This policy outlines:

  • What information we collect about you and why, either:
    • when you visit the website
    • sign up for updates
    • when you purchase a product from the website
    • arrange a meeting with us via the scheduling system or directly
    • request a service from us.
  • How we use your personal information.
  • How we protect your personal information.
  • What rights you have in relation to the personal information that we hold about you.

Barrett Asset Management Ltd is deemed to be a ‘data controller’. Unless we are obliged or permitted to do so by law, we will not disclose of any of your data to another third party without your consent.


We may collect the following information, which includes personal information from you, when you visit our website, provide your details via an opt in form, when you subscribe to our mailing list, newsletter or updates, or request some information to be sent to you:

  • Name
  • Contact details such as email addresses or telephone numbers
  • IP Address of your computer
  • Cookies

In the event you request a service from us, the above information will also be collected together with your personal details.


The data collected will be used by us to:

  • Contact you if you have made an enquiry via the website and asked us to contact you.
  • Provide you with information that you have requested, including updates from us which we feel may be of interest to you.
  • Include you in the email subscription process in order that you may receive the newsletter or regular email updates or any other updates you may have requested.
  • Fulfil the purchase you have requested on the website or from us directly.
  • Provide the service that you have requested from us and made payment for.
  • Contact you to discuss your purchase and whether you have any queries.
  • Conduct analysis on any products/services that are purchased to look at trends and to understand what our clients or investors desire and need.
  • Provide you with updates related to your products that we feel may be of interest to you.
  • Accountancy purposes.

Please refer to our cookie policy for further information in relation to why cookies are collected.


We will contact you based on the following:

  • We will contact you based on the understanding that you have submitted your personal details, requesting further information from us, which we deem to be a legitimate business interest.
  • We will contact you when you arrange an appointment with us, on the basis that we are fulfilling a pre-contractual requirement with you.
  • If you sign up for a service/subscription with us, we will be using your personal information to enable us to fulfil the contract you have with us.
  • If you have provided a testimonial for our use, we deem this to be a legitimate business interest.
  • In relation to the legal requirements, we have for accountancy purposes.
  • If you have provided consent for us to provide you with marketing emails, to keep you informed of products, services and things we feel may be of interest to you.


We will only share your personal information with trusted partners where we are required to fulfil our obligations to you. If we do share it, we will ensure appropriate due diligence is carried out, so we are confident the necessary regulations are being met.

Your personal information may be shared with other companies to help us analyse and better understand our customers and their requirements.

At the time of writing this policy, the trusted partners are:

  • Mailchimp which is used to record appropriate personal information to enable us to fulfil our obligations to you, in relation to providing regular updates.
  • WordPress – which is used to host the website.


Personal information that you input into the website, in relation to enquiries, will be sent directly to us to enable us to enact upon your request. Where you purchase a service online, basic information will be retained within the website.

To keep your personal information secure, we store it using standard encryption and information security policies, appropriate for the business. This means that your information is only accessible to individuals who are authorised to access it and only within our approved locations. If your personal information is transmitted to any of our trusted partners, appropriate security measures are in place to ensure it is not intercepted.

If you require further information in relation to how the third-party businesses, we have highlighted above, protect your personal information, please refer to their individual privacy policies.


The recipients of any personal information submitted on the website, or via an opt in form, will be staff members of Barrett Asset Management and all data is retained in the UK. There may be occasional operational requirements to transfer your data outside of the UK, as a result of some of the 3rd parties we may use from time to time, however if we do this, the same degree of protection is given to your personal information as if it was stored and used within the UK and regulated in line with its jurisdictional laws.


Your personal information will be retained for as long as necessary in line with the legal reasons for utilising this information. Further information in relation to how long your personal information will be retained is available upon request.


In relation to the personal information that we hold about you, you may have the following rights:

  • Right To Be Informed – you have the right to ask to see what data we hold about you.
  • Right To Access – to your personal information. If you wish to obtain a copy of the information, we hold about you please contact the relevant individual (contact details below) in writing with the subject ‘Subject Access Request’. Generally, the information will be provided within one month, however, please be aware that we will take necessary takes to evidence your identity prior to releasing any personal information for your own security.
  • Right To Rectification – if you believe the information, we hold about you to be incorrect or incomplete you have the right to ensure this is rectified. For further information please contact the individual stated below. This rectification should typically be complete within one month.
  • Right to Erasure – also known as the right to be forgotten. In specific circumstances, you will have the right to have your personal information erased or to prevent processing. We can refuse your request for erasure if we have a legal obligation to continue to hold your personal information, but we will inform you if this is the case.
  • Right to Object – you can ask us to stop contacting you, either by unsubscribing, by writing, calling or emailing us at hello@barrettproperties.co.uk


Further information can be obtained from hello@barrettproperties.co.uk


Whilst we would like to be given the opportunity to put right any issues you may have initially; you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) if you are unhappy with how we have handled your personal information.


0303 123 1113

Date Last Reviewed: November 2021