Privacy Notice

Who we are and important information

The personal data we collect about you

Personal data, or personal information, means any information about an individual from which that person can be identified. We may collect your name, job title, organisation, email address, telephone number and any other information you choose to provide when contacting us. If you complete the G.R.O.W. diagnostic, we may collect your answers, scores, personalised profile and, where you choose to provide them, your name and email address. When you use the website, we may collect technical information such as your IP address, browser and device type, approximate location, pages visited and how you interact with the website. Non-essential analytics information is collected only where you have provided the relevant cookie consent. We also collect, use and share aggregated data such as statistical or demographic data for any purpose. Aggregated data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity. We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

If you fail to provide personal data

Where we need to collect your personal data by law, or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you. In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.

How we collect your personal data

We use different methods to collect data from and about you. We collect personal data directly from you when you contact us by email, telephone or through the website; subscribe to marketing communications; complete the G.R.O.W. diagnostic; book a conversation; or become a client. We may also collect technical information automatically when you use the website. This may be collected through cookies and similar technologies, subject to your cookie choices. In some circumstances, we may receive professional contact information from publicly available sources, referrals, networking organisations, event organisers or business information providers.

How we use your personal data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

Performance of Contract

This means processing your data where it is necessary for the performance of a contract to which you are a party or to take steps at your request before entering into such a contract.

Legitimate Interest

This means the interest of our business in conducting and managing our business to enable us to give you the best service/product and the most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. You can obtain further information about how we assess our legitimate interests against any potential impact on you by contacting [email protected].

Comply with a legal or regulatory obligation

This means processing your personal data where it is necessary for compliance with a legal or regulatory obligation that we are subject to.

Generally we do not rely on consent as a legal basis for processing your personal data other than in relation to sending third party direct marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time by contacting us at [email protected].

Purposes for which we will use your personal data

We have set out below a description of all the ways we plan to use your personal data, with the legal bases we rely on to do so.

Opting out

If you have chosen to receive marketing communications, you can unsubscribe at any time by using the unsubscribe link in an email or by contacting [email protected]. Withdrawing consent or opting out of marketing will not affect our use of information required to provide services, manage an existing client relationship or comply with legal obligations.

Cookies

We use essential technologies required for the website to operate. With your consent, we also use Google Analytics to help us understand how visitors use the website and improve its performance and content. Non-essential analytics technologies are not activated unless you accept them. You can accept, reject or change your choices through the website’s cookie controls. More information about the technologies we use, their purposes, providers and durations is available in our Cookie Policy.

G.R.O.W. diagnostic

If you complete the G.R.O.W. diagnostic, we use your answers to calculate and display your G.R.O.W. profile. Providing your name and email address is optional unless you ask us to send your results or contact you about them. We do not use diagnostic answers to make solely automated decisions that have legal or similarly significant effects.

Change of purpose

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.

Use of Artificial Intelligence (AI)

We may use approved artificial intelligence (“AI”) tools to assist us in providing our services, administering our business, analysing information, preparing communications and improving our products or services. Where personal data is processed using AI tools, we will do so in accordance with applicable data protection laws and appropriate security measures. AI is used to support, and not replace, human decision-making within our business.

Who we share your personal data with

We may share personal data with trusted service providers that support our website, hosting, email, analytics, communications, document storage, appointment booking and business administration. These providers may process personal data only for the relevant service and subject to appropriate contractual and security arrangements. We may also share information with professional advisers, accountants, insurers, regulators or public authorities where reasonably necessary or legally required. We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

International transfers

Some of our service providers may process personal data outside the UK. Where this happens, we take steps to ensure that an appropriate transfer mechanism and safeguards are in place, such as UK adequacy regulations or approved contractual protections. You can contact us for further information about the safeguards relevant to your personal data.

Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality. We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Data retention

We retain enquiry information for as long as reasonably necessary to respond and manage any resulting business relationship. Client and financial records may normally be retained for up to six years after the relevant relationship or transaction, where required for legal, tax or contractual purposes. Newsletter information is retained until you unsubscribe or we determine that it is no longer current. Cookie and analytics information is retained in accordance with the durations stated in our Cookie Policy. G.R.O.W. diagnostic information is retained only for as long as needed to provide the requested results and any agreed follow-up.

Your legal rights

Unless subject to an exemption under the data protection laws, you have the following rights with respect to your personal data:

• The right to request a copy of the personal data which we hold about you.
• The right to request that we correct any personal data if it is found to be inaccurate or out of date.
• The right to request your personal data is erased where it is no longer necessary to retain such data.
• The right to withdraw your consent to the processing at any time, where consent was the lawful basis for processing your data.
• The right to request that we provide you with your personal data and where possible, to transmit that data directly to another data controller (known as the right to data portability), where applicable.
• The right, where there is a dispute in relation to the accuracy or processing of your personal data, to request a restriction is placed on further processing.
• The right to object to our processing of personal data, where applicable (e.g. where processing is based on our legitimate interests; direct marketing; or processing for the purposes of scientific/historical research and statistics).

If you wish to exercise any of the rights set out above, please contact [email protected].

No fee required – with some exceptions

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable admin fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

What we may need from you

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data. This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it.

Time limit to respond

We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

Changes to this notice and your duty to inform us of changes

This notice was last updated on 21 September 2026 and historic versions can be obtained by contacting us. Please keep us informed if your personal data changes during your relationship with us. It is important that the personal data we hold about you is accurate and current.

Queries, requests or concerns

To exercise all relevant rights, queries or complaints in relation to this policy or any other data protection matter between you and us, please in the first instance contact us at [email protected].

If this does not resolve your complaint to your satisfaction, you have the right to lodge a complaint with the Information Commissioner's Office on 0303 123 1113 or via email at ico.org.uk/global/contact-us/email/ or at the Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF, England, UK.