Privacy Policy
1. Introduction
William Lean Ltd (“we”, “us”, “our”) is committed to protecting and respecting your privacy.
This Privacy Policy explains how we collect, use, and protect personal data when you visit our website or engage with our services.
We process personal data in accordance with UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who We Are
William Lean Ltd is a commercial property consultancy providing strategic advice, fundraising, agency and property management services.
For the purposes of data protection law, William Lean Ltd is the data controller.
Contact details:
Email: glynis@williamlean.com
Address: William Lean Ltd, Unit 17, William Prance Road, Plymouth PL6 5ZD
3. What Information We Collect
We may collect and process the following data:
Information you provide to us
• Name
• Email address
• Telephone number
• Company details
• Any information submitted via contact forms or correspondence
Information collected automatically
When you use our website, we may collect:
• IP address
• Browser type and version
• Pages visited
• Time and date of visits
• Website usage data
Information relating to our services
Where you engage us, we may process:
• Business and property-related information
• Financial information relevant to transactions
• Identity information for compliance purposes (e.g. AML checks)
4. How We Use Your Information
We use your data to:
• Respond to enquiries and communications
• Provide our consultancy, agency and management services
• Carry out due diligence and comply with legal obligations
• Improve our website and services
• Maintain records and internal administration
We do not use your data for unsolicited marketing without your consent.
5. Lawful Basis for Processing
We process personal data on the following lawful bases:
• Contract – to provide services or take steps prior to entering into a contract
• Legal obligation – to comply with regulatory requirements (e.g. anti-money laundering)
• Legitimate interests – to operate and improve our business
• Consent – where required (e.g. marketing communications)
6. Sharing Your Information
We may share your information with:
• Professional advisers (e.g. solicitors, accountants)
• Service providers (e.g. IT, CRM and property management systems)
• Regulatory authorities where required by law
• Third parties involved in property transactions or funding processes
We ensure that all third parties handle your data securely and in accordance with applicable laws.
7. Data Security
We take appropriate technical and organisational measures to protect your data, including:
• Secure systems and access controls
• Restricted access to personal data
• Use of professional software platforms
8. Data Retention
We retain personal data only for as long as necessary, including:
• To fulfil the purposes for which it was collected
• To comply with legal and regulatory obligations (e.g. AML requirements – typically 5 years)
9. Your Rights
Under UK GDPR, you have the right to:
• Access your personal data
• Request correction of inaccurate data
• Request deletion of your data
• Restrict or object to processing
• Request transfer of your data
• Withdraw consent (where applicable)
To exercise your rights, please contact us using the details above.
10. Cookies
Our website may use cookies to improve user experience and analyse website performance.
You can control cookies through your browser settings.
11. Third-Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices of those sites.
12. Complaints
If you have concerns about how we handle your data, you can contact us directly.
You also have the right to complain to the Information Commissioner's Office:
Website: https://www.ico.org.uk
13. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page.
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Last Updated: 22nd April 2026
