Privacy Policy

This website is operated by Templar Advisors Ltd.

We are company number 4072886 registered in England and Wales

Our registered office is at 71 Queen Victoria Street, London, EC4V 4BE.

In this document, “we”, “our”, or “us” refer to Templar Advisors Ltd and its affiliated companies. This is our privacy policy and it tells you what to expect when we collect personal data.

At Templar Advisors, we are committed to maintaining the trust and confidence of our visitors to our website. In this privacy policy, we provide detailed information on when and why we collect your personal data, how we use it and how we keep it secure.

We take seriously the protection of your privacy and confidentiality. We understand that all visitors to our website are entitled to know that their personal data will not be used for any purpose unintended by them and will not accidentally fall into the hands of third-parties.

We undertake to preserve the confidentiality of all information you provide to us.

Our policy complies with UK law accordingly implemented, including that required by the EU General Data Protection Regulation (GDPR).

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic, and managerial procedures to safeguard and secure the information we collect online.

We are registered with the Information Commissioner in the UK as a ‘data controller’ in accordance with the provisions of GDPR. Further details of the registration are available at www.ico.gov.uk.

THE INFORMATION WE COLLECT
We use cookies to collect information in an anonymous form about your use of the website.

We will also collect information you knowingly provide to us such as your name, surname, and email address (for example: if you choose to register for our e-newsletter or comment on our blog).

USE OF COOKIES
Cookies are small text files that are placed on your computer by websites that you visit. They are widely used in order to make websites work, or work more efficiently, as well as to provide information to the owners of the site.

We use cookies from Google Analytics to collect information about how visitors use our site, which we use to help improve it. We collect this information in a way which does not identify anyone. We do not make any attempt to find out the identities of those visiting this website. We will not associate any data gathered from this site with any personally identifying data from any source.

To opt out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout.

This information is anonymous to us and is a feature to allow easier navigation of the website. In addition, any third-party links to social networking services throughout our website (Facebook, Twitter, LinkedIn, Google+, Reddit, Pocket, Tumblr, and Pinterest) only deploy third-party cookies if you have already signed up to these services and are signed into these services.

Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit www.aboutcookies.org or www.allaboutcookies.org.

WHAT WE MAY COLLECT AND HOW WE MAY USE YOUR PERSONAL DATA

We may collect and process personal data including:

• contact details (such as name, email address, and telephone number);
• business information (such as employer, role, and professional background);
• communication records (including correspondence and meeting notes);
• information provided to us through our website or in the course of providing our services.

We do not generally process sensitive financial information (such as personal bank account details) as part of our services.

We do not generally collect any special categories of personal data, as defined under the GDPR. Our products and services are not aimed at children.

Any personal data we collect is processed in accordance with GDPR and other applicable laws.  In addition, any personal data collected in the course of providing our services will also be processed in accordance with GDPR and other applicable laws.

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying legal, regulatory, accounting, or reporting requirements.

Retention periods are determined based on the type of data, the purpose for which it is processed, and applicable legal or regulatory obligations.

When personal data is no longer required, it is securely deleted, destroyed, or anonymised in accordance with our internal data retention and disposal procedures.

We use a third-party service, WordPress.com, to publish our blog. WordPress requires visitors that want to post a comment to enter a name and email address. For more information about how WordPress processes data, please see Automattic’s privacy notice.

We also use a third-party service, HubSpot, a customer relationship management system to manage our database, manage our forms and to send our whitepapers and ebooks. HubSpot will collect information about your interaction with our website, such as the pages you visit, the links you click on and how long you are on our sites. For more information, please refer to their privacy policies: HubSpot Privacy Policy.

We use HubSpot, to deliver our e-newsletter. We gather statistics around email opening and clicks using industry standard technologies to help us monitor and improve our e-newsletter. For more information, please see HubSpot Privacy Policy.

You can unsubscribe from general mailings at any time clicking the unsubscribe link at the bottom of any of our emails or by emailing our data protection officer at templarmarketing@templaradvisors.com.

OUR LEGAL GROUNDS FOR USING YOUR INFORMATION

We process personal data in accordance with applicable data protection laws, including the UK General Data Protection Regulation (GDPR).

We rely on one or more of the following legal bases when processing personal data:

• where it is necessary for the performance of a contract, including in connection with providing our services.
• where it is necessary for our legitimate interests in operating and developing our business (provided those interests are not overridden by the rights and interests of individuals) including, for example, sending out e-newsletters containing blogs, whitepapers, eBooks and other service-related information to our clients who have used us and prospects who have expressed an interest in our services.
• where it is necessary to comply with legal or regulatory obligations.
• where we have obtained consent, where required, for example if you have signed up via our website to subscribe to our blog e-newsletter, download whitepapers and other marketing material. You can unsubscribe from these at any point by clicking on the unsubscribe link on any email you receive from us.

We may share personal data with trusted third-parties where necessary for the operation of our business, including providers of IT systems, hosting, and administrative services.  We require all such third-parties to respect the security of personal data and to process it in accordance with applicable data protection laws and appropriate contractual safeguards.

Where personal data is transferred outside of the United Kingdom, we ensure that appropriate safeguards are in place to protect that data in accordance with applicable data protection laws.

WHAT WE DO WITH THE INFORMATION WE GATHER
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

• Internal record keeping.
• We may use the information to improve our products and services.
• We may periodically send information which we think you may find interesting using the email address which you have provided.
• From time to time, we may also use your information to contact you for marketing purposes. We may contact you by email or phone. We may also use the information to customise the website according to your interests.

WHAT DECISIONS CAN YOU MAKE ABOUT YOUR INFORMATION?

Under GDPR you have a number of rights regarding your information. Your rights are as follows:

• Access: you can ask what information we hold about you and be provided with a copy. This allows you to be aware of and verify the lawfulness of processing – why we use this information about you, where it came from.
• Informed: you can ask about the information we collect about you and the reason why we have, how long we keep it and who we share it with.
• Rectification: if information is incorrect you can ask us to correct it. You can make a request for rectification verbally or in writing. We have one calendar month to respond to any request.
• Restriction: our use of information about you may be restricted in some cases. For example, if you tell us that the information is inaccurate we can only use it for limited purposes while we check its accuracy. We have one calendar month to respond to your request.
• Deletion: you can ask us to delete the information that we hold about you in certain circumstances, for example, where we no longer need the information. You can make a request for rectification verbally or in writing. We have one calendar month to respond to any request.
• Portability: you can request copies of the data we hold, in a machine-readable format. We have one calendar month to respond to your request.
• Object: you can tell us not to use your data where we are relying on the legitimate interests legal ground to use it ‐ please see the section Our Legal Grounds for using your information.

Our data protection officer can provide you with more information about your data protection rights under GDPR. You can email your request to our data protection officer at templarmarketing@templaradvisors.com

EMAIL
Our legal position on emails sent by Templar Advisors Ltd and our affiliated companies is as follows:

Any emails we send are confidential and may be covered by legal privilege. If you receive an email that wasn’t meant for you please:

• contact the person who sent it to tell them there’s been a mistake;
• do not copy it;
• do not share it;
• do not take any action on the basis of what it says;
• delete it.

All emails we send have been checked by our virus detection software. But we suggest you carry out your own checks too. We can’t accept liability for any loss or damage caused by viruses. And we can’t take responsibility if it’s been intercepted and sent on by someone else. Unless an email says otherwise, it has no contractual effect and it should only be used for the purpose described in it. Any emails we send contain the statements and opinions of the person who wrote it and do not necessarily represent the view of Templar Advisors Ltd.

CHANGES TO THIS PRIVACY NOTICE
We keep this privacy notice under regular review. It was last updated on 4 June 2026.

QUESTIONS?
If you have any questions concerning anything on this page, please email our data protection officer templarmarketing@templaradvisors.com