Privacy and Your Data


Ethical Planning (North East) Limited (trading as ethical partnership) (“We”) are committed to protecting and respecting your privacy.

This policy (together with our terms and conditions of business and any other documents referred to on it) sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

 The rules on processing of personal data are set out in the General Data Protection Regulation (the “GDPR”).

Data controller: A controller determines the purposes and means of processing personal data.

Data processor: A processor is responsible for processing personal data on behalf of a controller.

Data subject: Natural person

Categories of data: Personal data and special categories of personal data

Personal data: The GDPR applies to ‘personal data’ meaning any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier (as explained in Article 6 of GDPR). For example, name, passport number, home address or private email address. Online identifiers include IP addresses and cookies.

Special categories of personal data: The GDPR refers to sensitive personal data as ‘special categories of personal data’ (as explained in Article 9 of GDPR). The special categories specifically include genetic data, and biometric data where processed to uniquely identify an individual. Other examples include racial and ethnic origin, sexual orientation, health data, trade union membership, political opinions, religious or philosophical beliefs.

Processing: means any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.

Third party: means a natural or legal person, public authority, agency or body other than the data subject, controller, processor and persons who, under the direct authority of the controller or processor, are authorised to process personal data.

ethical partnership is the data controller. This means we decide how your personal data is processed and for what purposes. 

Our contact details are: 

For all data matters, contact us on 0191 209 2564.

We comply with our obligations under the “GDPR” by keeping your personal data up to date; by storing and destroying it securely; by not collecting or retaining excessive amounts of data; by protecting personal data from loss, misuse, unauthorised access and disclosure and by ensuring that appropriate technical measures are in place to protect personal data.
We use your personal data for the following purposes:
• To maintain our financial accounts and records;
• To provide news and information about our services or activities
• As necessary for the performance of contracts to which the data is subject or party to or necessary to take steps prior to entering into a contract at the request of the data subject
You may give us information about you by filling in forms on our site at or by corresponding with us by phone, e-mail or otherwise. This includes information you provide when you register to use our site, search for or subscribe to our services, participate in discussion boards or other social media functions on or linked to our site and when you report a problem with our site.
You may give us personal information relating to yourself and other persons for whom you have secured permission for us to store, process and destroy that data. These other persons may include family members, employees, suppliers, subcontractors, clients, and third parties.

With reference to the categories of personal data described in the definitions section, we process the following categories of your data; name, address, e-mail address, phone number, financial and credit card information, photographs, land and property ownership and interests, complaints, health and safety incidents, records of offers, services and contracts.
If you provide data to us about a third party (employees, suppliers, subcontractors, clients) we use it on the basis that you have the necessary approvals for us to store, process and destroy the data in accordance with GDPR and this policy.

• Processing is carried out by a commercial organisation which is necessary for the performance of a contract with the data subject or to take steps to enter into a contract
• Processing is necessary for compliance with a legal obligation associated with our services
• Explicit consent of the data subject has been given
• Necessary for the performance of contracts to which the data is subject or party to or necessary to take steps prior to entering into a contract at the request of the data subject

Your personal data will be treated as strictly confidential and will be shared only with specific categories of recipients when necessary to do so. These include our sub – consultants and associates.
We may disclose your personal information with companies and individuals who assist us in providing services and deliverables and who perform business functions and services on our behalf. Such functions may include storing data on an European Economic Area (EEA) located server, hosting web site, financial and management services and associated with contracts.
Ethical partnership uses Linkedin, Facebook and Twitter social media. You are free you follow us or participate with us in these sites. Please note that the providers of these Social Media platforms have their own privacy policies and ethical partnership do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data on our social media pages.

We retain your personal on the following basis;

Data typeRetention Period
Name, address, e-mail address, phone number24 months after last contact
Land and property ownership and interests24 months after last contact
Records of offers made, services and contracts provided including reports, plans, diagrams, photographs and mapsIndefinitely
Complaints, health and safety incidentsIndefinitely
Financial data7 years after the calendar year to which it relates

You are under no statutory or contractual requirement or obligation to provide us with your personal data. But failure to do so may have the following consequences;
• we may not be able to provide contractual or other services to you.

Unless subject to an exemption under the GDPR, you have the following rights with respect to your personal data:

  • The right to request a copy of the personal data which we hold about you (a Subject Access Request or ‘SAR’);
  • The right to request that we correct any personal data if it is found to be inaccurate or out of date;
  • The right to request your personal data is erased where it is no longer necessary to retain such data;
  • The right to request that we provide you with your personal data and where possible, to transmit that data directly to another data controller, (known as the right to data portability), (where applicable i.e. where the processing is based on consent or is necessary for the performance of a contract with the data subject and where the data controller processes the data by automated means);
  • The right, where there is a dispute in relation to the accuracy or processing of your personal data, to request a restriction is placed on further processing;
  • The right to object to the processing of personal data, (where applicable i.e. where processing is based on legitimate interests (or the performance of a task in the public interest/exercise of official authority); direct marketing and processing for the purposes of scientific/historical research and statistics).