This notice explains how Whitfield Advisory Ltd (“we”, “our”) handles personal information collected through this website and through enquiries made to us. We are the data controller for the purposes of the UK General Data Protection Regulation and the Data Protection Act 2018.
We collect information you provide when you contact us — typically your name, organisation, email address, and the substance of your enquiry. We also collect limited technical information from web requests, including IP address, request timestamps and user-agent string, for security and operational purposes.
We use enquiry information solely to respond to you and, where relevant, to assess whether we are well placed to assist. We use technical request information to operate and protect this website, to detect and investigate abuse, and to maintain audit records.
We process enquiry information on the basis of legitimate interest in responding to potential clients, and where applicable on the basis of taking steps at your request prior to entering into a contract. We process technical request information on the basis of legitimate interest in operating a secure service.
Enquiry correspondence is retained for as long as is necessary to respond to you and, where appropriate, for the duration of any subsequent engagement plus any period required by professional or legal obligations. Technical request logs are retained for a limited period proportionate to the operational and security purposes for which they are collected.
We do not sell personal information. We do not share enquiry information with third parties for marketing. We may disclose information where we are required to do so by law or by a competent regulator.
Information you provide is held within the United Kingdom and the European Economic Area. Where any limited transfer outside that area is necessary to operate the service, it is carried out under appropriate safeguards.
Subject to applicable exemptions, you have rights of access, rectification, erasure, restriction, objection and portability in relation to your personal information. You may exercise these rights, or raise any other privacy question, by writing to info@whitfieldadvisory.com. You also have the right to complain to the Information Commissioner’s Office (ico.org.uk).
This website does not set advertising or analytics cookies and does not use third-party trackers.
We may update this notice from time to time. The current version will always be available at this URL.