Privacy Policy

Last Updated: 2026

Libertas Advisory Limited ("we", "us", or "our") is committed to protecting and respecting your privacy. This policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

For the purpose of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, the Data Controller is Libertas Advisory Limited.

1. Information We Collect

We may collect and process the following data about you:

  • Identity Data: Names, usernames, or similar identifiers.

  • Contact Data: Email address, telephone numbers, and postal address.

  • Professional Data: Information relevant to expert witness instructions, including case details, court references, and employment history provided in CVs.

  • Case Data: Sensitive personal data contained within court bundles, instructions, or evidence files provided by instructing solicitors.

2. How We Use Your Information

We use your data for the following purposes:

  • Performance of a Contract: To fulfill our obligations as an expert witness or strategic advisor as instructed by solicitors or corporate clients.

  • Legal Compliance: To comply with our overriding duty to the Court and other legal obligations (e.g., conflict checks, anti-money laundering checks).

  • Business Administration: To issue invoices, manage payments, and maintain our records.

3. Legal Basis for Processing

We process your personal data under the following lawful bases:

  • Contract: Processing is necessary for the performance of our engagement letter/contract.

  • Legal Obligation: Processing is necessary to comply with the law (e.g., tax records, court orders).

  • Legitimate Interests: Processing is necessary for our legitimate business interests (providing expert services), provided these are not overridden by your rights.

4. Disclosure of Your Information

We do not sell your data. We may share your information with:

  • Professional Advisers: Including solicitors, barristers, and other experts involved in the same legal matter.

  • Service Providers: IT and cloud service providers (e.g., Microsoft 365, Xero) acting as processors who help us run our business securely.

  • Legal Authorities: HM Revenue & Customs, regulators, or the Courts if required by law.

5. Data Security & Retention

  • Security: We use enterprise-grade security (Microsoft 365 Business Standard) to store your data. We employ multi-factor authentication (MFA) and encryption where appropriate.

  • Retention: We retain data only 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.

6. Your Rights

Under the UK GDPR, you have rights including:

  • The right to access your personal data.

  • The right to request correction of your data.

  • The right to request erasure of your data (subject to our legal obligations to retain records for court purposes).

To exercise any of these rights, please contact us at: enquiries@libertasadvisory.co.uk