Privacy policy

We are Heritage (UK) Services Limited, and we are responsible for the personal information described in this policy.

Company number: 05517475

Registered office: C/O James Todd & Co, Furzehall Farm, 110 Wickham Road, Fareham, Hampshire PO16 7JH

Email: info@heritageukservices.com

Telephone: 023 8061 4467

What we receive depends on how you contact us and what you choose to tell us. It may include:

• your name and contact details
• the project or property postcode
• information about a property, a building or a proposed job
• messages, correspondence and call notes
• photographs or files you choose to send
• whether you would like to receive occasional updates and offers from us
• what we need to prepare, deliver or administer the work if you become a customer
• technical, device and consent information created when you use the website, including the advert or campaign link that brought you to it

Where it comes from

Most of it comes straight from you, when you fill in a form, call, email or use WhatsApp. We may also hear from someone acting for a property, a commercial customer, a contractor, a referrer or another person involved in the proposed work.

The website creates limited technical information through the functions it needs to work, such as the reCAPTCHA check on the enquiry form. Our cookie policy explains the advertising measurement we use and the choices you have. If you arrived through an advert or a campaign link, the codes in that link (such as utm_source and gclid) are sent with your enquiry so we know which advert helped, unless you have rejected marketing cookies.

Send only what the enquiry needs

Please send only information that is relevant to your enquiry. If a photograph or a document shows information about another person, make sure you are entitled to share it.

We use personal information to:

• answer enquiries and understand the work being considered
• take the steps you ask for before entering into a contract
• prepare quotations, and plan, deliver and administer agreed work
• speak to customers, suppliers, contractors and professional contacts
• keep the website and our business systems secure, reliable and working
• meet legal, regulatory, tax, accounting or insurance obligations
• understand how our adverts and the website perform, and which adverts lead to enquiries
• send you occasional updates and offers, only if you ask for them by ticking the box on the enquiry form

Our lawful reasons

The lawful reason depends on what we are doing.

• Steps before a contract, and performing one: to discuss the work you have asked about, prepare a quotation and deliver an agreed service.
• Legitimate interests: to answer business enquiries, keep proper records, run the website securely, manage our services and understand which of our adverts lead to enquiries, where those interests are not overridden by your rights.
• Legal obligation: where we have to keep or disclose information to comply with the law.
• Consent: where we ask you to choose, such as optional cookies, or the box on the enquiry form for updates and offers. You can withdraw consent at any time, and every update we send includes a way to stop them.

We share personal information only where it is reasonably needed for the purpose described above. That may include:

• the people at Heritage handling your enquiry or the work
• trusted trades, suppliers or contractors who need relevant information to assess or deliver a job
• website, email, hosting, storage, security and other technology suppliers
• accountants, insurers, legal advisers and other professional advisers
• regulators, courts, law-enforcement bodies or public authorities, where disclosure is required or permitted by law
• a finance provider, where you choose to use its service or ask us to make an introduction

Processing outside the UK

Some of the suppliers that run the website handle information outside the UK. The website is hosted by Vercel on servers in the United States. Your enquiry is emailed to us through Resend, from servers in Ireland, with a backup email service used only if Resend is unavailable, and is recorded in our customer management system, GoHighLevel, which HighLevel, Inc. runs in the United States. Google, also in the United States, runs the enquiry form’s spam check (reCAPTCHA) and our advertising tools (Google Tag Manager and Google Ads). Your browser also fetches the website’s typefaces from Google and its photographs from Sanity, so they receive your IP address. Where information leaves the UK, it is protected by UK adequacy regulations or by the supplier’s data processing terms, which include the safeguards UK law requires. We will not add a supplier until we have checked how it handles information and updated this policy.

External websites and finance services have their own privacy information. Read it before you give them personal information.

We keep personal information only for as long as it is reasonably needed for the purpose it was collected for. An enquiry that does not become a project is kept for 24 months, then deleted or anonymised.

Where a contact becomes a customer project, or where information has to be kept for legal, tax, accounting, insurance or dispute reasons, we keep it for as long as that purpose requires. Anything no longer needed is deleted or anonymised.

If you asked for updates and offers, we keep your contact details for that until you tell us to stop.

How we protect it

We use organisational and technical measures intended to protect personal information from unauthorised access, loss, misuse or disclosure, and to limit access to the people who need it for their work.

No online service can promise complete security. Please avoid sending sensitive information you have not been asked for through a website form or a message.

Depending on the circumstances and the lawful reason we are relying on, you may have the right to:

• ask for a copy of the personal information we hold about you
• ask us to correct information that is wrong or incomplete
• ask us to delete information
• ask us to restrict how information is used
• receive certain information in a portable format
• withdraw consent, where we are relying on consent
• object to certain uses of your information

Making a request

Email info@heritageukservices.com. We may need enough information to confirm who you are and to understand what you are asking for.

Objecting to how we use your information

You can object to some uses of your personal information. That includes direct marketing and, in some circumstances, processing we base on legitimate interests. Contact us using the details above if you want to object.

Automated decisions

We do not intend to use the website enquiry process to make solely automated decisions with a legal or similarly significant effect on you. A separate finance provider may carry out its own assessment, under its own terms and privacy notice.

Our cookie policy explains the essential and optional technologies the website uses, including Google Tag Manager, Google Ads and reCAPTCHA, and how to change your choices.

We may update this policy when the website, our services or the legal requirements change. The current version is the one published on this page.