Privacy Policy

Last updated: September 2026

Heywood Private Advisory Ltd (“HPA”, “we”, “us” or “our”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store, share and protect personal information when you visit our website, contact us, engage with us professionally, receive communications from us or otherwise interact with Heywood Private Advisory Ltd.

1. Who We Are

Heywood Private Advisory Ltd is a company registered in England and Wales.

Company name: Heywood Private Advisory Ltd
Company registration number: 17283383
Website: https://www.heywoodprivateadvisory.co.uk
Email: jon@heywoodprivateadvisory.co.uk

For the purposes of applicable UK data protection legislation, Heywood Private Advisory Ltd is the data controller responsible for the personal information covered by this Privacy Policy.

2. Information We May Collect

Depending on how you interact with us, we may collect and process information including:

  • your name;

  • your job title and organisation;

  • your business email address;

  • your business telephone number;

  • your professional profile and publicly available business information;

  • information contained within correspondence and communications with us;

  • information relating to your professional or commercial interests;

  • information concerning potential business opportunities, introductions, partnerships or services;

  • information concerning investment interests, commercial preferences or professional requirements;

  • identity-verification or due-diligence information where reasonably necessary;

  • financial or transactional information required to administer an agreement or facilitate an authorised opportunity;

  • information submitted through our website or provided directly to us; and

  • technical information relating to your use of our website, including your IP address, browser type, device information, pages visited and referring website, where applicable.

We aim to collect only information that is relevant and reasonably necessary for our legitimate business activities.

We do not normally seek to collect special category personal information, such as information about health, ethnicity, religious beliefs, political opinions or sexual orientation. We ask that you do not provide this type of information unless it is genuinely necessary and we have agreed an appropriate way to handle it.

3. How We Obtain Personal Information

We may obtain personal information directly from you when you:

  • contact us by email, telephone or through our website;

  • meet or communicate with us at a business, hospitality or networking event;

  • provide us with your business card or professional contact details;

  • engage with us through a professional networking platform;

  • discuss a potential opportunity, introduction, partnership or service with us;

  • enter into an agreement or business relationship with us; or

  • otherwise communicate with Heywood Private Advisory Ltd.

We may also obtain professional or business contact information from third-party or publicly available sources where it is lawful and appropriate to do so.

These sources may include:

  • business networking events and attendee or delegate information;

  • professional introductions and referrals;

  • clients, business partners and professional contacts;

  • company websites;

  • Companies House;

  • professional directories;

  • publicly available business information;

  • media publications and industry sources; and

  • professional networking platforms such as LinkedIn.

Where we obtain personal information from another source, we will process it only where we consider there to be an appropriate lawful basis and where its use is fair, relevant and proportionate.

Where required, and where we have not already provided you with this Privacy Policy, we will normally provide the relevant privacy information within one month of obtaining your information, or earlier if we first communicate with you or disclose the information to another recipient. This is subject to any applicable legal exemption.

4. How We Use Your Information

We may use personal information to:

  • respond to enquiries and communications;

  • provide information about Heywood Private Advisory Ltd and our services;

  • manage professional and commercial relationships;

  • understand your professional interests and requirements;

  • identify and evaluate potential business opportunities;

  • facilitate relevant professional introductions;

  • develop strategic partnerships and commercial relationships;

  • communicate with relevant business contacts about opportunities, services or propositions that we reasonably believe may be of professional or commercial interest;

  • assess whether an individual, organisation or opportunity may be an appropriate fit for our network;

  • undertake reasonable identity-verification, due-diligence or risk-management activities;

  • maintain records of our communications and business relationships;

  • negotiate, administer and perform agreements;

  • process or maintain records relating to fees, commissions and business transactions;

  • comply with our legal, regulatory, tax, accounting and contractual obligations;

  • prevent fraud, misuse or other unlawful activity;

  • establish, exercise or defend legal claims;

  • manage and improve our website, services and business operations; and

  • protect the legitimate interests, reputation and operations of Heywood Private Advisory Ltd.

We do not use personal information for indiscriminate or unrelated marketing.

Where we make business-to-business communications, we aim to ensure that they are targeted and relevant to the recipient’s professional role, organisation or reasonably understood business interests.

5. Our Lawful Bases for Processing

Under applicable UK data protection legislation, we must have a lawful basis for processing personal information.

Depending on the circumstances, we may rely on one or more of the following lawful bases:

Legitimate Interests

We may process personal information where it is reasonably necessary for the legitimate business interests of Heywood Private Advisory Ltd or a third party and those interests are not overridden by your rights, interests or freedoms.

Our legitimate interests may include:

  • developing and maintaining professional relationships;

  • identifying relevant commercial opportunities;

  • developing and operating our business;

  • making appropriate and targeted business-to-business communications;

  • facilitating professional introductions;

  • developing partnerships;

  • evaluating potential clients, partners and opportunities;

  • preventing fraud and protecting our business;

  • maintaining appropriate business records;

  • establishing, exercising or defending legal claims; and

  • administering and safeguarding our business operations.

Where appropriate, we consider the necessity and proportionality of the processing, the reasonable expectations of the individuals concerned and the possible impact on their privacy rights.

Contract

We may process personal information where it is necessary to take steps at your request before entering into a contract or to perform a contract to which you are a party.

Legal Obligation

We may process personal information where it is necessary to comply with a legal, regulatory, tax or accounting obligation.

Consent

We may rely on consent where we have specifically asked for and received your permission to use personal information for a particular purpose.

Where processing relies on consent, you may withdraw your consent at any time. Withdrawing consent will not affect the lawfulness of any processing undertaken before it was withdrawn.

6. Business-to-Business Communications

As part of our business activities, we may contact individuals in their professional capacity where we reasonably believe there is a relevant professional or commercial reason for doing so.

For example, we may contact business professionals regarding:

  • potential professional introductions;

  • strategic or commercial partnerships;

  • relevant business opportunities;

  • services or propositions relevant to their organisation;

  • investment or commercial opportunities where appropriate; or

  • events, hospitality or networking opportunities connected with their professional interests.

Where we use professional contact information for these purposes, we will do so in accordance with applicable UK data protection legislation and the Privacy and Electronic Communications Regulations (“PECR”), where applicable.

Different electronic marketing rules may apply depending on whether the recipient is a corporate subscriber, an individual subscriber, a sole trader or a particular type of partnership.

We may rely on legitimate interests for certain targeted business-to-business communications where it is lawful and appropriate to do so. We will seek consent where consent is required under applicable electronic marketing rules.

We will always provide a straightforward way for recipients to object to or opt out of further marketing communications.

7. Direct Marketing and Your Right to Object

You have the right to object at any time to the use of your personal information for direct marketing purposes.

If you do not wish to receive further business-related or marketing communications from Heywood Private Advisory Ltd, you can:

There is no charge for making such a request.

If you object to direct marketing, we will stop using your personal information for that purpose.

We may retain limited information, such as your name and email address, on a suppression list solely to ensure that your preference not to receive further marketing communications is respected in the future.

8. Professional Introductions

A central part of our business may involve identifying and facilitating potentially valuable introductions between professional contacts, clients, partners and other organisations.

We will not ordinarily share your personal contact information with another party for an introduction without first taking reasonable steps to establish that the introduction is relevant and appropriate.

Where reasonably practicable, we will seek your agreement before providing your direct contact details to another party.

We may sometimes provide limited professional information to establish whether there is mutual interest in an introduction. We will aim to ensure that any information shared is relevant, proportionate and appropriate in the circumstances.

Receiving an introduction does not require either party to pursue a business relationship or enter into an agreement.

9. Sharing Your Information

We do not sell personal information.

We will not ordinarily disclose your personal contact information to another organisation for its own direct marketing purposes unless there is an appropriate lawful basis for doing so.

Where necessary and appropriate, we may share information with:

  • professional advisers, including legal, accounting, insurance and compliance advisers;

  • website-hosting, email, communications and cloud-storage providers;

  • customer relationship management and other technology providers supporting our business;

  • clients, professional contacts or commercial partners involved in an authorised introduction or opportunity;

  • payment, banking or administrative service providers where relevant;

  • regulatory, governmental, tax or law-enforcement authorities where required by law;

  • parties involved in a proposed restructuring, sale or transfer of our business; and

  • other parties where disclosure is necessary to establish, exercise or defend legal rights.

Service providers processing personal information on our behalf are expected to handle that information securely, confidentially and only in accordance with our instructions and applicable law.

10. International Transfers

Some organisations, service providers or professional contacts with whom we interact may be located outside the United Kingdom.

Where personal information is transferred outside the United Kingdom, the destination country may not provide the same level of legal protection for personal information as the United Kingdom.

Where required, we will take appropriate steps to ensure that personal information receives an appropriate level of protection. These steps may include:

  • transferring information to a country recognised by the UK government as providing adequate protection;

  • using approved contractual safeguards, such as the UK International Data Transfer Agreement or an approved UK Addendum;

  • relying on another legally recognised transfer mechanism; or

  • relying on an applicable legal exception in limited circumstances.

You may contact us if you would like further information about the safeguards used for a particular international transfer.

11. How Long We Keep Personal Information

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected.

When deciding how long to retain information, we may consider:

  • the nature and sensitivity of the information;

  • the nature and duration of our relationship with you;

  • whether a business opportunity or professional relationship remains active;

  • the purposes for which the information is used;

  • applicable legal, tax, accounting or regulatory requirements;

  • relevant limitation periods;

  • the need to establish, exercise or defend legal claims; and

  • whether you have asked us not to contact you.

Information connected with contracts, fees, commissions and financial transactions may be retained for the period required by applicable tax, accounting and legal obligations.

Professional contact information may be retained while our relationship remains active or while we reasonably believe there may be a relevant ongoing professional or commercial reason to retain it. We will periodically review this information and remove or update it where appropriate.

Where information is no longer required, we will delete, anonymise or securely dispose of it.

We may retain limited information on a suppression list where an individual has asked not to receive direct marketing communications, so that we can continue to respect that request.

12. How We Protect Your Information

We take reasonable and proportionate organisational and technical measures designed to protect personal information against:

  • unauthorised access;

  • accidental loss;

  • misuse;

  • alteration;

  • destruction; and

  • unauthorised disclosure.

Access to personal information is limited to individuals and service providers who reasonably require it for legitimate business purposes.

Although we take reasonable precautions, no internet-based system, email service or method of electronic storage can be guaranteed to be completely secure.

13. Your Data Protection Rights

Depending on the circumstances, applicable UK data protection legislation may give you rights including:

  • the right to be informed about how your personal information is used;

  • the right to request access to the personal information we hold about you;

  • the right to request correction of inaccurate or incomplete information;

  • the right to request deletion of your personal information in certain circumstances;

  • the right to request restriction of processing in certain circumstances;

  • the right to object to processing based on legitimate interests;

  • the right to object at any time to processing for direct marketing purposes;

  • the right to data portability where applicable;

  • the right to withdraw consent where processing is based on consent; and

  • rights relating to decisions based solely on automated processing, where applicable.

These rights are not absolute and may be subject to legal conditions or exemptions.

If you wish to exercise any of these rights, please contact:

jon@heywoodprivateadvisory.co.uk

We may need to verify your identity before responding to certain requests. We will normally respond within one month, although the law permits additional time in certain circumstances.

There is normally no charge for exercising your data protection rights. However, we may charge a reasonable fee or refuse to act where a request is manifestly unfounded or excessive, where permitted by law.

14. Automated Decision-Making

Heywood Private Advisory Ltd does not currently use personal information to make decisions based solely on automated processing that produce legal or similarly significant effects.

If this changes, we will update this Privacy Policy and provide any additional information required by law.

15. Complaints

If you have concerns about how Heywood Private Advisory Ltd handles your personal information, we would welcome the opportunity to address them directly.

Please contact us at:

jon@heywoodprivateadvisory.co.uk

You also have the right to complain to the Information Commissioner’s Office (“ICO”), the United Kingdom’s independent data protection regulator.

Further information is available at:

https://www.ico.org.uk

You can also telephone the ICO on 0303 123 1113.

16. Cookies and Website Information

Our website may use cookies and similar technologies to operate correctly, understand website usage, remember visitor preferences and improve the user experience.

Cookies may include:

  • strictly necessary cookies required for the website to function;

  • functional cookies that support website features or remember preferences;

  • analytics cookies that help us understand how visitors use the website; and

  • third-party cookies associated with embedded content or services, where applicable.

Where required, information about the cookies used, their purposes and your available choices will be provided through our website’s cookie controls or cookie notice.

Where consent is legally required, non-essential cookies will not be activated until you have made the relevant choice through our cookie controls.

You can change or withdraw your cookie preferences through the website’s cookie controls where available. You may also be able to control cookies through your browser settings.

Blocking certain cookies may affect how some parts of the website operate.

Third-party services integrated into our website may use cookies or similar technologies in accordance with their own privacy policies.

17. Third-Party Websites

Our website may contain links to websites operated by third parties.

Heywood Private Advisory Ltd does not control and is not responsible for the privacy practices, security or content of third-party websites.

We recommend reviewing the relevant privacy policy when visiting another website or providing personal information to a third party.

18. Children’s Information

Our website and services are intended for business and professional users and are not directed at children.

We do not knowingly collect personal information from children through our website. If you believe that a child has provided personal information to us, please contact us so that we can consider the appropriate action.

19. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to:

  • our business activities;

  • the services we provide;

  • the technologies we use;

  • legal or regulatory requirements; or

  • our data protection practices.

The latest version will be published on this page together with the date it was last updated.

We encourage you to review this Privacy Policy periodically.

20. Contact Us

If you have any questions about this Privacy Policy, how we use your personal information or your data protection rights, please contact:

Heywood Private Advisory Ltd
Email: jon@heywoodprivateadvisory.co.uk
Website: https://www.heywoodprivateadvisory.co.uk
Company registration number: 17283383
Registered in England and Wales