Privacy Policy

Privacy Policy

Last updated: 30/10/2025

This Privacy Policy describes how Orchard Hill Consultancy (“we”, “us”, “our”) collects, uses, and protects personal information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who We Are

Orchard Hill Consultancy is a UK-based business and accountancy consultancy offering business or management advice, finance function setup, financial modelling, and limited accountancy services.  We do not provide regulated investment or personal financial advice. If you require advice on specific investments, pensions, or financial products, you should consult an FCA-authorised adviser.

 

Business Name: Orchard Hill Consultancy Limited
Email: info@orchardhilladvisory.com
Address: 21 Anchor Street, Suite 6, Southport, United Kingdom, PR9 0UT

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

2. What Data We Collect

We may collect and process the following information:

Personal identification and contact details: name, email address, phone number, business name, and postal address

Business and financial data: documents or information shared for consultancy, modelling, or accountancy purposes

Verification details: data required to issue or sign reference letters (e.g., mortgage confirmations)

Communication data: information contained in emails, messages, or calls with us

Website usage data: data collected through cookies or analytics tools (if applicable)

3. How We Collect Data

We collect personal data in the following ways:

  • Directly from you when you contact us by email, phone, or through our website
  • When you provide documents or information during consultancy or accountancy engagements
  • Automatically, if you use our website (e.g., via cookies or analytics)

4. Why We Collect Data (Lawful Basis)

We process personal data under the following lawful bases:

Purpose: 

To provide consultancy and accountancy services

Lawful Basis:

Contract

Purpose: 

To comply with legal and regulatory obligations (e.g., record keeping)

Lawful Basis:

Legal obligation

Purpose: 

To communicate and manage client relationships

Lawful Basis:

Legitimate interests

Purpose: 

To send updates or marketing communications (if opted in)

Lawful Basis:

Consent

5. How We Use Your Data

We use your personal data to:

  • Deliver consultancy and accountancy services you have requested
  • Prepare financial reports, forecasts, and models
  • Communicate with you about ongoing work or future opportunities
  • Provide official confirmations or reference letters (e.g., mortgage letters)
  • Maintain business and financial records
  • Comply with legal, regulatory, or professional obligations
  • We do not sell or rent your personal data to third parties.

6. Data Retention

We retain personal data only as long as necessary to fulfil the purposes we collected it for, including for legal, accounting, or reporting requirements.

  • Client records: up to 6 years after the end of the engagement
  • Communications: as long as needed to manage our relationship or meet legal obligations

After that period, your data will be securely deleted or anonymised.

7. Sharing and Security

We may share your data with trusted third parties who help us deliver our services, such as:

  • Cloud storage providers (e.g., Microsoft 365, Google Workspace)
  • Accounting or financial software providers (if applicable)
  • Professional advisors or subcontractors working under confidentiality agreements

All third parties are required to comply with UK data protection laws.

We take reasonable technical and organisational measures to protect your data, including encryption, access controls, and secure storage.

8. International Data Transfers

If any third-party provider stores data outside the UK, we ensure that appropriate safeguards are in place, such as standard contractual clauses approved by the UK Information Commissioner’s Office (ICO).

9. Your Data Protection Rights

Under UK GDPR, you have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate or incomplete information
  • Request deletion of your data where there is no legal basis for keeping it
  • Object to or restrict processing in certain circumstances
  • Withdraw consent (where processing is based on consent)
  • Lodge a complaint with the Information Commissioner’s Office (ICO)

To exercise your rights, please contact us at: [Insert your contact email].

If you are not satisfied with our response, you can contact the ICO directly:
www.ico.org.uk

10. Cookies and Website Analytics

If our website uses cookies or analytics, we will display a cookie banner and explain what is collected and why.

Typical data includes:

  • IP address
  • Browser type
  • Pages visited
  • Time spent on site

You can adjust cookie settings in your browser at any time.

11. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Updates will be posted on our website, and the “last updated” date will be revised accordingly.

12. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact:

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