Privacy policy.

This privacy notice sets out how J Ward Advisory (“JWA”, a trading name of JPW Advisory (UK) Limited) processes your personal data. Your “personal data” means any information that can identify you. The entity that will control your personal data is JPW Advisory (UK) Limited.

This website collects personal data to power our site analytics, including:

Information about your browser, network, and device

Web pages you visited prior to coming to this website

Your IP address

This information may also include details about your use of this website, including:

Clicks

Internal links

Pages visited

Scrolling

Searches

Timestamps

We share this information with Squarespace, our website analytics provider, to learn about site traffic and activity.

This website uses cookies and similar technologies, which are small files or pieces of text that download to a device when a visitor accesses a website or app. For information about viewing the cookies dropped on your device, visit The cookies Squarespace uses.

These necessary and required cookies are always used, which allow Squarespace, our hosting platform, to securely serve this website to you.

These analytics and performance cookies are used on this website, as described below, only when you acknowledge our cookie banner. This website uses analytics and performance cookies to view site traffic, activity, and other data.

When you submit information to this website via webform, we collect the data requested in the webform in order to track and respond to your submissions. We share this information with Squarespace, our online store hosting provider, so that they can provide website services to us.

This website is hosted by Squarespace. Squarespace collects personal data when you visit this website, including:

Information about your browser, network and device

Web pages you visited prior to coming to this website

Web pages you view while on this website

Your IP address

Squarespace needs the data to run this website, and to protect and improve its platform and services. Squarespace analyzes the data in a de-personalized form.

If you wish to contact us or make a request pursuant to this privacy notice, please email john.ward @ jwardadvisory.com (remove spaces in email before emailing)

How your personal data is collected

We usually collect personal data from you directly when you send us information, such as when we provide our services to you; indirectly such as your browsing activity while you use our website; or via our employees.

Where we provide services to you, these may include:

  • Mergers & acquisitions advisory services, advice on corporate strategy to our clients and prospective clients;

  • The websites owned and controlled by us that link to this privacy notice; and

  • Our marketing and business development activities, including events we host, meetings you may attend, social media we create and emails that we send.

If you are applying for a role with us, including certain temporary or consulting roles, we may also collect personal data about you from other sources such as your current employer, employees and colleagues or through publicly available internet searches.

Additionally, we may collect personal data during the provision of services to our clients, as mentioned above, the personal data we process will depend on the information sent to us by our clients and the type of matter for which our client has retained us. For example, if we are engaged by our client to advise them on buying a business, we may receive personal data about the target company’s customers and employees.

How and why we use your personal data

General personal data

We will only use your personal data if we have a proper reason, for example: to comply with our legal and regulatory obligations; for the performance of a contract with you or to take steps at your request before entering into such contract; or for our legitimate interests or those of a third party. A legitimate interest is when we have a business or commercial reason to use your personal data, so long as this is not overridden by your own rights and interests.

In addition to the uses described above, we may use your personal data to:

  • operate our business, administer services and manage your accounts;

  • contact you to respond to your requests or inquiries;

  • process and complete your transactions including, as applicable, order confirmation and delivering products or services;

  • provide you with newsletters, articles, alerts and announcements, event invitations, marketing information and other information that we believe may be of interest to you;

  • conduct research, surveys, and similar inquiries to help us understand trends and client needs;

  • analyze your interactions with us, and improve our products, services, programs, and other offerings;

  • prevent, investigate, or provide notice of fraud, unlawful or criminal activity, or unauthorized access to or use of your personal data, our networks, systems or applications; or

Special category personal data

In the specific circumstances we process special categories of personal data, either:

  • you have given your explicit consent for us to do so;

  • the processing is necessary for carrying out our obligations and exercising our, or your, specific rights under applicable laws and / or regulations; or

  • the processing relates to personal data which you have manifestly made public and the processing is necessary for achieving purposes in the public interest.

Marketing

We may use your personal data to send you updates about our services. We have a legitimate interest to use your personal data for marketing purposes. This means we do not usually need your consent to send you marketing information. However, where consent is needed, we will ask for this separately and clearly.

Our websites also collect certain information automatically and store it in log files by using cookies and other automated technologies.

If you do not wish to be contacted by us, you can follow the unsubscribe instructions that accompany any marketing e-mail or contact us using the details outlined below. If you opt-out of such communication, we may still contact you about any problems or issues with your account, profile, or any services provided by us. We will always treat your personal data with respect and will never sell or share it with other organizations outside our group for marketing purposes.

How we share and disclose personal data

We may share your personal data on the legal bases outlined above with our vendors, affiliates, clients, potential targets and / or business partners, our professional advisers, law enforcement, regulators, auditors, insurers and other government agencies and parties with whom we are involved. We may disclose your personal data to a third party in connection with a corporate reorganization, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our business, assets or capital, including in connection with any bankruptcy or similar proceedings. We may also disclose your personal data to third parties in order to perform services you request or functions you initiate, such as when you post information and materials on message boards and forums. We only allow those organizations to handle your personal data if we are satisfied they take appropriate measures to protect it. We also ensure contractual obligations are in place so they can only use your personal data to provide services to us and / or to you.

Where your personal data is held

Your personal data may be held at our offices and those of our affiliates, third-party agencies, service providers, representatives and agents as described above.

Where we, or third parties, process your personal data outside of the UK and European Economic Area:

  • the UK government or the European Commission (as applicable) has decided the particular country or international organization ensures an adequate level of protection of personal data;

  • there are appropriate safeguards in place, such as the European Commission approved Standard Contractual Clauses and UK International Data Transfer Addendum (as applicable), together with enforceable rights and effective legal remedies for you; or

  • a specific exception applies under data protection law.

Data security

We endeavor to maintain physical, technical and administrative measures designed to safeguard personal data. Unfortunately, no data transmission or storage system can be secure at all times. If you have reason to believe that your interaction with us is no longer secure, please immediately notify us.

How long we process and retain your personal data

We will only process and store your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. To determine the appropriate retention period for your personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements. We will not keep your personal data for longer than is necessary, and following the end of the relevant retention period, we will delete or anonymize your personal data.

In some circumstances, we may anonymize your personal data so that it can no longer be associated with you, in which case we may use such anonymized information without further notice to you.

Your rights:

Depending on your location, you may have the following rights, which you can exercise by contacting us in accordance with section 16 below:

  • Access a copy of your personal data – the right to be provided with a copy of the personal data that we process about you.

  • Correction (also known as rectification) – the right to request that we correct any errors, outdated information, or omissions in personal data that we process about you

  • Erasure (also known as the right to be forgotten) – the right to require us to delete your personal data in certain situations.

  • Restriction of processing – the right to require us to restrict processing of your personal data in certain circumstances, e.g. if you contest the accuracy of the data.

  • Data portability – the right to receive the personal data we process about you, in a structured, commonly used and machine-readable format and/or transmit that data to a third party in certain situations.

  • Object to use – the right to object at any time to your personal data being processed for direct marketing (including profiling), or in certain other situations, the right to object to our continued processing of your personal data, e.g. processing carried out for the purpose of our legitimate interests.

  • Not to be subject to automated individual decision making - the right not to be subject to a decision based solely on automated processing (including profiling) that produces legal effects concerning you or similarly significantly affects you.

  • Withdraw your consent - where you have given us your consent, the right to withdraw your consent at any time by contacting us, or where applicable, by unsubscribing from any communications to which you have subscribed.

  • Complain – the right to bring complaints with any relevant data protection or privacy authority