Privacy Policy

1. Who we are and how to contact us

Oakpath Advisory Limited is a company registered in England and Wales, number 15413001. Our registered office is 2 Parish Ghyll Lane, Ilkley, West Yorkshire LS29 9QP. We are the controller of the personal information described in this notice. We are registered with the Information Commissioner's Office (registration reference ZB975541).

• Telephone: +44 (0) 7980 695668
• Email: michael.atack [at] oakpath-advisory.com

2. What information we collect, use and why

We collect and use the following personal information, for the reasons and on the lawful bases shown.

• Enquiries and business relationships: names, contact details, organisation, occupation and correspondence. We use it to respond to you and to develop business relationships. Lawful basis: legitimate interests.
• Providing services to clients: names, contact details, records of meetings and decisions, correspondence, and audio recordings of calls where we tell you in advance. Lawful basis: contract, including steps taken at your request before a contract.
• Legal and financial obligations: names, contact and account information needed for invoicing, accounting and tax records. Lawful basis: legal obligation.
• Queries, complaints and claims: names, contact details and correspondence. Lawful basis: legitimate interests, and legal obligation where the law requires.
• Using this website: our hosting provider may record technical information such as your IP address and browser type when a page is requested, so that the website can be delivered and kept secure. Lawful basis: legitimate interests.

This website has no contact form and does not ask you to register. We do not sell personal information.

3. Where we get personal information from

• Directly from you.
• Publicly available sources, such as company websites and professional networking sites.
• People you have worked with who recommend us or introduce us to you.

4. Who we share it with

We share personal information only where needed with service providers who help us run our business, such as email, file storage, website hosting and accounting providers, with professional advisers, and where the law requires. We also share it with the specialist partners we contract to work with us on client engagements, only as far as the work requires and under written confidentiality obligations, and with the client's agreement where the information relates to that client.

5. Where we store it

Some of our service providers may process information outside the United Kingdom. Where that happens, we make sure the information is protected to the same standard, by relying on a UK adequacy decision or by using the UK International Data Transfer Agreement or the UK Addendum to the EU standard contractual clauses.

6. How long we keep it

We keep business contact details and correspondence for up to five years after our relationship or last contact with you ends. We keep accounting and tax records for six years, as the law requires. We may keep information for longer where we need it to bring or defend legal claims or to meet a legal duty.

7. Your data protection rights

Under UK data protection law you have the following rights. Which of them apply depends on the lawful basis we rely on. You can find out more on the Information Commissioner's Office website, ico.org.uk.

• Right of access: to ask us for copies of your personal information.
• Right to rectification: to ask us to correct information you think is inaccurate or incomplete.
• Right to erasure: to ask us to delete your personal information.
• Right to restriction: to ask us to limit how we use your personal information.
• Right to object: to object to us using your personal information, including where we rely on legitimate interests.
• Right to data portability: to ask us to transfer information you gave us to you or to another organisation.
• Right to withdraw consent: where we rely on consent, to withdraw it at any time.

To make a request, contact us using the details in section 1. We will respond without undue delay and within one month.

8. How to complain

If you have a concern about how we have used your information, please contact us first using the details in section 1. If you remain unhappy, you can complain to the Information Commissioner's Office.

• Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF
• Helpline: 0303 123 1113
• Website: ico.org.uk/make-a-complaint

9. Changes to this notice

We will update this notice if our use of personal information changes. The date at the top shows when it was last updated.