Lion & Stone and Safe-Scale® Privacy Policy

1. Introduction

Lion & Stone Growth Advisory Ltd (“Lion & Stone”, “we”, “our” or “us”) is committed to protecting and respecting your privacy.

This Privacy Policy explains how we collect, use, store, protect and process personal information when you:

• Visit our websites, including www.lionandstone.co.uk and www.safescale.co.uk.
• Use Safe-Scale®, our business growth and CRM platform.
• Access the platform through portal.safescale.co.uk.
• Contact us by email, telephone, SMS, social media or other communication channels.
• Submit forms, surveys, questionnaires or enquiries.
• Use services provided by Lion & Stone Growth Advisory.
• Interact with websites, funnels, landing pages or software platforms operated by us.

We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable data protection legislation.

By using our websites, services or platforms, you acknowledge the practices described in this Privacy Policy.

2. Who We Are

Lion & Stone Growth Advisory Ltd is a private limited company incorporated in England and Wales.

Lion & Stone Growth Advisory Ltd trades as Lion & Stone and operates the Safe-Scale® platform.

References in these documents to “Lion & Stone”, “Safe-Scale”, “we”, “us” or “our” mean Lion & Stone Growth Advisory Ltd unless stated otherwise.

3. Definitions

Our Privacy Policy explains how we collect, use, store and protect personal data where Lion & Stone Growth Advisory Ltd acts as a Data Controller, including in relation to website visitors, enquiries, account holders, billing contacts, support communications and our own marketing activity.

The Privacy Policy should be read alongside these Terms. It does not limit the rights or obligations set out in these Terms, the Acceptable Use Policy or the Data Processing Agreement.

4. Information We Collect

We may collect and process the following categories of information.

5. How We Collect Information

We may collect information:

• Directly from you.
• Through website forms and landing pages.
• Through consultations and meetings.
• Through email, telephone and SMS communications.
• Through Safe-Scale® platform usage.
• Through cookies and analytics technologies.
• Through social media interactions.
• Through referrals and introductions.
• Through third-party integrations used to deliver our services.

6. Lawful Bases for Processing

Under UK GDPR, we rely on one or more of the following lawful bases:

7. How We Use Personal Information

We may use personal information to:

• Provide our services.
• Deliver business advisory, coaching, marketing and support services.
• Operate Safe-Scale®.
• Manage client relationships.
• Respond to enquiries.
• Process bookings and appointments.
• Deliver customer support.
• Improve our services and systems.
• Monitor platform performance and security.
• Prevent fraud and misuse.
• Comply with legal obligations.
• Send service-related communications.
• Send marketing communications where permitted.

8. Safe-Scale® Platform Users

Safe-Scale® is a business growth and CRM platform powered by Lion & Stone Growth Advisory.

Businesses using Safe-Scale® may collect, store and manage personal information relating to their own customers, prospects, suppliers, employees or other contacts.

In these circumstances:

• The business using Safe-Scale® is generally the Data Controller.
• Lion & Stone acts as a platform provider and may act as a Data Processor.
• The client remains responsible for ensuring that personal data is collected and processed lawfully.
• The client remains responsible for obtaining any required consents and providing any necessary privacy notices.

Lion & Stone does not determine how individual clients use data within their own accounts unless specifically engaged to do so.

9. Marketing Communications

We may send communications relating to:

• Services
• Appointments
• Support requests
• Product updates
• Events
• Marketing activities

You may unsubscribe from marketing communications at any time by:

• Using the unsubscribe link provided in emails.
• Replying STOP where applicable.
• Contacting us directly.

Opting out of marketing communications will not affect essential service-related communications.

10. Sharing Personal Information

We do not sell personal information.

We may share information with trusted service providers where reasonably necessary to operate our business and deliver services.

These may include:

• CRM and software providers
• Website hosting providers
• Cloud infrastructure providers
• Email service providers
• SMS and telephony providers
• Analytics providers
• Payment processors
• Customer support providers

All providers are required to maintain appropriate security and confidentiality standards.

11. International Data Transfers

Some service providers may process personal information outside the United Kingdom.

Where international transfers occur, we take reasonable steps to ensure appropriate safeguards are in place in accordance with UK GDPR requirements.

12. Data Security

We implement appropriate technical and organisational measures designed to protect personal information against:

• Unauthorised access
• Loss
• Misuse
• Disclosure
• Alteration
• Destruction

While we take reasonable steps to protect information, no internet-based system can be guaranteed to be completely secure.

13. Data Retention

We retain personal information only for as long as reasonably necessary to:

• Provide services
• Meet contractual obligations
• Comply with legal requirements
• Resolve disputes
• Enforce agreements
• Maintain business records

Retention periods may vary depending on the nature of the information and the services provided.

14. Your Rights

Under UK GDPR, you may have the right to:

• Access your personal data.
• Request correction of inaccurate information.
• Request deletion of personal data.
• Restrict processing.
• Object to processing.
• Request transfer of your data.
• Withdraw consent where consent is relied upon.

To exercise any of these rights, please contact us using the details provided in this policy.

We may require reasonable evidence of identity before fulfilling certain requests.

15. Cookies and Similar Technologies

Our websites and platforms may use cookies and similar technologies to help our websites function, remember preferences, understand website usage, measure marketing effectiveness and support advertising or remarketing activities.

Some cookies are strictly necessary for our websites or services to function. Other cookies, including analytics, advertising and remarketing cookies, may only be used where you have provided consent where required by law.

You can manage your preferences at any time through our cookie settings tool.

Further information about the cookies and similar technologies we use, including their purpose and how long they remain active, is available in our Cookie Policy.

16. Data Breaches

We maintain procedures designed to identify, investigate and respond to suspected personal data breaches.

Where required by law, we will notify affected individuals and relevant regulatory authorities, including the Information Commissioner’s Office, within applicable timescales.

17. Third-Party Websites

Our websites and platforms may contain links to third-party websites, products or services.

We are not responsible for the privacy practices or content of third-party websites and encourage users to review their privacy policies separately.

18. Complaints

If you have concerns about how we handle personal information, we encourage you to contact us first so that we can attempt to resolve the matter.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK’s independent authority for data protection and privacy.

Website: https://ico.org.uk

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Any changes will be published on this page and will take effect from the date shown at the top of this policy.

We encourage users to review this policy periodically.

20. Contact Us

If you have any questions regarding this Privacy Policy or our handling of personal information, please contact: