Privacy & data
Privacy Policy
How Oak Consultancy collects, uses and protects personal information. Last updated: 9 December 2025.
Who we are
Oak Consultancy provides funding, bid writing and strategic planning support to charities, community groups, schools, sports clubs and small businesses. For the purposes of UK data protection law, Oak Consultancy is the "data controller" of the personal information described in this notice.
Contact: columba@oakconsultancy.org / karen@oakconsultancy.org · 07843 956546 / 07515 098543
What we collect
The information we collect depends on how you engage with us. It may include:
- Contact details — your name, email, phone number and the organisation you represent.
- Project information — details you share when we discuss your funding needs or plans.
- Website enquiries — information submitted through our contact form or by email.
- Administrative and billing information — where we are working with you under a contract.
We do not intentionally collect sensitive personal data through this website. If such information is relevant to a piece of work, we will discuss how it is handled with you separately.
How we use it
We use personal information only where we have a lawful basis to do so, including:
- To respond to enquiries and provide information about our services.
- To deliver consultancy services you have requested.
- To issue invoices and maintain financial records.
- To keep basic records of organisations we work with for reference and planning.
We do not sell your personal data to anyone and do not use it for marketing campaigns.
Storage & sharing
- Storage: Information is held in secure email, document and accounting systems. We keep it only for as long as reasonably needed.
- Sharing: We may share limited information with trusted third parties (e.g. IT or accounting providers) where necessary and subject to appropriate safeguards.
- Legal requirements: We may disclose information if required to do so by law.
Your rights
Under UK data protection law you have the right to:
- Request a copy of the personal data we hold about you.
- Ask us to correct inaccurate or incomplete information.
- Ask us to delete certain information, or restrict how it is used, in some circumstances.
- Object to our use of your information in some situations.
To exercise any of these rights, contact us using the details above. We may need to verify your identity before responding.
Changes to this policy
We may update this Privacy Policy from time to time. The latest version will always be on this page, and we will update the "Last updated" date at the top.