Privacy policy

1. Who we are

This website is operated by [Registered company name] trading as Sterling Advisors (“Sterling Advisors”, “we”, “us”), a company registered in [England and Wales] under company number [company number], with its registered office at [registered office address]. We are the controller of the personal data described in this policy. You can contact us at [privacy contact email].

2. The information we collect

We collect personal data that you give us when you complete our consultation form or contact us, including:

• your name, email address and telephone number;
• the company you represent and the division you are enquiring about;
• any information you choose to include in your message.

When you visit the website we, and the service providers we use, may also collect technical information such as your IP address, browser type, device information and pages visited, through cookies and similar technologies.

3. How we use your information

• To respond to your enquiry and arrange a consultation.
• To provide the services you request, and to coordinate with the qualified professionals we work alongside where you ask us to.
• To keep records of our communications and meet our legal and regulatory obligations.
• To maintain, secure and improve this website.

4. Our lawful bases

We process your personal data where it is necessary to take steps at your request before entering into a contract, or to perform a contract with you; where it is necessary for our legitimate interests in running and developing our business, provided those interests are not overridden by your rights; where we must comply with a legal obligation; and, for non-essential cookies, with your consent.

5. Sharing your information

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

• appropriately qualified and authorised legal, accountancy, tax and business professionals, where this is needed to deliver the services you request;
• service providers who host this website and send email on our behalf, under contracts that require them to protect your data;
• regulators, law enforcement or other authorities where we are required to do so by law.

6. International transfers

Where your personal data is transferred outside the United Kingdom, we make sure appropriate safeguards are in place, such as an adequacy decision or approved standard contractual clauses.

7. How long we keep it

We keep enquiry information for [retention period, e.g. 24 months] after our last contact with you, and client records for as long as required by law and professional obligations. We then delete or anonymise it.

8. Your rights

Under UK data protection law you have the right to access your personal data, to ask us to correct or delete it, to restrict or object to our use of it, to data portability, and to withdraw consent at any time where we rely on consent. To exercise any of these rights, contact us at [privacy contact email].

You also have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk. We would appreciate the chance to address your concerns first.

9. Cookies

We use cookies that are necessary for the website to work. Where we use analytics or other non-essential cookies, we will ask for your consent first. You can control cookies through your browser settings.

10. Security

We use appropriate technical and organisational measures to protect your personal data. No method of transmission over the internet is completely secure, so please avoid sending highly sensitive information through the website form.

11. Changes to this policy

We may update this policy from time to time. The latest version will always be published on this page, with the date it was last updated.