How we handle your information.

Last updated: August 2026

Who we are

Aperion Strategic Advisory Group Ltd, registered in England and Wales, company number . We are the data controller for the information described here, which means we are responsible for looking after it.

To ask us anything about your information, email or .

This website collects nothing

There are no contact forms, no analytics, no tracking pixels and no advertising on this site. It sets no cookies, which is why you have not been asked to accept any.

Our website is hosted by Netlify, which keeps standard server logs including IP addresses, for security and to keep the site running. We do not use those logs to identify anyone.

If you click a booking link, you are taken to Calendly, which is a separate company with its own privacy notice and its own cookies. What happens there is covered by their terms, not ours.

What we collect, and why

If you get in touch

Your name, email address, phone number if you give it, and whatever you tell us about your business. We use it to reply to you and to work out whether we can help. If you book a call, Calendly passes us the details you entered when booking.

If we do a piece of work for you

Financial and business information about your company, and contact details for the people we deal with. Depending on the work, that can include management and statutory accounts, ledgers, forecasts, customer and supplier information, and payroll data.

Where we run a working session or a client call, we may record and transcribe it so we have an accurate record rather than relying on notes. We always ask first, and you can say no.

If you become a client

We are required by law to carry out anti-money-laundering checks before we start work. That means identity documents and proof of address for directors and beneficial owners, and a record of the checks we made.

Why we are allowed to hold it

• To reply to an enquiry and decide whether we can help — because it is in our legitimate interests, and yours, to have that conversation
• To deliver work we have agreed — because we need it to perform our contract with you
• To carry out anti-money-laundering checks and keep tax and accounting records — because the law requires it
• To record a meeting — because you have consented, and you can withdraw that consent at any time

Who else sees it

We keep the list of suppliers deliberately short. The main ones are:

• Microsoft, for email, documents and file storage
• Calendly, for booking calls
• Netlify, for hosting this website
• Practice management software, for engagement letters, electronic signatures and anti-money-laundering checks
• Recording and transcription software, where a meeting is recorded with your agreement
• Accounting, reporting and cash forecasting platforms, where you have asked us to work inside your own systems
• Artificial intelligence tools, used within a paid business account that does not train on your data, to help us draft and analyse work

Where a transaction is under way, we may share information with the other parties you have asked us to deal with — lenders, investors, buyers, and their advisers. We agree in advance what goes to whom.

We may also share information where the law requires it, for example with HMRC or the National Crime Agency. We will not sell your information to anyone, ever.

Some of these suppliers process information outside the UK. Where that happens, we rely on the safeguards the law requires, such as approved contract terms or a country the UK recognises as having adequate protection.

How long we keep it

• Enquiries that do not go anywhere — up to twelve months, then deleted
• Client records — six years after our last piece of work for you, which matches the period we may need them for tax and legal reasons
• Anti-money-laundering records — at least five years after the end of our relationship, as the regulations require
• Meeting recordings and transcripts — for the duration of the engagement, and deleted with the client file

Keeping it safe

Client information is held in our Microsoft 365 environment with multi-factor authentication on every account. We do not put client information into personal email accounts, personal devices or free consumer software.

Your rights

You can ask us to:

• Tell you what we hold about you, and give you a copy
• Correct anything that is wrong
• Delete it, where we are not required to keep it
• Stop or limit what we do with it
• Send it to you or someone else in a portable format
• Stop relying on your consent, where consent is what we relied on

Email either of us and we will respond within one month. There is no charge.

If you are unhappy

Tell us first and we will try to put it right. You also have the right to complain to the Information Commissioner’s Office, the UK regulator for data protection, at ico.org.uk or on 0303 123 1113.

Changes to this notice

If we start using analytics, add a contact form, or change how we work in a way that affects your information, we will update this page and change the date at the top.