Delphine Paterson FCCA ACIB: 07780336952
Neil Paterson: 07803 724255

This notice describes how we collect and use personal data about you, in accordance with the General Data Protection Regulation (‘GDPR’), the Data Protection Act 1998 and any other national implementing laws, regulations and secondary legislation, as amended or updated from time to time, in the UK (‘Data Protection Legislation’).

Our business focuses on building financial models, assisting with requests to access finance and providing financial support to clients to plan strategically and grow successfully. We are registered in England and Wales as a limited company (number: 6893606) and our registered office is: 124 City Road, London

For the purpose of the Data Protection Legislation and this notice, Forward Financials Ltd are deemed to be the ‘data controller’. This means that we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy notice.

We have appointed a Data Protection Manager who is our data protection point of contact and is responsible for assisting with enquiries in relation to this privacy notice or our treatment of your personal data. Should you wish to contact them you can do so using the contact details noted at paragraph 12 (Contact Us).

We may obtain personal data about you and others involved in your business: when you request a proposal or scoping document from us in respect of the services we provide; when you engage us to provide our services and also during the provision of those services; when you contact us by email, telephone, post or social media (via LinkedIn); from third parties and/or publicly available resources (for example from Companies House).

The information we hold about you and others involved in your business may include the following:
•personal details (such as name, address, identification documents);
• details of contact we have had with you in relation to the provision, or the proposed provision, of our services;
• details of any services you have received from us;
• our correspondence and communications with you;
• information about any enquiries you make to us;
• information from research and marketing activities;
• Information we receive from other sources, such as publicly available information.

We may process your personal data: for purposes necessary for the performance of our contract with you and to comply with our legal obligations; for the purposes necessary for the performance of our contract with you; for the purposes of our own legitimate interests provided that those interests do not override any of your own interests, rights and freedoms which require the protection of personal data; for certain additional purposes with your consent, and in these limited circumstances where your consent is required for the processing of your personal data then you have the right to withdraw your consent to processing for such specific purposes.

Situations in which we will use your personal data may be to: carry out our obligations arising from any agreements entered into between you and us; provide you with information related to our services, events and activities that you request from us or which we feel may interest you, provided you have consented to be contacted for such purposes; seek your opinions on the services we provide; and notify you about any changes to our services.
In some circumstances we may anonymise the personal data so that it can no longer be associated with you, in which case we may use it without further notice to you.

If you refuse to provide us with certain information when requested, we may not be able to perform the contract we have entered into with you.

Alternatively, we may be unable to comply with our legal or regulatory obligations. We may also process your personal data without your knowledge or consent, in accordance with this notice, where we are legally required or permitted to do so.

Data retention
We will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collected. When assessing what retention period is appropriate for your personal data, we take into consideration:
• the requirements of our business and the services provided;
• any statutory or legal obligations
• the purposes for which we originally collected the personal data;
• the lawful grounds on which we based our processing;
• the types of personal data we have collected;
• the amount and categories of your personal data; and
• whether the purpose of the processing could reasonably be fulfilled by other means.

Change of purpose
Where we need to use your personal data for another reason, other than for the purpose for which we collected it, we will only use your personal data where that reason is compatible with the original purpose. Should it be necessary to use your personal data for a new purpose, we will notify you and communicate the legal basis which allows us to do so before starting any new processing.

Why might you share my personal data with third parties?
We will share your personal data with third parties where we are required by law, where it is necessary to administer the relationship between us or where we have another legitimate interest in doing so.

Which third-party service providers process my personal data?
“Third parties” includes third-party service providers such as professional advisory services, banking and other funding services and cloud services. All of our third-party service providers are required to take commercially reasonable and appropriate security measures to protect your personal data. We only permit our third-party service providers to process your personal data for specified purposes and in accordance with our instructions.

What about other third parties?
We may share your personal data with other third parties, for example in the context of the possible sale or restructuring of the business. We may also need to share your personal data with a regulator or to otherwise comply with the law.

We will not transfer the personal data we collect about you outside of the EEA.

We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.

Your duty to inform us of changes
It is important that the personal data we hold about you is accurate and current. Should your personal information change, please notify us of any changes of which we need to be made aware by contacting us, using the contact details below.

Your rights in connection with personal data
Under certain circumstances, by law you have the right to: request access to your personal data (this enables you to receive details of the personal data we hold about you and to check that we are processing it lawfully); request correction of the personal data that we hold about you; request deletion of your personal data (this enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it); ask us to delete or remove your personal data where you have exercised your right to object to processing (see below); object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this basis; object where we are processing your personal information for direct marketing purposes; request the restriction of processing of your personal data (this enables you to ask us to suspend the processing of personal data about you (for example if you want us to establish its accuracy or the reason for processing it); and request the transfer of your personal data to you or another data controller if the processing is based on consent carried out by automated means and this is technically feasible.
If you want to exercise any of the above rights, please email our data protection point of contact Delphine Paterson,

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request for access is clearly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.

We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal information is not disclosed to any person who has no right to receive it.

In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal data for a specific purpose (for example, in relation to direct marketing that you have indicated you would like to receive from us), you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please email our data protection point of contact Delphine Paterson,
Once we have received notification that you have withdrawn your consent, we will no longer process your personal information (personal data) for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law.

Any changes we may make to our privacy notice in the future will be reissued and sent to you. This privacy notice was last reviewed and updated on 4th June 2024.

If you have any questions regarding this notice or if you would like to speak to us about the manner in which we process your personal data, please email our Data Protection Point of Contact, Delphine Paterson,
You also have the right to make a complaint to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues, at any time. The ICO’s contact details are as follows:

Information Commissioner’s Office
Wycliffe House
Water Lane
Telephone – 0303 123 1113 (local rate) or 01625 545 745