Privacy Policy
Last updated: 27 October 2026
1. Introduction
Heritage House Advisory is an independent historic property consultancy providing pre-purchase assessments, building defect advice, restoration cost guidance and related consultancy services throughout England, Scotland and Wales.
We respect your privacy and are committed to protecting the personal information you provide when contacting us or using our website.
This Privacy Policy explains how we collect, use, store and protect your personal information in accordance with applicable UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who We Are
Heritage House Advisory is operated by Paul Woodford as a sole trader and is responsible for the personal information described in this policy.
Business correspondence address:
Heritage House Advisory
8 Wingbury Courtyard
Leighton Road
Wingrave
HP22 4LW
Email: enquiries@heritagehouseadvisory.co.uk
For any privacy-related enquiries, please contact us using the email address above.
3. Information We Collect
When you contact us through our website enquiry form or by email, we may collect:
Your first and last name.
Your email address.
Your telephone number, if provided.
The location or postcode of a property.
Details of your enquiry and the services you require.
Survey reports, photographs or property documents that you choose to provide.
Relevant correspondence relating to your enquiry or our services.
Our website may also collect technical information, such as browser details, IP addresses and cookie information, through its website hosting and security services.
4. How We Use Your Information
We use personal information to:
Respond to enquiries and requests for information.
Assess whether our consultancy services are appropriate for your requirements.
Prepare quotations, proposals and assessment arrangements.
Deliver agreed professional consultancy services.
Maintain records of correspondence and services provided.
Issue invoices and maintain appropriate financial records.
Comply with legal and regulatory obligations.
We do not sell your personal information to third parties.
We do not use information submitted through our enquiry form to send unsolicited marketing emails.
5. Legal Basis for Processing Information
We process personal information where necessary for one or more of the following lawful purposes:
Contract and pre-contractual steps: To respond to requests for quotations, arrange assessments and provide agreed services.
Legitimate interests: To manage enquiries, maintain relevant business correspondence, administer our consultancy and protect our legitimate business interests, provided these are not overridden by your rights and freedoms.
Legal obligations: To comply with applicable accounting, taxation and other legal requirements.
6. Sharing Your Information
Your personal information is treated confidentially.
We may use trusted service providers, including Wix for website hosting and enquiry forms, and Google Workspace for business email and document storage.
Where necessary, relevant information may also be shared with professional advisers, such as accountants or legal advisers, or with authorities where required by law.
We do not disclose your information to unrelated third parties for their own marketing purposes.
Some service providers may process or store information outside the United Kingdom. Where applicable, international transfers will be subject to appropriate data protection safeguards.
7. How Long We Keep Your Information
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected.
Enquiries that do not result in an instruction will normally be reviewed and deleted within 12 months of the last meaningful correspondence, unless there is a legitimate reason to retain them longer.
Where consultancy services are commissioned, relevant records may be retained for longer periods where reasonably necessary for legal, contractual, insurance or professional record-keeping purposes.
Financial and accounting records will be retained for the periods required by applicable law.
8. Information Security
We take reasonable measures to protect personal information against unauthorised access, accidental loss, misuse or disclosure.
Information is managed using appropriate business email, website and document storage systems, with access restricted as appropriate.
Although reasonable precautions are taken, no internet-based communication or electronic storage system can be guaranteed to be completely secure.
9. Cookies and Website Technology
Our website is hosted using Wix, which may use cookies and similar technologies to support essential website functionality, security and performance.
Additional cookies or analytics technologies may be used where enabled and permitted by applicable law.
Where consent is required for non-essential cookies, visitors will be given an appropriate choice.
You can also manage cookies through your browser settings.
10. Your Data Protection Rights
Under applicable UK data protection legislation, you may have rights to:
Request access to personal information held about you.
Request correction of inaccurate information.
Request deletion of information in certain circumstances.
Request restriction of processing in certain circumstances.
Object to processing based on legitimate interests.
Request transfer of certain information where applicable.
Withdraw consent where consent is the lawful basis for processing.
To exercise your rights, please contact enquiries@heritagehouseadvisory.co.uk.
You also have the right to raise a concern with the Information Commissioner’s Office (ICO) at www.ico.org.uk.
11. External Websites
Our website may contain links to external websites. Heritage House Advisory is not responsible for the privacy practices or content of third-party websites.
12. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our services, website functionality or legal requirements.
The latest version will be published on this website with the date of the most recent update.
13. Contact
For any questions about this Privacy Policy or how your personal information is handled, please contact:
Heritage House Advisory
Business correspondence address:
8 Wingbury Courtyard
Leighton Road
Wingrave
HP22 4LW
Email: enquiries@heritagehouseadvisory.co.uk
Website: www.heritagehouseadvisory.co.uk