Privacy Policy

1. Introduction and Scope

Purpose

This Privacy Policy governs the manner in which Dalton Goodwin Advisory ("we," "us," or "our") collects, uses, maintains, and discloses information collected from clients, prospective clients, and users (each, a "User") of the www.daltongoodwinadvisory.com website. This policy applies to the site and all services offered by Dalton Goodwin Advisory, which is dedicated to advising CEOs of small and mid-cap businesses on strategy, growth, operational improvement, financial performance and value creation.

Our Commitment to Confidentiality

As a trusted advisor to senior executives, we recognise the highly sensitive and confidential nature of the data and business information entrusted to us. Our commitment to privacy incorporates rigorous confidentiality standards essential to the consulting profession. We are committed to protecting the integrity and security of the Personal Data and proprietary business information we process.

2. Information We Collect and How We Use It

Personal Data Collected

We may collect Personal Data through various means, including when a User contacts us through our website, engages us for services, or communicates with us. The specific types of Personal Data we collect may include:

• Identification & Contact Data: Name, job title (e.g., CEO, Director), company name, email address, phone number, and physical business address.
• Professional Data: Information related to your business needs, areas of interest regarding consultancy services, and any background information provided during the engagement process.

Data Use for Consultancy Service Delivery

We primarily use the collected Personal Data and any proprietary business data shared during the course of an engagement for the following purposes:

• Fulfilling Contractual Obligations: To execute and manage the advisory services requested by the client, including the analysis of business data, drafting strategic recommendations, and providing operational guidance to achieve growth, improvement, and value creation.
• Communication: To schedule meetings, deliver reports, and maintain necessary professional correspondence regarding the contracted services.
• Billing and Administration: For internal financial accounting, invoicing, and contract management purposes.
• Legal Compliance: To meet any legal or regulatory requirements applicable to our business or the advisory services provided.

Proprietary Business Information

It is important to note that our consultancy services often involve the processing of highly confidential, non-personal business information (e.g., financial statements, proprietary operational data, market strategies). This information is treated with the highest degree of confidence and is governed primarily by a Non-Disclosure Agreement (NDA) and Client Engagement Contract signed between Dalton Goodwin Advisory Ltd and the client company, which take precedence regarding the protection of proprietary business data