Privacy Policy | Milestone Agent

Last updated: October 2025

Welcome to Milestone Agent (“we”, “our”, or “us”).
Your privacy is important to us, and we are committed to protecting your personal information.
This policy explains how we collect, use, and safeguard your data when you visit our website — www.milestoneagent.co.uk — or work with us directly.

1. Who We Are

Milestone Agent is a UK-based virtual business support service providing executive assistance, project coordination, and marketing management for businesses, entrepreneurs, and creative professionals.

Business Name: Milestone Agent
Owner: Joanna Moran
Location: London, United Kingdom
Email: contact@milestoneagent.co.uk

2. Information We Collect

We collect and process information to provide you with our services and improve your experience.
The information we may collect includes:

Personal details: name, email address, phone number, company name, and job title.
Communication data: messages sent through forms, emails, or other contact methods.
Usage data: information about how you use our website (pages visited, time spent, links clicked, etc.).
Project and billing details: where applicable, for managing client work and invoicing.

We do not collect any sensitive personal information unless you voluntarily provide it to us.

3. How We Use Your Information

We use your information to:

Respond to your enquiries and provide requested services.
Manage client projects, contracts, and invoicing.
Improve our website, communications, and user experience.
Send updates or marketing materials (only if you have opted in).
Comply with legal and tax obligations.

We never sell, rent, or trade your personal data.

4. Legal Basis for Processing

We process personal data under the following legal bases (as per UK GDPR):

Contractual necessity — when processing is required to perform a contract with you.
Legitimate interest — when processing helps improve our business operations or customer experience.
Consent — when you have explicitly agreed to receive marketing or communications.

5. How We Store and Protect Your Data

Your data is stored securely on password-protected systems and trusted platforms such as:

Google Workspace (email, cloud storage)
Xero (accounting and invoicing)
Wix (website hosting and analytics)

We regularly review our security measures and only retain data as long as necessary for business, legal, or tax purposes.

6. Sharing Your Data

We may share your data with trusted third parties only when required to deliver our services, such as:

Payment processors or accounting software providers (e.g. Xero, PayPal).
Subcontractors or freelancers working under Milestone Agent on specific projects.
Legal or regulatory authorities if required by law.

All third parties are required to respect your data privacy and comply with applicable data protection laws.

7. Cookies and Website Analytics

Our website uses cookies to enhance user experience and track anonymous usage data.
You can manage or disable cookies in your browser settings at any time.

We may also use tools such as Google Analytics or Wix analytics to understand how visitors interact with the website.

8. Your Rights

Under the UK GDPR, you have the right to:

Access your personal data.
Request correction or deletion.
Restrict or object to data processing.
Withdraw consent (for marketing).
Lodge a complaint with the Information Commissioner’s Office (ICO).

To exercise your rights, email: contact@milestoneagent.co.uk

9. Data Retention

We retain your data only as long as necessary to fulfil the purpose for which it was collected, including legal, accounting, or reporting requirements.
After this period, your data is securely deleted.

10. External Links

Our website may contain links to other websites.
We are not responsible for the content or privacy practices of those sites and recommend reading their individual privacy policies.

11. Updates to This Policy

We may update this policy occasionally to reflect legal changes or business developments.
The most recent version will always be posted on this page with an updated “Last updated” date.

12. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your data, please contact:

📩 Email: contact@milestoneagent.co.uk
🌐 Website: www.milestoneagent.co.uk
📍 Location: London, United Kingdom