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Privacy Policy

Privacy 
Policy

Last updated: 11 August 2025

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1. Who We Are

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Caledonia Portfolio is a UK-based property investment business offering strategy, sourcing, and management support for portfolio landlords.
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Our website is www.caledoniaportfolio.com

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2. What We Collect

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We may collect and store personal information such as:

Name, email address, and phone number
Mailing address (for billing or correspondence)
Investment goals or preferences (voluntarily submitted)
Billing details when making a purchase (via Stripe)
Data from contact forms, enquiry submissions, or bookings
Cookies and analytics data (via tools like Webflow, Google Analytics, and Facebook Pixel)

We collect this information only when you voluntarily submit it or interact with our tools.

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3. Why We Collect It

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We collect your data to:

Respond to enquiries and communicate with you
Provide investment services and support
Deliver membership-based content and resources
Process payments and manage subscriptions
Improve our website experience and monitor site usage
Send occasional marketing emails (only with your consent)

We never sell or rent your data.

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4. Lawful Basis for Processing

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We process personal data on the basis of:

Consent – where you have opted in to receive marketing or communications
Contract – to provide the services you have requested
Legal obligation –where we are required to comply with the law
Legitimate interest– such as improving our services or marketing to existing clients

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5. How We Store It

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Your data is securely stored using reputable platforms such as Webflow, Stripe, and our email marketing tools.
These platforms follow GDPR-compliant security measures.

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6. International Data Transfers

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Some of our service providers are based outside the UK/EU.
In such cases, we ensure appropriate safeguards are in place — such as Standard Contractual Clauses — to protect your personal data in line with GDPR requirements.

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7. How Long We Keep It

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We keep your personal data only for as long as it’s necessary — either to provide you with services or to meet legal requirements.
You can request deletion of your data at any time.

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8. Marketing Preferences

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If you join our mailing list (such as the Observer Tier), you may receive insights, updates, or offers related to Caledonia Portfolio.

You can unsubscribe anytime via the link at the bottom of any email or by contacting us directly.

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9. Cookies & Analytics

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We use cookies and analytics tools (such as Webflow and Google Analytics) to improve website performance and understand user behaviour.
These tools collect non-identifiable data such as device type, page visits, and browser type.

You can disable cookies in your browser settings at any time.


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10. Third-Party Tools

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We use carefully selected third-party platforms to deliver our services:

Stripe – Secure payment processing
Webflow – Website hosting
Google Analytics & Meta Pixel – Site analysis
Mailer Lite (or similar) – Email communication

These tools are reviewed to ensure GDPR compliance. We do not authorise them to use your data for their own marketing.

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11. Data Breach Policy

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In the unlikely event of a data breach, we will notify affected individuals and the UK Information Commissioner’s Office (ICO) where legally required, and take immediate steps to minimise any impact.

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12. Your Rights

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Under UK and EU data protection laws, you have the right to:

Access the personal data we hold about you
Request corrections or updates to your information
Request deletion of your data
Object to data processing or withdraw consent
To exercise your rights, contact: privacy@caledonia-portfolio.co.uk

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13. Updates to This Policy

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We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, regulatory, or operational reasons.
Any updates will be posted on this page with a revised date.

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14. Contact Us

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For any questions or concerns about this policy or your data, please contact:

Caledonia Portfolio
Email: hello@caledoniaportfolio.com
Registered in Scotland
Registered Office Address: 1257 Shettleston Road, G32 7NG

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Caledonia Portfolio is a privately operated investment consultancy based in Scotland. We do not offer regulated financial advice. All information provided on this website is for educational and informational purposes only. Property investment carries risk and past performance is not indicative of future results. Clients are encouraged to seek independent legal and tax advice before entering into any investment arrangement. Caledonia Portfolio Builders - Companies House Number SC695027.