Privacy policy

Who we are

Source Advisors Limited (trading as “Source Advisors”) is committed to protecting your personal data and respecting your privacy.
Depending on the services we provide, we may act as:

• a data controller (when we decide how and why personal data is processed), or
• a data processor (when processing data on behalf of our clients, who remain the data controller).

What information we collect

We may collect and process the following types of personal data:

• Contact information: name, work email address, phone number
• Professional information: job title, company name, industry
• Communication data: records of emails, calls, and other interactions with us
• Website usage data: information collected via cookies and similar technologies

How we collect your information

We collect personal data:

• Directly from you (e.g. when you contact us or engage with our services)
• From publicly available sources
• From third-party data providers

Where we obtain data from third parties, we take reasonable steps to ensure they have a lawful basis to share the data and that individuals have been appropriately informed.

How we use your information

We use your personal data for the following purposes:

• To respond to enquiries and communicate with you
• To provide and manage our services
• To send marketing communications (where permitted)
• To improve our website and services

Lawful basis for processing

We process personal data under the following lawful bases:

• Legitimate interests – for business development, responding to enquiries, and improving our services
• Consent – where required for electronic marketing communications
• Contract – where processing is necessary to provide services
• Legal obligation – where we are required to comply with UK law

Sharing your information

We may share personal data:

• With clients where we act as a data processor
• With trusted third-party service providers who support our operations
• Where required by law or regulatory authorities

Where third parties process data on our behalf, we ensure appropriate contractual, confidentiality, and security measures are in place.

International data transfers

We do not routinely transfer personal data outside the UK.
Where this is necessary, we ensure appropriate safeguards are in place in line with UK data protection law.

How long we keep your information

We retain personal data only as long as necessary for the purposes it was collected, including:

• Business contact/marketing data: retained for a reasonable period after last interaction
• Client-related data: retained for the duration of the relationship and in line with legal or regulatory requirements

We may retain data longer where required to comply with legal obligations.

Data security

We take the security of your personal data seriously. We implement appropriate technical and organisational measures to protect it, including access controls and secure systems.

Your rights

You have the following rights under UK data protection law:

• The right to access your personal data
• The right to correct inaccurate or incomplete data
• The right to request deletion of your data
• The right to restrict processing
• The right to object to processing (including direct marketing)
• The right to data portability (where applicable)

You can also withdraw consent at any time where we rely on it.
To exercise your rights, you can contact us using the details below. Requests can be made verbally or in writing.
You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

Marketing

You can opt out of marketing communications at any time by:

• Clicking the “unsubscribe” link in emails
• Contacting us directly

Cookies

We use cookies and similar technologies to improve your experience and understand how our website is used.
For more information, please see our separate Cookie Policy, which explains the types of cookies we use and how to manage your preferences.

Automated decision-making

We do not carry out automated decision-making or profiling that has a significant effect on individuals.

Contact us

If you have any questions about this privacy policy or how we handle your data, please contact us:

Email: enquiries@sourceadvisors.co.uk

Address:
Source Advisors
20 Farringdon Street
London
EC4A 4AB

Changes to this policy

We may update this privacy policy from time to time. Please check this page periodically to ensure you are aware of any changes.

Last updated: 29 April 2026