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<channel>
	<title>3Peaks Corporate Finance</title>
	<link>https://3peakscf.com</link>
	<description>3Peaks Corporate Finance</description>
	<pubDate>Thu, 28 Nov 2024 23:01:31 +0000</pubDate>
	<generator>https://3peakscf.com</generator>
	<language>en</language>
	
		
	<item>
		<title>blanc</title>
				
		<link>https://3peakscf.com/blanc</link>

		<pubDate>Thu, 28 Nov 2024 23:01:31 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

		<guid isPermaLink="true">https://3peakscf.com/blanc</guid>

		<description></description>
		
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	<item>
		<title>points</title>
				
		<link>https://3peakscf.com/points</link>

		<pubDate>Thu, 28 Nov 2024 11:13:38 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

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		<description>




	Our&#38;nbsp;
SpecialismWe are a founder-owned, specialist corporate finance boutique that provides M&#38;amp;A lead advisory, fundraising and strategic advice to a range of financial services institutions, including owner-managed businesses, FinTech firms, private equity and blue-chip corporates across the UK


	Our 
Clients
We support clients primarily in the financial services sector, with a particular focus on asset &#38;amp; wealth management and technology platforms. We have a proven track record of delivering transactions in these areas as evidenced by our credentials and client testimonials 


	Our 
Relationships

Our experience and credentials afford us deep and well-established connections across the UK financial services market, giving us exceptional access to strategics, private equity firms and venture capital houses





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	<item>
		<title>metrics</title>
				
		<link>https://3peakscf.com/metrics</link>

		<pubDate>Thu, 28 Nov 2024 11:13:39 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

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		<description>




	40+YEARS’ EXPERIENCE
	20+DEALS ADVISED
	£1bn+EV ADVISED




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	</item>
		
		
	<item>
		<title>contact</title>
				
		<link>https://3peakscf.com/contact</link>

		<pubDate>Thu, 28 Nov 2024 11:13:40 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

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		<description>

We would love to hear from you if you are thinking about selling your business, looking for capital to grow or would simply value an introductory conversation

	REACH OUT TO US&#38;nbsp;
</description>
		
	</item>
		
		
	<item>
		<title>the team</title>
				
		<link>https://3peakscf.com/the-team-1</link>

		<pubDate>Thu, 28 Nov 2024 11:13:43 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

		<guid isPermaLink="true">https://3peakscf.com/the-team-1</guid>

		<description>

	&#60;img width="800" height="800" width_o="800" height_o="800" data-src="https://freight.cargo.site/t/original/i/62a21f6808f4f65af28a8acac7a14644254ab1e7afa07022dae15c793dea6078/17011880539583.jpeg" data-mid="222568791" border="0"  src="https://freight.cargo.site/w/800/i/62a21f6808f4f65af28a8acac7a14644254ab1e7afa07022dae15c793dea6078/17011880539583.jpeg" /&#62;
︎&#38;nbsp;Andrew ClaymoreFounder
︎ Email

20 years of Financial Services experience at Standard Life plc, PwC, DC Advisory and 
3Peaks


25 years of M&#38;amp;A experience, including 10 years at Standard Life leading group corporate finance and a founder of 1825, Standard Life’s in-house financial planning firm
Chartered Accountant (ICAS)
French and German, Joint Honours at the University of St Andrews


	&#60;img width="800" height="800" width_o="800" height_o="800" data-src="https://freight.cargo.site/t/original/i/e1c68bc73c440f517276b1c783eadc6e158f09a46ac8167d4ff57b7638fb056a/1701188053958.jpeg" data-mid="222568787" border="0"  src="https://freight.cargo.site/w/800/i/e1c68bc73c440f517276b1c783eadc6e158f09a46ac8167d4ff57b7638fb056a/1701188053958.jpeg" /&#62;
︎&#38;nbsp;Charlie TuttleFounder

︎ Email

13 years of Financial Services experience at Deloitte, DC Advisory and 
3Peaks

10 years of M&#38;amp;A experience
Chartered Accountant (ICAEW)
 Economics, Honours at the University of Manchester



	&#60;img width="800" height="800" width_o="800" height_o="800" data-src="https://freight.cargo.site/t/original/i/330dc35c2468e608eec3aeda6c3700d806e56dc8579a415c099d9080463b747f/1711578876097.jpg" data-mid="222568790" border="0"  src="https://freight.cargo.site/w/800/i/330dc35c2468e608eec3aeda6c3700d806e56dc8579a415c099d9080463b747f/1711578876097.jpg" /&#62;


︎&#38;nbsp;Muhammad MoosaFounder
︎ Email

 13 years of Financial Services experience at Deloitte, DC Advisory and 
3Peaks

8 years of M&#38;amp;A experienceChartered Accountant (ICAEW)
Deloitte BrightStart School Leaver




</description>
		
	</item>
		
		
	<item>
		<title>values</title>
				
		<link>https://3peakscf.com/values</link>

		<pubDate>Thu, 28 Nov 2024 11:13:47 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

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		<description>




	Trust
Trust is the cornerstone of our business. We believe that building and maintaining the trust of our clients through integrity, transparency and openness is the bedrock of a successful long-term, collaborative relationship


	RespectWe treat every client and stakeholder with the highest degree of respect. We foster an environment where all ideas, thoughts, questions and feedback are welcome, leading to an open dialogue and a highly collaborative style


	Value
We place great value on the opportunity to be a trusted partner for our clients and, in turn, we are dedicated to creating value for our clients through our unwavering commitment to the delivery of their objectives





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	<item>
		<title>services</title>
				
		<link>https://3peakscf.com/services-1</link>

		<pubDate>Thu, 28 Nov 2024 11:13:52 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

		<guid isPermaLink="true">https://3peakscf.com/services-1</guid>

		<description>

	Financial Services Sector Focus
	Asset &#38;amp; wealth management
Technology platforms






	Sell-side M&#38;amp;A &#38;amp; Fundraising
	Advice on disposals and divestments
Equity fundraising
We focus our sell-side advice on creating competitive tension to maximise value and to optimise deal terms, as well as running efficient execution processes






a
	Buy-side M&#38;amp;A
	Advice on acquisitions and investments
Retained adviser role for strategic origination and execution mandates
We leverage our extensive experience, deep market relationships and deal management know-how to ensure our client is optimally positioned to succeed in a process




	Strategic Advice
	Inorganic strategy planning
Evaluation of exit options
Exit readiness and preparationCompany valuation analysis and independent, market-based, valuation opinions

We support our clients with the development of their inorganic strategy to enhance M&#38;amp;A readiness and to take advantage of growth opportunities as they arise



</description>
		
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	<item>
		<title>contact</title>
				
		<link>https://3peakscf.com/contact-1</link>

		<pubDate>Thu, 28 Nov 2024 11:13:53 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

		<guid isPermaLink="true">https://3peakscf.com/contact-1</guid>

		<description>
	REACH OUT TO US&#38;nbsp;
</description>
		
	</item>
		
		
	<item>
		<title>credentials all</title>
				
		<link>https://3peakscf.com/credentials-all</link>

		<pubDate>Thu, 28 Nov 2024 11:13:57 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

		<guid isPermaLink="true">https://3peakscf.com/credentials-all</guid>

		<description>
	Asset &#38;amp; wealth management



&#60;img width="900" height="600" width_o="900" height_o="600" data-src="https://freight.cargo.site/t/original/i/369bb9363f4f9b992370ee065f01a3df02810545419fd7906b4c55880862c25b/aegon-new.jpg" data-mid="228581039" border="0"  src="https://freight.cargo.site/w/900/i/369bb9363f4f9b992370ee065f01a3df02810545419fd7906b4c55880862c25b/aegon-new.jpg" /&#62;
&#60;img width="900" height="600" width_o="900" height_o="600" data-src="https://freight.cargo.site/t/original/i/d39556c48bbe58bf31afce54657dcda58ab5c4ed26331302b2dab07cc3612ff5/aegon-test3.jpg" data-mid="228581195" border="0"  src="https://freight.cargo.site/w/900/i/d39556c48bbe58bf31afce54657dcda58ab5c4ed26331302b2dab07cc3612ff5/aegon-test3.jpg" /&#62;


Announced &#124; February 2025Services &#124; Strategic adviceAdvised &#124; AegonNote &#124; Strategy workshop
	Asset &#38;amp; wealth management


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/77e8b0bf56a41085e5919aafba948252346e5c98ee20f52342238da36489891c/Lift_BM_W-animation.gif" data-mid="222569795" border="0"  src="https://freight.cargo.site/w/1000/i/77e8b0bf56a41085e5919aafba948252346e5c98ee20f52342238da36489891c/Lift_BM_W-animation.gif" /&#62;
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/19ad4dc59e3230aea4f80de1612ace021fb97c00344b552415de11006c1461d4/Testimonial_Lift.png" data-mid="222596940" border="0"  src="https://freight.cargo.site/w/1000/i/19ad4dc59e3230aea4f80de1612ace021fb97c00344b552415de11006c1461d4/Testimonial_Lift.png" /&#62;




Announced &#124; October 2024Services &#124; Sell-sideAdvised &#124; LIFT-Financial Group &#38;amp; LIFT-InvestEV &#124; £45M


	

Asset &#38;amp; wealth management




&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/659826228a6c96be27cd057a857ff0dbc08037167dfd8a8988f0e18adf2ed1ab/NW_aegon_B.png" data-mid="222568845" border="0"  src="https://freight.cargo.site/w/1000/i/659826228a6c96be27cd057a857ff0dbc08037167dfd8a8988f0e18adf2ed1ab/NW_aegon_B.png" /&#62;
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/0a295aa39ce68326598481587137d823b116a5210d2168939b048c45f1e1df3e/Testimonial_Aegon.png" data-mid="222596988" border="0"  src="https://freight.cargo.site/w/1000/i/0a295aa39ce68326598481587137d823b116a5210d2168939b048c45f1e1df3e/Testimonial_Aegon.png" /&#62;



Announced &#124; August 2023Services &#124; Buy-side
Advised &#124; Aegon UK
Note &#124; Transfer of Nationwide’s financial planning service




	Technology platforms


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/112083a9935839f291e0b236e9b04eb2f5da3141105ee17d0322f09896347660/moneyH_Phoenix_B.png" data-mid="222568842" border="0"  src="https://freight.cargo.site/w/1000/i/112083a9935839f291e0b236e9b04eb2f5da3141105ee17d0322f09896347660/moneyH_Phoenix_B.png" /&#62;
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/6131a64d845947fd5565eeb939abb15cc4ea65e407274a47366cd24699e62e6e/Testimonial_Moneyhub.png" data-mid="222586034" border="0"  src="https://freight.cargo.site/w/1000/i/6131a64d845947fd5565eeb939abb15cc4ea65e407274a47366cd24699e62e6e/Testimonial_Moneyhub.png" /&#62;




Announced &#124; December 2022Services &#124; Fundraising
Advised &#124; MoneyhubFunds Raised &#124; £15M


	Technology platforms


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/5f0b742837f302896ed8d14714a17c52fe1b8459d1b07fad994b254b726c23a6/moneyH_shawbrook_B.png" data-mid="222568846" border="0"  src="https://freight.cargo.site/w/1000/i/5f0b742837f302896ed8d14714a17c52fe1b8459d1b07fad994b254b726c23a6/moneyH_shawbrook_B.png" /&#62;
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/6131a64d845947fd5565eeb939abb15cc4ea65e407274a47366cd24699e62e6e/Testimonial_Moneyhub.png" data-mid="222586034" border="0"  src="https://freight.cargo.site/w/1000/i/6131a64d845947fd5565eeb939abb15cc4ea65e407274a47366cd24699e62e6e/Testimonial_Moneyhub.png" /&#62;







Announced &#124; October 2022

Services &#124; Fundraising
Advised &#124; MoneyhubFunds Raised &#124; £5M


	Technology platforms



&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/d77e22a0f6e131b0cc9fc553ae667a4986bdd132bbc7dcf34518a69922b487ee/moneyH_LG_B_animation.gif" data-mid="222568847" border="0"  src="https://freight.cargo.site/w/1000/i/d77e22a0f6e131b0cc9fc553ae667a4986bdd132bbc7dcf34518a69922b487ee/moneyH_LG_B_animation.gif" /&#62;
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/6131a64d845947fd5565eeb939abb15cc4ea65e407274a47366cd24699e62e6e/Testimonial_Moneyhub.png" data-mid="222586034" border="0"  src="https://freight.cargo.site/w/1000/i/6131a64d845947fd5565eeb939abb15cc4ea65e407274a47366cd24699e62e6e/Testimonial_Moneyhub.png" /&#62;





Announced &#124; October 2022Services &#124; Fundraising
Advised &#124; MoneyhubFunds Raised &#124; £35M




	

Technology platforms




&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/cc496189d03f6ca3cdae096437d396e52e8d942bfef0f50e87d7afcd5e3720d3/DP_FE_B.png" data-mid="222568848" border="0"  src="https://freight.cargo.site/w/1000/i/cc496189d03f6ca3cdae096437d396e52e8d942bfef0f50e87d7afcd5e3720d3/DP_FE_B.png" /&#62;
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/6e060b23f4f7615bb514f93650f294f6a121271ca443467a949b58a9b4acee70/Testimonial_FPE.png" data-mid="222585947" border="0"  src="https://freight.cargo.site/w/1000/i/6e060b23f4f7615bb514f93650f294f6a121271ca443467a949b58a9b4acee70/Testimonial_FPE.png" /&#62;




Announced &#124; July 2022Services &#124; Buy-side
Advised &#124; FPE Capital
	Asset &#38;amp; wealth management


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/f3573507974e3bc1232fb99a415429d529d26b74fb7ebe00e45e6ca64f913108/premier_isio_B.png" data-mid="222568849" border="0"  src="https://freight.cargo.site/w/1000/i/f3573507974e3bc1232fb99a415429d529d26b74fb7ebe00e45e6ca64f913108/premier_isio_B.png" /&#62;Announced &#124; September 2021Services &#124; Buy-side
Advised &#124; isio
	Asset &#38;amp; wealth management


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/b96334d3c95130837784f0629c67747c6074a819f2544cda6ee331b1884e476f/Lud_MW_B.png" data-mid="222568841" border="0"  src="https://freight.cargo.site/w/1000/i/b96334d3c95130837784f0629c67747c6074a819f2544cda6ee331b1884e476f/Lud_MW_B.png" /&#62;
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/85d9d9ba86e2be6ba767cf879d4a690ace377b1381fd9acfd28fe6092a8e18ec/Testimonial_Ludlow.png" data-mid="222585948" border="0"  src="https://freight.cargo.site/w/1000/i/85d9d9ba86e2be6ba767cf879d4a690ace377b1381fd9acfd28fe6092a8e18ec/Testimonial_Ludlow.png" /&#62;




Announced &#124; May 2021Services &#124; Sell-side
Advised &#124; Ludlow Wealth ManagementEV &#124; £43.5M




	Asset &#38;amp; wealth management

&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/41186ea3337898729c3b4bf16234a8c357b934127e45d5dcc003d8ecb17835a3/Fid_Nat_B.png" data-mid="222568839" border="0"  src="https://freight.cargo.site/w/1000/i/41186ea3337898729c3b4bf16234a8c357b934127e45d5dcc003d8ecb17835a3/Fid_Nat_B.png" /&#62;


Announced &#124; May 2021Services &#124; Fundraising
Advised &#124; Fidelius Group




	Asset &#38;amp; wealth management
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/3e5a64a0a36339ba3a9e92c71f80ff795401932ae27de72c15d7f3989bbe44e4/Fid_Pacific_B.png" data-mid="222568840" border="0"  src="https://freight.cargo.site/w/1000/i/3e5a64a0a36339ba3a9e92c71f80ff795401932ae27de72c15d7f3989bbe44e4/Fid_Pacific_B.png" /&#62;Announced &#124; June 2020Services &#124; Strategic advice
Advised &#124; Fidelius GroupNote &#124; 
Strategic
 alliance

	Asset &#38;amp; wealth management
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/043eb021ff024e3e42279415bea71ac340bdc476048321231b57b2eaaf94eb14/Now-Pen_Cardano_B.png" data-mid="222568850" border="0"  src="https://freight.cargo.site/w/1000/i/043eb021ff024e3e42279415bea71ac340bdc476048321231b57b2eaaf94eb14/Now-Pen_Cardano_B.png" /&#62;Announced &#124; February 2019Services &#124; Sell-side
Advised &#124; Now Pensions




	

Asset &#38;amp; wealth management / Technology platforms



&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/57e7bcd41fafc5dd0d258caf65bca01d364e211557e3c2bd22ca5ed51cba7725/Moola_JLT_B.png" data-mid="222568851" border="0"  src="https://freight.cargo.site/w/1000/i/57e7bcd41fafc5dd0d258caf65bca01d364e211557e3c2bd22ca5ed51cba7725/Moola_JLT_B.png" /&#62;

Announced &#124; July 2018Services &#124; Sell-side
Advised &#124; Moo.la


	Asset &#38;amp; wealth management
&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/884b7b9464f868d9f2ed9772251c106f917d3cd879f63269544a2684b620074b/BTPS_Federated_B_animation.gif" data-mid="222568852" border="0"  src="https://freight.cargo.site/w/1000/i/884b7b9464f868d9f2ed9772251c106f917d3cd879f63269544a2684b620074b/BTPS_Federated_B_animation.gif" /&#62;Announced &#124; April 2018Services &#124; Sell-side
Advised &#124; BT Pension Scheme
	Asset &#38;amp; wealth management

&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/5ca330d2f41cb3733b7999bd0b14f6415932b48972329553fcf2b59c1b04fc0b/ascot_bellpenny_B.png" data-mid="222568854" border="0"  src="https://freight.cargo.site/w/1000/i/5ca330d2f41cb3733b7999bd0b14f6415932b48972329553fcf2b59c1b04fc0b/ascot_bellpenny_B.png" /&#62;



Announced &#124; July 2017Services &#124; Sell-side
Advised &#124; Ascot Lloyd



	Asset &#38;amp; wealth management

&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/fb53dc0796b57ffec0ba0c2742e3aa9b581f82fbae0de8ee15437ef40d0ecf77/THESIS_Ventiga_B.png" data-mid="222568853" border="0"  src="https://freight.cargo.site/w/1000/i/fb53dc0796b57ffec0ba0c2742e3aa9b581f82fbae0de8ee15437ef40d0ecf77/THESIS_Ventiga_B.png" /&#62;



Announced &#124; June 2017Services &#124; Buy-side
Advised &#124; Ventinga Capital Partners
EV &#124; £47M




	Asset &#38;amp; wealth management / Technology platforms

&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/7196246435d8055f4a0fec15771429c4737afb6f847c5077c2f8344c6d83af93/BC_schroders_B.png" data-mid="222568858" border="0"  src="https://freight.cargo.site/w/1000/i/7196246435d8055f4a0fec15771429c4737afb6f847c5077c2f8344c6d83af93/BC_schroders_B.png" /&#62;



Announced &#124; November 2016Services &#124; Sell-side
Advised &#124; Benchmark Capital
	Asset &#38;amp; wealth management


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/b15b0d439d90a4367054979bcf473c0002551b17f7233708eda8082e878c4f29/Baigrie-davis_1825_B.png" data-mid="222568855" border="0"  src="https://freight.cargo.site/w/1000/i/b15b0d439d90a4367054979bcf473c0002551b17f7233708eda8082e878c4f29/Baigrie-davis_1825_B.png" /&#62;



Announced &#124; April 2016Services &#124; Buy-side
Advised &#124; 1825

	Asset &#38;amp; wealth management


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/edf4af95d41dfe50a0b6d622cd80072fb8c35113a10b58e58b2ce74c89c45cb8/munro_1825_B.png" data-mid="222568856" border="0"  src="https://freight.cargo.site/w/1000/i/edf4af95d41dfe50a0b6d622cd80072fb8c35113a10b58e58b2ce74c89c45cb8/munro_1825_B.png" /&#62;


Announced &#124; March 2016Services &#124; Buy-side
Advised &#124; 1825


	

Asset &#38;amp; wealth management


&#60;img width="3508" height="2338" width_o="3508" height_o="2338" data-src="https://freight.cargo.site/t/original/i/4f1f79797f515e7d7980cb172d907c9e2a0910b080944fc7a48be68062895b4e/PJ_1825_B.png" data-mid="222568857" border="0"  src="https://freight.cargo.site/w/1000/i/4f1f79797f515e7d7980cb172d907c9e2a0910b080944fc7a48be68062895b4e/PJ_1825_B.png" /&#62;


Announced &#124; February 2015Services &#124; Buy-side
Advised &#124; 1825



	

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		<title>privacy policy</title>
				
		<link>https://3peakscf.com/privacy-policy-1</link>

		<pubDate>Thu, 28 Nov 2024 11:16:12 +0000</pubDate>

		<dc:creator>3Peaks Corporate Finance</dc:creator>

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	Introduction3Peaks Corporate Finance LLP ("we", "us", or "our") is committed to protecting your privacy and ensuring that your personal data is handled safely and securely. This privacy policy outlines how we collect, use, and store personal data during the provision of our services. It explains your rights and the steps we take to protect your personal data in compliance with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Who We Are
Data Controller
3Peaks Corporate Finance LLP is the data controller responsible for your personal data. We determine the purposes and means of processing your personal data.If you have any questions about this policy or would like to exercise your data protection rights, please contact us using the details provided below.

Contact Detailsenquiries@3peakscf.comAddress
3Peaks Corporate Finance LLP

The Colony HQ
Altrincham Road
Wilmslow
Cheshire
SK9 4LYYou also have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK’s supervisory authority for data protection matters (www.ico.org.uk)

Information Commissioner's Office

Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF 
United Kingdom
Phone 0303 123 1113

Information We CollectIn the course of providing our corporate finance services, we may collect the following types of personal data:

Identity DataIncludes name, job title, company name, and professional identification details.

Contact DataIncludes email address, phone number, business address, and other contact details provided in relation to our services.

Professional and Financial DataIncludes business-related data such as company financial statements, corporate structures, and other information relevant to our activities.

We will only collect personal data that is necessary for the provision of our services and will not collect sensitive personal data (e.g., health or political opinions) unless explicitly required and with your consent.

How We Collect Your DataWe collect personal data through the following methods:

Direct interactionsWhen you provide us with your information directly by contacting us or engaging in our services. This includes information shared during initial consultations, meetings, and through email or phone correspondence.

Third-party sourcesWe may receive personal data from third parties such as business partners, contractors, or other entities with whom we engage in business relationships.
How We Use Your DataWe use your personal data for the following purposes:

To provide our corporate finance servicesThis includes processing transactions, providing advisory services, preparing financial reports, and other activities related to the services you have requested.

To manage our relationship with youThis includes keeping you informed about our services, handling payments, and communicating any changes to our terms or services.

To comply with legal obligationsThis includes ensuring that we meet regulatory requirements and fulfilling obligations under applicable laws.

The legal bases for processing your personal data are as follows:

Performance of a contractWe process personal data to provide services to you or to enter into a contract with you.

Legitimate interestWe process personal data where necessary for our legitimate interests, such as to improve our services or comply with legal obligations.

Sharing Your DataWe will not share your personal data with third parties, except in the following limited circumstances:

Service providersWe may share personal data with trusted third-party service providers who help us perform our services (e.g., legal advisors). These providers are obligated to protect your data and process it only as we instruct.

Legal requirementsWe may disclose your personal data if required by law or regulation, or to comply with legal processes.
We do not sell, rent, or trade your personal data with third parties for marketing purposes.

Data RetentionWe will retain your personal data for as long as necessary to fulfil the purposes for which it was collected, and to comply with our legal obligations. This may include keeping personal data for the period required by tax, accounting, or regulatory requirements (typically up to six years). We will securely delete or anonymise your data once it is no longer required for these purposes.

Your RightsUnder the UK GDPR and the Data Protection Act 2018, you have the following rights regarding your personal data:

Right to Access You can request a copy of the personal data we hold about you.

Right to RectificationYou can request correction of any inaccurate or incomplete personal data.

Right to ErasureYou can ask us to delete or remove your personal data, subject to certain legal exceptions.

Right to Restrict ProcessingYou can request the restriction of processing under certain circumstances.

Right to ObjectYou can object to the processing of your personal data in certain situations, including for direct marketing purposes.

Right to Data PortabilityYou can request a transfer of your personal data in a structured, commonly used, and machine-readable format.

If you wish to exercise any of these rights, please contact us using the contact details provided above.
Data SecurityWe implement appropriate technical and organisational measures to protect your personal data from unauthorised access, alteration, disclosure, or destruction. While we strive to use commercially acceptable means to protect your personal data, please note that no method of electronic transmission or storage is 100% secure.

Data Storage &#38;amp; TransfersWe store your personal data on secure cloud storage services provided by Microsoft OneDrive. The data is primarily stored on servers located within the European Economic Area (EEA). However, some data may be transferred to Microsoft's data centres outside the EEA, including in the United States.

Microsoft, as our data processor, complies with UK GDPR and the Data Protection Act 2018. To ensure that your personal data is protected when transferred internationally, Microsoft has implemented Standard Contractual Clauses (SCCs). These contractual measures ensure that any personal data transferred outside the UK/EEA is subject to adequate safeguards, as required by UK data protection law.
For further information on Microsoft's data protection practices, please refer to their privacy policy: Microsoft Privacy Statement.


Changes To This Privacy PolicyWe may update this privacy policy from time to time. Any changes will be posted on this page, with the updated policy reflecting the date of the last revision.
Contact UsIf you have any questions about this privacy policy, or if you wish to exercise your rights under data protection laws, please contact us at:

3Peaks Corporate Finance LLP
The Colony HQAltrincham RoadWilmslowCheshireSK9 4LY+44 (0) 1625 682 864
enquiries@3peakscf.com


This Privacy Policy was last updated on 02/12/2024.



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