Privacy Policy

Congruent group is strongly committed to your right to privacy. All information that is 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. All information you provide will be held with the utmost care and will not be used in ways that you have not consented to. Our commitment is to create a safe and enjoyable experience for visitors and users to our website. More details about how we safeguard and use your personal information are below, including the use of cookies.

This Website Privacy Policy applies to the Congruent website, accessed by, referred to herein as “the Website”. Congruent Financial Limited, Congruent Legal Limited, Congruent Management Limited, Congruent Risk Limited, members of the Congruent group of companies, are registered Data Controllers under the Data Protection Act 2018.

This Privacy Policy also includes our Data Protection Policy.

If you have any questions or comments, please don’t hesitate to contact us.

Types of communications

By submitting your personal information to us you are consenting to receive the information you requested, as well as allowing us to send you appropriate and useful communications. This includes, but is not limited to: invitations to events and webinars, our publications (whitepapers, guides, reports, infographics, videos, case studies and surveys), information about our services, and company news.

Information collected

We collect 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.

We take reasonable measures to ensure that your personal information is transferred from you using the most secure methods.

Information use and retention

We use 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.

We keep your personal information for as long as you agree to continue using our services (in accordance with any agreed contract) or willing to maintain a business relationship with us. We will delete your personal information once you have told us you no longer wish to receive our services or maintain a business relationship with us because we are not permitted otherwise to retain the information.  In specific cases and to retain information for company reporting or legal purposes, we may keep a basic level of information to satisfy these requirements.

Disclosing information

We do not disclose your personal information to third parties that are not involved with providing you with the service you have requested or receive or disclosed in this privacy policy.

Website cookies

Your Internet browser has the in-built facility for storing small text files called “Cookies” that hold information which allows a website to recognise you as a user. Our website takes advantage of this facility to enhance your experience and engagement with our company. We use cookies for analytical purposes to improve our website by collecting data about visitors. By using our website, you consent to the use of cookies for these purposes.

The type of cookies we use on our website are termed “persistent cookies”. These cookies enable our website to recognise visitors when they return. These cookies will be removed on a pre-determined expiry date, or when deleted by you.

Most internet browsers allow user privacy settings to block either all cookies or third-party cookies. Blocking cookies will, however, have a negative impact upon the usability of many websites. We only uses cookies to assist with the development of our website and user experience, therefore, blocking cookies will not stop you from having access to our website. Please visit for comprehensive information on how to change your cookie settings in a wide variety of different internet browsers.

Google Analytics cookies: Google Analytics is a website monitoring tool that allows users to see volumes of website visitors, their source, and to analyse how the content of their website is viewed and navigated. This allows the optimisation of the content and pages on our website and the marketing programs that drive traffic to the website. Google Analytics does not store any personal information about website visitors but does use persistent cookies to identify repeat visitors. You may universally opt-out of all Google Analytics tracking used by all websites by visiting

HubSpot cookies: We use HubSpot as a customer relationship management (CRM) tool to allow us to deliver highly personalised experiences and to assist with the mutual building of strong business relationships. HubSpot is integrated with our website to provide specific services on the website.  It uses persistent cookies to identify people within our HubSpot CRM tool which we hold for legitimate processing reasons – see data protection policy for more information.


In addition to our office email system which is based in the UK, we also use a third-party service based in the US, MailChimp, to provide email marketing services. MailChimp services include the processing of information about individuals through the use of web-based forms and by delivering emails. MailChimp provides the security that we regard as essential when handling personal information. It also provides a service which is widely used and trusted within the UK.

Similar to all other email systems, MailChimp collects and stores information about individuals. It also provides data to us about how sent emails have been used. For example, it collects information when emails are opened and links are used. This analysis helps us to improve the personalisation of future communications.

MailChimp is certified with the ‘EU-US Privacy Shield Framework’. This Framework, an agreement between the EU and US, ensures that data is protected to the same level as it would be in the EU – for more information visit the MailChimp Privacy Policy.

Updating preferences and opting out

You can update your preferences at any time by either replying to an email you receive from us or by clicking the appropriate link contained in our emails. You can also stop receiving our emails at any time by using the unsubscribe link within the email footer section. If you don’t have an email from us to hand and want to update your preferences or to unsubscribe from mailings, please contact us.

Links to other websites

Within the content on our website and in our emails there are links to other websites. We are 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

We regularly review this privacy policy and the last modified date is highlighted below. Any changes to this privacy policy will supersede the previous version of this policy and we will take reasonable steps to draw your attention to any changes. We suggest you regularly read this document to ensure that it continues to meet with your approval.

Last modified date: 7 June 2019

Complaint or queries

We try to meet the highest standards when collecting, processing, safeguarding and using personal information. For this reason, any complaints we receive about this we take very seriously. We encourage you to bring queries or issues to our attention immediately if you think our 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 we have collected about you, please contact us. You can also correct any factual errors in that information or require us to delete any part or all of your information.

If you are not satisfied with how we deal with a complaint, you can take your complaint to the supervisory authority in the UK (