Privacy policy

Delamere White Advisors Ltd is a consultancy business registered in England and Wales. We are the data controller for the personal data we process about you.

You can contact us at: Delamere White Advisors Ltd 3rd Floor, Old Stock Exchange St Nicholas Street Bristol BS1 1TG

For data protection queries, please email: [email protected]

We collect and process the following categories of personal data: 

Clients

• Name, job title, and employer details

• Contact information including email address and telephone number

• Business correspondence and project-related communications

• Financial information such as invoicing and payment records

Contractors and suppliers

• Name and contact details

• Professional credentials, CVs, and relevant experience

• Contract and payment information

Newsletter subscribers

• Email address and name (where provided)

• Subscription preferences and engagement data

Website visitors

• IP address and device information

• Pages visited, time spent on site, and referral sources, collected via analytics tools

• Cookie identifiers (see Section 7)

To deliver our consultancy services

Legal basis: Performance of a contract. We need your information to fulfil our obligations under client and contractor agreements.

To manage our business relationships

Legal basis: Legitimate interests. We maintain records of clients, contractors, and suppliers to manage ongoing and future business relationships effectively.

To send newsletters and business updates

Legal basis: Consent. We will only send marketing communications to people who have subscribed via our website. You can withdraw your consent and unsubscribe at any time.

To improve our website

Legal basis: Legitimate interests. We use analytics tools to understand how visitors use our website so that we can improve it. This data is collected in aggregated or pseudonymised form where possible.

To comply with legal and financial obligations

Legal basis: Legal obligation. We are required to retain certain financial and business records under company and tax law.

We retain personal data only for as long as necessary for the purposes set out in this notice, or as required by law. Our general retention periods are:

• Client and contractor records: seven years from the end of the relevant engagement, in line with HMRC requirements

• Newsletter subscriber data: until you unsubscribe or request deletion

• Website analytics data: as determined by the analytics platform settings, typically up to 26 months

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

• Technology service providers — including our website platform, email distribution service, CRM system, and analytics tools — who process data on our behalf under appropriate data processing agreements

• Professional advisers such as accountants or lawyers, where necessary

• Regulatory or law enforcement authorities, where required by law

Where we use third-party platforms, we take reasonable steps to ensure those providers meet adequate data protection standards. Some providers may be based outside the UK or EEA; where this is the case, we ensure appropriate safeguards are in place, such as standard contractual clauses approved by the ICO.

Under UK GDPR, you have the following rights in relation to your personal data:

• Right of access — to request a copy of the personal data we hold about you

• Right to rectification — to ask us to correct inaccurate or incomplete data

• Right to erasure — to ask us to delete your data in certain circumstances

• Right to restrict processing — to ask us to limit how we use your data

• Right to data portability — to receive your data in a structured, machine-readable format

• Right to object — to object to processing based on legitimate interests or for direct marketing

• Right to withdraw consent — where we rely on consent, you can withdraw it at any time

To exercise any of these rights, please contact us using the details in Section 1. We will respond within one month. There is no charge for making a request.

Our website uses cookies — small text files stored on your device — to help it function and to collect analytics data. We use:

• Essential cookies — required for the website to operate correctly

• Analytics cookies — to understand how visitors use the site, including pages visited and time spent. These may be set by third-party providers such as Google Analytics or your website platform's built-in analytics

You can control or disable cookies through your browser settings. Disabling analytics cookies will not affect your ability to use the site.

We may update this privacy notice from time to time. The current version will always be available on our website. Where changes are material, we will notify relevant individuals directly where we hold contact details.

If you have concerns about how we handle your personal data, please contact us in the first instance using the details in Section 1.

If you remain dissatisfied, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):

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

Website: www.ico.org.uk | Helpline: 0303 123 1113