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Privacy policy

Source Advisors Limited trades as “Source Advisors”. We may process “personal data” and/or “special category data” (as defined in data protection legislation) in the provision of our contracted services and/or in our administration. We may process data under instruction from our clients, thus making us the “data processor” in Data protection terms. The Client remains the “data controller” responsible for the data in these circumstances. We are committed to protecting the privacy and security of the personal information collected regarding our leads and prospective clients. We may collect the following types of information:
  • Contact Information: Name, company email address, phone number, and other similar details.
  • Professional Information: Job title, company name, industry, and other business-related details.
  • Communication Data: Records of your interactions with us, such as emails, or phone call details.
The data we collect is sourced through publicly available means or via 3rd party data providers who hold the relevant personal approvals to share any non-publicly available information. We use lead data for the following purposes:
  • Communication: To respond to inquiries, provide information, and communicate with potential clients.
  • Marketing: To send promotional materials, newsletters, and updates about our products and services.
All data is held securely and for as long as they relate to the reasons for collection and/or if there is a statutory retention period. Security of data and confidentiality are very important to us. Data may be shared with third parties as part of our contracted services, for our administration and/or if we are required by UK law to do so. We cannot accept any liability for any processing conducted by a third party outside our remit. As part of our compliance, we have conducted a cookie audit on our website. Cookies are internet files used by the system to view websites and their content. We utilise analytical cookies to help us monitor and develop our site. None of the cookies we use are intrusive on your system. You are at liberty to turn off cookies through your browser but you should be aware that this may affect your viewing experience. Please see our cookies policy.

What rights do you have?

None of the above affects your rights under the legislation, in particular your right to access the data we hold on you. You may request a copy of the personal information we may hold on you – this should be submitted in writing.

Right to request a copy of your information

You can request a copy of your information which we hold (this is known as a subject access request). If you would like a copy of some or all of it, please: – email or write to us. – let us know the information you want a copy of.

Right to correct any mistakes in your information

You can require us to correct any mistakes in your information which we hold free of charge. If you would like to do this, please: – email or write to us. – let us know what information is incorrect and what it should be replaced with.

Right to ask us to stop contacting you with direct marketing

You can ask us to stop contacting you for direct marketing purposes. If you would like to do this, please: – email or write to us. You can also click on the ‘unsubscribe’ button at the bottom of any email newsletter we may send you.

Right to be forgotten

You can ask us to delete the data we hold about you in certain circumstances. You can do this if it is no longer necessary for us to hold the data for the purpose it was collected (for example if you are no longer a customer), or if we are using it without your consent or you have to ask us to delete it to comply with any of your legal obligations. You can also do this if you originally gave your consent to us using your information and you want to change your mind, If you would like to do this, please: – email or write to us. – let us know why you would like us to delete your data from our systems. We will take steps to make sure the information is deleted from our systems and by any people who are processing your information for us unless we have to carry on using the information for legal reasons.

How to contact us

Please contact us if you have any questions about this privacy policy or the information we hold about you. If you wish to contact us, please send an email to or write to us at the address below: Source Advisors 2nd Floor Churchill House 26-30 Upper Marlborough Road St. Albans Herts. AL1 3UU

Changes to the privacy policy

We may change this privacy policy from time to time. You should check this policy occasionally to ensure you are aware of the most recent version that will apply each time you access our website. This policy was updated February 2024.

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