Forrest Group Advisors Limited customer privacy notice
This privacy notice tells you what to expect us to do with your personal information.
· What information we collect, use, and why
· Lawful bases and data protection rights
· Where we get personal information from
· How long we keep information
· Who we share information with
Contact details
info@forrestgroupadvisors.co.uk
What information we collect, use, and why
We collect or use the following information to provide and improve products and services for clients:
· Names and contact details
· Occupation
· Usage data (including information about how you interact with and use our website, products and services)
· Records of meetings and decisions
We collect or use the following personal information for dealing with queries, complaints or claims:
· Names and contact details
· Customer or client accounts and records
· Correspondence
Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
· Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. Read more about the right of access.
· Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. Read more about the right to rectification.
· Your right to erasure - You have the right to ask us to delete your personal information. Read more about the right to erasure.
· Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. Read more about the right to restriction of processing.
· Your right to object to processing - You have the right to object to the processing of your personal data. Read more about the right to object to processing.
· Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. Read more about the right to data portability.
· Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. Read more about the right to withdraw consent.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data
Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:
· Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
· We process limited personal information to assess enquiries, understand client needs, and provide appropriate legal-led advisory and commercial support. This processing is necessary to operate our services effectively, respond accurately to requests, and ensure any support offered is relevant and proportionate. The information used is business-related, handled securely, and retained for limited periods. The impact on individuals is minimal and is outweighed by the benefit of receiving clear, appropriate, and timely responses.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
· Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
· We process personal information to manage enquiries, correspondence, complaints, or claims in a fair, accurate, and efficient manner. This processing is necessary to investigate issues, maintain proper records, and protect the legitimate interests of both the individual and Forrest Group Advisors Limited. The information used is limited to what is necessary for these purposes, handled confidentially, and retained only for as long as required. The benefits of effective issue resolution and accountability outweigh any minimal impact on individuals.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Where we get personal information from
· Directly from you
· Publicly available sources
· Suppliers and service providers
How long we keep information
Category of personal data - Purpose - Retention period
Contact form enquiries (name, email, message) - Responding to enquiries and assessing potential work - Up to 12 months from last contact if no engagement follows
Client correspondence and enquiry records - Managing enquiries, complaints or claims - Up to 6 years from closure of the matter
Client engagement records (where work proceeds) - Contractual, operational and record-keeping purposes - Up to 6 years after the end of the engagement
Administrative and operational records - Business administration and audit trail - Up to 6 years
Technical website logs (where applicable) - Website security and performance - Up to 12 months
General principle: Personal data is retained only for as long as necessary for the purpose for which it was collected and is then securely deleted or anonymised.
Who we share information with
Data processors
Website hosting and form processing providers (UK\/EU-based)
This data processor does the following activities for us: They provide website hosting and contact form functionality, including the secure transmission and storage of enquiry information submitted through our website.
Email and cloud service providers (UK\/EU-based)
This data processor does the following activities for us: They provide email and cloud services used to receive, store, and manage correspondence and enquiry information for operational purposes only.
How to complain
If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
Website: https://www.ico.org.uk/make-a-complaint
Last updated
11/08/2026