1. Introduction
Forte Advisory Group Ltd (“we”, “us”, “our”) is committed to protecting and respecting your privacy.
This Privacy Policy explains how we collect, use, store, and protect personal data when you:
- visit our website
- contact us
- book a discovery call
- engage our advisory services
We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who We Are
Forte Advisory Group Ltd is a UK-registered company providing independent, buyer-side advisory services.
We are the data controller for the personal data described in this policy.
3. Personal Data We Collect
We may collect and process the following categories of personal data:
3.1 Information You Provide Directly
- Name
- Email address
- Telephone number
- Information submitted via contact forms or booking tools
- Information provided during enquiries or client engagements
3.2 Automatically Collected Information
When you visit our website, we may collect:
- IP address
- Browser type and version
- Device information
- Pages visited and interaction data
This information is collected using cookies and similar technologies.
4. How We Use Your Personal Data
We use personal data for the following purposes:
- Responding to enquiries
- Scheduling and conducting discovery calls
- Delivering advisory services
- Managing client relationships
- Complying with legal and regulatory obligations
- Improving our website and services
We do not use personal data for automated decision-making or profiling.
5. Lawful Bases for Processing
We process personal data under the following lawful bases:
- Consent – where you have provided it (e.g. contact forms)
- Contract – where processing is necessary to perform a contract or take steps prior to entering into a contract
- Legal obligation – where required by law
- Legitimate interests – where necessary for the operation of our business and not overridden by your rights
6. Sharing Your Personal Data
We do not sell or rent personal data.
We may share personal data with:
- Professional advisers (e.g. solicitors, accountants) where appropriate
- Service providers supporting our operations (e.g. website hosting, scheduling tools)
All third parties are required to process data securely and in accordance with applicable data protection law.
7. International Data Transfers
Some service providers (such as scheduling or email tools) may process data outside the UK.
Where this occurs, we ensure appropriate safeguards are in place, such as:
- adequacy regulations
- standard contractual clauses
8. Data Security
We take reasonable technical and organisational measures to protect personal data against unauthorised access, loss, or misuse.
Access to personal data is restricted to those who need it for legitimate business purposes.
9. Data Retention
We retain personal data only for as long as necessary to:
- fulfil the purposes for which it was collected
- comply with legal, accounting, or regulatory requirements
Retention periods vary depending on the nature of the data and the relationship.
10. Your Rights
Under UK GDPR, you have the right to:
- Access your personal data
- Request correction of inaccurate data
- Request erasure of data
- Object to or restrict processing
- Request data portability
- Withdraw consent where applicable
To exercise your rights, please contact us using the details above.
11. Cookies
Our website uses cookies to enhance functionality and analyse usage.
You can control cookies through your browser settings. Further information is available in our Cookie Policy (if applicable).
12. Complaints
If you have concerns about how we handle personal data, please contact us first so we can address the issue.
You also have the right to lodge a complaint with the UK Information Commissioner’s Office (ICO):
13. Changes to This Policy
We may update this Privacy Policy from time to time.
The latest version will always be available on our website.