Privacy Policy

1. Who we are

Excel Planning Ltd is a company registered in England and Wales (company number 14337178) with its registered office at 3 Norfolk Avenue, London, England, N15 6JX. For the purposes of UK data protection law, Excel Planning Ltd is the data controller for the personal data we process.

If you have any questions about this Privacy Policy or how we handle your personal data, you can contact us at office@excelplanning.co.uk.

2. Information we collect

We may collect and process the following categories of personal data:

• Identity and contact data: name, address, email address and telephone number.
• Project data: information about your property, planning requirements, drawings, photographs and correspondence relating to your project.
• Enquiry data: information you provide when you contact us through our website, by email, phone or WhatsApp.
• Technical data: IP address, browser type and version, device information, and pages viewed on our website (see our Cookie Policy for more detail).
• Marketing data: your preferences in receiving communications from us.

3. How we use your information

We use your personal data on the following legal bases:

• Contract: to provide our planning, architectural and consultancy services and to communicate with you about your project.
• Legitimate interests: to respond to enquiries, improve our website and services, and manage our business.
• Legal obligation: to comply with accounting, tax and other statutory requirements.
• Consent: where required, for example to send marketing communications or set non-essential cookies.

4. Sharing your information

We do not sell your personal data. We may share your information with trusted third parties who help us deliver our services, including local planning authorities, structural engineers, surveyors, IT and hosting providers, and our professional advisers. All such parties are required to keep your information secure and use it only for the purpose for which it was disclosed.

We may also disclose personal data where required by law, court order or to protect our legal rights.

5. Data retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including to comply with legal, accounting or reporting requirements. Project records are typically retained for a minimum of 6 years after the end of our engagement.

6. Data security

We have put in place appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, misuse or alteration. Access to your data is limited to those employees and contractors who need it to perform their duties.

7. Your rights

Under UK data protection law you have the right to access, correct, delete, restrict or object to our processing of your personal data, and the right to data portability. To exercise any of these rights, please email office@excelplanning.co.uk.

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk if you believe we have not handled your personal data in accordance with the law.

8. International transfers

Where any of our service providers are located outside the UK, we ensure appropriate safeguards are in place, such as the UK International Data Transfer Agreement or Addendum, so that your data continues to receive an adequate level of protection.

9. Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page and, where appropriate, notified to you by email.