PRIVACY POLICY Last Updated: January 2026

1. Who We Are Portfolio Thinking Limited ("we", "us", or "our") is a company registered in England and Wales (Company Number: 16925208). Registered Address: 86-90 Paul Street, London, EC2A 4NE Email: info@portfolio-thinking.com

For the purposes of the UK General Data Protection Regulation (UK GDPR), we are the Data Controller.

2. The Data We Collect We collect and process the following information:

  • Identity Data: Names, job titles, and professional affiliations.

  • Contact Data: Business email addresses and telephone numbers.

  • Technical Data: IP address, browser type, and usage data (via cookies).

  • Inquiry Data: Information you provide when contacting us via our website forms.

3. How We Collect Data

  • Direct Interactions: You may give us your data by filling in forms on our website or corresponding with us by email.

  • Publicly Available Sources: We may collect professional data about financial advisers and intermediaries from public registers (such as the FCA Register or US equivalents) and professional networking sites (such as LinkedIn) for B2B marketing purposes.

4. How We Use Your Data We only use your data when the law allows us to. Most commonly, we use it for:

  • Contractual Necessity: To deliver the consulting services you have requested.

  • Legitimate Interest: To market our B2B services to professional intermediaries where we believe there is a genuine business interest, and where your fundamental rights do not override those interests.

  • Legal Obligation: To comply with tax and regulatory requirements.

5. Sharing Your Data We do not sell your data to third parties. We may share data with:

  • Service providers acting as processors (e.g., IT, cloud storage, and email hosting services).

  • Professional advisers (lawyers, bankers, auditors, insurers).

  • HM Revenue & Customs and regulators.

6. International Transfers If we transfer your personal data out of the UK (e.g., using US-based software like Google Workspace or Squarespace), we ensure a similar degree of protection is afforded to it by ensuring specific safeguards are implemented (such as the UK International Data Transfer Agreement).

7. Your Legal Rights Under the UK GDPR, you have rights including:

  • Right of Access: Ask for a copy of the data we hold.

  • Right to Erasure: Ask us to delete your data ("Right to be forgotten").

  • Right to Object: Object to the processing of your data for direct marketing purposes.

To exercise any of these rights, please contact us at info@portfolio-thinking.com.

8. Cookies We may use cookies to analyse website traffic and improve user experience. You can set your browser to refuse all or some browser cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible.