Privacy Policy

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Munro Ogilvie Ltd
Last updated: 12th February 2026

1. Who We Are

Munro Ogilvie Ltd (“we”, “us”, “our”) is a company registered 

(129379920) in England and Wales.

We provide financial support and administration services, including services for elderly and potentially vulnerable individuals.

We are the data controller for the personal data we collect.

If you have any questions about this policy or your data, you can contact us at:
Email: hello@munro-ogilvie.com
Address: 22 Bower Road, Harrogate, HG1 5BW

2. The Information We Collect

We may collect and process the following personal data:

Information You Provide Directly:

• Name
• Email address
• Telephone number
• Postal address

Information submitted via contact forms:

• Newsletter subscription details
• Payment details (processed securely via third-party providers)
• Financial information necessary to provide our services
• Identification documents (where required for legal or compliance purposes)

Automatically Collected Information

When you visit our website, we may collect:

• IP address
• Browser type and version
• Device information
• Pages visited and time spent on our site
• Cookies and usage data (see Section 8)

3. How We Use Your Information

We use your personal data to:

• Respond to enquiries
• Provide contracted services
• Manage client accounts
• Process payments
• Send newsletters (where consent has been given)
• Improve our website and services
• Comply with legal and regulatory obligations
• Safeguard vulnerable clients where necessary

We only process your data where we have a lawful basis under UK GDPR.

4. Lawful Bases for Processing

We rely on one or more of the following:

• Consent – for newsletters and certain communications
• Contract – to provide agreed services
• Legal obligation – to comply with regulatory requirements
• Legitimate interests – to operate and improve our business
• Vital interests – where necessary to protect vulnerable individuals
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5. Handling of Financial and Sensitive Information

As part of our services, we may process financial information and, in some cases, sensitive personal data relating to vulnerable individuals.

We take enhanced care in handling such information and ensure:

• Access is restricted to authorised personnel only
• Data is encrypted where appropriate
• Secure systems are used for storage and transfer
• Third-party providers meet appropriate data protection standards

6. Payments

Online payments are processed via secure third-party payment providers. We do not store full card details on our servers.

Please refer to the relevant payment provider’s privacy policy for further details.

7. Sharing Your Information

We may share personal data with:

• Professional advisers (accountants, solicitors)
• Payment processors
• IT and hosting providers
• Regulatory authorities where legally required

We do not sell personal data.

All third parties are required to respect the security of your data and process it lawfully.

8. Cookies and Analytics

Our website uses cookies and similar technologies to:

• Ensure the website functions correctly
• Analyse website traffic (e.g., Google Analytics)
• Improve user experience

You can control cookies through your browser settings.

For more detailed information, please see our Cookie Policy.

9. Data Retention

We retain personal data only for as long as necessary to:

• Fulfil the purposes for which it was collected
• Comply with legal and regulatory requirements
• Resolve disputes

Financial records may be retained for up to 6 years in line with UK legal requirements.

10. Data Security

We have implemented appropriate technical and organisational measures to protect personal data against:

• Unauthorised access
• Loss
• Alteration
• Disclosure

Access to sensitive data is restricted and monitored.

11. Your Rights

Under UK GDPR, you have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request erasure (where applicable)
• Restrict processing
• Object to processing
• Request data portability
• Withdraw consent at any time

To exercise these rights, contact us at hello@munro-ogilvie.com

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
https://www.ico.org.uk

12. International Transfers

We do not transfer personal data outside the UK unless adequate safeguards are in place (such as approved contractual clauses).

13. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.