Privacy Policy

Successfully HR Ltd

Last updated: 17 December 2025
Data Controller: Successfully HR Ltd
Contact: lucy@successfullyhr.co.uk
Registered in England & Wales

Successfully HR Ltd (“we”, “us”, “our”) is committed to protecting the privacy and security of personal data. This Privacy Policy explains how we collect, use, store, disclose, and protect personal information when you engage our HR consultancy services, visit our website, or interact with us in any capacity.

We comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

We may collect and process the following categories of personal data depending on your engagement with us:

• Name, job title, and contact details
• Company information
• Communications, enquiries, project details
• Billing and payment details
• Website analytics (IP address, device information, cookies—if applicable)

When acting as a consultant, we may process limited employee data on behalf of clients, such as:

• Names and contact details
• Employment history, contracts, and HR documentation
• Attendance, performance, and disciplinary information (where relevant)

• Contact details
• Payment information
• Engagement documentation

We collect data through:

• Direct interactions (emails, calls, forms, consultations)
• Client onboarding processes
• HR documentation provided by clients
• Your use of our website (cookies and analytics)
• Public sources (e.g., LinkedIn, Companies House)

We rely on one or more of the following lawful bases under UK GDPR:

• Performance of a Contract: where processing is necessary to provide HR services to you
• Legitimate Interests: for business administration, service improvement, marketing to business contacts, and website analytics
• Legal Obligation: complying with law (e.g., tax records)
• Consent: where explicitly required (e.g., optional marketing communications)

We use your personal data to:

• Provide HR consultancy services
• Respond to enquiries and manage client relationships
• Prepare HR documentation (e.g., employment contracts, policies)
• Issue invoices and manage accounts
• Ensure website functionality and security
• Maintain internal records and improve our services
• Comply with legal obligations

We do not sell personal data or use it for automated decision‑making.

We may share personal data with:

• Professional advisers (e.g., accountants, insurers)
• IT service providers (email hosting, cloud storage, CRM tools)
• Legal professionals (where a legal review is required)
• Regulators or authorities, only where legally required

All suppliers are required to comply with UK GDPR and security standards.

Where personal data is transferred outside the UK (e.g., through cloud platforms), we ensure that:

• The country has an adequacy decision, or
• Appropriate safeguards (e.g., Standard Contractual Clauses) are in place

We keep personal data only for as long as necessary:

• Client and project data: up to 7 years after project completion
• Financial/tax records: 6 years (statutory requirement)
• Employee data processed on behalf of clients: retained only for the duration of the engagement, then securely deleted
• Marketing contacts: until you opt out

Under UK GDPR, individuals have the right to:

• Access their personal data
• Request correction
• Request deletion (in certain circumstances)
• Object to processing
• Restrict processing
• Data portability
• Withdraw consent (where used as lawful basis)

To exercise these rights, contact: lucy@successfullyhr.co.uk

If you are not satisfied, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

We use a combination of technical and organisational measures, including:

• Encrypted devices and secure cloud storage
• Multi‑factor authentication
• Secure disposal and deletion protocols
• Access controls limited to essential personnel
• Regular policy reviews and updates

When providing HR consultancy services that involve employee or contractor data, Successfully HR Ltd acts as a Data Processor. In such cases:

• Processing is carried out only under documented client instructions
• Personal data is not stored longer than necessary
• Data is deleted securely at the end of the engagement
• A Data Processing Agreement (DPA) may be provided where required

If your website uses cookies, include this:

Our website uses functional and analytical cookies to improve performance and understand visitor interactions. You can manage cookie preferences through your browser settings.
 

If you’d like, I can prepare a separate Cookie Policy.

We may update this Privacy Policy periodically to reflect changes in legislation or our processing activities. The latest version will always be available on our website.

If you have questions about this policy or your data rights, please contact:

Successfully HR Ltd
Email: lucy@successfullyhr.co.uk