Privacy Policy

This privacy policy tells you what to expect us to do with your personal information.

 

1.    Contact details

Telephone 07920 137174

Email nicholasandrewtodd@gmail.com

 

2.   What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients:

  • Names and contact details
  • Records of meetings and decisions

We collect or use the following personal information for information updates or marketing purposes:

  • Names and contact details

We collect or use the following personal information for dealing with queries, complaints or claims:

  • Names and contact details
  • Records of meetings and decisions
  • Correspondence

3.   Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website. 

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interest in retaining individuals’ contact information is to enable quick and repeated communication and information exchange during the delivery of a consulting engagement.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:

  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are the retention of contact information for certain individuals to enable communication and exchange of information between consulting engagements, for mutual benefit.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interest are the retention of contact details for certain individuals and meeting notes from key meetings during a consulting engagement in order to be able to respond effectively to any complaints or claims against us.

Which lawful basis we rely on may affect your data protection rights which are in brief set out below.  You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

  • Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.
  • Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.
  • Your right to erasure – You have the right to ask us to delete your personal information. You can read more about this right here.
  • Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information. You can read more about this right here.
  • Your right to object to processing – You have the right to object to the processing of your personal data. You can read more about this right here.
  • 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. You can read more about this right here.
  • Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.

If you make a request, we must respond to you without undue delay and in any event within one month.  To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

4.   Where we get personal information from

  • Directly from you
  • Publicly available sources

5.   How long we keep information

We retain any personal information for up to eight years.

6.   Whom we share information with

Others we share personal information with, if required

  • Other financial or fraud investigation authorities
  • Professional or legal advisors
  • Organisations we’re legally obliged to share personal information with

7.   How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:           

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Last updated: 13 January 2025

Changes to this policy

We reserve the right to modify this Privacy Policy at any time without notice, in accordance with current legislation. Changes will take effect immediately upon their posting on our website. 

​We are governed by the laws of England and Wales and we cannot be responsible for knowing or implementing global laws.