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Privacy Policy

Last updated: October 2025


This Privacy Policy explains how [Montrose Consulting Ltd] ("we", "us", or "our") collects, uses, and protects the personal information of visitors and users ("you") of our website [Montroseltd.com]. We are committed to safeguarding your privacy and ensuring that your personal data is protected in accordance with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.


1. Information We Collect

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

  • Personal details: such as your name, email address, phone number, and contact preferences when you register for services, subscribe to our newsletter, or contact us via forms.
     
  • Financial information: if you use our services, we may collect relevant payment or transactional data (handled securely and in compliance with applicable regulations).
     
  • Technical data: including IP address, browser type, operating system, and other information about how you use our website (via cookies and analytics tools).
     
  • Communication data: such as records of your correspondence with us, feedback, or support queries.
     

2. How We Use Your Information

We use your personal information for the following purposes:

  • To provide and manage our financial services and website.
     
  • To respond to your enquiries and provide customer support.
     
  • To process transactions and manage your account.
     
  • To send you important updates, newsletters, or marketing communications (only if you have consented).
     
  • To improve our website, services, and user experience.
     
  • To comply with legal obligations and regulatory requirements.
     

3. Lawful Basis for Processing

We will only process your personal data when we have a lawful basis to do so, including:

  • Your consent (e.g. for marketing communications).
     
  • Where processing is necessary for the performance of a contract with you.
     
  • Where we have a legal or regulatory obligation.
     
  • Where it is in our legitimate interests, provided your rights do not override those interests.
     

4. Data Sharing and Disclosure

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

  • Service providers who help us deliver our services (e.g. payment processors, IT support, email platforms).
     
  • Regulatory bodies or authorities if required by law or regulation.
     
  • Business partners where necessary to provide services you request.
     

All third parties are required to handle your data securely and only process it for the purposes specified.


5. International Data Transfers

If we transfer your personal data outside the UK, we will ensure appropriate safeguards are in place (such as standard contractual clauses) to protect your information in accordance with data protection law.


6. Data Retention

We will only retain your personal data for as long as necessary to fulfil the purposes for which we collected it, including any legal, accounting, or regulatory requirements.


7. Your Data Protection Rights

You have the following rights regarding your personal data:

  • The right to access the personal data we hold about you.
     
  • The right to rectify inaccurate or incomplete data.
     
  • The right to erase your data in certain circumstances.
     
  • The right to restrict or object to processing.
     
  • The right to data portability.
     
  • The right to withdraw consent at any time (where applicable).
     

To exercise any of these rights, please contact us using the details below.


8. Cookies and Tracking Technologies

We use cookies and similar technologies to improve your browsing experience, analyse website traffic, and personalise content. You can manage your cookie preferences through your browser settings. For more details, please see our [Cookie Policy].


9. Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, misuse, or disclosure.


10. Contact Us

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

Montrose Consulting Ltd
Email: info@montroseltd.com
Phone: 07960 645713


You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) in the UK: https://ico.org.uk.


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