Privacy Policy

Companies in Balance protects your privacy in the following ways:

  • we do not collect more information than is necessary;

  • we only use your data for the legitimate purposes specified here;

  • we do not keep your data for longer than necessary;

  • we do not share your data with any third parties except with your express consent, or in the circumstances described below (Third Party Processors)

We only track anonymous web traffic data. You do not give out personal information by visiting our website.

This privacy policy applies only to the work of Companies in Balance Ltd and our website. It does not apply to any external website that we link to. 

We may update this policy from time to time by publishing a new version on our website. This policy was last updated on 2nd July 2021.

Sources of Information Collection

  • Directly from you: via email, our contact web form, telephone, face-to-face meetings, conferences, seminars, training courses 

  • Via publicly available sources: LinkedIn, search engines, social media 

  • By personal referral

When you visit our website

You can visit our website without giving away your personal information. We use Google Analytics, AdWords and Cookies in order to improve our service, user experience and analyse how the website is used. Aside from the approximate location (IP address), the information collected by Google Analytics is anonymous traffic data including device information, general demographics, how long users spend on a page and time of day. The purpose for collecting and using the information is to understand how people are accessing and using the Companies in Balance website, and to improve our services and marketing.


To provide better service to you on our website, we use cookies to collect information. Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some areas of our website.  

When you contact us

Once you contact us via the website, by appointment booking (Calendly), by email or phone, we collect information about you. The information you fill in (personal information such as your name, email address, organisation) will be processed and stored for the purpose of responding to your request and communicating with you.

When you work with us

If you choose to work with us, we will collect, process and store information you send to us for the purposes of providing our services and communicating with you. 

We will only collect such personal information as is strictly necessary in order to carry out the work you have instructed us to do and we will delete this information once it is no longer needed.

Additionally, we may keep your contact details for a period of time for marketing and communications reasons on the basis of our legitimate interests.

Use of public data

We may process information found on public social networking profiles (“Public Data“) and other publicly available sources. This data may include name, employment information, career information, education details, job title, and so on. Public Data may be processed for the purposes of offering, marketing and selling relevant goods and/or services to you and/or your employer. The legal basis for this processing is our legitimate business interests.

Third Party Processors

From time to time we may work with carefully selected Digital Marketing partners and service providers who may process personal information about you on our behalf. 

Currently our appointed digital marketing agent is  

Prospect Global Ltd (trading as Sopro) Reg. UK Co. 09648733. You can contact Sopro and view their privacy policy here:  Sopro are registered with the ICO Reg: Z123456, and their Data Protection Officer can be emailed at:

They conduct marketing activity on our behalf, and such activity may result in the compliant processing of personal information. 

We may disclose your personal data to our insurers and/or professional advisers insofar as reasonably necessary for the purposes of obtaining or maintaining insurance coverage, obtaining professional advice, or in relation to legal claims. We may disclose your personal data where that is necessary for compliance with legal or safeguarding obligations.

Information Security

We store your personal data securely and protect it from unauthorised access, loss, manipulation and falsification.

Access to Information

You have the right to request access to the information we have on you. You can do this by contacting us at In order to comply with your request, we may ask you to verify your identity. For any subsequent access request, we may charge an administrative fee.

If you believe the information we have about you is incorrect, you are welcome to contact us so we can update it and keep your data accurate. Any data that is no longer needed for the purposes specified above will be deleted.

If at any point you wish Companies in Balance to delete information we hold about you, you can contact us at the above email address.

Legal Basis for Processing

We have carefully considered your rights and expectations of privacy and our rights to run our business. We have considered the impact on your privacy as a result of our processing of your data to ensure we take appropriate precautions with all data. This helps us ensure that the rights of the data subjects are not unduly impacted and that processing of data in this way is acceptable.

Questions and Contact us

If you have any questions about our collection and storage of data, please contact us at:

Companies in Balance Ltd

32 Blackfriars Road



01444 483 070