AdmansPraxis Limited
Last updated: 18 August 2026

 

This Privacy Notice explains how AdmansPraxis Limited collects, uses, shares and protects personal information when you visit our website, make an enquiry, book a meeting, engage us, correspond with us or otherwise interact with our consultancy.

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1. Who we are

AdmansPraxis Limited is a company registered in England and Wales with company number 16707331. AdmansPraxis provides independent investment consultancy, including support for investment committees and boards, fund selection and due diligence, portfolio and proposition challenge, manager oversight, governance and decision-useful investment communications.

 

AdmansPraxis is not authorised or regulated by the Financial Conduct Authority. We do not provide personal financial advice, investment management, arranging services or regulated recommendations.

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For UK data-protection law, AdmansPraxis Limited is normally the controller of the personal information described in this notice.

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Registered office: 71–75 Shelton Street, Covent Garden, London, WC2H 9JQ
Website: www.admanspraxis.co.uk
Privacy email: sheridan@admanspraxis.co.uk
ICO registration number: ZC019011

 

2. Who our services are for

Our consultancy is intended principally for professional investment teams, advisers, discretionary fund managers, MPS teams, platforms, banks, wealth firms, family offices, charities, trustees, investment committees and boards.

 

We may process information about employees, directors, partners, trustees, committee members, consultants, suppliers, professional contacts and other people acting for these organisations. Our website and services are not intended for children or for retail investors seeking personal financial advice.

 

3. Personal information we may collect

Depending on how you interact with us, we may collect:

 

• Identity and contact information: name, business contact details, employer, professional role and postal address.

• Enquiry and meeting information: information submitted through forms, booking pages, email, calls, meetings, surveys and feedback.

• Client and engagement information: service requirements, proposals, contracts, instructions, project correspondence, meeting notes, deliverables and relationship records.

• Committee, governance and research materials: committee papers, minutes, due-diligence materials, manager information, portfolio information and other documents supplied for an engagement. These may contain personal information about professional contacts or other individuals.

• Financial and transaction information: billing contacts, invoices, payment status, VAT and accounting records. Payment-card information is generally handled by a payment provider rather than by us directly.

• Website and technical information: IP address, device and browser information, approximate location, referral source, pages visited, cookie identifiers and security or analytics information.

• Marketing and relationship information: communication preferences, professional interests, event attendance, records of communications and responses to our updates.

 

We do not intentionally seek special-category information or information about criminal convictions. Please do not provide sensitive personal information unless it is genuinely necessary and we have agreed how it should be handled.

 

4. How we obtain personal information

We obtain information:

 

• directly from you;

• from the organisation you represent or another party to an engagement;

• from referrals and professional contacts;

• from public professional sources, such as company websites, Companies House, regulatory registers, LinkedIn and published material; and

• through website, booking, communication, accounting and technology providers used to operate our business.

 

If a client gives us information about another person, the client should ensure it is lawful to do so and, where appropriate, make this notice available to that person.

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5. Why we use personal information and our lawful bases

We use personal information to:

 

• respond to enquiries and arrange initial discussions;

• prepare proposals and enter into, administer and deliver consultancy engagements;

• review supplied documents and provide research, due-diligence, governance, committee or communications support;

• manage client, supplier and professional relationships;

• administer meetings, contracts, invoices, payments and business records;

• operate, secure, analyse and improve our website and services;

• send relevant professional updates or information about our services where the law permits;

• establish, exercise or defend legal claims and protect our business, systems, clients and intellectual property; and

• meet legal, tax, accounting and other compliance obligations.

 

Depending on the activity, we rely on:

 

• Contract: where processing is necessary to take steps at your request or to perform a contract with you.

• Legitimate interests: including operating a professional consultancy, responding to business enquiries, managing relationships, delivering work to organisational clients, improving and securing our services, and maintaining appropriate records—provided those interests are not overridden by your rights.

• Consent: where required, including for certain cookies or electronic marketing. You may withdraw consent at any time.

• Legal obligation: where processing is needed to meet an applicable legal, tax or accounting requirement.

• Legal claims: where necessary to establish, exercise or defend legal rights, including in the limited event that sensitive information is relevant.

 

Where our contract is with your organisation rather than with you personally, we will generally rely on legitimate interests to process your business contact information and engagement-related records.

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6. Client materials and professional confidentiality

Information supplied for an engagement is used only as reasonably necessary to assess, administer and deliver the agreed work, maintain records and protect legal rights. Access is limited to people and service providers who need it for those purposes.

 

Our confidentiality obligations under an engagement are separate from, and operate alongside, this Privacy Notice. Clients should avoid including unnecessary personal or sensitive information in committee papers, meeting notes or other materials.

 

7. Marketing and professional communications

We may send service information, professional updates or invitations where you have requested them, consented or where we have a lawful legitimate interest in contacting a relevant business contact. Electronic marketing is also handled in accordance with the Privacy and Electronic Communications Regulations.

 

You may opt out at any time by using an unsubscribe link or contacting us. Opting out of marketing will not prevent necessary communications about an enquiry, contract or existing service.

 

8. Cookies and analytics

We use necessary cookies to operate and secure our website. With your consent where required, we may also use analytics or preference cookies to understand website use and improve the experience. Further details, including how to change your choices, should be provided in our Cookie Policy and cookie banner.

 

9. Sharing personal information

We do not sell personal information. Where necessary, we may share it with:

 

• website hosting and infrastructure providers, including Wix;

• email, cloud storage, booking, video-conferencing, CRM and communication providers;

• accounting, invoicing, payment and business-administration providers;

• IT, cyber-security and document-support providers;

• professional advisers, including legal, tax, insurance, compliance and accounting advisers;

• another party involved in a proposed restructuring, sale or transfer of the business, subject to appropriate safeguards; and

• regulators, courts, law-enforcement bodies and public authorities where required by law or necessary to protect legal rights.

 

Service providers acting for us are required to protect information and use it only for authorised purposes. In some engagements, a client or another professional firm may be a separate controller of the information it receives.

 

10. International transfers

Some technology providers may store or access personal information outside the UK. Where a restricted transfer occurs, we use a lawful transfer mechanism as appropriate, such as UK adequacy regulations, the UK International Data Transfer Agreement, the UK Addendum to approved standard contractual clauses, or another permitted safeguard. Information about the relevant safeguards may be requested using the contact details below.

 

11. Retention

We keep personal information only for as long as reasonably necessary for the relevant purpose. In general:

 

• unsuccessful enquiry and prospect records are normally kept for up to 24 months after the last meaningful contact;

• client contracts, engagement records, material deliverables, invoices and related correspondence are normally kept for six years after the engagement or relevant financial period, unless a longer period is required for legal, insurance or compliance reasons;

• marketing information is kept until you opt out or it is no longer reasonably useful, with a minimal suppression record retained to respect an opt-out; and

• website and security records are kept in line with the relevant provider settings and our operational needs.

 

We may delete, anonymise or retain information for longer where reasonably necessary to resolve a dispute, protect legal rights or comply with law.

 

12. Security

We use appropriate technical and organisational measures designed to protect personal information, including access controls, password protection, secure service providers, limited permissions and encryption where appropriate. No online or email system can be guaranteed completely secure.

 

13. Your rights

Subject to applicable law and exemptions, you may have rights to:

 

• obtain access to your personal information;

• correct inaccurate or incomplete information;

• request erasure or restriction in certain circumstances;

• object to processing based on legitimate interests;

• object at any time to direct marketing;

• receive certain information in a portable format; and

• withdraw consent where we rely on it.

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You may exercise a right using the privacy contact above. We may need to verify your identity. We normally respond within one month, although the law permits an extension in some circumstances.

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14. Children and retail enquiries

Our services are not directed at children, and we do not knowingly collect their personal information. If you believe a child has supplied information, please contact us.

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If a retail investor contacts us seeking personal financial advice, we may use limited contact and enquiry information to respond, explain the limits of our service and maintain an appropriate record.

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15. Third-party websites

Our website may link to third-party websites or resources. Those organisations control their own privacy practices, and their notices should be read separately.

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16. Complaints

Please contact us first if you have concerns so that we can try to resolve them. You also have the right to complain to the Information Commissioner’s Office:

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Information Commissioner’s Office
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Telephone: 0303 123 1113
Website: https://ico.org.uk/

 

17. Changes to this notice

We may update this notice to reflect changes in our activities, suppliers or legal obligations. The current version will be published on our website with its effective date.

 

18. Contact us

Questions, requests and complaints about personal information should be sent to:

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Email: [INSERT ADMANSPRAXIS PRIVACY EMAIL]
Post: AdmansPraxis Limited, 71–75 Shelton Street, Covent Garden, London, WC2H 9JQ