Privacy Policy

1. Who We Are

Roberts & Clair Ltd
 Company Number: 16361561
Registered in England and Wales
Email: info@robertsandclair.co.uk
 Phone: 07557734323

2. Information We Collect

To deliver our personalised services, we may collect the following:

  • Contact Information – name, address, phone number, and email

  • Household & Lifestyle Details – property layout, family routines, keyholder info, and room-specific needs

  • Logistics & Move Information – addresses, dates, access instructions, service preferences

  • Financial Information – invoicing details and payment records (not card data)

  • Sensitive Information – only with your explicit consent, such as access or medical considerations

  • Communications – emails, call notes, and planning documents

  • Website Data – IP address and basic analytics when you visit our site

3. How We Use Your Data

We use your data to:

  • Plan, coordinate, and execute your bespoke move

  • Liaise with trusted third-party providers (e.g. removals, AV teams, tradespeople)

  • Provide quotes, contracts, and invoices

  • Manage logistics and scheduling

  • Keep records for HMRC and legal compliance

  • Improve the quality and efficiency of our services

We do not use your data for marketing unless you have explicitly opted in.

4. Lawful Basis

We process your data under one or more of the following:

  • Contractual necessity – to fulfil services you’ve requested

  • Legitimate interests – to run and improve our services

  • Consent – for optional services or referrals

  • Legal obligations – to comply with financial and business regulations

5. Data Storage & Security

We store data securely using encrypted digital systems and secure access controls.

  • Project data is retained for up to 12 months after completion

  • Financial records are stored for up to 6 years, as required by law

6. Who We Share Your Data With

We only share your data when essential, and always with discretion:

  • Trusted service partners involved in your relocation

  • Accountants or legal advisors (for compliance only)

  • HMRC or regulators, if required by law

We never sell or misuse your data. All third parties we work with are bound by confidentiality and GDPR standards.

7. Your Rights

You have the right to:

  • Access the personal data we hold about you

  • Correct or update your information

  • Request deletion of data no longer required

  • Withdraw consent at any time

  • Object to certain types of processing

  • Lodge a complaint with the ICO

To make a request, please email info@robertsandclair.co.uk

8. Cookies & Website Analytics

Our website may use basic cookies for functionality and anonymous usage analysis. You can disable cookies via your browser settings. We do not use tracking or profiling technologies.

9. Questions or Concerns?

If you have any queries about how we handle your information, we’re here to help.

Contact:
 Roberts & Clair Ltd
Email: info@robertsandclair.co.uk
 Phone: +44 7557 734323