Privacy & Cookies

Privacy & Cookies

Purpose of this notice

The purpose of this notice is to describe how we collect and use personal data about you in accordance with the General Data Protection Regulation (GDPR).

About us and how to contact us

Williams Ali CF Limited is a corporate finance boutique registered in England and Wales as a limited liability company, under company number 13384541. Our trading name is WilliamsAli Corporate Finance, and our registered office is at A1 Marquis Court, Team Valley Trading Estate, Gateshead, United Kingdom, NE11 0RU. Our trading address is Second Floor, Citygate House, Bath Lane, Newcastle Upon Tyne, NE4 5SQ.

For the purposes of the Data Protection Act 2018, the GDPR, and any other national implementing laws, regulations, and secondary legislation, as amended or updated from time to time, in the UK (Data Protection Legislation), Williams Ali CF Limited (we, us, our) is the data controller of the data collected and this notice describes how we collect and use personal data about you.

We have an appointed internal Data Protection Officer who is our nominated Data Protection Point of Contact and is responsible for assisting with enquiries in relation to this privacy notice and/or treatment of your personal data. If you have any queries with regards to this, please contact us on

Collection and processing of your personal data

Information we may collect and hold about you.

  • Personal details such as, but not exclusively, name and address and other contact details. This can also include Special Category Data.
  • Details of contact we have had with you in relation to the provision, or the proposed provision, of our services.
  • Detail of any services you have received from us.
  • Our correspondence and communications with you and information that you provide when emailing or corresponding with us, or in meetings or a telephone call.
  • Details of any enquiries or complaints you make to us.
  • Information obtained from our research, surveys and/or marketing activities.
  • Information obtained from publicly available information, information from other clients or from our network.

This is not an exhaustive list.

Examples of circumstances when we obtain personal data about you.

  • You request a proposal from us in respect of the services we provide.
  • You engage us to provide our services and during the provision of those services.
  • You contact us by email, telephone, post, or social media.
  • From third parties or publicly available resources during the delivery of our services.

This is not an exhaustive list.

We may process your personal data in the following circumstances.

  • For purposes necessary for the performance of our contract with you to comply with our legal obligations.
  • For purposes necessary for the performance of our contract with our clients. For example, if you are an employee, subcontractor, supplier or customer of our client.
  • For our own legitimate interests including marketing, business development, statistical and management purposes. You have the right, at any time, to withdraw your consent to us processing your data for such specific purposes. You can do this by emailing Once your consent is withdrawn, we will cease processing your personal information for the purpose(s) you have agreed to, unless we have another legitimate basis for doing so in law. We will keep a record of your preference not to be emailed.

This is not an exhaustive list.

Examples of circumstance when we will process and use your personal data.

  • To carry out our obligations to you arising from any agreements between you and us. This is most likely relating to the provision of our services.
  • To carry out our obligations arising from any agreements between our clients and us. This is most likely to arise because you are a subcontractor, supplier or customer of our client.
  • To ensure that you are kept up to date with information on our services including any changes or marketing activities such as events or marketplace commentary. This can include seeking your opinions on the service we provide or to notify you of any changes to the service we provide.
  • Where we are legally required or permitted to do so.

This is not an exhaustive list.

In certain circumstances we may anonymise your personal data and if so, we may use it without further notice to you.

If you have entered into a contract with us, it is likely we will require certain information, and should you fail to provide us with this information it may mean that we cannot perform the contract. It may also mean that we are unable to comply with our legal or regulatory obligations.

Where you are identifiable in an image or a quote, or another piece of data, we will approach you for your consent, or we will ascertain whether we have a legitimate interest, before posting that data on our website, our social media platforms, or in any publication. If we do not consider you are identifiable from an image, or we otherwise anonymise your data, this is not your personal data, and we will not approach you for consent before publishing.

Data retention

The personal data we collect and process on you will be retained by us for as long as it is necessary for us to fulfil the purposes for which it was collected. The retention period of your personal data will depend on:

  • Our statutory and legal obligations.
  • The requirements of our business and the services we provide.
  • The types of personal data we have collected including amount and categories of data.

If we need to use your personal data for another reason other than the purpose than it was collected, we will only use this data should that reason be compatible with the original purpose. Should it become necessary to use your personal data for a new purpose we will notify you and communicate the legal basis which allows us to do this before starting any new processing.

Data sharing

On occasion we may share your personal data with third parties. Examples of circumstances when we do this.

  • It is a legal requirement.
  • To undertake a contract with you and conduct any services relating to this contract.
  • Where we are working jointly with another organisation, for example (but not limited to) to organise co-hosted events.
  • Where we have a legitimate interest in doing so.

This is not an exhaustive list.

All third parties are obliged to process your personal data in accordance with the specified purposes and our instructions.

The types of third-party providers that we will share your personal data with, who may subsequently process this data include.

  • IT Services.
  • Professional advisory organisations.
  • New client identity verification.
  • Banking services.
  • Organisations in the context of the possible sale or restructuring of the business.
  • A regulator or an agency to ensure we are complying with our legal obligations.

This is not an exhaustive list.

All our third-party providers are required to take commercially reasonable and appropriate security measures to protect your personal data. However, we take no responsibility for this.

Data storage and security

We have in place reasonable and appropriate security measure to prevent your personal data from being accidentally lost, used, or accessed in an unauthorised way, altered, or disclosed. Access to your personal data is limited to employees, agents, contractors or third parties based on what they need, or are legally required, to know. All are subject to a duty of confidentiality.

We are based in the UK, and we store our data within the EU. Some organisations which provide services to us may transfer personal data outside of the EU.

For example, some of our systems use Microsoft products. As a US company, it may be that using their products result in personal data being transferred to or accessible from the US. However, we will allow this as we believe personal data will still be adequately protected (as Microsoft is certified under the USA’s Privacy Shield scheme).

Your data protection rights

Under data protection law, you have rights including:

  • Your right of access – You have the right to ask us for copies of your personal information.
  • Your right to rectification – You have the right to ask us to rectify information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
  • Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.
  • Your right to restriction of processing – You have the right to ask us to restrict the processing of your information in certain circumstances for example, marketing or profiling.
  • Your right to object to processing – You have the right to object to the processing of your personal data in certain circumstances.
  • Your right to data portability – You have the right to ask that we transfer the information you gave us to another organisation, or to you, in certain circumstances.

If you make a request, we have one calendar month to respond to you.

There is no fee to access your personal data. We may charge a reasonable administrative fee/refuse to comply if your request is clearly unfounded or excessive.

In order to make sure the appropriate security is undertaken we may request specific information from you to confirm your identity and ensure you have a right to access the information you request.

Please keep in mind that there are exceptions to the rights above and, though we will always try to respond to your satisfaction, there may be situations where we are unable to do so.

If you wish to exercise any of the above rights, please email

If you have any questions relating to our privacy notice or how we process your personal data, please contact us at

If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law you can complain to the Information Commissioner’s Office, the UK supervisory authority for data protection issues.


This privacy notice was last updated in October 2022.


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