1. Introduction
This privacy policy explains how Regency Mill Advisory Ltd ("we", "us", "our"), collects, uses and protects personal information when you visit our website, contact us, or engage with us in connection with the sale or acquisition of a business. We are committed to handling your information responsibly and in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who we are
We are Regency Mill Advisory Ltd, a company registered in England and Wales under company number 17389899. Our registered office is at Bank House, Market Square, Congleton, England, CW12 1ET. For any questions about this policy or how we handle your information, you can contact us at info@regencymilladvisory.com.
3. Information we collect
We may collect the following types of personal information about you:
- name;
- organisation;
- professional details;
- job title;
- address of employment;
- home address;
- phone number;
- mobile number;
- email address;
- financial information;
- personal identification documents.
This information is typically provided by you directly, or collected by us where we identify and approach a prospective seller or acquirer directly (see section 4 below). The financial information and identification documents listed above are not requested through this website (see section 7 below); we would only ask for this once we have followed up on your enquiry and you have formally engaged us, for example to prepare marketing materials or to meet our anti-money laundering obligations.
4. How we collect information
We collect information when you:
- complete the contact form on our website;
- email, call or otherwise get in touch with us directly;
- are introduced to us by a client, adviser or other contact in connection with a potential transaction.
We also collect information when we approach you directly. As part of our work, we identify and contact prospective sellers and acquirers who have not previously been in touch with us, using publicly available business information. In these cases, the information we hold is typically limited to your name, organisation, job title and business contact details.
5. How we use your information
We use the information we hold about you to:
- respond to your enquiry and provide the information you've requested;
- discuss and, where appropriate, progress a potential business sale or acquisition;
- promote our advisory services and capabilities to existing and prospective business clients;
- maintain a record of our contacts and business relationships;
- meet our legal and regulatory obligations, for example anti-money laundering checks where these apply to an engagement;
- otherwise administer our business.
6. What legal basis do we use for processing your data?
We will only process your information where we have a lawful basis to do so. Depending on the circumstances, that basis is one of the following:
- Legitimate interest: for example, we use personal information to respond to enquiries submitted through our website, and, where you are a corporate contact, whether you have contacted us directly or we have identified and approached you using publicly available information, to send you further information or communications we believe may be of interest.
- Consent: if you contact us by phone, email or post, we will ask you at that point whether you are happy for us to keep your details for marketing purposes. Wherever we send you marketing communications, we will always give you a clear and simple way to opt out, and your preferences are recorded on our internal systems. You can withdraw your consent at any time using the details in the Contact us section of this policy.
- Legal obligation: for example, we process personal identification documents to meet our anti-money laundering obligations once we are formally engaged on a transaction.
- Contract: once we act for you or are formally engaged in relation to a transaction, we process your information as necessary to perform that engagement.
7. Deal and financial information
We recognise that discussions about selling or acquiring a business are sensitive. We do not request company financials, deal terms or other confidential business information through our website, and would encourage you not to include this kind of detail in a website enquiry. Once we've followed up on your enquiry, we would normally manage that information under a non-disclosure agreement. If you do share it with us through the website, we will treat it as confidential and handle it with the same care set out in this policy.
8. Cookies and analytics
Our website uses cookies that are strictly necessary for it to work properly, for example to keep the site secure or remember your progress through a form. These cookies do not identify you personally and are not used for advertising or analytics.
9. How we store and protect your information
We take appropriate technical and organisational measures to protect the personal information we hold from loss, misuse or unauthorised access. Access to our records is limited to those who need it to carry out their work, and those with access must maintain the confidentiality of that information.
10. Who we share your information with
We do not disclose your personal information to third parties other than as set out in this policy, and we will not share it beyond what is described here without making that clear to you at the point we collect it, or obtaining your consent. We may share your information with:
- professional advisers, such as our accountants, solicitors or IT providers, where necessary to run our business;
- regulatory or law enforcement bodies, where we are required to do so by law;
- another party, where necessary to establish, exercise or defend our legal rights, for example to help prevent fraud;
- another party involved in a transaction, but only with your knowledge and, where appropriate, your consent, for example when introducing a prospective seller and acquirer to one another.
11. How long we keep your information
We keep personal information for as long as we need it for the purposes set out in this policy, or as required by law or professional obligations, for example record-keeping requirements relating to transactions we advise on. We periodically review the information we hold and delete or anonymise it when it is no longer needed.
12. Your rights
Under UK data protection law, you have the right to:
- access the personal information we hold about you;
- ask us to correct inaccurate information;
- ask us to delete your information, in certain circumstances;
- object to or restrict how we use your information;
- ask for your information to be provided to you or transferred elsewhere, where technically possible;
- withdraw consent, where we rely on consent as our legal basis.
To exercise any of these rights, please contact us at info@regencymilladvisory.com. If you are unhappy with how we have handled your information, you also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk.
13. Children
Our website and services are intended for business owners and professionals. We do not knowingly collect personal information from children.
14. Changes to this policy
We may update this policy from time to time. Any changes will be posted on this page with an updated revision date.
15. Contact us
If you have any questions about this policy or how we handle your personal information, please contact us at info@regencymilladvisory.com or write to us at Bank House, Market Square, Congleton, England, CW12 1ET.