Privacy Policy

Privacy Notice

Section 1. Visitors to this website - This Privacy Policy explains how Shorts collects, uses, and protects information about visitors to this website. Section 1 of this policy outlines our privacy policy. It reflects industry-standard GDPR/UK best practices.

Section 2. Our Clients - Shorts and Short Trustees Ltd conduct work for clients in a range of areas and must collect data for this purpose. Section 2 of this privacy notice explains how we use any personal information we collect about Clients.

 

Section 1. Visitors to this website

Who We Are

Shorts is a services-focused organisation. This website provides information about our services and includes a simple contact form for enquiries.

What information do we collect about you?

  • Basic analytics data: pages visited, number of visits, general geographic region.

  • Contact form details when you submit an enquiry.

  • Essential cookies needed for website functionality.

How We Use Your Information

We use analytics to understand site usage and improve our services. Contact form submissions are used solely to respond to your enquiry. No advertising or profiling is carried out on visitors to this website.

Cookies

We use cookies to ensure our website functions correctly and to help us understand how visitors use our site.

Essential cookies are required for the operation of our website and to record your preferences for optional cookies and are set automatically.

We also use optional analytics cookies to collect information about how visitors use our website, such as pages visited and time spent on the site. These cookies help us improve our website and services.

Optional analytics cookies are only set if you give your consent through our cookie consent banner. You can change or withdraw your consent at any time using the cookie settings available on our website.

We use third‑party analytics services, including HubSpot, to process analytics data on our behalf. These providers act as data processors and are subject to appropriate contractual safeguards.

Sharing Your Information

We do not sell or share your data for advertising. Basic analytics are processed via HubSpot. Contact form submissions are handled securely.

Your Rights

You can request access, rectification, erasure, or limitation of your data. Contact us at the address below to exercise your rights.

Contact Us

For privacy-related queries about this website, contact us at the address below.

 

Section 2. Our Clients

What information do we collect about you?

We collect information about you when you engage us for advice or services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.

We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations.

Where special category data is required, we’ll obtain your explicit consent in order to collect and process this information.

We also have a legitimate interest to use the data for

  • Direct Marketing: Sending you information about products, services, or offers from us or our group companies that we believe may interest you. You have the right to object to this at any time by clicking "unsubscribe" in our emails or contacting us.

  • Group Sharing and Internal Administration: Sharing data within our corporate group to improve operational efficiency, provide comprehensive service, and maintain consistent customer support.

  • Business Improvements: Conducting analytics and profiling to understand how our services are used, allowing us to personalize your experience and improve our offerings.

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

Automated Decision making

We use a reputable third party to establish the identity of prospective clients which involves automated decision making. There are no other systems in use that carry out automated decision making that produces legal or similarly significant effects on individuals.-making that produces legal or similarly significant effects on individuals

Where will my data be stored?

Your data will be stored on our internal systems and those of our cloud services providers. Wherever possible we use UK or EU storage locations. We do not transfer your personal data outside the UK. Where this changes, we will ensure appropriate safeguards are in place.

Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you.

If you agree, we’ll pass on your contact information to our group of companies so that they may offer you their products and services.

We won’t share your information for marketing purposes with any third party.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services or other credentialed specialist advisers.

Where third parties are involved in processing your data, we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party, we’ll use appropriate security measures to protect your personal data in transit.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes and this search will be recorded as an identity check. It will not affect your ability to obtain credit.

Your rights

You have the right to Access, Rectification, Erasure, Data Portability and Objection

Access: You have the right to request a copy of the information that we hold about you.

Rectification: If we hold data about you that is incorrect you have the right to rectification.

Erasure: You have the right to request erasure of data about you. However, we have statutory responsibilities to maintain certain records and complete erasure may not be possible.

Automated processing: When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

Data Portability: We can provide you with a structured copy of your data should you wish to transfer it to another controller

Additionally, you have the right to:

  • restrict the processing of your data

  • the right to object to the processing of your data

  • the right to withdraw consent for processing

  • rights relating to automated decision making or profiling.

  • Exercise of these last 4 rights may impact our ability to undertake the work you have contracted us to undertake.

How long do we keep hold of your information?

In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulatory requirements to retain data for specified minimum periods, usually between 7 and 10 years. We also reserve the right to retain data for longer than this in order to be able to provide you with long term analyses, trends and reports or other business data and to allow us to assist you should you be subject to an HMRC enquiry or investigation.

If you’d like to exercise any of these rights, please email or write to us using the contact details noted below.

Marketing

We’d like to send you information about our products and services and those of other companies in the Shorts group which may be of interest to you. If you’ve agreed to receive marketing information, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.

What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

0303 123 1113 (local rate)

Changes to our privacy policy

We keep our privacy policy under regular review and we’ll place any updates on this web page. This privacy policy was last updated on

28th February 2026.

How to contact us

Please contact our Data Protection Officer Chris Allen if you have any questions about our privacy policy or information we hold about you: by email at privacy@shorts.uk.com

Or write to us at

Data Controller

Shorts
2 Ashgate Road
Chesterfield
S40 4AA

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