Privacy Policy

Privacy Policy

Incorporation of terms and conditions

Incorporation of terms and conditions

These terms and conditions (‘Terms and Conditions’) below, shall apply to your use of (‘Website’). As such, by continuing to use the Website, you agree to be bound by these Terms and Condition. If you do not accept these Terms and Conditions, please DO NOT continue to use the Website.

Use of information

We will use your information to provide and personalise our service. Where we collect personal data, we may store this securely in both hard copy and/or electronic copy. This data may be used to compile reports and statistics that comply with contractual requirements and for general administration purposes (eg. correspondence by letter). We ensure that the provisions and obligations imposed by the Data Protection Act 1998 and the Data Protection Principles together with any subsequent re-enactment or amendment thereof in storing and processing personal data, are complied with at all times. We may use your information to send you news about our products or services which we think may be of interest to you. We may contact you by post, email, telephone or fax for these purposes. We will never pass your personal data to anyone else, except for any successors in title to our business and suppliers that process data on our behalf.

Other Websites

Our web site may contain links to other web sites which are outside our control and are not covered by this Privacy Policy. If you access other sites using the links provided, the operators of these sites may collect information from you which will be used by them in accordance with their privacy policy, which may differ from ours.

Purpose of processing and the legal basis for the processing

DMTA collects and creates personal data for several different purposes: Recruitment and employment; Business development; Provision of services to our customers; and Procurement of services The legal basis for processing personal data for the purpose of recruitment and employment is the pursuit of our legitimate interests of developing our business (recruitment and selection) and subsequently in order to fulfil our legal obligations as an employer and our legitimate interest of striving to provide a safe and rewarding work place. We will retain personal information we collect in the recruitment and selection process for up to two years following a successful application, non-successful applicants may be kept for up to 6 months. Employment which we receive either directly from you or via recruitment agencies. Further information about privacy and data retention is provided in our staff handbook for employees. The legal basis for processing personal data for the purpose of business development is the pursuit of our legitimate interest in developing our business and undertaking sales and marketing activities. We acquire personal data from a number of sources including directly from data subjects, from referrals, from social media such as LinkedIn, and from our own research activities such as reviewing websites. We will retain personal information we collect through our sales processes for as long as we believe our products and services may be of interest to prospects, customers and former customers.

Provision of services to our customers

The legal basis for processing personal data for the purpose of providing services to our customers is either to fulfil our contractual obligations to customers or the pursuit of related legitimate interests including maintaining accurate records relating to accounting and finance, monitoring the quality of our services. We will retain personal information we collect through our service delivery processes for as long as such information is relevant to our service delivery model or as defined in our service delivery contract.

Procurement of services

The legal basis for processing personal data for the purpose of procurement is the pursuit of our legitimate interest in maintaining efficient and effective procurement processes. Personal data we collect from suppliers and prospective suppliers is usually supplied directly by data subject or their employer. We will retain personal information we collect through our procurement processes for as long as we need to comply with accounting and taxation rules, policies and conventions. CONSENT We are required to obtain consent from individuals in order to send them unsolicited electronic marketing messages. We retain evidence of the details of consent which has been provided by our customers to process their information in this manner.

Legitimate interests of DMTA, or third party

DMTA, may use your information for other specific legitimate purposes such as: To ensure that content from our site is presented in the most effective manner for you and for your computer. To provide you with information, products or services that you request from us or which we feel may interest you, where you have either explicitly consented to or we believe you have a legitimate interest in. To carry out our obligations arising from any contracts entered between you and us. To allow you to participate in interactive features of our service, when you choose to do so. To notify you about changes to our service. We do not sell, rent or lease customer lists to third parties. However, we may share personal information with companies whom we work closely with if there is a legitimate interest for them to act on your behalf, we would not provide your personal information to any of these companies without prior consent from you: Banks IFAs Suppliers (references) Mortgage companies/Building Societies Targets e.g. for CF purposes Introducers e.g. for CF purposes HMRC Other accountants Shareholders and Directors Owner managers Staff of Baldwins Cogital companies Other advisers e.g. Property Valuers Lawyers and barristers e.g. Forensics, Divorce, Family, Criminal Police e.g. criminal cases CPS – criminal cases Government bodies e.g. research or statistical offices, European bodies where we act for MEPs Grant Aid bodies Social Services Investors and other types of lenders Amazon web services We feel that there is a genuine possibility of your interest in their services. The lawful basis for this data sharing is the legitimate interest of the third party in developing and growing their business.

Global nature of the Website

You recognise the global nature of the Website and thus, agree to comply with all applicable local laws in your jurisdiction when using the Website. In particular, you agree to comply with all relevant laws regarding transmission of technical data sent out from your jurisdiction and the European Union. Information the company publishes on the Website may contain references or cross-references to the company’s services and/or products offered that are not announced or available in your country. Such references do not imply that the company intends to announce such services and/or products in your country. You are advised to consult the company for information regarding the services and/or products which may be available to you. The company does not warrant that the materials on the Website are suitable for use outside the United Kingdom. As such, accessing such materials where the material on the Website is unlawful or illegal is strictly prohibited. In the event you choose to access the Website from locations outside the United Kingdom, you are solely responsible for your actions.

Information we may collect from you

We may collect and process the following data about you: Information that you provide by filling in forms on our site ( or by corresponding with us by phone, email or otherwise. The information you give us may include: Name and Company Name, Email address, Telephone numbers, Business Type, Industry If you contact us, we may keep a record of that correspondence. We may also ask you to complete surveys that we use for research purposes, although you do not have to respond to them. Details of your visits to our web site and the resources that you access.

Recipients of the personal data

are required to transfer the personal information provided by its customers to third parties in order to fulfil contractual obligations. The following are categories of recipients that customer information could be transferred to: Banks IFAs Suppliers (references) Mortgage companies/Building Societies Targets e.g. for CF purposes Introducers e.g. for CF purposes HMRC Other accountants Shareholders and Directors Owner managers Staff of Baldwins Cogital companies Other advisers e.g. Property Valuers Lawyers and barristers e.g. Forensics, Divorce, Family, Criminal Police e.g. criminal cases CPS – criminal cases Government bodies e.g. research or statistical offices, European bodies where we act for MEPs Grant Aid bodies Social Services Investors and other types of lenders Amazon web services All information you provide to us is stored on our secure servers. However, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access. We will not disclose your information to any of the relevant third parties listed above for marketing purposes.

Details of transfer to third countries and safeguards

DPP store personal data on information systems that require transfer to third countries as follows: MS Office 365 Email broadcast system e.g. USA, controls are in place to ensure that the level of protection is not undermined and that security controls are at a level to commensurate with the type of information being transferred. This is applicable to the Email marketing system. Further information is available on the privacy shield web site: Aside from this, we ensure that all other personally identifiable information held on our customers and employees remains within the EEA.

Retention Period

DMTA, retain all customer information for 6 years and contact details for 2 years after they last interacted with us unless: a) you ask us to remove it b) we believe that you are no longer interested in our business c) we no longer need it for the purposes it was collected. Where there has been a period of 5 years and there has been no interaction between the organisation and the customer, their information is erased and securely disposed of.

Rights of data subjects

As a Data Subject (individual) which DMTA, process information on behalf of, you have the right to request access to, and the rectification or erasure of personal data that we hold about you as well as a right to object to and to a restriction of our processing of your personal data at any given time. You also have a right to lodge a complaint with the Supervisory Authority (Information Commissioners Office (ICO) in the UK - at, should you feel that we have not handled your information in line with legislative and regulatory requirements. You have the right to make a Data Subject Access Request to DMTA, Data Protection Officer if you wish to determine what information we hold on you. We welcome these requests and aim to respond within 72 working hours of receipt.


We use email monitoring services to monitor the emails which we send to users. In doing this, we obtain information such as but not limited to: Time of receipt. Time of opening. Device user to open. Location it was opened in. Which parts of the email you interacted with. We use systems that enable us to link your social media accounts to your account if registered with the same email address. This enables us to tailor our promotions and products as best as possible.

IP Addresses

We may collect information about your computer, including where available your IP address, geographic location (if you allow when prompted by your browser), operating system and browser type, for system administration when you access our website. We use this information for This is statistical data about our users' browsing actions and patterns when they access our website.

Changing your privacy settings

In the event that you wish to you alter your Privacy settings or opt-out, you are able to do this by emailing

Marketing Communication

We may send out email communication such as our newsletter to keep you up to date with all the latest Data Protection News and offers from DMTA. If you wish to unsubscribe from these emails you can do so at any time by simply clicking the unsubscribe link from within the footer of the received email and you will be removed from all promotional emails. Please note that even if you decide not to subscribe to, or to unsubscribe, from promotional email messages, we may still need to contact you with important transactional information related to your account and your purchases. For example, even if you have unsubscribed from our promotional email messages, we will still send you confirmations when you confirm services from our Site.

Changes to our privacy policy

We may change this Privacy Policy from time to time. If we make significant changes in the way we treat your personal information, or to the Privacy Policy, we will make that clear on our websites or by email, so that you are able to review the changes.


01242 252555



Pillar House, 113/115 Bath Road, Cheltenham, Gloucestershire, GL53 7LS

Travel Info

  • Travel by Car

    From M5 (South) - Leave at J11 and follow signs to Town Centre (Lansdown Road). After approx. 2¾ miles, at traffic island (Texaco Service Station), continue round traffic island taking right fork signposted University of Gloucestershire, Leckhampton and Stroud A46. After ½ mile at second crossroads controlled by lights, turn right onto Bath Road (A46). Pillar House is immediately after HSBC Bank on your right.

    From M5 (North) Leave at J10 and follow signs to Cheltenham (A4019) past various out of town stores and garages. After approx 3 miles, turn right immediately after Tesco (Signposted Stroud, Cirencester and Oxford). After less than a mile, bear left at roundabout onto Queens Road, passing BR Station on your right. Join Lansdown Road opposite Texaco Service Station and follow directions as above from M5 South.

  • Travel by Train

    Cheltenham Spa train station is the closest station with just a 15 minute drive to our offices. turning right out of station along Queens Road. Follow directions as above from M5 North, following instructions from Texaco Service Station onwards.

  • Car Parking

    Free Car Parking is available at Pillar House. Pillar House is an older style building, and this makes it difficult to arrange for easy access for disabled persons. If you are likely to require wheelchair access, please call us and we will arrange your meeting at an alternative location at your convenience.

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