Privacy notice

Data controller

Steadfast Path Advisory is the data controller for enquiry data submitted via this site. Contact: hello@automationworkflowtech.digital, +44-1-400-8599, 907 Princess Street, Thompsonham, Northern Ireland, United Kingdom.

Data we collect

When you use the contact form we collect your name, email address, selected advice area, and message content. If you later become a client, additional identity, financial, and vulnerability information may be collected under a separate client privacy notice issued with your agreement.

Purposes and lawful bases

We process enquiry data to respond to consultation requests (legitimate interests and steps prior to a contract). Essential cookies support site security and basic operation. Analytics cookies, if accepted, help us understand which guides are read (consent).

Retention

Unsuccessful enquiry emails are typically retained for up to 24 months, then deleted unless needed for a complaint or legal claim. Client files follow longer regulatory retention periods explained in the client agreement.

Your rights

Under UK GDPR you may request access, rectification, erasure, restriction, or objection, and data portability where applicable. You may withdraw cookie consent at any time by clearing site storage and revisiting the banner choices. You may complain to the Information Commissioner’s Office.

International transfers

Our primary operations are in the United Kingdom. If a provider hosting email or form infrastructure stores data outside the UK, we seek appropriate safeguards such as UK adequacy regulations or standard contractual clauses.

Sharing

We do not sell personal data. We may share information with IT or compliance support providers under confidentiality terms, or when required by law or a regulator.

Children

This site is intended for adults considering financial advice. We do not knowingly collect data from children through the enquiry form.

Related: Cookies policy.