Privacy Notice - Datum Advisory Limited

Last updated: June 2026

1. Who we are

Datum Advisory Limited

Company number: 16970138

ICO Registration Number: ZC155857

Email: contact@datumadvisory.co.uk

We act as the Data Controller for the personal data we collect.

2. What information we collect

We may collect and process the following types of personal data:

• Name, job title and contact details
• Business information (organisation, sector, role)
• Information provided through enquiries or contact forms
• Documents or data shared with us during advisory engagements
• Notes and correspondence relating to client work
• Website usage data (if analytics are enabled)

We do not intentionally collect special category data unless explicitly required and agreed.

3. How we use your information

We process personal data for the following purposes:

• Responding to enquiries
• Providing advisory and consultancy services
• Preparing proposals, statements of work and reports
• Managing client relationships
• Maintaining internal records
• Improving our services
• Meeting legal or regulatory obligations

Our lawful bases for processing are:

• Contract – to deliver services you request
• Legitimate Interests – to operate and improve our business
• Consent – where required (e.g., optional communications)
• Legal Obligation – where applicable

4. How we store and protect your data

We use secure, industry‑standard systems including:

• Microsoft 365 (SharePoint, OneDrive, Exchange)
• Encrypted devices
• Access‑controlled storage
• Multi‑factor authentication

Client data is stored in segregated workspaces and retained only for as long as necessary.

5. Sharing your information

We do not sell or share your data with third parties for marketing purposes.

We may share data with trusted service providers who support our operations, such as:

• Microsoft (cloud services)
• Email and communication platforms
• Professional advisers (legal, accounting)

All third‑party processors operate under GDPR‑compliant agreements.

6. Data retention

We retain personal data only for as long as necessary for:

• delivering services
• meeting legal obligations
• maintaining business records

Client documents are typically retained for up to 6 years, unless agreed otherwise.

7. Your rights

Under UK GDPR, you have the right to:

• Access your data
• Correct inaccurate data
• Request deletion
• Restrict processing
• Object to processing
• Data portability
• maintaining business records
• Withdraw consent (where applicable)

To exercise any rights, contact us at: contact@datumadvisory.co.uk

If you are not satisfied with our response, you may complain to the Information Commissioner’s Office (ICO): ico.org.uk

8. Cookies

If we use cookies or analytics, a separate Cookie Notice will be provided.

9. Contact

For any questions about this Privacy Notice or your data:

Email: contact@datumadvisory.co.uk or contact us by post at our registered address