Privacy Policy

1. Overview

Partner in the Loop respects your privacy and is committed to protecting the personal information that you share with us. This Privacy Policy explains what information we collect when you visit this website or engage our advisory services, how we use that information, and the rights you have over it.

2. Information We Collect

We collect the following types of information:

  • Information you provide directly. When you complete the contact form, schedule a meeting, or email us, we may collect your name, company, job title, email address, phone number, and any details you choose to share about your organisation or technology priorities.
  • Usage data. Like most websites, we may collect technical information such as IP address, browser type, device identifiers, pages visited, and timestamps to help us understand how the site is used and to keep it secure.
  • Communication records. If you become a client, we retain notes, proposals, contracts, and correspondence relevant to our engagement so that we can deliver the services you have requested.

3. How We Use Your Information

We use personal information to:

  1. Respond to enquiries and schedule conversations about potential engagements.
  2. Provide advisory services, including preparing proposals, analysis, and recommendations tailored to your organisation.
  3. Maintain client records, manage billing, and meet our contractual obligations.
  4. Improve the website, ensure security, and understand interest in our services.
  5. Comply with legal requirements and respond to lawful requests.

We do not sell your personal information and only share it when necessary to deliver our services or comply with law.

For visitors from the United Kingdom and European Economic Area, we rely on the following legal bases under the UK GDPR/EU GDPR:

  • Legitimate interests to operate and improve our advisory practice.
  • Contractual necessity when responding to client requests or delivering engagements.
  • Consent when you opt in to specific communications.

5. Data Sharing and International Transfers

We may share limited personal information with trusted service providers (such as cloud productivity tools or scheduling platforms) who support our operations. These providers are bound by confidentiality obligations and only process data on our instructions. If information is transferred outside your jurisdiction, we implement appropriate safeguards, such as Standard Contractual Clauses or equivalent measures.

6. Data Retention

We retain personal information only for as long as necessary to fulfil the purposes outlined above, meet our contractual and legal obligations, or resolve disputes. When information is no longer required, we securely delete or anonymise it.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Request access to the personal information we hold about you.
  • Ask that we correct or update inaccurate information.
  • Request deletion of your personal information where it is no longer needed.
  • Object to or restrict certain processing activities.
  • Withdraw consent where processing is based on consent.
  • Lodge a complaint with your local data protection authority.

To exercise any of these rights, please contact us using the details below. We will respond within the timeframes required by applicable law.

8. Cookies and Analytics

This site uses minimal cookies. Where third-party analytics or embedded services are used, they may place cookies or similar technologies on your device. You can adjust your browser settings to refuse cookies or alert you when they are being used.

9. Keeping Your Information Secure

We implement administrative, technical, and organisational measures designed to protect personal information against unauthorised access, alteration, disclosure, or destruction. While no method of transmission over the internet is completely secure, we regularly review our safeguards to keep your data protected.

10. Contact

If you have questions about this Privacy Policy or wish to exercise your rights, please contact:

Partner in the Loop
Email: rich@partnerintheloop.com
United Kingdom

11. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, or privacy practices. When we make changes, we will revise the “Last updated” date at the top of this page. Significant updates will be communicated on this site or directly to clients where appropriate.