PRIVACY POLICY

Last updated: August 2026

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At Mackenzie Private Office, discretion and confidentiality are central to the way we work. We are committed to protecting your personal information and being transparent about how it is collected, used and stored.

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This Privacy Policy explains how we handle personal information when you visit our website, contact us, complete our Support Finder, book a consultation or engage us to provide Executive or Private Support services.

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Who we are

Mackenzie Private Office is operated by Mackenzie Private Office Ltd. 

Trading as Mackenzie Private Office
Email: hello@mackenzieprivateoffice.co.uk

For the purposes of UK data protection law, we are the data controller in relation to personal information we collect and use for our own business purposes.

Where we process personal information solely on a client's instructions while providing services, we may instead act as a data processor. Appropriate contractual arrangements will be put in place where required.

 

Information we may collect

Depending on how you interact with us, we may collect information including:

• your name;

• email address;

• telephone number;

• company or organisation;

• job title;

• information submitted through our contact forms;

• information provided through our Support Finder;

• consultation and appointment details;

• correspondence between you and Mackenzie Private Office;

• information you voluntarily provide about the support you require;

• billing and transaction information where you become a client;

• technical information about how you use our website, such as device, browser and website usage information where collected through cookies or similar technologies; and

• other information reasonably required to provide our services.

Because of the nature of Private and Executive Support, clients may occasionally provide us with more sensitive personal information.

We will only process this where necessary, appropriate and permitted by law. 

We ask that you do not provide sensitive personal information through our general website contact forms unless it is genuinely necessary.

 

How we collect your information

We may collect personal information when you:

• visit our website;

• contact us by email, telephone or through our website;

• complete our Support Finder;

• book a consultation;

• enquire about our services;

• become a client;

• correspond or interact with us during the course of providing services; or

• provide information to us through an authorised third party.

Some technical information may also be collected automatically through cookies and similar technologies when you use our website.

 

How we use your information

We may use personal information to:

• respond to enquiries;

• arrange and manage consultations;

• understand the type and level of support you may require;

• provide recommendations following the Support Finder;

• prepare proposals and service agreements;

• provide Executive and Private Support services;

• communicate with clients;

• administer our client relationships;

• process invoices and payments;

• maintain appropriate business and accounting records;

• protect the security of our systems and information;

• improve our website and services;

• comply with our legal and regulatory obligations; and

• send marketing communications where we have an appropriate lawful basis to do so.

We will not use your personal information for purposes that are incompatible with those for which it was collected unless permitted or required by law.

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Our lawful bases for processing

Under UK data protection law, we must have a lawful basis for processing personal information.

Depending on the circumstances, we may rely upon:

Contract: Where processing is necessary to provide services you have requested or to take steps at your request before entering into a contract.

Legitimate interests: Where processing is reasonably necessary for operating and developing our business, responding to enquiries, managing client relationships, maintaining security or improving our services, provided those interests are not overridden by your rights.

Consent: Where you have specifically agreed to particular processing, such as certain forms of marketing or non-essential cookies. You may withdraw your consent at any time.

Legal obligation: Where we need to process information to comply with the law.

Where special category personal data is processed, we will also ensure that an appropriate additional legal condition applies.

 

Confidentiality

Confidentiality is fundamental to Mackenzie Private Office.

Information shared with us in connection with an enquiry or client relationship will be treated with appropriate discretion and will only be accessed or shared where necessary.

Our client agreements contain confidentiality provisions, and we can also enter into a separate Non-Disclosure Agreement where appropriate.

 

Sharing your information

We do not sell your personal information.

We may share information with trusted third-party service providers where reasonably necessary to operate our business or provide our services.

These may include providers of:

• website hosting and website functionality;

• email and communications;

• appointment scheduling;

• secure cloud storage;

• password management and cybersecurity;

• accounting and payment processing;

• professional advice; and

• other technology or administrative services.

We may also disclose information where required by law or where necessary to establish, exercise or defend legal rights.

Where we use third-party providers, we take reasonable steps to ensure that personal information is handled appropriately.

 

International transfers

Some of the technology providers we use may process or store information outside the United Kingdom.

Where personal information is transferred internationally, we will take appropriate steps to ensure that the transfer complies with applicable UK data protection law and that appropriate safeguards are in place where required.

 

How long we keep your information

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including to meet legal, accounting, insurance and regulatory requirements.

The appropriate retention period will depend on the nature of the information and our relationship with you.

Information that is no longer required will be securely deleted, anonymised or otherwise disposed of appropriately.

 

Security

We take reasonable technical and organisational measures to protect personal information against loss, misuse, unauthorised access, alteration or disclosure.

Depending on the nature of the information, these measures may include:

• multi-factor authentication;

• secure password management;

• restricted access to client information;

• secure cloud-based systems;

• appropriate device security;

• separate business accounts and profiles where appropriate; and

• confidentiality and data-protection procedures.

No method of electronic transmission or storage is completely secure, but we take the protection of information entrusted to us seriously.

 

Cookies

Our website may use cookies and similar technologies to operate correctly, remember preferences, understand website usage and, where applicable, support analytics or other functionality.

Where required, non-essential cookies will only be used with your consent.

Further information about the cookies used on our website should be available through our cookie banner or Cookie Policy.

 

Marketing

We may occasionally send information about Mackenzie Private Office where you have asked to receive it or where we otherwise have a lawful basis to do so.

You can unsubscribe from marketing communications at any time using the unsubscribe option provided or by contacting us.

Service-related communications, such as information concerning an existing booking or client relationship, are not marketing communications.

 

Your rights

Under UK data protection law, you may have rights in relation to your personal information, including the right to:

• request access to your personal information;

• ask us to correct inaccurate or incomplete information;

• request deletion of your information in certain circumstances;

• request restriction of processing in certain circumstances;

• object to certain processing;

• request transfer of certain information;

• withdraw consent where processing is based on consent; and

• complain about the way your information has been handled.

These rights are not absolute and may depend on the circumstances.

To exercise any of your rights, please contact us at [EMAIL ADDRESS].

 

Complaints

If you have concerns about how we handle your personal information, please contact us first so that we have an opportunity to address them.

You also have the right to make a complaint to the Information Commissioner's Office (ICO), the UK's data protection regulator.

 

Third-party websites

Our website may contain links to websites or services operated by third parties.

We are not responsible for the privacy practices of third-party websites and recommend reviewing their privacy information before providing personal information to them.

 

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, website, technology or legal obligations.

The latest version will be published on this page and the “Last updated” date will be amended accordingly.

 

Contact us

If you have any questions about this Privacy Policy or how we handle personal information, please contact:

Mackenzie Private Office Ltd
Email: hello@mackenzieprivateoffice.co.uk