Privacy Policy

1. Who We Are

Dorset Finance Partners is operated by Christina Ding, trading as Dorset Finance Partners, registered in England and Wales (Company No. 17258825), based in Bournemouth, Dorset.

We are the data controller for personal data collected through this website and in connection with our services. If you have any questions about how we handle your data, please contact us at hello@dorsetfinancepartners.co.uk.

2. What Personal Data We Collect

We may collect the following types of personal data:

• Contact information:your name, email address, phone number (optional), and business name, when you contact us by email, complete our enquiry form, or complete a booking form.
• Business information:details about your business such as turnover, employee numbers, sector, and financial challenges, provided via our enquiry form, during discovery calls, or during client onboarding.
• Booking data:appointment details collected via our third-party booking tool (Calendly).
• Form submissions:enquiry form submissions are processed via our website hosting provider (Netlify Forms) and sent to us by email.
• Communication records:emails and messages you send to us.
• Website usage data:basic analytics data such as pages visited and time on site, collected through our hosting provider (Netlify). We do not use cookies for tracking or advertising purposes.

We do not collect sensitive personal data (such as health information or financial account credentials) through this website.

3. How We Use Your Personal Data

We use your personal data for the following purposes:

• To respond to enquiries and provide information about our services.
• To schedule and manage discovery calls and client meetings.
• To deliver our Finance Partner services to clients.
• To send relevant communications about our services where you have expressed interest.
• To comply with our legal and regulatory obligations.

4. Legal Basis for Processing

We rely on the following legal bases under UK GDPR:

• Legitimate interests:to respond to enquiries, manage our business relationships, and improve our services.
• Contract performance:to deliver the services we have agreed with clients.
• Legal obligation:where we are required to process data to comply with the law.
• Consent:where you have explicitly agreed to receive communications from us. You may withdraw consent at any time by contacting us.

5. How Long We Keep Your Data

• Enquiries and contact data:retained for 12 months from last contact if no engagement results.
• Client data:retained for 6 years from the end of the engagement, in line with UK legal and accounting requirements.
• Financial records:retained for 6 years as required by HMRC.

We will securely delete or anonymise your data when it is no longer required.

6. Who We Share Your Data With

We do not sell your personal data. We may share it with the following third parties solely to deliver our services:

• Calendly:booking and appointment scheduling. Calendly Privacy Policy.
• Netlify:website hosting. Netlify Privacy Policy.
• Microsoft 365:email communication and document management.

All third-party providers are required to handle your data securely and in accordance with UK GDPR.

We may also disclose your data where required by law or to protect our legal rights.

7. Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

• Right of access:to request a copy of the personal data we hold about you.
• Right to rectification:to request correction of inaccurate or incomplete data.
• Right to erasure:to request deletion of your data, subject to our legal obligations.
• Right to restriction:to request that we limit how we use your data in certain circumstances.
• Right to data portability:to receive your data in a structured, machine-readable format.
• Right to object:to object to processing based on legitimate interests.

To exercise any of these rights, please contact us at hello@dorsetfinancepartners.co.uk. We will respond within 30 days.

8. Cookies

This website does not use tracking or advertising cookies. Our hosting provider (Netlify) may set technical cookies necessary for the website to function. These do not identify you personally and are not used for marketing purposes.

9. Data Security

We take the security of your personal data seriously. We use appropriate technical and organisational measures to protect your data against unauthorised access, loss, or disclosure. However, no method of transmission over the internet is completely secure.

10. Links to Other Websites

This website may contain links to third-party websites. Each external site has its own privacy policy and we are not responsible for their content or practices. Our Cash Flow Visibility Assessment is part of this website at dorsetfinancepartners.co.uk and is covered fully by this policy.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on this page, with the date it was last updated shown at the top. We recommend checking this page periodically.

12. How to Complain

If you are unhappy with how we have handled your personal data, please contact us in the first instance at hello@dorsetfinancepartners.co.uk.

You also have the right to lodge a complaint with the UK's data protection authority, the Information Commissioner's Office (ICO):

• Website: ico.org.uk
• Helpline: 0303 123 1113