This policy covers how Heaton & Partners (referred to as ‘we’, ‘us’ or ‘our’ in this notice) handle information we receive from clients, connected individuals, prospective clients, and people who visit our website. Additionally, it covers any third parties we work with in the course of our business.

How we collect information

We collect personal information from you in the course of providing services to you, when you communicate with us or when you visit our website. We may obtain this information in various ways such as through direct contact with you, such as by telephone, email or in person, from third parties who provide information in relation to the services we provide, public sources and through the collection of data on our website.

The information we collect

The information we may collect includes your contact details such as name, address, phone numbers, email addresses and other information used to confirm your identity and communications with us, information for the purposes of conducting anti-money laundering checks (which may be shared with third party providers), personal information of individuals connected with you, information to help us provide our services to you, payment and financial information, marketing information and preferences, IP addresses and cookies.

How we use your personal information

We will use your personal information so we can operate as an efficient and effective business. We use your personal information to deliver our contracted service to you and for our legitimate interests. We may also market to you and identify information and services that may interest you. We are also required to comply with certain legal or regulatory requirements.

Who do we share your personal information with?

We only share your personal information with third-parties to enable us to provide our services to you. This may include buyers and sellers of properties or their agents and representatives, suppliers of professional services (such as lawyers, surveyors, mortgage brokers and insurance brokers), professional intermediaries, sub-contractors, third parties engaged for professional compliance, IT product and platform providers, regulatory bodies and authorities. Some of these third-parties may be based outside the European Economic Area (EEA).

Where we store your data

We have strict procedures and security to prevent unauthorised access to our systems and your data. The data that we collect from you may be transferred to and stored at a destination outside the EEA. It may also be processed by staff operating outside the EEA who work for us or for third parties with whom we work. Although we do our best to protect your personal data, we cannot guarantee the security of your data and any transmission is at your own risk.

How long do we keep your personal information?

We will hold your personal information for no longer than necessary unless we are required to hold it for longer to comply with a legal or regulatory requirement or for our legitimate business purposes.


From time to time we may send you marketing information we believe is relevant to you. This may include newsletters, invitations to events or information about services. You can ask us to stop contacting you for marketing purposes at any time.


We use cookies to track visitor use to our website and compile statistical reports of our website activity. If you want us to stop using personal information we’ve collected via cookies on our website, please change your cookie settings.

Other websites

Please note that any links to websites found on our website or within correspondence between us have their own privacy policies and we do not accept any responsibility or liability for those websites or policies. Please check these policies before you submit any personal data to these websites.

How to contact us or complain

If you have any questions about our privacy notice or information we hold about you please email us at or write to the Managing Partner at our Newbury office. If you wish to make a complaint on how we have handled your personal information, the General Data Protection Regulator also gives you a right to lodge a complaint with the Information Commissioner’s Office at

Heaton and Partners is the trading name of Heaton (Residential) Limited, registered number 10409544. Our registered office is Kingscott Dix, Malvern View Business Park, Stella Way, Bishops Cleeve, Cheltenham, GL52 7DQ. All information on this website (whether text or images) is protected by copyrights and trademarks, and is owned or licensed by Heaton & Partners.