Stuart McKenzie Consultancy

Privacy Policy

Last updated: 4 November 2026

1. Who we are

This website is operated by Stuart McKenzie Consulting Limited, trading as Stuart McKenzie Consultancy (“we”, “us”, “our”). We are a private limited company registered in Scotland with company number SC786838. Our registered office is 12a Chester Street, Edinburgh, Scotland, EH3 7RA.

We are the controller of the personal data described in this policy. If you have any questions about it, or want to exercise any of your rights, email stuart@stuartmckenzieconsultancy.com.

2. The personal data we collect

Information you give us. When you use the contact form, book a call or email us, we collect your name, email address, telephone number if you provide it, and anything you include in your message.

Information from conversations with us. If you discuss a project with us, we may record information about your interests, your investment experience and whether you meet the eligibility criteria for the projects we introduce. This can include information you provide about your financial position. We only ask for what we need to confirm eligibility.

Information collected automatically. With your consent, we collect information about how you use the website, such as pages visited, device and browser type, and an approximate location based on your IP address. Our Cookie Policy explains this in detail.

We do not knowingly collect information about anyone under 18, and this website is not intended for them.

3. How we use your data and our lawful basis

Purpose

Lawful basis

Responding to your enquiry or arranging a call

Legitimate interests in responding to people who contact us, or steps taken at your request before entering into an agreement

Confirming whether you are eligible to receive information about a project

Legitimate interests, and compliance with our legal obligations

Introducing you to the issuer of a project

Your consent, which we ask for before sharing your details

Sending you updates or insights, if you ask to receive them

Your consent, which you can withdraw at any time

Understanding how the website is used and improving it

Your consent, given through the cookie banner

Keeping records, preventing fraud and meeting legal or regulatory requirements

Compliance with legal obligations, and legitimate interests in protecting our business

Where we rely on legitimate interests, we have considered your rights and concluded that they are not overridden by our interests. You can ask us for more information about this.

We do not use your data for automated decision making or profiling that has a legal or similarly significant effect on you.

4. Who we share your data with

We do not sell your personal data. We share it only with:

  • service providers who help us run our business, such as website hosting, email, scheduling, customer relationship management and cookie consent tools. They act on our instructions and must keep your data secure
  • the issuer of a project, only where you have asked to be introduced and agreed to us sharing your details
  • our professional advisers, such as lawyers and accountants, where necessary
  • regulators, law enforcement or other authorities where we are required to by law

5. International transfers

Some of our service providers, including LinkedIn and Google, may process data outside the United Kingdom. Where this happens, we make sure appropriate safeguards are in place, such as UK adequacy regulations or the International Data Transfer Agreement approved under UK law.

6. How long we keep your data

We keep personal data only for as long as we need it:

  • enquiries that do not lead to further contact: up to 24 months from our last contact
  • records of introductions and client relationships: up to six years after our relationship ends, to meet legal, tax and regulatory requirements
  • marketing preferences: until you unsubscribe or withdraw your consent
  • website analytics: as set out in our Cookie Policy

7. Your rights

Under UK data protection law you have the right to:

  • ask for a copy of the personal data we hold about you
  • ask us to correct data that is inaccurate or incomplete
  • ask us to delete your data
  • ask us to restrict how we use your data
  • object to our use of your data where we rely on legitimate interests
  • ask us to transfer your data to another organisation
  • withdraw your consent at any time, where we rely on it

To exercise any of these rights, email stuart@stuartmckenzieconsultancy.com. We will respond within one month. There is normally no charge.

If you are unhappy with how we have handled your data, please contact us first so we can try to put it right. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113.

8. Keeping your data secure

We use appropriate technical and organisational measures to protect your personal data against loss, misuse and unauthorised access. No transmission over the internet is completely secure, so please avoid sending sensitive information by email.

This website links to other websites, including those of project issuers. We are not responsible for how those websites handle personal data. Please read their privacy policies.

10. 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 it was last updated.

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