Information we collect
We collect information you provide directly when you request services, register for events, subscribe to communications or contact us. This includes name, business email, phone number, company name, job title and any materials you share such as financial summaries or forecasting files. We also collect information automatically from visits to our website, such as IP address, browser type, device identifiers and browsing behavior, to improve our site and services. Where applicable and lawful, we may enrich data with public information to better serve you. We only collect data necessary for our listed purposes and retain it for no longer than needed to fulfill those purposes and comply with legal obligations.
How we use data
We use personal data to deliver consultancy and forecasting services, to perform analytics and to maintain business records. Data is used to prepare forecasts, scenario models and budgets and to communicate deliverables and project status. We may use contact details to send administrative messages, service updates or invitations to events. Aggregate and anonymized data may be used internally to improve models, train staff and enhance our products. We do not sell personal data. Processing is performed on the basis of contract, legitimate interests and where required, consent.
Cookies and similar technologies
Our website uses cookies, local storage and similar technologies for essential functionality, analytics and performance. Essential cookies are necessary to operate the site and cannot be disabled without affecting core functionality. Non-essential cookies are used for analytics and optional product improvements. You can accept or reject non-essential cookies using the cookie control in the bottom-right corner of the site. When you accept, we record your preference and load non-essential scripts that help us measure site usage and improve forecasting insights delivered via the website.
Sharing and transfers
We share personal data with service providers who perform services on our behalf, such as hosting, analytics, payment processing and professional advisors. All third parties are contractually bound to handle personal data securely and only to process it for permitted purposes. Where we transfer data outside the UK or EEA, we rely on adequacy decisions, appropriate safeguards or contractual clauses to ensure an equivalent level of protection. We only share personal data when necessary for service delivery or when required by law, such as responding to lawful requests from public authorities.
Security and data retention
We implement administrative, technical and physical safeguards to protect personal data from unauthorized access, loss or misuse. Access to client data is granted on a need-to-know basis and employees receive training on data protection. We retain personal data for the period necessary to provide services, to satisfy contractual and legal obligations and to resolve disputes. Typical retention periods vary by data type but are aligned to contractual terms and statutory requirements. If you need specific retention details, contact [email protected].
Your rights
Where applicable, you have rights to access, correct, delete or restrict processing of personal data, and to request portability. You can object to processing based on legitimate interests and withdraw consent where consent is the lawful basis. To exercise these rights, contact [email protected] with a description and supporting details. We will respond within applicable legal timeframes. If you are not satisfied with our response, you can lodge a complaint with the Information Commissioner's Office in the United Kingdom or the relevant supervisory authority for your jurisdiction.
Children and restricted data
Our services are business-focused and not directed to children. We do not knowingly collect personal data from children under applicable minimum ages. If you believe we have received data concerning a child, contact [email protected] and we will take steps to delete it where required. For particularly sensitive categories of personal data, we require explicit agreement and will treat such information with heightened protection measures consistent with legal obligations.
Policy changes
We may update this policy to reflect changes in law, technology or our services. Material changes will be posted on this page with an updated effective date. For significant changes that affect how existing personal data is used, we will notify clients and subscribers by email where contact details are available and where notice is required by law.