0116 436 1775

Green Energy and EPC Services Ltd is an Introducer Appointed Representative of TradeHelp for the purpose of credit broking introductions only.

Our Firm Reference Number is 1058740.

TradeHelp is a trading style of TradeHelp Ltd, Marchwiel Centre, Bryn Lane, Wrexham Industrial Estate, LL13 9UT, registered in England under company number 03712438 and authorised and regulated by the Financial Conduct Authority under Firm Reference Number 697812.

TradeHelp is a credit broker, not a lender, and offers loans from a small panel of carefully selected lenders. TradeHelp does not offer financial advice and does not charge customers for credit broking services. All loans are subject to status.

For the purposes of applicable UK data protection legislation, Green Energy and EPC Services Ltd will normally act as the data controller for the personal information we collect and process in connection with our own services.

Where information is passed to TradeHelp or a finance provider, those organisations may process your personal information in accordance with their own privacy policies and regulatory obligations.

2. What Personal Information We Collect

The information we collect will depend on the services you request and how you interact with us.

We may collect:

  • your name;
  • home or correspondence address;
  • property address;
  • telephone number;
  • email address;
  • appointment and access details;
  • property ownership or occupancy information;
  • information relating to your enquiry, quotation, contract or installation;
  • property photographs;
  • survey notes;
  • floor plans and measurements;
  • Energy Performance Certificate and RdSAP information;
  • Retrofit Assessment and Retrofit Coordination information;
  • details of existing and proposed energy-efficiency measures;
  • installation and commissioning records;
  • warranty and guarantee information;
  • correspondence between you and us;
  • complaints and customer service records;
  • invoices, payment information and transaction records;
  • information required by energy-efficiency funding schemes, energy suppliers or local authorities;
  • information required for accreditation, certification, auditing or regulatory purposes; and
  • where you wish to consider finance, information required to introduce you to TradeHelp for the purpose of considering available finance options.

We will only collect information that is reasonably necessary for the relevant purpose.

3. How We Obtain Your Personal Information

We may obtain information:

  • directly from you;
  • through our website, enquiry forms or telephone conversations;
  • when you request a quotation or appointment;
  • during a property survey, assessment or inspection;
  • during installation or remedial works;
  • from a property owner, landlord, tenant, managing agent or representative;
  • from energy suppliers;
  • from local authorities;
  • from government or energy-efficiency scheme administrators;
  • from installers, subcontractors, Retrofit Assessors or Retrofit Coordinators;
  • from accreditation or certification bodies;
  • from TradeHelp where relevant to a finance introduction;
  • from other organisations legitimately involved in providing the requested service; and
  • from publicly available sources where appropriate.

4. Why We Use Your Personal Information

We may use your personal information to:

  • respond to enquiries;
  • prepare quotations;
  • arrange appointments and property access;
  • enter into and administer contracts;
  • provide Energy Performance Certificates;
  • undertake Domestic Energy Assessments;
  • undertake Retrofit Assessments;
  • provide Retrofit Coordination services;
  • provide energy-efficiency advice;
  • design, arrange or install energy-efficiency measures;
  • inspect installations and carry out remedial work;
  • manage warranties and guarantees;
  • administer energy-efficiency and funded projects;
  • determine or verify eligibility for funding schemes;
  • submit or lodge information with relevant accreditation, certification, funding or compliance systems;
  • maintain project and compliance records;
  • communicate with customers and other project stakeholders;
  • respond to complaints and enquiries;
  • undertake quality assurance and auditing;
  • prevent fraud and misuse;
  • fulfil legal, contractual, regulatory and certification requirements;
  • process payments and maintain accounting records;
  • introduce customers to TradeHelp where they wish to consider finance; and
  • communicate with customers about related products and services where permitted by law.

5. Finance Introductions

Green Energy and EPC Services Ltd is an Introducer Appointed Representative of TradeHelp for the purpose of credit broking introductions only.

We do not provide financial advice and we do not act as a lender.

Where you tell us that you wish to consider finance, we may provide your relevant personal information to TradeHelp Ltd so that TradeHelp can contact you and, where appropriate, introduce you to one or more finance providers.

The information shared may include your:

  • name;
  • contact information;
  • address;
  • details of the proposed installation or purchase;
  • quotation or transaction value; and
  • other information reasonably required to facilitate the introduction.

TradeHelp and any lender or finance provider involved in your application may collect additional information directly from you and will be responsible for explaining how they process that information.

Finance is subject to application and status.

6. Lawful Bases for Processing

Under UK data protection law, we must have a lawful basis for processing personal information.

Depending on the circumstances, we may rely upon the following lawful bases.

Contract

We may process your personal information where it is necessary:

  • to provide a quotation or service that you have requested;
  • to take steps at your request before entering into a contract; or
  • to perform our contractual obligations to you.

Legal Obligation

We may process personal information where required to comply with a legal or regulatory obligation.

This may include obligations relating to:

  • taxation and accounting;
  • consumer protection;
  • energy-efficiency schemes;
  • regulatory reporting;
  • accreditation or certification;
  • financial-services requirements where applicable; and
  • responding to lawful requests from authorities.

Legitimate Interests

We may process personal information where necessary for our legitimate business interests, provided those interests are not overridden by your rights and freedoms.

This may include:

  • managing and improving our business and services;
  • maintaining appropriate project records;
  • quality assurance;
  • dealing with complaints;
  • preventing fraud;
  • protecting our legal rights;
  • working with professional advisers and service providers; and
  • communicating with existing customers about similar products or services where this is permitted by law.

Consent

We may rely on your consent where this is the appropriate lawful basis.

Where we rely on consent, you can withdraw your consent at any time.

7. Marketing Communications

We may occasionally contact you about products or services that may be relevant to you.

Where required by law, we will obtain your consent before sending electronic marketing communications.

We may also rely on the permitted soft opt-in rules for marketing similar products or services to existing customers where the applicable legal requirements are met.

You can opt out of marketing communications at any time.

Marketing emails will include an unsubscribe option where appropriate.

If you object to the use of your personal information for direct marketing, we will stop using your information for that purpose.

8. Who We May Share Your Information With

Where necessary and lawful, we may share relevant personal information with:

  • TradeHelp Ltd;
  • finance providers and lenders where you request a finance introduction;
  • employees and authorised personnel;
  • installers and subcontractors;
  • Domestic Energy Assessors;
  • Retrofit Assessors;
  • Retrofit Coordinators;
  • energy suppliers;
  • local authorities;
  • government departments or scheme administrators;
  • TrustMark;
  • Scheme Providers;
  • accreditation schemes;
  • certification bodies;
  • guarantee or warranty providers;
  • auditors and quality-assurance organisations;
  • software and IT service providers;
  • cloud-storage providers;
  • payment service providers;
  • accountants;
  • legal advisers;
  • insurers;
  • professional consultants;
  • regulators;
  • law-enforcement agencies where required by law; and
  • a successor organisation where our business is legitimately sold, transferred, merged or reorganised.

We will only share information where there is an appropriate legal, contractual or business reason for doing so.

9. Energy-Efficiency and Retrofit Projects

Where we provide services under an energy-efficiency, retrofit or funded scheme, information concerning you and your property may need to be shared with organisations involved in the delivery, funding, certification, auditing or monitoring of the project.

Depending on the project, these organisations may include:

  • an energy supplier;
  • a local authority;
  • TrustMark;
  • a Scheme Provider;
  • a funding organisation;
  • a Retrofit Coordinator;
  • a Retrofit Assessor;
  • a PAS 2030 installer;
  • a certification body;
  • an accreditation body;
  • a guarantee provider; or
  • an auditor or monitoring organisation.

The information shared may include photographs, assessment information, installation evidence, property information, project documentation and other records necessary to demonstrate compliance.

10. What Happens if You Do Not Provide Your Information?

You are not generally required to provide personal information to us.

However, if you do not provide information that is necessary to:

  • provide a quotation;
  • carry out an assessment;
  • undertake installation works;
  • administer a funded project;
  • fulfil a contract; or
  • make a requested finance introduction,

we may be unable to provide the relevant service.

11. How Long We Keep Your Information

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected and to meet applicable legal, contractual, tax, funding, audit, accreditation, certification, warranty and regulatory requirements.

For many customer, contractual and accounting records, we may retain information for up to six years after completion of the relevant service or termination of the contractual relationship.

Some energy-efficiency, retrofit, installation, warranty or government-funded scheme records may need to be retained for a longer period where required by:

  • legislation;
  • funding conditions;
  • TrustMark;
  • accreditation schemes;
  • certification bodies;
  • Scheme Providers;
  • guarantee providers; or
  • contractual requirements.

Marketing information will be retained for as long as there is an appropriate reason to retain it, subject to your right to opt out or object.

When information is no longer required, we will securely delete, destroy or anonymise it where appropriate.

12. How We Protect Your Personal Information

We take appropriate technical and organisational measures to protect personal information against:

  • unauthorised access;
  • unlawful processing;
  • accidental loss;
  • destruction;
  • alteration; and
  • unauthorised disclosure.

Our security arrangements may include:

  • access controls;
  • password protection;
  • multi-factor authentication;
  • secure cloud storage;
  • encryption;
  • restricted access to customer information;
  • employee and contractor procedures; and
  • appropriate security requirements for third-party service providers.

13. International Transfers

Some of our technology, software or cloud-service providers may process information outside the United Kingdom.

Where personal information is transferred internationally, we will take appropriate steps to ensure that the transfer complies with applicable UK data protection legislation and that appropriate safeguards are used where required.

14. Your Data Protection Rights

Depending on the circumstances, you may have the right to:

Right of Access

You may ask us for a copy of the personal information we hold about you.

Right to Rectification

You may ask us to correct personal information that is inaccurate or incomplete.

Right to Erasure

In certain circumstances, you may ask us to delete your personal information.

This right does not apply where we are legally or contractually required to retain the information.

Right to Restrict Processing

In certain circumstances, you may ask us to restrict how we use your personal information.

Right to Object

You may have the right to object to certain processing based on legitimate interests.

You have an absolute right to object to the use of your personal information for direct marketing.

Right to Data Portability

Where applicable, you may ask us to provide certain personal information in a structured, commonly used and machine-readable format or transfer it to another organisation.

Right to Withdraw Consent

Where processing is based on your consent, you may withdraw that consent at any time.

Withdrawal of consent does not affect processing that was lawful before consent was withdrawn.

15. Exercising Your Rights

If you wish to exercise any of your data protection rights, please contact us:

Green Energy and EPC Services Ltd

123B Barkby Road

Leicester

LE4 9LG

Email: info@greenenergyandepcservices.co.uk

Telephone: 0116 436 1775

We may need to verify your identity before processing your request.

We will respond within the period required by applicable data protection legislation.

16. Complaints About Your Personal Information

If you have concerns about how we have collected or used your personal information, please contact us first so that we have an opportunity to investigate and resolve the matter.

You also have the right to complain to the Information Commissioner's Office (ICO).

Information Commissioner's Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Telephone: 0303 123 1113

Further information is available at www.ico.org.uk.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to:

  • our services;
  • our business arrangements;
  • regulatory requirements;
  • data protection legislation; or
  • how we collect and use personal information.

The latest version will be published on our website and identified by the "Last updated" date shown at the top of this policy.