We may collect the following types of information when you use our services:

• Personal Information: name, email address, phone number, and other contact details you provide.

• Usage Data: information about how you interact with our services.

We use collected data to:

• Provide and improve our services.

• Communicate with you regarding updates, support, and promotions.

• Ensure security and prevent fraudulent activity.

• Comply with legal obligations.

Most of the personal information we process is provided to us directly by you for one of the following reasons:

• To aid us in providing a confidential service to our clients

• To aid us in exploring changes within our clients’ business sectors.

We use the information given to us in order to better provide a business advice and consultancy service to our clients. All financial and identifiable information is kept private and confidential and is not shared with any third-party organisations.

Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are:

• Your consent. You are able to remove your consent at any time. You can do this by contacting us directly.

• We have a contractual obligation.

• We have a legal obligation.

• We have a vital interest.

• We need it to perform a public task.

• We have a legitimate interest.

We use collected data to:

• Provide and improve our services.

• Communicate with you regarding updates, support, and promotions.

• Ensure security and prevent fraudulent activity.

• Comply with legal obligations.

Most of the personal information we process is provided to us directly by you for one of the following reasons:

• To aid us in providing a confidential service to our clients

• To aid us in exploring changes within our clients’ business sectors.

We use the information given to us in order to better provide a business advice and consultancy service to our clients. All financial and identifiable information is kept private and confidential and is not shared with any third-party organisations.

Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are:

• Your consent. You are able to remove your consent at any time. You can do this by contacting us directly.

• We have a contractual obligation.

• We have a legal obligation.

• We have a vital interest.

• We need it to perform a public task.

• We have a legitimate interest.

We do not sell your personal information. We may share data only with:

• Service Providers who help us operate agreed client service offerings for your business.

• Legal Authorities if required to comply with laws or regulations.

We use cookies and similar technologies on this site to:

• Enhance user experience.

• Analyse traffic and usage patterns.

• Remember your preferences.

• You can disable cookies in your browser settings, but some features of the service may not function properly.

We retain your personal information only as long as necessary to provide services or comply with legal obligations.

We currently collect and process the following information from our clients:

• Name

• Personal identifiers, contacts and characteristics (for example, contact details, addresses, phone numbers and email addresses).

• Generic website user statistics

• Financial information

Your information is securely stored. We keep these personal identifier details securely on file for a period of one year after our work with a client concludes. The information is then disposed of securely via either cross-cut shredding (for paper documents) or using a secure service for disposal of confidential information. Electronic data will be deleted from all backups within the same time frame.

Under data protection law, you have rights including:

• Your right of access – You have the right to ask us for copies of your personal information.

• Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.

• Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.

• Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances.

• Your right to object to processing – You have the the right to object to the processing of your personal information in certain circumstances.

• Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you. Please contact us directly if you wish to make a request.