Privacy Notice & UK GDPR Policy
Last updated: October 2025
Introduction
This Privacy Notice describes how Evolve Advice Ltd (“we”, “us”, “our”) collects, uses, and protects your personal data in accordance with the UK GDPR, the Data Protection Act 2018, and other applicable laws.
We are committed to protecting your privacy and ensuring your personal data is handled fairly, lawfully, and transparently.
Data Controller
Evolve Advice Ltd, registered in England & Wales (Company No. 10811635), is the controller of your personal data.
What Data We Collect
We may collect the following categories of data:
Name, job title, and school/employer/company details
Contact information (e.g. email address, phone number, postal address)
Communication preferences and correspondence records
Information provided through our website, forms, or events
Data necessary to provide our services
We do not intentionally collect “special category data” (e.g. health information, racial or ethnic origin, political opinions, biometric data). If such data is ever required, we will obtain your explicit consent and apply additional safeguards.
Lawful Basis for Processing
We process personal data under the following lawful bases:
Contract — where processing is necessary to perform a contract with you or take steps at your request before entering into a contract.
Legitimate interests — where we have a legitimate business interest (e.g. improving services, fraud prevention, client relationship management) and these interests are not overridden by your rights.
Consent — for direct marketing communications and other optional services. You may withdraw your consent at any time.
Legal obligation — where required by law (e.g. financial and regulatory record-keeping).
How We Use Your Data
We use your personal data for purposes including:
Providing and managing our services
Communicating with you about services, updates, and events
Internal record-keeping and compliance with legal obligations
Improving our services and website experience
Marketing communications (with your consent or as permitted by law)
We do not make decisions based solely on automated processing that produce legal or similarly significant effects. Where automated tools (including AI systems) are used to assist analysis, a human is always involved in any significant decisions.
Data Sharing
We may share your data with:
Trusted service providers such as hosting platforms, cloud storage, analytics providers, CRM systems, and email marketing platforms
Regulatory and legal authorities, where required
Partners or collaborators in the context of legitimate business activities
AI tools (e.g. ChatGPT) where necessary to support services, ensuring no special category or sensitive data is shared
All third-party processors are contractually bound to safeguard your data.
Marketing & Consent
If you opt in to marketing communications, we will send you relevant updates and information. If you are an existing client, we may rely on “soft opt-in” under PECR, provided communications relate to similar services and you can unsubscribe easily.
You can withdraw consent or opt out at any time by clicking “unsubscribe” in our emails or contacting info@evolveadvice.co.uk.
Data Retention
We retain personal data only as long as necessary to fulfil the purposes outlined in this notice:
Client service data — typically retained for up to 7 years after our last interaction (to meet legal/regulatory obligations)
Marketing contact data — until you withdraw consent or opt out
Financial records — retained for a minimum of 7 years in line with statutory requirements
After expiry of these periods, data will be securely deleted or anonymised.
Security
We apply appropriate technical and organisational measures to protect your data, including encryption, secure backups, access controls, staff training, and regular reviews of our security practices.
Your Rights
You have the following rights under UK GDPR:
Right of access to the personal data we hold about you
Right to rectification of inaccurate or incomplete data
Right to erasure (“right to be forgotten”)
Right to restrict or object to processing in certain circumstances
Right to data portability, where applicable
Right to withdraw consent at any time
We will respond to rights requests within one month.
If you are dissatisfied with how we handle your data, you also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk.
International Transfers
Where data is transferred outside the UK, we ensure appropriate safeguards are in place (e.g. adequacy decisions, Standard Contractual Clauses).
Cookies
Our website uses cookies and similar technologies. Please see our Cookies Policy for more details on how these are used and how you can manage your preferences.
Changes to this Policy
We may update this Privacy Notice from time to time. Changes will be posted on this page, and where appropriate, notified to you by email.
Updated October 2025.
Governing Law
This notice is governed by and construed in accordance with the laws of England & Wales.
Contact
If you have any questions or wish to exercise your rights, please contact:
Information Governance Team
Evolve Advice Ltd
Email: info@evolveadvice.co.uk
Cookies Policy
Last updated: October 2025
This Cookies Policy explains how Evolve Advice Ltd uses cookies and similar technologies on our website.
What Are Cookies?
Cookies are small text files placed on your device when you visit our website. They help us improve your browsing experience by remembering your preferences and providing anonymised tracking data to third-party applications.
Types of Cookies We Use
Strictly necessary cookies — required for the website to function (e.g. security, log-in sessions).
Performance cookies — collect anonymous information about how visitors use our site (e.g. pages visited, time spent) to help us improve.
Functionality cookies — remember your preferences and settings (e.g. language, form inputs).
Targeting / advertising cookies — used to deliver relevant adverts or measure marketing effectiveness (if used).
Managing Cookies
When you visit our website for the first time, you will see a cookies banner. You can choose to accept or decline non-essential cookies.
You can also manage cookies through your browser settings at any time. Most browsers allow you to block or delete cookies, though some site functionality may be affected if you do so.
Third-Party Cookies
We may use trusted third-party services (such as Google Analytics or email marketing tools) that also set cookies when you interact with our site. These are used for analytics, performance tracking, and marketing purposes.
Updates
We may update this Cookies Policy from time to time. Any changes will be posted on this page.
Website Disclaimer
Last updated: October 2025
The information contained on this website is provided by Evolve Advice Ltd for general information purposes only. While we endeavour to keep the information up to date and accurate, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the website or the information, products, services, or related graphics contained on the website for any purpose.
Any reliance you place on such information is strictly at your own risk.
In no event will Evolve Advice Ltd be liable for any loss or damage, including indirect or consequential loss or damage, arising from use of this website, or from loss of data or profits, whether due to negligence or otherwise.
Through this website, you may link to other websites which are not under the control of Evolve Advice Ltd. We have no control over the nature, content, and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.
We make every effort to keep the website up and running smoothly. However, Evolve Advice Ltd takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.