HM Consultancy
Last updated: 18/11/2025
HM Consultancy (“we”, “us”, “our”) is committed to protecting your personal information and respecting your privacy. This policy explains what data we collect, how we use it, and your rights under UK GDPR.
If you have any questions, contact us at:
E: henny@hmconsultancy.uk
T: 07748 118 169
HM Consultancy is a UK-based marketing consultancy providing strategic planning, audits, assessments, workshops, and ongoing support.
Website: https://hmconsultancy.uk
We collect personal and business information to provide marketing assessments, strategy planning, and consultancy services.
When you contact us, submit a form, book a call, or work with us, we may collect:
Personal details:
• Name
• Email address
• Phone number
Business details:
• Company name
• Website URL
• Industry
• Team size
Marketing and Business Assessment Information
When you request a marketing audit, strategy review, or business assessment, we may collect detailed information about your business, including:
• Your marketing struggles, challenges, gaps, and goals
• Your current marketing strategy, tools, software, and campaigns
• Competitor information you provide or discuss with us
• Details about your products, services, pricing, and positioning
• Access credentials or permissions (where provided by you) for:
– Google Analytics
– Google Search Console
– Your CRM system
• Data you collect on your own customers or clients (only as required for analysis)
• Operational information such as sales processes, lead generation methods, workflows, and customer journeys
• Business performance information, including turnover ranges, revenue, marketing spend, budgets, and growth targets
• Any documents, spreadsheets, reports, screenshots, or materials you share as part of your marketing audit, strategy session, or business review
Billing information:
• Name
• Address
• VAT (if applicable)
• Payment details for invoicing
This includes but not limited to any data submitted via Gravity Forms on our website and or given over in person
We collect technical and analytics information through:
• Google Analytic / Console / CRMS / Heat and scroll maps
• Including any other tools used by clients to hold data
This may include:
• IP address
• Browser and device type
• Pages visited
• Time spent on site
• Click behaviour
• General location (non-identifiable)
To operate effectively, we use trusted third-party tools that help us store, organise, and analyse information:
• Pipedrive – to manage enquiries, notes, and client information
• Apollo – for sourcing publicly available business information
• Scrape.io – for accessing publicly available business data to support outreach and market research
• Google Analytics – understanding website behaviour
• Google Search Console – monitoring search visibility and performance
• Gravity Forms – collecting form submissions on our website
All tools comply with UK GDPR and store data securely.
We never sell your data.
We use your information to:
• Respond to enquiries and provide information
• Book calls or meetings
• Carry out marketing audits and business assessments
• Analyse your analytics platforms (with permission)
• Prepare reports, strategies, and recommendations
• Provide consultancy sessions and follow-up support
• Improve our services, website, and processes
• Send marketing emails or updates (only if you opt in)
• Keep financial and tax records
Everything we collect is used only for legitimate business purposes.
We process your information under the following lawful bases:
• Responding to enquiries
• Providing consultancy, assessments, and support
• Analysing your marketing data to produce reports
• Reviewing publicly available business information
• Improving our services
• Storing client notes in Pipedrive
• When you opt in to marketing emails
• When you provide access to analytics platforms
• Financial and tax record-keeping
We do not rely on contracts, and we do not have long-term client agreements.
We only share data with trusted third parties essential for delivering our services:
• Pipedrive
• Apollo
• Scrape.io
• Gravity Forms
• Google Analytics
• Google Search Console
• Email marketing tools (Mailchimp, HubSpot – if used)
• Secure invoicing or accounting tools
All providers comply with UK GDPR and act only under our instruction.
We never sell or trade your data.
We keep your information only as long as necessary:
• Enquiry data: up to 24 months
• CRM notes and marketing assessment data: reviewed regularly and deleted when no longer needed
• Financial records: 6 years (legal requirement)
• Newsletter subscribers: until you unsubscribe
• Analytics access: removed immediately on request
You may request deletion at any time.
Under UK GDPR, you have the right to:
• Access the data we hold
• Request corrections
• Request deletion
• Restrict processing
• Object to processing
• Withdraw consent
• Request data portability
Contact: henny@hmconsultancy.uk
We will respond within 30 days.
We use cookies to improve site performance and analyse traffic.
You can disable cookies through your browser.
Some functions may be affected.
We take reasonable technical and organisational measures to protect your data, including:
• Encrypted devices
• Strong passwords
• Secure hosting
• Limited access to business systems
No online service is 100% secure, but we follow best practices.
Our website may link to other sites.
We are not responsible for the privacy practices or content of those websites.
We may update this policy from time to time.
The latest version will always be posted on this page.
For any questions, concerns, or data requests:
Email: henny@hmconsultancy.uk
Phone: 07748 118 169
If you are unhappy with our response, you can contact the ICO:
www.ico.org.uk