Adviser Radar Privacy Notice

This privacy notice explains how Adviser Radar Ltd collects, uses, stores and shares personal information.

Adviser Radar operates a UK adviser comparison and information platform. The platform may include information about R&D tax advisers, adviser businesses, individuals connected with those businesses and users who interact with the website.

Contact details

For general enquiries, please contact team@adviserradar.co.uk.

For privacy-related enquiries, including requests to exercise your data protection rights, please contact privacy@adviserradar.co.uk.

What personal information we collect and use

The personal information we collect and use depends on how you interact with Adviser Radar.

We may collect and use the following information:

• Names and contact details
• Business names, trading names and company details
• Business addresses, registered office addresses and correspondence addresses
• Job titles, occupations or roles
• Account registration details
• Login and account access information
• Information used for security purposes
• Marketing preferences
• Profile information provided by advisers or obtained from public sources
• Enquiry, complaint and correspondence records
• Payment and transaction information
• Service history, subscription history and account history
• Website usage data, including how users interact with the website
• Technical data, including IP addresses, browser type, device information and operating system
• Information from publicly available sources, including Companies House, adviser websites, public directories, public registers, professional body registers, social media pages and other publicly available business information

We do not intend to collect special category data, such as health information, religious beliefs, political opinions, trade union membership, sexual orientation, genetic information or biometric information.

If you send us information of this kind voluntarily, we will only use it where necessary and lawful to deal with your enquiry, complaint, legal issue or request.

How we collect personal information

We may collect personal information:

• Directly from you, for example when you contact us, register for an account, subscribe to a paid service, claim or update an adviser profile, request a correction, submit a complaint or sign up for updates
• From publicly available sources, including Companies House, adviser websites, professional body registers, public directories, public records, social media pages, review platforms and other public business information sources
• From advisers, users, customers, partners or other third parties who contact us about an adviser profile or the operation of the platform
• From suppliers and service providers who support our website, email, analytics, security, payment processing, CRM or other business systems
• From legal advisers, professional advisers, regulators, courts or public authorities, where relevant

Why we use personal information

We may use personal information for the following purposes.

To provide and improve our services

We use personal information to operate Adviser Radar, provide website functionality, maintain adviser profiles, respond to enquiries, improve the platform, manage user experience and understand how the website is used.

Our lawful bases are:

• Contract, where the information is needed to enter into or perform a contract with you
• Legitimate interests, where the information is needed to operate, improve, protect and develop the platform

Our legitimate interests include providing an adviser comparison and information service, keeping adviser information useful and up to date, helping users make informed choices, improving website performance and maintaining the security and reliability of the platform.

To operate customer and adviser accounts

We use personal information to create and manage user accounts, adviser accounts, claimed profiles, subscriptions, billing arrangements and customer support.

Our lawful bases are:

• Contract, where the information is needed to provide an account, subscription or related service
• Legitimate interests, including account administration, customer support, fraud prevention, security and service improvement
• Legal obligation, where we need to keep records for tax, accounting, company law or other legal reasons

Payments and subscriptions

We use payment and transaction information to process paid adviser accounts, subscriptions and related services.

Payments are processed through Stripe. We do not intend to store full card details ourselves. Stripe may process payment details, transaction records, fraud prevention information and related billing information as part of its payment processing services.

Our lawful bases are:

• Contract, where payment processing is needed to provide paid services
• Legal obligation, where we need to keep accounting, tax or transaction records
• Legitimate interests, including preventing fraud, managing subscriptions and dealing with payment queries or disputes

Marketing and updates

We may use personal information to send updates about Adviser Radar, service changes, platform developments, launch information, adviser account information or marketing communications.

Our lawful bases are:

• Consent, where we ask you to opt in to marketing or updates
• Legitimate interests, where we send relevant business-to-business communications, service updates or information about Adviser Radar in a way that is proportionate and reasonably expected

You can unsubscribe from marketing emails at any time by using the unsubscribe link in the email or by contacting privacy@adviserradar.co.uk.

Research, analytics and service development

We may use website usage data, enquiry trends, platform activity and aggregated information to understand how Adviser Radar is used, improve the service, develop new features and monitor market trends.

Where possible, we use aggregated or anonymised information for research and analytics. Aggregated or anonymised information does not identify you.

Our lawful bases are:

• Legitimate interests, including improving the platform, understanding user needs and developing the service
• Consent, where required for optional surveys, non-essential cookies or similar tools

Legal and regulatory compliance

We may use personal information to comply with legal obligations, including tax, accounting, company law, data protection, record keeping, court orders and lawful requests from public authorities.

Our lawful basis is:

• Legal obligation

We may also rely on legitimate interests where it is necessary to protect our business, enforce our terms, deal with legal issues or keep appropriate records.

Queries, complaints, correction requests and claims

We may use personal information to respond to enquiries, complaints, adviser profile correction requests, data protection requests, disputes, claims or legal issues.

Our lawful bases are:

• Legitimate interests, including dealing with enquiries, complaints, corrections, disputes and protecting the accuracy and integrity of the platform
• Contract, where the matter relates to an account, subscription or service we provide to you
• Legal obligation, where we need to process information to comply with data protection law or another legal requirement

Public adviser profile information

Adviser Radar may publish information about adviser businesses and individuals connected with those businesses where that information is relevant to the operation of the platform.

This may include information such as business name, trading name, website, business address, Companies House information, director or PSC information, professional body or regulatory information, publicly available profile information, public website information and other publicly available business information.

We use this information to provide a comparison and information platform for users considering UK R&D tax advisers.

Our lawful basis is usually legitimate interests. Our legitimate interests are to provide users with accessible information about adviser businesses, support informed adviser selection and maintain the accuracy, usefulness and integrity of the Adviser Radar platform.

If you believe information shown on Adviser Radar is inaccurate, incomplete or out of date, please contact privacy@adviserradar.co.uk.

Where we publish information

Where relevant, we may publish adviser or business information:

• On the Adviser Radar website
• In adviser profile pages
• In search or comparison results
• In platform summaries or market analysis
• On Adviser Radar social media or marketing materials, where appropriate

We will not knowingly publish private contact information that has not been made public or provided to us for publication.

Who we share personal information with

We may share personal information with the following categories of recipient where necessary.

Data processors

These are organisations that process personal information on our behalf.

Processor or category	What they do
Website hosting and cloud infrastructure providers	Host the Adviser Radar website and store technical data needed to operate, secure and deliver the service.
Domain, DNS and website security providers	Support domain management, DNS, website performance, traffic routing and website security.
Email hosting and email routing providers	Provide business email services and route incoming and outgoing emails.
Payment processing providers, including Stripe	Process payments for paid adviser accounts, subscriptions and related services.
Website analytics providers	Provide information about website use, traffic sources, page views, user journeys and website performance.
Cookie consent and website compliance tools	Help manage cookie preferences, consent records and website compliance settings.
Customer relationship management and support software providers	Store enquiry, account, adviser and support information so we can respond to users and manage relationships.
Cloud storage and document management providers	Store business documents, correspondence, records and files relating to the service.
Website development, maintenance and security providers	Help develop, maintain, monitor, secure, test and improve the website and related systems.
Marketing and email communication providers	Help send service updates, marketing emails, launch updates and other communications where permitted.
Accounting, bookkeeping and invoicing software providers	Help manage invoices, payments, subscriptions, accounting records and financial administration.
Backup, monitoring and logging providers	Help back up systems, monitor technical performance and investigate security or operational issues.

We require processors to handle personal information securely and only process it for the purposes we have agreed with them.

Other organisations we may share information with

We may also share personal information with:

• Professional advisers, including accountants, tax advisers, solicitors and legal advisers
• Insurers, where needed for claims, complaints or risk management
• Regulators, public authorities, courts, HMRC or other organisations where we are legally required to do so
• Debt collection agencies, where invoices or subscriptions remain unpaid
• Professional consultants, developers and commercial advisers supporting the platform
• Suppliers and service providers where they act as independent controllers rather than processors
• The public, where information is published on the Adviser Radar website, social media or other marketing and information media

International transfers

We aim to use service providers that store personal information in the UK or EEA where reasonably practicable.

Some of our service providers may still process personal information outside the UK or EEA. This may happen where we use cloud hosting, email, analytics, payment, security, CRM, support, storage or other online business systems.

Where personal information is transferred outside the UK, we will take reasonable steps to make sure appropriate safeguards are in place. These may include UK adequacy regulations, approved contractual safeguards or other lawful transfer mechanisms.

How long we keep personal information

We keep personal information only for as long as reasonably necessary for the purposes for which it was collected, including for legal, accounting, tax, dispute resolution, security and platform integrity purposes.

As a guide, we currently expect to apply the following retention periods:

Type of information	Retention period
General enquiries	We usually keep routine general enquiries for up to 2 years after the last meaningful contact. Where correspondence relates to an account, subscription, adviser profile, correction request, complaint, dispute, payment issue or legal matter, we may keep it for up to 6 years after the matter is closed.
Adviser profile correction requests	Up to 6 years after closure, where needed to evidence how the issue was handled
Complaints, disputes and legal correspondence	Up to 6 years after closure, or longer where necessary for ongoing legal proceedings
Account registration and profile information	For the life of the account, then up to 6 years after closure where needed for records, disputes or compliance
Subscription, invoice and transaction records	Usually 6 years after the end of the relevant accounting period
Marketing data	Until you unsubscribe, withdraw consent or the information is no longer needed
Marketing suppression records	As long as needed to make sure we do not contact you again after you unsubscribe
Website analytics data	Usually up to 26 months, depending on the analytics settings used
Security logs and technical records	Usually 6 to 12 months, unless needed for security, fraud prevention, investigation or legal purposes
Public adviser profile data	While relevant to the Adviser Radar platform, subject to review, correction and removal where appropriate
Aggregated or anonymised data	May be kept indefinitely because it does not identify an individual

We may keep information for longer if we need it to establish, exercise or defend legal claims, comply with legal obligations, investigate misuse or maintain the integrity of the platform.

When information is no longer needed, we will delete it, anonymise it or securely archive it.

Cookies and analytics

Adviser Radar may use cookies and similar technologies to operate the website, improve user experience, understand website use, monitor performance and support marketing.

Some cookies may be essential for the website to work. Others, such as analytics or marketing cookies, may only be used where permitted by law and, where required, with your consent.

You can usually control cookies through your browser settings. Where we use a cookie banner or preference tool, you can also use that tool to manage your choices.

A separate cookie notice or cookie settings page may provide more detail about the cookies used on the website.

Links to other websites

The Adviser Radar website may contain links to other websites, including adviser websites, public registers, professional body websites, payment pages or third-party resources.

Once you leave our website, we are not responsible for the privacy practices, content or security of other websites. You should read the privacy notice of any website you visit.

Lawful bases and your data protection rights

Under UK data protection law, we must have a lawful basis for collecting and using your personal information. The lawful bases we rely on are explained in this privacy notice.

The lawful basis we rely on may affect which rights are available to you. Your rights may also be subject to exemptions, depending on the circumstances.

Your data protection rights include:

• Right of access: you can ask us for copies of your personal information. You can also ask for information about how we use your personal information, where we obtained it from and who we share it with.
• Right to rectification: you can ask us to correct personal information you think is inaccurate or incomplete.
• Right to erasure: you can ask us to delete your personal information in certain circumstances.
• Right to restriction of processing: you can ask us to limit how we use your personal information in certain circumstances.
• Right to object: you can object to our use of your personal information in certain circumstances, including where we rely on legitimate interests.
• Right to data portability: you can ask us to transfer personal information you gave us to you or another organisation in certain circumstances.
• Right to withdraw consent: where we rely on consent, you can withdraw that consent at any time.

You are not required to pay a fee to exercise your rights. If you make a request, we will respond without undue delay and usually within one month.

To make a data protection rights request, please contact privacy@adviserradar.co.uk.

Complaints

If you have concerns about how we use your personal information, please contact us first at:

privacy@adviserradar.co.uk

You can also write to us at:

If you are unhappy with how we have handled your personal information, you can complain to the Information Commissioner's Office.

This privacy notice was last reviewed on 13 May 2026.