Privacy Policy

Introduction

At Business Plan Advisor, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our services or visit our website.

We comply with the UK Data Protection Act 2018 and the EU General Data Protection Regulation (GDPR). By using our services, you consent to the practices described in this policy.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Contact details (name, email address, phone number)
• Business information (company name, industry, size)
• Financial information for business planning purposes
• Billing and payment information
• Communication preferences
• Website usage data through cookies

Business Information

As business plan advisors, we may collect sensitive business information including:

• Business strategies and plans
• Financial projections and historical data
• Market research and competitive analysis
• Intellectual property information
• Funding requirements and investment details

How We Use Your Information

We use your personal and business information for the following purposes:

• To create and refine your business plans
• To develop financial projections and models
• To conduct market research and analysis
• To communicate with you about our services
• To process payments and manage your account
• To send relevant marketing communications (with your consent)
• To improve our services and website experience
• To comply with legal and regulatory obligations

Legal Basis for Processing

We process your personal information based on the following legal grounds:

• Contractual necessity: To fulfill our obligations under our service agreement with you
• Legitimate interests: To operate and improve our business, provided it doesn't override your rights
• Consent: For marketing communications and certain types of data processing
• Legal obligation: To comply with applicable laws and regulations

Data Sharing and Disclosure

We treat your business information with the utmost confidentiality. We do not sell your personal or business information to third parties. We may share your data with:

• Professional advisors (e.g., accountants, lawyers) with your explicit consent
• Service providers who assist us in delivering our services (under strict confidentiality agreements)
• Government authorities when required by law
• Potential investors or lenders only with your explicit permission

All third parties are required to maintain the confidentiality and security of your information.

Data Security

We implement robust technical and organizational measures to protect your sensitive business information:

• Encrypted storage and transmission of all data
• Secure access controls and authentication procedures
• Regular security assessments and updates
• Confidentiality agreements with all staff and contractors
• Secure document disposal procedures

Data Retention

We retain your information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy:

Your Rights

Under data protection laws, you have the following rights regarding your personal information:

• Right to access: You can request copies of your personal data
• Right to rectification: You can request correction of inaccurate data
• Right to erasure: You can request deletion of your personal data
• Right to restrict processing: You can request limitation of how we use your data
• Right to data portability: You can request transfer of your data to another organization
• Right to object: You can object to certain processing activities

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

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance user experience, analyze site traffic, and personalize content. You can control cookie preferences through your browser settings.

Types of cookies we use:

• Essential cookies: Required for the website to function properly
• Analytical cookies: Help us understand how visitors interact with our website
• Marketing cookies: Used to track visitors across websites to display relevant ads

International Data Transfers

As a UK-based company, we primarily store and process data within the UK and European Economic Area (EEA). If we transfer your data outside the EEA, we ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy and applicable data protection laws.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a new effective date. We encourage you to review this policy periodically.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact our Data Protection Officer:

• Email: privacy@businessplanadvisor.co.uk
• Phone: +447341425504
• Address: 12, Walden House, Pimlico Rd, London SW1W 8LH, UK
• Contact: Shown Menton (Data Protection Officer)

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk).