Information we collect

• Contact details: name, business name, job title, email, phone, address.

• Business information: turnover bands, sector, commercial challenges and goals.

• Transaction and engagement records: meeting notes, invoices, payment records.

• Marketing preferences and communications you choose to receive.

• Limited technical data if you use our web forms (IP address, browser).

How we use your information

• To provide and manage advisory services, meetings and events.

• To communicate about your engagements, invoices and administrative matters.

• To send marketing and news where you have consented or where we have a legitimate interest.

• To comply with legal or regulatory obligations.

Lawful basis for processing We process personal data where necessary to perform a contract, to comply with legal obligations, with legitimate interests (running and improving our business, client relationship management), or with your consent for direct marketing.

Sharing and storage

• We do not sell personal data.

• We may share data with trusted third parties who provide services on our behalf (accountants, payment processors, IT providers) under confidentiality obligations.

• We may disclose data to comply with legal obligations.

• Data is retained only as long as necessary for the purpose collected or as required by law.

Security We take reasonable technical and organisational measures to protect data from unauthorised access, loss or misuse.

Your rights You have rights including access, correction, deletion, restriction, objection to processing, and data portability where applicable. To exercise rights, contact us and we will respond within applicable legal timeframes.

Changes to this policy We may update this policy from time to time. Significant changes will be communicated when appropriate.

Contact For questions, to exercise your rights, or to request our full privacy notice, contact Dragon Forge Advisory (Jason Barnes). Contact details are available on request.