Last Updated: 1 June 2026

1.  Introduction

Richard Milestone respects your privacy and is committed to protecting personal information.

This Privacy Policy explains how personal information may be collected, used, stored, shared and protected when you:

• Visit this website;
• Contact Richard Milestone;
• Enquire about services;
• Subscribe to communications;
• Download content;
• Attend meetings, events or webinars;
• Engage with marketing activities;
• Become a client, supplier, partner or business contact; or
• Otherwise interact with Richard Milestone in a professional or business

By using this website or providing personal information, you acknowledge the practices described in this Privacy Policy.

2.  Data Controller

The data controller responsible for personal information covered by this Privacy Policy is: Richard Milestone

Correspondence Address:

Friars House Manor House Drive Coventry

CV1 2TE

Email:

[email protected]

3.  Information We May Collect 

Depending upon your interaction with us, we may collect and process personal information including:

• Name;
• Job title;
• Employer or company name;
• Email address;
• Telephone number;
• Postal address;
• Business address;
• Social media profile information;
• Communication preferences;
• Meeting and appointment information;
• Enquiry details;
• Service requirements;
• Contractual information;
• Billing and payment information;
• Website usage information;
• Device and browser information;
• Marketing engagement information;
• Event attendance information; and
• Any other information voluntarily provided to

We may also collect information relating to organisations, businesses and professional contacts where relevant to the provision of consultancy, advisory or related services.

4.  How Information Is Collected

Personal information may be collected through:

• Website contact forms;
• Email correspondence;
• Telephone calls;
• Video meetings;
• Calendly bookings;
• Networking activities;
• Events and conferences;
• Referrals and introductions;
• Social media platforms;
• LinkedIn and other professional networks;
• Client engagements;
• Supplier relationships;
• Newsletter subscriptions;
• Marketing campaigns;
• Publicly available sources;
• Business directories;
• Company websites; and
• Other lawful

We may also collect technical information automatically through cookies, analytics tools and tracking technologies.

5.  How We Use Personal Information

Personal information may be used for purposes including:

• Responding to enquiries;
• Providing consultancy and advisory services;
• Delivering projects and engagements;
• Managing client relationships;
• Scheduling meetings and appointments;
• Preparing proposals and quotations;
• Contract administration;
• Financial administration and invoicing;
• Service delivery;
• Marketing and business development;
• Sending updates, newsletters and communications;
• Event administration;
• Improving services;
• Website administration;
• Analytics and reporting;
• Security monitoring;
• Legal and regulatory compliance; and
• Protecting legitimate business

6.  Lawful Bases for Processing

Personal information may be processed under one or more of the following lawful bases:

• Consent;
• Performance of a contract;
• Taking steps prior to entering into a contract;
• Compliance with legal obligations; and
• Legitimate

Legitimate interests may include:

• Operating and growing the consultancy;
• Responding to enquiries;
• Business development activities;
• Professional networking;
• Marketing services;
• Maintaining client relationships;
• Improving services;
• Website security;

• Fraud prevention; and
• General business

7.  Marketing Communications

Where permitted by law, personal information may be used to provide information regarding:

• Consultancy services;
• Business insights;
• Industry updates;
• Events;
• Articles;
• Publications;
• Resources;
• Marketing communications; and
• Other information that may be relevant to your professional

Marketing communications may be delivered via email, telephone, social media, professional networking platforms or other appropriate communication channels.

You may opt out of marketing communications at any time.

8.  Business Development and Professional Networking

As part of operating a consultancy business, personal information may be obtained from professional networking activities, referrals, introductions, publicly available sources, professional directories, business databases and social media platforms.

Such information may be used to identify potential business opportunities, establish professional relationships, communicate regarding services and undertake lawful business development activities.

Any such processing will be undertaken in accordance with applicable data protection laws.

9.  Client Data Processing

In the course of providing consultancy, advisory, interim management, marketing, technology, software, commercial growth or related services, Richard Milestone may be granted access to information, systems, platforms, records or personal information controlled by clients.

Where personal information is processed on behalf of a client, such information shall be processed solely in accordance with:

• Client instructions;
• Contractual obligations;
• Applicable data protection legislation; and

• Appropriate security

The relevant client shall remain responsible for determining the purposes and lawful basis for such processing where required by law.

10.  Sharing Personal Information 

Personal information may be shared where necessary with:

• Professional advisers;
• Accountants;
• Solicitors;
• Insurers;
• Contractors;
• Associates;
• Subcontractors;
• Technology providers;
• Hosting providers;
• CRM providers;
• Marketing providers;
• Analytics providers;
• Communication providers;
• Scheduling providers;
• Payment providers; and
• Other service providers supporting the operation of the

All reasonable steps will be taken to ensure such parties process information appropriately and securely.

Personal information may also be disclosed where required by law, regulation, court order or legal process.

11. Systems, Platforms and Service Providers

To support the operation of the business, personal information may be processed using third-party systems and platforms including, but not limited to:

• Google Workspace;
• Google Analytics;
• Google Tag Manager;
• Google Search Console;
• Google Ads;
• Microsoft Advertising;
• Microsoft services;
• Meta platforms;
• LinkedIn platforms;

• TikTok platforms;
• Calendly;
• HubSpot;
• Zoho;
• com;
• Mailchimp;
• Brevo;
• SEMrush;
• Moz;
• Website hosting providers;
• Backup providers; and
• Security

The platforms used may change from time to time without requiring amendments to this Privacy Policy.

12.  International Data Transfers

Some service providers may store or process information outside the United Kingdom.

Where personal information is transferred internationally, reasonable steps will be taken to ensure appropriate safeguards are in place and that applicable data protection laws are complied with.

13.  Data Security

Appropriate technical and organisational measures are implemented to help protect personal information from:

• Unauthorised access;
• Misuse;
• Disclosure;
• Alteration;
• Loss; and
•  

Whilst reasonable efforts are made to protect personal information, no method of transmission or storage can be guaranteed to be completely secure.

14.  Data Retention

Personal information will be retained only for as long as reasonably necessary for the purposes for which it was collected, including:

• Providing services;
• Managing relationships;

• Business administration;
• Legal compliance;
• Financial record keeping; and
• Legitimate business

Retention periods may vary depending upon the nature of the information and the applicable legal requirements.

15.  Your Rights

Subject to applicable law, you may have the right to:

• Request access to personal information;
• Request correction of inaccurate information;
• Request erasure of personal information;
• Request restriction of processing;
• Object to processing;
• Request portability of personal information;
• Withdraw consent where consent has been relied upon; and
• Lodge a complaint with the Information Commissioner’s Office (ICO).

Requests relating to personal information should be sent to: [email protected]

16.  Cookies and Tracking Technologies

This website may use cookies, pixels, tags and similar technologies to:

• Operate the website;
• Analyse website performance;
• Understand visitor behaviour;
• Measure marketing effectiveness;
• Improve user experience;
• Support advertising activities; and
• Facilitate remarketing and audience

Further information is available within the Cookie Policy.

17.  Third-Party Websites

This website may contain links to third-party websites, services or platforms.

Richard Milestone has no control over third-party websites and accepts no responsibility for their content, privacy practices or policies.

Users should review the privacy policies of any third-party website they visit.

18.  Changes to this Privacy Policy

This Privacy Policy may be updated from time to time.

The latest version published on this website shall apply and continued use of the website constitutes acceptance of any updates.

19.  Contact

Questions regarding this Privacy Policy, personal information or data protection matters should be directed to:

Richard Milestone

Friars House Manor House Drive Coventry

CV1 2TE

[email protected]