Privacy Policy
1. Who we are
Excel Expertise Ltd (“we”, “us”) is responsible for the personal data described in this policy. Under UK data protection law we are the “controller” of that data.
- Company: Excel Expertise Ltd, registered in England and Wales, company number 08309159
- Address: 34 Pilsdon Drive, Canford Heath, Poole, Dorset, BH17 9EL
- Phone: +44 1202 697 939
- Contact form: excelexpertise.co.uk/contact
This policy explains what personal data we collect through this website (excelexpertise.co.uk) and when you do business with us, how we use it, and your rights. It was last updated on 4 November 2026.
2. What we collect
We collect only what we need to respond to you and to do our work.
| Source | What we collect |
|---|---|
| Our contact form | First and last name, email address, phone number, your message, and how you heard about us |
| Phone, email, letters and meetings | Your name, contact details, job title and organisation, and what you tell us about your requirements |
| Booking a consultation (Calendly) | Your name, email address, the time you choose, and any notes you add |
| Our live chat (Tawk.to) | Your messages, and your name and email address if you give them. Tawk.to also records technical details such as your browser, device and approximate location so the chat works |
| Doing business with us | Billing name and invoice address, purchase order details, payment records |
| Your visits to our website | With your consent: pages viewed, time on site, how you arrived (e.g. from a Google search or ad), device and browser type, approximate location, and an IP address (shortened by Google Analytics). Always: technical information our hosting and security services need to deliver the site safely |
| Spreadsheets and files you send us | Whatever personal data those files contain (see section 9) |
We don’t knowingly collect special category data (such as health information). Please don’t send it to us unless the work needs it and we have agreed how to handle it.
3. How we use it and why we’re allowed to
UK data protection law requires a lawful basis for each use of your data. Ours are:
| What we do | Lawful basis |
|---|---|
| Reply to enquiries and arrange consultations | Legitimate interests (responding to people who contact us). Contract, if you’re asking us to quote for work |
| Carry out work, deliver spreadsheets, provide training and support | Contract |
| Invoice, take payment, keep accounts | Contract and legal obligation (tax and company records) |
| Measure how our website is used and improve it (Google Analytics) | Consent, given through our cookie banner |
| Measure our Google Ads and show our ads to people who visited our site | Consent, given through our cookie banner |
| Protect our forms from spam (Google reCAPTCHA) and keep the site secure | Legitimate interests (security) |
| Feature your testimonial on our website | Consent. We ask first and you can withdraw it at any time |
| Keep you informed about our services | Legitimate interests for existing clients, with an easy way to opt out. Consent for anyone else |
We don’t sell your data, and we don’t make decisions about you by automated means alone.
4. Cookies, analytics and advertising
We use cookies and similar technologies. Apart from those needed to run the site, we only set them once you agree through our cookie banner.
- Necessary: keep the site working and secure, and remember your cookie choices.
- Statistics (Google Analytics): show us which pages are useful. Google shortens your IP address before storing it.
- Marketing (Google Ads and Google Tag Manager): tell us whether our adverts lead to enquiries, and let us show our ads to people who have visited our site.
You can change or withdraw your consent at any time with the cookie settings link on every page, or by clearing cookies in your browser. Full details of each cookie are in our Cookie Policy.
5. Who we share it with
We share personal data only with service providers who help us run our business. They may use it only on our instructions. We never sell it or pass it to others for their own marketing.
| Provider | What they do for us |
|---|---|
| OSAM Websites and Hosting.co.uk | Build, maintain and host our website and our business email, including contact form messages |
| Cloudflare | Delivers our website quickly and securely |
| Google (Analytics, Ads, Tag Manager, reCAPTCHA, Fonts) | Website statistics, advert measurement, spam protection and web fonts |
| Microsoft (Microsoft 365 and OneDrive) | Stores our business files and hosts the interactive dashboard shown on our website |
| Calendly | Online booking for consultations |
| Tawk.to | Provides the live chat on our website, including messages you leave when we’re offline |
| Complianz | Records your cookie choices |
| FreeAgent and our accountant | Bookkeeping, tax and statutory records |
We may also disclose data where the law requires it, for example to HMRC, or to protect our legal rights.
6. Transfers outside the UK
Some of our providers, including Google, Microsoft, Tawk.to, Calendly and Cloudflare, may process data outside the UK, mainly in the USA. Where they do, they rely on safeguards recognised under UK law, such as the UK-US Data Bridge or the UK International Data Transfer Addendum.
7. Keeping your data secure
We use secure, password-protected systems and encrypted connections (HTTPS), and limit access to people who need it. Paper records are kept locked away. If a breach is likely to put you at risk, we will tell you and, where required, the Information Commissioner’s Office (ICO).
8. How long we keep it
| Data | How long |
|---|---|
| Accounting records (invoices, payments, client details in our accounting software) | At least 6 years from the end of the financial year they relate to, as the law requires. They may be kept longer in our accounting software as part of our accounting history. |
| Client records and files | 7 years after our working relationship ends, then deleted. You can ask us to delete them sooner, unless the law requires us to keep them. |
| Enquiries that don’t lead to work | Only as long as we need to deal with your enquiry. You can ask us to delete them at any time. |
| Website analytics (Google Analytics) | 14 months, deleted automatically |
| Cookie consent records | 12 months, deleted automatically |
When we delete data, we do so securely, deleting electronic files and shredding paper records.
9. Spreadsheets and files you send us
The spreadsheets and data you give us for a project may contain personal data about your customers, staff or others. For that data, you remain the controller and we act on your instructions as your processor.
- We use it only to carry out the work you’ve asked for, and treat it as confidential.
- We don’t share it outside Excel Expertise Ltd without your written approval.
- We’re happy to sign a non-disclosure agreement or data processing agreement before work starts.
- Where possible, please send anonymised or sample data.
- We may show screenshots of our work on our website or in promotional material, but only with any real data removed or replaced.
10. Your rights
You have the right to:
- be told how we use your data (this policy)
- get a copy of the data we hold about you
- have inaccurate data corrected
- have your data deleted, where we no longer need it
- restrict or object to how we use it, including objecting to direct marketing at any time
- receive data you gave us in a portable format, where we use it under contract or consent
- withdraw consent at any time, for example through the cookie settings link
To use any of these rights, contact us through our contact form, by phone or by post, using the details in section 1. We’ll reply within one month, free of charge in most cases, and may ask you to confirm your identity.
If you’re unhappy with how we’ve handled your data, please tell us first so we can put it right. You can also complain to the Information Commissioner’s Office at ico.org.uk/make-a-complaint or on 0303 123 1113.
11. Links to other websites
Our website links to other sites, such as Calendly, LinkedIn, Facebook, X and Yell. Their own privacy policies apply when you visit them.
12. Changes to this policy
We’ll update this page when the way we handle personal data changes, and change the “last updated” date in section 1.