Privacy Policy

Last updated: 25 October 2026

1. Who we are

ClosePoint Advisory Limited (“we”, “us” or “our”) is a specialist consultancy providing advice and services relating to Enterprise Performance Management (EPM), financial consolidation and close.

This Privacy Policy explains how we collect, use and protect personal information when you visit our website, www.closepointadvisory.co.uk, or contact us through the website.

Contact email: ask@closepointadvisory.co.uk

We are responsible for handling your personal information in accordance with applicable data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Information we collect

We may collect the following information when you use our website or contact us:

  • Contact information: your name, email address and any other contact details you choose to provide.

  • Enquiry information: the contents of messages or enquiries submitted through our contact form.

  • Technical information: information such as your IP address, browser type, device information and how you interact with our website, where collected through website hosting, security or analytics tools.

Please do not include confidential business information or sensitive personal information in a website enquiry unless it is necessary.

3. How we use your information

We may use your personal information to:

  • Respond to enquiries and requests for information.

  • Communicate with prospective and existing clients.

  • Provide information about our consultancy services when requested.

  • Operate, maintain and protect our website.

  • Understand and improve website performance, where appropriate analytics tools are enabled.

  • Meet our legal and regulatory obligations.

We do not use information submitted through the contact form to send unsolicited marketing communications.

4. Our lawful basis for processing

We process personal information only where we have an appropriate lawful basis. Depending on the circumstances, this may include:

  • Legitimate interests: responding to business enquiries, managing client relationships, maintaining website security and operating our consultancy.

  • Contract: taking steps at your request before entering into a contract, or fulfilling a contract with you.

  • Legal obligation: complying with applicable legal or regulatory requirements.

  • Consent: where consent is required, including for certain cookies or tracking technologies.

Where we rely on legitimate interests, we consider your rights and interests alongside our own.

5. Website hosting and service providers

Our website is hosted using Squarespace. Information submitted through the website may be processed or stored by Squarespace in providing its services to us.

We may also use email and other business service providers to receive enquiries, communicate with clients and operate our business.

These providers may process personal information on our behalf or in accordance with their own applicable terms and privacy policies. We take reasonable steps to use appropriate service providers and protect personal information.

6. Cookies and website analytics

Our website may use cookies and similar technologies to support its operation, security and functionality.

Depending on the website settings, analytics tools may also be used to understand how visitors use the website and help us improve it.

Where required by law, we will seek your consent before using non-essential cookies or similar tracking technologies. You can also manage cookies through your browser settings, although disabling certain cookies may affect website functionality.

The specific cookies and analytics tools used on this website depend on the services and settings enabled. We will update this policy if necessary to reflect those tools accurately.

7. Sharing your information

We do not sell your personal information.

We may share it where necessary with:

  • Website hosting, email and other service providers.

  • Professional advisers, where required.

  • Regulatory authorities or other parties where required by law.

  • Relevant parties where necessary to establish, exercise or defend legal claims.

We limit access to personal information to what is reasonably necessary for the relevant purpose.

8. International transfers

Some service providers may process or store information outside the United Kingdom.

Where personal information is transferred internationally, we will take steps to ensure that any transfer complies with applicable data protection requirements, including using an appropriate transfer mechanism where required.

9. How long we keep your information

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including responding to enquiries, managing business relationships, meeting legal obligations and resolving disputes.

Retention periods depend on the type of information and the circumstances. When information is no longer required, we will take reasonable steps to delete it securely or anonymise it.

10. How we protect your information

We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse or disclosure.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

11. Your data protection rights

Subject to applicable law, you may have the right to:

  • Request access to the personal information we hold about you.

  • Request correction of inaccurate or incomplete information.

  • Request erasure of your personal information.

  • Request restriction of processing.

  • Object to certain types of processing.

  • Request the transfer of information you have provided to us, where the right applies.

  • Withdraw consent where processing is based on consent.

To exercise your rights, contact us at ask@closepointadvisory.co.uk.

You also have the right to complain to the UK Information Commissioner's Office (ICO) if you believe your personal information has been handled unlawfully. Information about making a complaint is available from the ICO's official website.

12. Third-party websites

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those websites. We recommend reviewing their privacy policies before providing personal information.

13. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes to our website, business practices or legal requirements. The latest version will be published on this page, with the updated date shown at the top.

14. Contact us

If you have questions about this Privacy Policy or how we handle personal information, please contact:

ClosePoint Advisory Limited
Email: ask@closepointadvisory.co.uk
Website: www.closepointadvisory.co.uk