GDPR Privacy Policy:

Advisory Excellence respects your right to privacy. We now meet the high standards for data privacy introduced by the new European data protection law known as the General Data Protection Regulation (GDPR), which went into effect on May 25th 2018.

Any details that you give to us via this site or in any other way may be added to our database. You do not have to give us any personal information in order to use most of this site. However, if you wish to take full advantage of some of the more special personalised member services that we offer, you will need to provide certain information.

You may visit and/or use the Services only if you fully agree to this Privacy Policy – and by accessing and/or using any of the Services, you signify and affirm your informed consent to this Privacy Policy, including to the collection and processing of your Personal Information as defined and explained below.

Please note: you are not obligated by law to provide us with any information. You hereby acknowledge, warrant and agree that any information you do provide us is provided of your own free will and consent, for the purposes and uses described herein.

Your Consent:

By using our site you consent to the collection and use of your personal information in the manner set out in this privacy policy. If we change or modify this privacy policy we shall post these changes clearly on this page.

Visitors To Our Site:

When someone visits we use a third party service, Google Analytics, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our site.

Links To Other Sites:

This privacy notice does not cover the links within this site linking to other sites. We encourage you to read the privacy statements on the other sites you visit.

Security & Performance:

Advisory Excellence uses a third party service to help maintain the security and performance of To deliver this service it processes the IP addresses of visitors to the site.

People Who Email Advisory Excellence:

Both Inbound and Outbound email delivery is secured and filtered using a 3rd party anti-spam service. Email service runs on Office 365 which uses TLS by default to encrypt the connection/session between two servers. You should be aware that any emails we send or receive may not be protected in transit.

We will also monitor any emails sent to us, including file attachments, for viruses or malicious software. Please be aware that you have a responsibility to ensure that any email you send is within the bounds of the law.

People Who Join Advisory Excellence As Members:

We collect information which you provide us voluntarily. For example, we collect the Personal Information you provide us when you register to our Services; and/or when you contact us directly.

Regardless of the measures and efforts taken by Advisory Excellence, we cannot and do not guarantee the absolute protection and security of your Personal Information and recommend that you avoid providing us with any sensitive information which you believe its disclosure could cause you substantial or irreparable harm.

Use Of Personal Details:

Our database of personal details (however collected) is used by us, and third parties acting on our behalf, for client administration. We do not rent, sell or disclose your contact details to any other third party.

Data Retention:

We may retain your Personal Information for as long as your membership is active or as otherwise needed to provide you with our services.

We may continue to retain such Personal Information even after you cancel your membership and/or cease to use any particular Services, as reasonably necessary to comply with our legal obligations, to resolve disputes, prevent fraud and abuse, enforce our agreements and/or protect our legitimate interests.

Contacting Us About Your Information:

Your Rights: Under the Data Protection Act 1998, you have rights as an individual which you can exercise in relation to the information we hold about you.

To find out more about these rights, visit:

If you would like to see the information we hold about you or would like to be removed from our database and/or any mailing lists, please contact

To help us keep our database up-to-date, we would be grateful if you would let us know as soon as any of your contact details change or if you notice any inaccuracies in them. Please also let us know if you no longer wish to receive information or services from us.

Changes To This Privacy Notice:

We keep our privacy notice under regular review. This privacy notice was last updated on May 25th 2018.


Advisory Excellence may use a “session cookie” to identify your browser “session” as you move between pages on the site and perform activities. The site cookie allows our site to recognise each subsequent request from your browser as being the same browser that made the initial request to our site.

By knowing that each subsequent request is related to the first, our site is able to track your actions as you move around the site and to provide interactive features. By analysing how our site is being used in general, we can improve the site experience for future visitors. Should you experience any problems in using our site, our site developers may be able to use this information to track down your specific “user journey” and investigate and fix any issues that might arise.

Each page on our site is generated by a sophisticated Content Management System (CMS). This system may provide a number of interactive features where your experience may be tailored according to your past activity on the site. Such features require the “session cookie” to operate. As we improve our site over time, more advanced features may be added that also require a “session cookie” to operate.

How To Control & Delete Cookies:

Cookies are a very small text file that is stored on your device (for example, your computer or your mobile) by your web browser. It contains a simple text code that your browser sends back to our site each time you browse to a new page. This allows the site to look up your specific session and associate data for that session with your browser. The data itself is not stored in your cookie but on the server(s) operating the site.

You may restrict or block the cookies which are set by, or any other site, through your browser settings.