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Porta Partners, Chancery House, 53-64 Chancery Ln, City of London, London WC2A 1QS

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Privacy Policy

Porta Partners LLP
53-64 Chancery Lane, City of London, London WC2A 1QS
Last Updated: 10 February 2025

1. Introduction

Porta Partners LLP (“we”, “us”, “our”) is committed to protecting your privacy and ensuring that your personal data is handled in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website or engage with our services.

2. Data We Collect

We may collect and process the following personal data:

2.1 Information You Provide to Us

  • Name, email address, phone number, and postal address
  • Employment details and professional information
  • Financial information (where necessary for our services)
  • Any other information you voluntarily provide when contacting us

2.2 Information We Collect Automatically

  • IP address and browser type
  • Device information and operating system
  • Website usage data, such as pages visited and time spent on the site
  • Cookies and tracking technologies (see Section 7)

2.3 Information from Third Parties

  • Publicly available sources (e.g., Companies House)
  • Business partners, affiliates, or professional networks

3. How We Use Your Data

We use personal data for the following purposes:

  • To provide our financial advisory and wealth management services
  • To communicate with you regarding inquiries, services, or support requests
  • To comply with legal and regulatory requirements
  • To improve our website, services, and customer experience
  • To conduct marketing and promotional activities (subject to your consent)

4. Legal Basis for Processing

We process personal data under the following legal bases:

  • Contractual necessity – where processing is required to fulfil a contract with you
  • Legitimate interests – where processing is necessary for our business operations and does not override your rights
  • Legal compliance – where processing is required to comply with applicable laws
  • Consent – where you have given explicit permission for marketing or certain types of data processing

5. How We Share Your Data

We do not sell your personal data. However, we may share your information with:

  • Service providers – third parties that assist in delivering our services (e.g., IT providers, marketing platforms)
  • Regulators and legal authorities – where required to comply with legal obligations
  • Business partners and affiliates – where necessary for joint services or referrals

All third-party recipients are required to process your data securely and in compliance with data protection laws.

6. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy, comply with legal requirements, or resolve disputes. The retention period varies based on:

  • Legal and regulatory obligations
  • Business needs and service agreements
  • Your request for deletion of data (subject to legal constraints)

7. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience. You can manage your cookie preferences via your browser settings. For more details, please refer to our Cookie Policy.

8. Data Security

We implement appropriate technical and organisational measures to protect personal data from unauthorised access, loss, or misuse. These include:

  • Encryption and secure data storage
  • Access controls and authentication measures
  • Regular security audits and staff training

9. Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

  • Right to access – request a copy of the data we hold about you
  • Right to rectification – correct inaccurate or incomplete data
  • Right to erasure – request deletion of your data (subject to legal exceptions)
  • Right to restrict processing – limit how we use your data
  • Right to data portability – obtain a copy of your data in a transferable format
  • Right to object – object to data processing for marketing or legitimate interests
  • Right to withdraw consent – where processing is based on your consent

To exercise your rights, please contact us at the details below.

10. Marketing Communications

If you have opted in to receive marketing communications, you can withdraw your consent at any time by:

  • Clicking the “unsubscribe” link in marketing emails
  • Contacting us directly at the details below

11. Third-Party Websites

Our website may contain links to third-party sites. We are not responsible for their privacy practices, and we encourage you to review their policies before providing any personal data.

12. Changes to This Privacy Policy

We may update this policy from time to time. Any changes will be posted on our website, and we encourage you to review this policy periodically.

13. Contact Us

For any questions regarding this Privacy Policy or to exercise your data rights, please contact:

Porta Partners LLP
53-64 Chancery Lane, City of London, London WC2A 1QS

[email protected]

If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk.