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Website Privacy Policy

This Website Privacy Policy applies to the processing of personal data by Heligan Group UK LLP and the other Heligan Group entities listed in “Who we are” below, and relates to any processing of personal data in connection with:

  • Your access and use of Heligan Group’s website (the “Website”);
  • Our response to enquiries you send us, for example through a contact form;
  • Questionnaires, surveys, and similar we run, whether on our Website or on a third-party platform;
  • Our advertising on social media platforms, including lead generation forms you complete on those platforms; and
  • The business-to-business marketing communications we send.

We market our services to businesses. We only use personal data for marketing about people in their professional capacity, for example as a founder, director, shareholder or senior employee of a business in the sectors we advise.

We understand the importance you place on your personal information, and we are committed to protecting and respecting your privacy. This policy explains what personal data we collect, how we use it, the lawful basis we rely on and the choices you have, including your right to object to marketing.

References in this Privacy Policy to “we”, “our” or “us” (or similar) are references to Heligan Group UK LLP and, where relevant, the other Heligan Group entities listed in “Who we are” below. References to “user” or “you” (or similar) are references to you as an individual or legal entity as the case may be.

If you use our Website, we will collect, use and share your personal data under the terms of this Privacy Policy (which includes all other documents referenced in this Privacy Policy) and the Terms of Use on the Website. We created this Privacy Policy to give you confidence as you use the Website and to demonstrate our commitment to the protection of privacy.


Who we are

Heligan Group UK LLP is a limited liability partnership registered in England and Wales (number OC432364), with its registered office at St Philip’s House, 4 St Philip’s Place, Birmingham, B3 2PP. Heligan Group UK LLP is the controller responsible for this Website, our marketing database, our marketing communications and our social media advertising.

Heligan Group operates through several businesses, each carried on by its own legal entity, and this policy applies across the group. Where you engage with one of our businesses, for example as a client, the Heligan entity providing that service is the controller for that relationship and will tell you so. Our group entities include the following, all registered in England and Wales with their registered office at St Philip’s House, 4 St Philip’s Place, Birmingham, B3 2PP:

  • Heligan Corporate Finance LLP (OC400609);
  • Heligan Strategic Advisory LLP (OC433985);
  • Heligan Investments LLP (OC434999);
  • Heligan Capital LLP (OC451388);

There may be other entities connected to Heligan Group that are not listed above. If you are not sure which Heligan entity holds your personal data, please contact us using the details at the end of this policy.


Your right to object

You can object at any time to our use of your personal data for direct marketing, including marketing emails and advertising shown to you on social media using details from our marketing database. If you object, we will stop. To object, email [email protected] or use the unsubscribe link in any of our marketing emails. More detail on this and your other rights is set out below.


What personal information we may collect from you

We may collect and process the following personal information about you:

  • Information you enter into any form on our Website or which you access through a link on our Website (such as to book an event or attendance via our Website);
  • Information you give us when you complete a questionnaire or survey, such as your name, job title, organisation, business contact details and your answers;
  • Information you submit through a lead generation form on a social media platform, which the platform passes to us, such as your name, job title, organisation and business email address;
  • Information about how you interact with our adverts and with our Website after clicking on one of our adverts, collected through advertising cookies and similar technologies, where you have agreed to them;
  • Details of your use of our Website.

We do not knowingly or intentionally collect special category information from individuals and we request that you do not submit special category information to us via the Website, our surveys or our forms.

Special category or sensitive data means personal data consisting of information as to:

  • Racial or ethnic origin
  • Political opinions
  • Religious beliefs or other beliefs of a similar nature
  • Trade union membership
  • Physical or mental health or condition
  • Sexual life or orientation
  • The commission or alleged commission of any offence
  • Any proceedings for any offence committed or alleged to have been committed by them
  • The disposal of such proceedings or the sentence of any court in such proceedings.


How we use the information you provide through this Website

We use cookies and similar technologies to understand how our Website is used and, where you have agreed, to measure how our advertising performs and to show you relevant adverts on social media. Some of these technologies use online identifiers that can single out your device. More information on cookies can be found in our Cookie Policy.

We may use processors to help operate this Website. Where this is done, any data processed will be in compliance with Data Protection Law.

We rely on the following lawful bases.

Legitimate interests. We use your personal data where it is necessary for our legitimate interests, and those interests are not overridden by your rights, to:

  1. Operate this Website and associated web applications as part of managing and conducting our business;
  2. Respond to your enquiries;
  3. Add the business contact details you give us to our marketing database, so that we can send you information, insights and events relevant to your sector;
  4. Use the business contact details in our marketing database to show you relevant adverts on social media platforms, or to exclude you from adverts that are not relevant to you (see “Social media advertising” below).

 

You can object to this processing at any time (see “Your right to object” above).

Consent. We only place non-essential cookies and similar technologies, including social media advertising pixels, if you agree to them through our cookie banner. We use them to obtain information about your use of the Website so we can improve it, to recognise visitors who arrive from our social media, and to measure and evaluate the performance of our advertising and marketing. You can withdraw consent at any time through the cookie setting link at the bottom right of your screen on any webpage.

You can read more about this in our ‘Cookie Policy’ which is on our Website and available also here.

 

Social media advertising

We advertise on social media platforms. We use personal data for this in the following ways.

Matched audiences. We may upload business contact details from our marketing database (such as name, business email address, job title and organisation) to a platform so that it can show our adverts to people it matches with our list, or exclude them. We do not upload the details of anyone who has objected to marketing.

Retargeting and measurement. If you agree to advertising cookies, we use advertising tags and pixels provided by social media platforms to recognise that you have visited our Website after seeing or clicking on one of our adverts. This lets us show you relevant adverts again and understand which campaigns are working. We do not use these tools without your consent.

Lead generation forms. If you complete one of our lead generation forms on a social media platform, the platform passes the information you submit to us. We add it to our marketing database and use it as described in this policy. The platform’s own privacy policy also applies to the information it collects.
For some of these activities we and the platform act as joint controllers. 
How to opt out. You can ask us to stop using your details for social media advertising at any time by emailing [email protected]. You can withdraw consent to advertising cookies through the cookie settings link at the bottom right of any webpage, and you can manage the adverts shown to you in your settings on each platform.

 

How we will use other information you may provide to us once we have responded to your initial request

Once we enter into a dialogue with you about your enquiry we may request that you provide us with further personal data.

 

Disclosure and sharing of your personal information

We do not share your personal data except in accordance with this Privacy Policy or with your consent. We may share your information with:

  1. Analytics and search engine providers that assist us in the maintenance and improvement of our Website;
  2. Any provider whose event you have requested access to or attendance of.;
  3. Social media platforms we advertise on, for the advertising activities described in “Social media advertising”; and
  4. Providers of our customer relationship management, marketing automation and survey tools who process data on our behalf under contract.

 

We may also disclose your personal information to third parties:

  1. In the event of a business transfer where we buy or sell business assets in which case customer information will be one of the transferred assets;
  2. If we are under a duty to disclose or share your personal data to comply with a legal obligation or in order to enforce or apply our terms of use and other agreements.

 

Our Website may, from time to time, contain links to and from the websites of our partners and their systems, such as relating to the provision of webinars. If you follow a link to a website other than ours, then please note that other websites will have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

 

How we store this information

The information that we collect from you we may store, process and transmit in Europe, the United States and locations around the world, including outside your country. Information may also be stored locally on the devices you use to access the Website. Your personal data may also be processed by staff operating outside the UK or EEA who work for us or for one of our suppliers. Such staff are engaged in, among other things, the provision of support services, maintaining and operating the Website, and providing security services. We will take all steps reasonably necessary to ensure that your personal data is treated securely and in accordance with this policy.

Some of our service providers and the social media platforms we advertise on are based in, or process data in, countries outside the UK. Where we transfer personal data outside the UK, we make sure an appropriate safeguard is in place, such as UK adequacy regulations (including the UK Extension to the EU-US Data Privacy Framework), the UK International Data Transfer Agreement or the UK Addendum to the EU standard contractual clauses. You can ask us for more information about these safeguards.

We will:

  • Take reasonable technical and organisational precautions to prevent the loss, misuse or alteration of your personal information;
  • Store all the personal information you provide to us on securely protected servers.

We keep business contact details in our marketing database for as long as we have a legitimate interest in contacting you. If you object to marketing or unsubscribe, we keep a minimal record on a suppression list so that we can respect your choice. We may retain a copy of your information for compliance reasons. When you update your information, we may retain a copy of the prior version for our records.

In addition, the transmission of information via the internet is not completely secure. Although we will do our best to protect your Information, we cannot guarantee the security of your information transmitted via our Website and any transmission is at your own risk.

 

How you can access and amend your information

Once we have collected your information, we are very aware of the rights you retain with regard to it. These rights are laid out in the UK General Data Protection Regulation (UK GDPR) and are provided for your reference below.
Subject to certain limitations on certain rights, you have the following rights in relation to your information:

  • The right to be informed: you have the right to request a copy of the information that we hold about you.
  • The right of access: you have the right to access your personal data that we hold and to request a copy of it.
  • The right to rectification: you have the right to have inaccurate personal data rectified, or completed if it is incomplete.
  • The right to erasure: you have the right to have personal data erased, also known as ‘the right to be forgotten’.
  • The right to restrict processing: you have the right to request the restriction or suppression of your personal data.
  • The right to data portability: you have the right to have the data we hold about you transferred to another organisation and reuse your personal data for your own purposes across different services.
  • The right to object: you have the right to object to the processing of your personal data in certain circumstances for e.g. direct marketing or marketing emails.
  • Rights in relation to automated decision making and profiling: you have the right not to be subject to a decision in respect to automated decision making and profiling.
  • Right to withdraw consent: where we rely on consent, including for advertising cookies, you can withdraw it at any time. 
    If you would like to request to exercise any of your rights or if you have any queries related to accessing your personal information, correction, or your rights under UK GDPR including requiring a copy of the information we hold on you, we will provide free of charge and within one month. Please contact our team at [email protected] if you wish to exercise any of your rights.

Post:
For The Attention of Greg Easter
Data Privacy Request
St Philip’s House, 4 St Philip’s Place, Birmingham, England, B3 2PP.

If you want to make a complaint about how we have handled your personal data, please contact us using the details above. We will acknowledge your complaint in a timely manner and keep you informed of our progress. If you are not satisfied with our response to your query, you can contact your local data protection authority who will be able to advise you on next steps. For the UK, this is the Information Commissioner’s Office (ICO), who is also our lead supervisory authority. Details of their contact information can be found at https://ico.org.uk/global/contact-us/

 

What if we change our Website Privacy Policy?

Our business changes constantly, and our Privacy Policy may therefore also need to change. We will post the current version of this Website Privacy Policy on our Website and each such change will be effective upon posting on the Website or upon the date designated by us as the “effective date”.
If we make a significant change, such as using your personal data for a new purpose, we will make the updated policy available before the change takes effect. This policy was last updated on 26/10/2026.

 

How you can contact us

If you have any concerns about the use of your personal data through the Website, please contact us at [email protected] with a thorough description, and we will try to resolve it.

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Birmingham Office:
Heligan Group
St Philip's House
4 St Philip's Place
Birmingham
B3 2PP

 

London Office:
Heligan Group
24 Upper Brook Street
London
W1K 7QB

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