Privacy Policy

SECTION 1: Who We Are

Berkshire Financial Ltd is a capital advisory firm registered in England and Wales (Company No. 13616914). Our registered office is at 75 Grosvenor Street, Mayfair, London, W1K 3JS.

We are the data controller for the personal information collected through this website and in connection with our advisory services. For any data-related queries, contact us at info@berkshirefinancial.uk.

SECTION 2: What Personal Data We Collect

When you interact with our website or contact us about our services, we may collect the following categories of personal data:

• Identity data: your full name and the name of your company or organisation.
• Contact data: your email address and telephone number.
• Transaction data: details of the opportunity or transaction you share with us through our contact form or in subsequent correspondence.
• Technical data: your IP address, browser type, pages visited, and time spent on our website, collected automatically via standard web analytics tools.

We do not collect any special category data (such as health, biometric, or financial account data) through this website.

SECTION 3: How We Collect Your Data

We collect personal data in the following ways:

• Directly from you, when you complete and submit our contact form, send us an email, or call us.
• Automatically, through standard analytics tools that record how visitors interact with our website. This data is collected in aggregate and is not used to identify individuals.

SECTION 4: Why We Process Your Data and Our Legal Basis

We process your personal data for the following purposes, each supported by a lawful basis under the UK GDPR:

• To respond to your enquiry: when you contact us, we use your information to assess your enquiry and respond to it. Our lawful basis is legitimate interests — it is in both your interest and ours to respond to business enquiries effectively.
• To manage an advisory relationship: if your enquiry progresses to a formal engagement, we process your data to fulfil our contractual obligations to you. Our lawful basis is the performance of a contract.
• To comply with legal obligations: we may be required to retain certain records to comply with applicable law and regulation. Our lawful basis is legal obligation.
• To improve our website: we use anonymised analytics data to understand how visitors use our site and to improve its content and performance. Our lawful basis is legitimate interests.

We do not use your personal data for automated decision-making or profiling. We do not send marketing communications.

SECTION 5: How We Share Your Data

We do not sell, rent, or share your personal data with third parties for marketing purposes.

We may share your data in the following limited circumstances:

• With professional advisers, such as lawyers or compliance consultants, where necessary in connection with our services, subject to confidentiality obligations.
• With technology service providers who support the operation of this website and our communications infrastructure, acting as data processors under appropriate contractual arrangements.
• With regulatory or law enforcement authorities, where we are required to do so by law.

Any third parties with whom we share data are required to handle it in accordance with applicable data protection law.

SECTION 6: International Transfers

Our primary operations are based in the United Kingdom. Where data is transferred outside the UK — for example, in connection with our New York representative office or with international capital partners — we ensure that appropriate safeguards are in place in accordance with UK GDPR requirements, including standard contractual clauses or adequacy decisions where applicable.

SECTION 7: How Long We Keep Your Data

We retain personal data only for as long as necessary for the purposes for which it was collected, or as required by law.

• Enquiry data from individuals who do not become clients is retained for 12 months from the date of last contact, after which it is securely deleted.
• Data relating to client engagements is retained for a minimum of six years from the conclusion of the engagement, in accordance with our legal and regulatory obligations.
• Analytics data is retained in anonymised and aggregated form indefinitely.

SECTION 8: Your Rights

Under the UK GDPR and the Data Protection Act 2018, you have the following rights in relation to your personal data:

• The right to access the personal data we hold about you.
• The right to have inaccurate personal data corrected.
• The right to request deletion of your personal data, where we have no lawful reason to continue processing it.
• The right to restrict or object to our processing of your personal data in certain circumstances.
• The right to data portability, where processing is based on consent or contract and carried out by automated means.
• The right to withdraw consent at any time, where processing is based on consent.

To exercise any of these rights, please contact us at info@berkshirefinancial.uk. We will respond within one calendar month. There is no charge for making a request.

SECTION 9: Cookies

Our website uses essential cookies required for basic site functionality. We may also use analytics cookies to understand how visitors use the site and to improve its performance.

You can manage or disable cookies through your browser settings at any time. Disabling cookies may affect certain features of the website.

SECTION 10: How We Protect Your Data

We take the security of your personal data seriously. We implement appropriate technical and organisational measures to protect your data against unauthorised access, loss, or disclosure. These include access controls, encrypted communications, and regular review of our data handling practices.

In the event of a personal data breach that is likely to result in a risk to your rights and freedoms, we will notify the Information Commissioner's Office within 72 hours of becoming aware of it, and will notify affected individuals without undue delay where required.

SECTION 11: Complaints

If you have a concern about how we handle your personal data, we encourage you to contact us in the first instance at info@berkshirefinancial.uk so that we can address it directly.

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's independent data protection authority:

Information Commissioner's Office

Wycliffe House, Water Lane

Wilmslow, Cheshire SK9 5AF

ico.org.uk | 0303 123 1113

SECTION 12: Changes to This Policy

We review this privacy policy periodically and will update it when necessary — for example, when we change how we process data, or when there are relevant changes in law. The date at the top of this page reflects when it was last updated.

We will notify you of any material changes by posting a prominent notice on our website.