Skip to main content

Craftpoint Advisory

Privacy Policy

Effective date: 07 Sept 2026
Last updated: 07 Sept 2026

Craftpoint Advisory (“Craftpoint”, “we”, “us” or “our”) is committed to protecting your personal information and being clear about how we use it.

This Privacy Policy explains how we collect, use, store and protect personal information when you visit [www.craftpointadvisory.com] or contact us about our advisory services.

1. Who we are

The data controller is:

Craftpoint Advisory Limited
7 Bournemouth Road, Chandlers Ford, Eastleigh, SO533DA

Email: [eddiesmith@craftpointadvisory.com]
Company number: 17294069

If you have any questions about this policy or how we use your information, please contact us using the details above.

2. Information we collect

We may collect the following information:

  • Your name, job title, company name, email address and telephone number.
  • Information you provide in an enquiry, including details of your business, challenges and requirements.
  • Records of correspondence with us.
  • Technical information about your use of our website, such as IP address, browser type, device information and website usage data, where collected through cookies or similar technologies.

We do not intentionally collect special-category personal data through our website. Please do not include sensitive personal information in an enquiry unless it is necessary and you are comfortable doing so.

3. How we use your information

We use personal information to:

  • Respond to enquiries and discuss potential engagements.
  • Provide, manage and improve our advisory services.
  • Communicate with clients and prospective clients.
  • Maintain business records and meet legal, regulatory and accounting requirements.
  • Protect the security and effective operation of our website.
  • Send relevant marketing communications where permitted by law and, where required, with your consent.

4. Our lawful bases

We process your information on one or more of the following lawful bases:

  • Legitimate interests: to respond to business enquiries, develop professional relationships, operate and improve our business, and protect our website and services.
  • Contract: where processing is necessary to take steps at your request before entering into a contract, or to perform a contract with you.
  • Legal obligation: where we must retain or disclose information to comply with applicable law.
  • Consent: where we ask for your consent, for example for certain marketing communications or non-essential cookies. You may withdraw your consent at any time.

5. Who we share information with

We may share personal information with trusted service providers who support our business, such as website hosting, email, IT support, customer relationship management, professional advisers and payment or accounting providers.

We require service providers to protect personal information and use it only for the services they provide to us. We may also disclose information where required by law, regulation, court order or to protect our legal rights.

We do not sell personal information.

6. International transfers

Some of our service providers may process information outside the UK. Where this happens, we will use appropriate safeguards required by applicable data-protection law, such as adequacy regulations or approved contractual protections.

7. How long we keep information

We keep personal information only for as long as necessary for the purpose for which it was collected.

  • Enquiries that do not lead to an engagement are normally retained for up to 24 months.
  • Client and contractual records are retained for the duration of the engagement and afterwards for as long as required for legal, tax, accounting or dispute-resolution purposes.
  • Cookie-related information is retained in accordance with the relevant cookie settings and provider policies.

We may retain information for longer where required or permitted by law.

8. Marketing

If you receive marketing communications from us, you can opt out at any time by using the unsubscribe link in the communication or by emailing [eddiesmith@craftpointadvisory.com].

Opting out of marketing will not stop us from sending necessary service or contractual communications.

9. Cookies

Our website may use cookies and similar technologies to make the site work properly, understand how visitors use it and improve performance.

Where required, we will ask for your consent before placing non-essential cookies on your device. You can manage cookie preferences through our cookie banner or browser settings.

For further information, please see our Cookie Policy: [insert link if a separate policy is used].

10. Your rights

Depending on applicable law, you may have the right to:

  • Request access to your personal information.
  • Request correction of inaccurate or incomplete information.
  • Request deletion of your information in certain circumstances.
  • Object to or request restriction of certain processing.
  • Request transfer of your information to another organisation where applicable.
  • Withdraw consent where we rely on consent.
  • Object to direct marketing at any time.

To exercise any of these rights, contact us at [eddiesmith@craftpointadvisory.com]. We may need to verify your identity before responding.

You also have the right to complain to the UK Information Commissioner’s Office at ico.org.uk if you are unhappy with how we use your information.

11. Security

We take appropriate technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure. However, no method of transmitting information over the internet is completely secure.

12. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website, with the “Last updated” date shown at the top.