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Privacy policy


This is a Privacy Notice that outlines our Privacy Policy and Terms & Conditions.  This is to reflect the law, the EU General Data Protection Regulations (‘GDPR’), which came into force in May 2018.  GDPR covers how organisations can use your information and your rights relating to the information.



Your privacy is important to Simon Bastone Associates Ltd and we want you to be confident that the information you give us when dealing with us is safe and secure.  We developed this Privacy Policy to provide you with information on how we process your personal data when you interact with our admin team; or visit Simon Bastone Associates Ltd.

“Personal Data” is information relating to an identified or identifiable living person.


The use of your personal data

We will only use your personal data in allowance with the law.   Most common uses of your personal data:

(a) where we need to perform the instruction/appointment we are about to enter into or have entered into with you;

(b) where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests;

(c) where we need to comply with a legal or regulatory obligation.


The personal information we collect

The personal data we may collect, use, store, and transfer about you is as follows:

  • Identity data including full name, title, property address
  • Contact data including email address, telephone numbers and billing details
  • Financial data including bank account details
  • Transaction data including details about payments to and from you and other details in relation to the project(s) you have with us


Client Instructions

When you instruct Simon Bastone Associates Ltd we ask you to provide your details, which may include personal details such as contact names and telephone numbers, as well as billing/delivery addresses, email addresses and bank account details.  We collect this information so that we can fulfil your requirements.  The legal ground for processing this information for these purposes is performance of a contract.

When you instruct us, we retain your details for a period of 12 years.   This is to enable us to help identify and resolve errors, answer your queries.  We may also use it to notify you about changes to our terms and conditions or privacy policy and notifying you about fee changes.

We may also process your email address to send you marketing information about our services.  The legal ground for processing your email address for this purpose is your consent.  You may withdraw your consent at any time by notifying us by sending an email to admin@sb-a.co.uk quoting ‘Unsubscribe’ in the Subject field.

If you instruct us via email or telephone, we will collect your contact details.  We collect this information so that we can fulfil your project instructions.  The legal ground for processing this information for these purposes is performance of a contract.

The personal data that we collect when an instruction is made is confidential.  We may disclose personal data about you to others:

(a) if we have valid consent to do so;

(b) to comply with a legal obligation;

(c) to enforce any of our terms and conditions or policies; or

(d) to pursue available legal remedies or defend legal claims. 

We may also transfer your personal data to an affiliate, a subsidiary or a third party in the event of any reorganisation, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of Simon Bastone Associates Ltd business, assets or stock, including, without limitation, in connection with any bankruptcy or similar proceeding, provided that any such entity that we transfer personal data to will not be permitted to process your personal data other than described in this Privacy Policy without providing you with notice, if required by applicable laws, obtaining your consent.

We do not knowingly collect or store any personal information about children under the age of 16.  If you are under 16 please get your parent or guardian’s permission before you provide any personal information to us.



The website use ‘cookies’ to keep track of your visit and to help you navigate between sections.  A cookie is a small data file that may be stored on your computer’s hard drive when you visit a website.  Cookies can obtain information such as your user ID and the pages you have visited.

We use cookies on the website to give us an idea of which parts of the website you are visiting and to recognise you when you return to the website.  Our cookies do not read data from your computer’s hard drive or read cookies created by other websites that you have visited.  This means that although your visit will be tracked, to all intents and purposes, you remain anonymous.

At any time you can activate the setting on your browser which allows you to refuse the setting of cookies.  However, unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you access the website.

To learn more about cookies and how to manage them on your computer, please visit www.aboutcookies.org


How long do we keep your personal information?

Unless a longer retention period is required or permitted by law, we will only hold your personal information on our systems for the period necessary to fulfil the purposes outlined in this Privacy Policy or until you request it is deleted.  Even if we delete your personal information it may persist on back-up or archival media for legal, tax or regulatory purposes.


Contacting us

The personal responsible for your personal data protection is Simon Bastone.  If you have any queries relating to our use of your personal information or any other data protection questions, please contact us at admin@sb-a.co.uk or write to Simon Bastone Associates Ltd, Bishops Chambers, 14 Cathedral Close, Exeter, Devon, EX1 1EZ.



This policy is effective immediately.  We may occasionally make changes to this Privacy Policy to reflect any changes to our privacy policies in accordance with changes to legislation, best practice or Site or system enhancements.  We will let you know what these changes are by issuing you an updated version. 

January 2020 Version 1