Privacy Policy

Last updated: 09/02/2026

1. Introduction

Keystone Audit & Advisory Ltd (“we”, “us”, “our”) is committed to protecting the privacy and confidentiality of business information and personal data entrusted to us. This Privacy Policy explains how we collect, use, store, and protect information in the course of our professional services.

2. Information We Collect

We may collect and process the following types of data:

Business contact details (names, job titles, email addresses, phone numbers)

Company information (ownership structure, financial summaries, operational data)

Commercially sensitive information provided during advisory, audit, or matching services

Communications and correspondence

Website usage data (IP address, browser type, analytics data)

We do not knowingly collect personal data from children or consumer marketing lists.

3. How We Use Information

We use information to:

Provide advisory, audit, and matching services

Conduct due diligence and assessments

Communicate with clients and professional partners

Comply with legal and regulatory obligations

Improve our services and internal processes

We do not sell data to third parties.

4. Legal Basis for Processing

Under UK GDPR, our lawful bases include:

Legitimate business interests

Contractual necessity

Legal obligations

5. Data Sharing

We may share data with:

Professional advisers (legal, accounting)

Regulatory or governmental bodies where required

Trusted service providers under confidentiality agreements

All sharing is limited to what is necessary.

6. Data Security

We apply appropriate technical and organisational measures to protect data, including access controls, encryption where appropriate, and confidentiality obligations.

7. Data Retention

Data is retained only for as long as necessary to fulfil its purpose or meet legal requirements.

8. Your Rights

You have the right to:

Access your data

Request correction or deletion

Object to processing

Request data portability

Requests can be made to: tom@keystoneaudit.co.uk

9. Contact

For privacy-related enquiries, contact:
Keystone Audit & Advisory Ltd
Email: tom@keystoneaudit.co.uk