Privacy Policy.
Last updated: 13 October 2026
1. Who we are
This website is run by Beyond The Trees Consultancy LLP, a limited liability partnership registered in England and Wales with registered number OC454822, whose registered office is at Units 2 & 3, West Down Farm, Corton Denham, Sherborne, DT9 4LG (“we”, “us”, “Beyond The Trees”). We are the “controller” of the personal data described in this policy, which means we decide how and why it is used.
If you have any questions about this policy or your data, email us at dan@beyondthetrees.co.
2. What personal data we collect
When you contact us. If you use our contact form or email us, we collect your name, email address, company, role and anything you tell us in your message. If you phone or message us, we keep a note of what you shared.
If you become a prospect or client. We collect business contact details for you and your colleagues, information about your business and the work we do together, our communications with you, and the details we need to invoice you and take payment.
If you join our mailing list. We collect your name and email address and a record of your consent and preferences.
When you visit our website. We collect technical information such as your IP address, device and browser type, the pages you view, how long you stay and how you found us. We collect this using cookies and similar technologies, only with your consent (see section 4).
If you give us a testimonial. We keep your name, job title, company, photo and the words you approved, and only publish them with your permission.
3. How we use your data, and our lawful basis
| What we do | Why | Lawful basis |
|---|---|---|
| Respond to your enquiry or request for a call | To answer you and discuss working together | Legitimate interests, and steps before entering a contract |
| Provide our services and manage our relationship with you | To deliver the work we agree | Contract |
| Invoice you, keep accounts, meet legal obligations | Tax, accounting and legal requirements | Legal obligation |
| Send you our newsletter | To share our thinking and updates | Consent, which you can withdraw at any time |
| Measure and improve how our website performs | To understand what is useful | Consent (via our cookie banner) |
| Tell prospects and clients about our work where relevant | To develop our business | Legitimate interests |
| Publish your testimonial | To show the results of our work | Consent, which you can withdraw at any time |
Where we rely on legitimate interests, we have considered whether they are outweighed by your rights, and you can ask us for more detail. We do not use your data for automated decision-making or profiling that has legal or similarly significant effects.
4. Cookies and analytics
We use cookies and similar technologies on this website. Strictly necessary cookies are always on. Analytics cookies are only set if you accept them in our cookie banner, and you can change your choice at any time. More detail is in our Cookie Policy.
5. Who we share your data with
We do not sell your personal data. We share it only with:
- Service providers that help us run our business, such as website hosting, email, analytics, mailing list, form handling, accounting and IT providers, who may only use it on our instructions.
- Our professional advisers, such as accountants, lawyers and insurers.
- Authorities or other third parties where the law requires it, or to protect our legal rights.
- Our members, associates and subcontractors, where needed to deliver work with you.
6. International transfers
Some of our service providers are based outside the UK, including in the United States. Where your data is transferred, we make sure it is protected by an appropriate safeguard, such as a UK adequacy decision (including the UK–US data bridge for certified providers), the UK International Data Transfer Agreement or the UK Addendum to the EU standard contractual clauses. You can contact us for more information.
7. How long we keep your data
| Data | How long |
|---|---|
| Enquiries that don’t lead to work | 12 months after our last contact |
| Client and contract records, invoices | 6 years after the end of our engagement |
| Mailing list details | Until you unsubscribe |
| Website analytics data | 14 months |
| Testimonials | Until you ask us to remove them |
We then delete or anonymise it securely.
8. Security
We use appropriate technical and organisational measures to protect your data, including access controls and secure systems. No method of transmission over the internet is completely secure, but we take care to keep your information safe.
9. Your rights
Under UK data protection law you have the right to:
- be told how your data is used
- access a copy of your data
- have inaccurate data corrected
- have your data erased in certain circumstances
- restrict or object to how we use your data
- receive your data in a portable format
- withdraw your consent at any time, where we rely on it
To exercise any of these rights, email dan@beyondthetrees.co. We will respond within one month, and we may need to confirm your identity first. There is no fee unless your request is clearly unfounded or excessive.
10. Complaints
We would like the chance to put things right, so please contact us first at dan@beyondthetrees.co. You also have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk or on 0303 123 1113.
11. Other websites
Our website may link to other websites, such as LinkedIn. We are not responsible for their privacy practices, so please read their policies.
12. Changes to this policy
We may update this policy from time to time. The latest version will always be on this page, with the date at the top.