Privacy policy.
The Congruent group is strongly committed to your right to privacy. All information collected from visitors to the website will be kept strictly confidential and will not be sold, reused, rented, loaned or otherwise disclosed to any other firm or individual. Information you provide will be held with the utmost care and will not be used in ways that you have not consented to. This policy also incorporates the firm's Data protection policy.
Last modified: 8 May 2026Scope & controllers
This Website Privacy Policy applies to the Congruent website, accessed at mycongruent.com — referred to herein as "the Website". Congruent Financial Limited, Congruent Management Limited, Congruent Risk Limited, members of the Congruent group of companies, are registered Data Controllers under the Data Protection Act 2018. The full corporate structure is at /business-information/.
This Privacy Policy also incorporates the firm's Data protection policy. If you have any questions or comments, please contact us.
Types of communications
By submitting your personal information you are consenting to receive the information you requested, and allowing the firm to send appropriate and useful communications. This includes, but is not limited to:
- Invitations to events and webinars.
- The firm's publications — whitepapers, guides, reports, infographics, videos, case studies and surveys.
- Information about the firm's services.
- Company news.
Information collected
The firm collects the information you give us, which normally includes your name, company name, job title, telephone number and email address. Other information that may be needed to process a request may also be collected, as indicated at the point of collection.
The firm takes reasonable measures to ensure that your personal information is transferred from you using the most secure methods.
Information use and retention
The firm uses the personal information collected primarily to process the task you requested. Your data is collected, stored and safeguarded in accordance with data protection laws in the UK.
The firm keeps your personal information for as long as you agree to continue using the firm's services (in accordance with any agreed contract) or are willing to maintain a business relationship with the firm. The firm will delete your personal information once you have told the firm you no longer wish to receive its services or maintain a business relationship — because the firm is not permitted otherwise to retain the information. In specific cases and to retain information for company reporting or legal purposes, the firm may keep a basic level of information to satisfy these requirements.
Disclosing information
The firm does not disclose your personal information to third parties that are not involved with providing you with the service you have requested or receive, or that are not disclosed in this privacy policy.
Emails
The website does not perform email marketing. The site does not run a newsletter sign-up, does not send marketing emails to visitors, and does not integrate with any third-party email-marketing service.
Email correspondence between Congruent and a person who has submitted an enquiry through the website is handled via the firm’s own UK-based business email infrastructure. The form submission triggers two automated emails — an internal notification to the firm and an acknowledgement to the visitor — both sent from the firm’s authenticated website@mycongruent.com address. After that initial automated exchange, all subsequent correspondence is conducted by named members of the firm using the firm’s standard professional email infrastructure. No third-party email-marketing platform is used at any point.
Where the firm communicates with clients on engagements (rather than with website visitors), the same UK-based business email infrastructure is used. The firm’s Data protection policy sets out the broader handling of engagement correspondence.
Updating preferences and opting out
You can update your preferences at any time by either replying to an email you receive from the firm or by clicking the appropriate link contained in our emails. You can also stop receiving the firm's emails at any time by using the unsubscribe link within the email footer. If you don't have an email from the firm to hand and want to update your preferences or to unsubscribe from mailings, please contact us.
Links to other websites
Within the content on the firm's website and in the firm's emails there are links to other websites. The firm is not responsible for the data policies, or for the content, of any other website. It is recommended that you appraise yourself of the privacy policy and procedures applicable to such other websites and of persons operating and controlling those websites.
Changes to this policy
The firm regularly reviews this privacy policy and the last modified date is highlighted at the top of this page. Any changes to this privacy policy will supersede the previous version and the firm will take reasonable steps to draw your attention to any changes. The firm suggests you regularly read this document to ensure that it continues to meet with your approval.
Complaints and queries
The firm tries to meet the highest standards when collecting, processing, safeguarding and using personal information. For this reason, any complaints the firm receives about this we take very seriously. The firm encourages you to bring queries or issues to its attention immediately if you think the firm's processes and tactics are unfair, misleading, inappropriate or do not have the necessary consent.
If you have any questions about this privacy policy, or if you want to know what information the firm has collected about you, please contact us. You can also correct any factual errors in that information or require the firm to delete any part or all of your information.
If you are not satisfied with how the firm deals with a complaint, you can take your complaint to the supervisory authority in the UK — the Information Commissioner's Office (ico.org.uk).