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Private Healthcare Advisory Group

Private practice should be
the best decision you ever made.

Stratum is a specialist consultancy that designs and optimises the business infrastructure behind private medical practice. We work with UK consultants to ensure that the systems supporting your clinical work — billing, patient pathways, governance, commercial structure — are built correctly, run efficiently, and positioned for sustainable growth. So you can be the doctor your patients need you to be.

50K+
UK consultants in our target market
30+
Years combined founding team experience
100%
CQC compliance record
5×
Revenue growth delivered in practice

Most consultants enter private practice
expecting freedom. What they find instead
is a second job they never applied for.

The billing platform that undercaptures. The compliance obligations that accumulate quietly. The insurer admin that eats into clinical time. The sense that the commercial side of the practice is never quite under control — and that someone, somewhere, probably knows how to fix it. These are not unique problems. They are the norm across UK private practice.

Across every engagement, we identify the same core inefficiencies: billing leakage, incomplete revenue capture, poorly designed patient pathways, administrative duplication, and governance structures that cannot support growth. None of these require exceptional circumstances — they arise naturally in practices that have grown without structural design.

Stratum's role is to analyse and redesign the business systems behind your clinical work — so that the practice runs correctly in the background, and you can focus entirely on your patients.

Billing leakage and incomplete revenue capture

Many consultants bill below their entitlement due to process gaps. The commercial structure of your practice should accurately reflect the value of the clinical expertise you provide.

Inefficient patient pathways

Poorly designed referral and patient flow processes create administrative burden for clinical and support staff, and reduce the quality of the patient experience.

Compliance and governance gaps

CMA fee transparency, GMC standards, CQC governance, GDPR — the regulatory framework is demanding and constantly evolving. Compliance should be built into every system, not managed as an afterthought.

Structures that cannot scale

Practices built on informal systems and undocumented processes cannot support growth, attract investment, or demonstrate the commercial strength their clinical quality deserves. Scalable foundations require deliberate design.

The STRATUM Engine®

The STRATUM Engine® is a structured, phase-gated methodology for the analysis, design, and optimisation of private medical practices. It operates in four tiers — each with defined scope, fixed pricing, and formal sign-off before progression. The methodology is designed to mirror the rigour clinicians apply to complex clinical problems: systematic assessment before intervention, measurable outcomes at every stage, and no phase begins until the prior one is complete.

S
Scan
Tier 1 — Diagnostic Assessment
T
Target
Tier 1 — Strategic Design
R
Rebuild
Tier 1 — Infrastructure Blueprint
A
Activate
Tier 2 — Implementation
T
Track
Tier 3 — Performance Monitoring
U
Uplift
Tier 3 — Scaling & Growth
M
Momentum
Tier 4 — Ongoing Oversight

Four tiers. One structured progression.
Each gate must be completed before the next begins.

The entry point for every new client is Tier 1. Progression through each subsequent tier is conditional on formal sign-off of the prior stage. Pricing is fixed and agreed before any work begins.

Tier 1
Diagnostic & Baseline
Scan · Target · Rebuild

A structured assessment of your practice across all commercial, operational, and compliance dimensions — culminating in a documented strategic roadmap.

Standalone

Entry point for all clients. No prior tier required.

Tier 2
Implementation
Activate

Managed delivery of the roadmap defined in Tier 1. Scope and fee are determined by the short and long-term recommendations identified during the diagnostic review.

Requires Tier 1

Cannot be accessed without prior completion of Tier 1.

Tier 3
Reporting & Analysis
Track · Uplift

Ongoing performance reporting, KPI analysis, and strategic review — identifying where further optimisation is available and providing the analytical foundation for informed decision-making.

Requires Tiers 1 & 2

Accessible only upon completion of both Tier 1 and Tier 2.

Tier 4
Momentum
Monitor & Protect

Continuous monthly oversight of practice performance — revenue protection, KPI monitoring, insurer support, and an annual strategic review. A fixed monthly retainer.

Requires at least Tier 1

Accessible after Tier 1 alone, or following completion of any prior tiers. 12-month contract.

Tier 1: standalone · Tier 2: requires Tier 1 · Tier 3: requires Tiers 1 & 2 · Tier 4: requires at least Tier 1

Which tiers apply to your situation.

Entry point and progression path depend on your practice stage. All clients begin at Tier 1 — the pathway beyond that reflects your specific situation and the findings of the diagnostic.

Client Profile Tier 1
S·T·R
Tier 2
A
Tier 3
T·U
Tier 4
M
New Consultants
Established Consultants
Successful Practices
Diagnostic Only

✔ included in standard pathway · — not applicable to this client profile · All pathways subject to diagnostic assessment findings

Consultants at every stage
of private practice development.

??

New to Private Practice

Transitioning from NHS is one of the most commercially complex career moves a consultant can make. Most make expensive structural mistakes in year one that take years to unpick. We build the foundations correctly from the start — billing infrastructure, patient pathway design, compliance frameworks, commercial structure — so you don't have to.

  • Practice set-up and commercial structure
  • Pricing strategy and CMA compliance
  • Insurer registration and fee negotiation
  • Digital presence and patient acquisition
  • Financial systems and reporting framework
??

Established and Optimising

Your practice is running — but revenue feels lower than it should be, the compliance picture isn't quite clean, or the operational side never feels fully under control. We diagnose exactly what's underperforming and design the systems to fix it. Most clients in this category are leaving measurable revenue on the table without knowing it.

  • Revenue leakage and underbilling audit
  • Workflow and capacity optimisation
  • CQC and regulatory compliance review
  • Team structure and performance management
  • Brand and referral pathway development
??️

Scaling and Growing

You've built something valuable. Now you want to grow it further — associates, multiple sites, institutional investment — or continue scaling on a stronger commercial and operational foundation. We build the documented systems, governance structures, and financial clarity that make sustainable growth possible.

  • Multi-site and associate expansion planning
  • EBITDA normalisation and financial clarity
  • Investor readiness and due diligence support
  • Strategic growth planning and commercial roadmap
  • Governance and compliance infrastructure for scale

We've sat in
your chair.
That changes everything.

Most healthcare advisory firms are built by management consultants who have studied private practice. Stratum was built by operators who have managed it from the inside — hiring clinical teams, leading CQC inspections, negotiating insurer contracts, building financial models for strategic growth decisions. When we identify a problem in your practice, it's because we've seen it before, in a practice we were responsible for. That's not background. That's the foundation of every recommendation we make.

01

Operational experience, not theoretical knowledge

Our founding team has worked inside private healthcare operations — managing patient journeys, leading CQC inspections, negotiating insurer contracts, and building financial structures. Every recommendation we make is grounded in direct experience of the problems we are solving.

02

Fixed pricing. No percentage of your revenue.

We never charge a percentage of your revenue. Our fees are fixed — so when your practice grows, you benefit entirely. Every improvement we identify and implement goes directly to your bottom line, not ours.

03

Regulatory expertise integrated throughout

CQC, CMA, GMC, GDPR — our team holds active compliance expertise across the full regulatory framework relevant to UK private practice. We design compliance into every system we build, rather than treating it as a separate concern.

04

Selective engagement

We only accept engagements where we are confident we can identify and address meaningful operational or commercial inefficiencies. If, following the diagnostic, we do not believe we can add genuine value, we will say so clearly.

05

One relationship. The complete picture.

Practice structure and commercial strategy, patient pathway design, pricing and revenue integrity, insurer engagement, administrative and governance frameworks, and growth planning — delivered as a single, integrated service. One point of accountability across every dimension of your practice business.

UK private practice is expanding.
The demand for structured advisory support is significant.

50K
Medical consultants across the UK
60%
Of consultants currently in private practice
13%
Of GP consultations now private, up from 3% in 2009
£300K
Average annual private income for high-earning consultants

Begin with a structured
diagnostic conversation.

Our initial discovery consultation is exploratory and provided at no cost where services are subsequently procured. We will ask structured questions about your practice, identify where we believe we can add meaningful value, and give you an honest assessment of whether Stratum is the right partner for your situation.

Initial consultation provided at no cost where services are subsequently procured.

Built by operators.
Not consultants.

Stratum was founded by three professionals who have spent their careers inside private healthcare — not advising from the outside, but operating from within. Between them, the founding team has managed multi-site practices, led CQC inspections, negotiated insurer contracts, built financial models for strategic growth decisions, and developed the operational infrastructure that supports sustainable scale. The advisory work we do is grounded in that operational history — not borrowed from a textbook.

Our Founding Belief
The difference between a practice that thrives and one that merely survives is almost never clinical. It is commercial, operational, and structural — and it is entirely fixable.

Our vision and mission.
What we're here to do, and how we do it.

Our Vision

To be the partner of choice for medical consultants across the UK.

We work collaboratively and provide evidence-based, structured practice management, commercial strategy, and financial oversight to enable sustainable, high-performing private practices.

V
Our Mission

To work in close partnership with medical consultants — empathetic, holistic, and evidence-based.

We support the launch, scale, and optimisation of private clinics to enhance patient experience and profitability, while reducing operational burden so clinicians can focus fully on delivering exceptional care.

M

We built Stratum because we have seen what happens when brilliant clinicians are left to navigate commercial complexity alone. The practice suffers. The clinician suffers. The patients suffer. That is not good enough — and none of it is inevitable.

Primary
Your partner in operational excellence.

We sit alongside you throughout the life of your practice — not as an external advisor who appears when called, but as an integrated operational partner embedded in how your practice performs.

Secondary
Built by operators, not just consultants.

The Stratum founding team has managed private medical practices from the inside. The recommendations we make are grounded in direct operational experience — not theoretical frameworks.

Tertiary
Structured for sustainable growth and compliance.

Every system we design is built to withstand regulatory scrutiny, support commercial growth, and retain its value over time. Compliance and governance are embedded from the outset — not retrofitted.

Five principles.
Applied to every engagement.

These are not aspirational statements. They are the practical standards against which every engagement is designed and delivered — and the commitments we make to every client from day one.

01

Clinician-First Philosophy

Your practice should support your career, not overwhelm it. The fragmented model — where a consultant must coordinate between a virtual secretary, a billing platform, a compliance advisor, and a separate accountant — creates gaps in oversight and diffuses accountability. Stratum provides a single, integrated service across every dimension of your practice business, so you can direct your full attention to clinical work.

02

Sustainable Development

We build robust practices designed to thrive for years — not quick fixes that degrade under pressure. Our focus is on governance frameworks, structured financial reporting, and scalable operational systems that retain their value through growth, regulatory scrutiny, and over time.

03

One Trusted Partner

Strategy, operations, and growth delivered as one cohesive service. No two practices are the same — but every practice deserves a single point of accountability that understands the full picture. We do not hand off, refer out, or compartmentalise.

04

Tailored Approach

Every consultant and practice is unique. We use frameworks, not templates. A dermatologist building a solo practice has fundamentally different needs from a spinal surgeon scaling a multi-site operation. Every engagement begins with a genuine diagnostic before any recommendation is made.

05

Patient Experience Drives Success

Excellent patient journeys build trust, referrals, and long-term growth. A well-designed patient pathway — from first contact through to results and follow-up — produces better clinical outcomes, stronger referral patterns, and a more sustainable practice reputation.

How an engagement
is structured in practice.

Engagements are defined by clear scope, documented deliverables, and fixed pricing agreed before work begins. We do not operate on open-ended retainers without defined outputs.

Every engagement begins with a diagnostic. Implementation work is scoped only after findings have been reviewed and agreed.

📋

Diagnostic review first

Before any recommendations are made, we conduct a structured review of your practice — covering commercial structure, operational workflow, patient pathways, billing processes, and governance frameworks.

🎯

Agreed scope before implementation begins

Every engagement is defined — scope, deliverables, timeline, and fixed pricing — before any implementation work starts. There are no open-ended commitments or undefined engagements.

📊

Defined performance measures

Progress is tracked against specific, agreed metrics — revenue integrity, compliance status, patient pathway efficiency, and practice capacity. These are documented at the outset and reviewed throughout.

🤝

Engagement duration matched to need

Some practices require a focused 90-day intervention. Others benefit from ongoing strategic oversight as their practice grows in complexity. Both are accommodated within our engagement models.

Built by operators.
Three disciplines. One unified service.

Stratum was founded by three senior professionals who have spent their careers inside private healthcare — not advising from the outside, but managing it from within. Between them: multi-site practice operations, commercial and financial strategy, and CQC governance leadership. What they bring collectively is something no generalist advisory firm can replicate.

30+
Years inside private healthcare
5,000+
Private patients managed annually
100%
CQC compliance record
5×
Regulated industries navigated
3
MBAs — all with Distinction

The business systems that support private medical practice.

Practice Operations

Practice structure and commercial strategy, patient pathway design, operational workflow, administrative frameworks, and insurer engagement. Our operations lead managed over 5,000 patients per year across a multi-site practice — this experience directly informs every operational recommendation we make.

Commercial & Financial Strategy

Pricing strategy and revenue integrity, service mix, financial planning, contract negotiation, and exit readiness. Our commercial lead has worked across industries and sectors, including preparing businesses for private equity investment. We understand that success comes from strategy and competitive advantage — and he has been on both sides of that process.

Clinical Governance & Compliance

CQC governance, GMC standards, CMA fee transparency, GDPR, and ICO registration. Our governance lead has achieved 100% compliance across CQC inspections in live practice settings and has overseen 200% capacity increases without compromising regulatory or quality standards. Compliance is designed into our systems, not added afterwards.

The people behind the practice.

MBA (Distinction) · Operations & Practice Strategy

For eight years, Nicoleta ran a busy multi-site private practice from the inside — managing over 5,000 patients per year and delivering consistent year-on-year revenue growth while keeping operating costs tightly controlled. She has built the systems, hired the teams, designed the referral pathways, and created the financial structures that Stratum now helps other practices put in place. For consultants who want to know whether the person advising them has actually done what they're describing: Nicoleta has. That's the difference.

Areas of Expertise
Private Practice Operations Revenue Growth Patient Journey Design Insurer Relations Team Leadership GDPR & GMC Compliance Dermatology
MBA (High Distinction) · Commercial & Financial Strategy

Nicholas has spent 15 years in senior commercial and financial roles across industries and sectors. He has worked on preparing businesses for private equity investment, built financial models for strategic decisions, and led the commercial remediation of underperforming organisations. For practices looking to scale, attract investment, or achieve sustained commercial growth — Nicholas understands that success comes from strategy and competitive advantage, because he has been on both sides of that process.

Areas of Expertise
Commercial Strategy & Growth Financial Modelling Contract Negotiation Commercial Strategy FP&A & Forecasting Risk & Governance IFRS Compliance
MBA (Distinction) · Clinical Governance & Operational Scaling

Maria has over a decade of experience in private healthcare operations, progressing from medical secretary to Operations Manager, giving her a practical understanding of how private practices operate day-to-day. She has led CQC compliance programmes, managed ICO registrations and GDPR responsibilities, and designed complaints procedures and governance frameworks. Maria has overseen 200% capacity growth, implemented EHR systems, integrated AI tools for clinical letters, and developed AI governance. For consultants concerned about regulation, patient experience, or scaling — she knows exactly where things go wrong.

Areas of Expertise
CQC Lead Clinical Compliance Operational Scaling EHR Implementation PRINCE2 Project Management Patient Experience GDPR & ICO
We built Stratum because no existing advisory offering combined genuine operational experience in private healthcare with the commercial and financial rigour that private practices actually require.

Our recommendations are grounded in direct operational experience — not academic analysis or desk-based research. We understand the clinical pressures, regulatory complexity, and commercial realities of UK private medicine because we have worked inside them. That is the foundation on which every engagement is built.

What it looks like
when a practice truly works.

The following reflects the direct experience of senior medical consultants who have worked with members of the Stratum founding team. Real practices. Real problems. Measurable outcomes — not promises.

We understand the hesitation. Handing over any part of a practice you've built takes trust. These outcomes are why that trust, once placed, is consistently justified.

Why a consultant resists outside help —
and what changes their mind.

"I've built this practice myself. I know how it works. Why would I engage someone who has never operated in this environment?" This is a reasonable question. The answer matters — and we take it seriously.

The research underpinning the STRATUM methodology consistently identified the same pattern: consultants with the most experience in private practice often have the most to gain from structured operational review — precisely because they have managed the complexity themselves, absorbing its costs without fully accounting for them.

Medical training produces professionals who are capable of managing significant complexity. Private practice then requires those same professionals to manage billing processes, compliance obligations, insurer negotiations, administrative systems, and financial reporting — simultaneously with running a full clinical caseload. Most manage. Few would describe the result as optimal.

The cost of managing without structural support is real and measurable: time redirected from clinical work, revenue not fully captured, compliance risk that accumulates gradually, and operational systems that constrain rather than enable growth. Identifying and addressing these inefficiencies is what Stratum does.

On time investment

"I don't have time to bring someone up to speed on how my practice works." In most cases, this reflects an important reality: the operational knowledge of the practice is held informally, not documented. That is itself a structural risk — and typically the first issue our diagnostic identifies.

What shifts the assessment

For most consultants, it is a peer reference. A colleague reporting a specific, measurable outcome — revenue recovered, a compliance issue resolved, a pathway redesigned — carries more weight than any marketing material. We rely on that credibility, which is why we are selective about the engagements we accept.

On evidence

Consultants are scientifically trained and analytically rigorous. They require evidence, not assertion. This is why every engagement begins with a diagnostic that produces documented, specific findings — before any implementation work is proposed or scoped.

On control

Stratum does not take control of a practice — it designs the systems through which the consultant exercises more effective control. When operational infrastructure functions correctly, the clinician has more time, more clarity, and more capacity to direct the practice on their own terms.

The STRATUM methodology was developed through structured analysis of the UK private practice advisory market — including comparison with the more established US Management Services Organisation model — and direct operational experience across multiple practice settings and specialties. The methodology was developed to postgraduate academic standard and is continuously refined through active client engagements.

The honest conversation we always offer

We understand the hesitation. We were, in different ways, on the other side of it ourselves. Our operations lead spent eight years inside a private practice before she helped build Stratum. She knows exactly what it feels like to carry the operational weight of a busy clinical service. That is not background — it is the foundation of everything we do. If you are not sure whether Stratum is right for your practice, the most useful thing we can do is have an honest conversation. No pitch. No pressure. Just a clear-eyed assessment of whether we can genuinely help.

In their own words.
From the consultants who know.

The following reflections come from senior medical consultants who have worked directly with members of the Stratum founding team in a private practice setting.

Patient Pathway & Clinical Coordination
"It is so valuable to have a practice manager who excels at building excellent links to referring clinicians and to other consultants. In practice what this means is that when a diagnosis is made, as soon as the results arrive — even before the patient is seen for follow-up — we are able to plan a pathway with ongoing clinicians for their continued care. We carry this out with full patient confidentiality maintained throughout. We then see the patient early and, alongside giving them a serious diagnosis, we are immediately able to reassure them that a clear pathway is already in place — including dates and availability of specialist consultants for their ongoing care. This greatly reduces patient stress, and clinician stress too, because there is no uncertainty about how quickly ongoing care can be arranged."
Senior Medical Consultant UK Private Practice
Operational Excellence & Clinical Focus
"I focus entirely on seeing my patients and delivering the best possible care. All the back-office work required before a patient sees me — and everything that follows — is carried out so smoothly and efficiently that I never even think about it. I always feel assured that my patients are being looked after safely, because clinical results and findings are so systematised that they reach me reliably and promptly. There is also a system in place for booking follow-ups at the time of a procedure or test, so that results are always conveyed to the patient in a timely and appropriate manner. That peace of mind is genuinely priceless."
Senior Medical Consultant UK Private Practice
Professional References — Highlights
Operations Leadership · Private Medical Practice

"She has had an excellent track record looking after the practice — responding quickly and efficiently to patient issues, dealing with results promptly, and managing large numbers of complex patient scheduling matters. She is extremely honest, reliable and trustworthy, has the highest level of probity and integrity, and has lots of common sense paired with a genuine eagerness to learn and develop. She is more than capable of managing large and complex teams and I cannot praise her highly enough."

Consultant Physician, FRCP PhD Senior Medical Referee, UK Private Practice
Practice Management · Consultant Surgical Practice

"She has a mindset that demonstrates she does not just work as a practice manager, but that she is in fact an integral part of the business — and she very much believes that the better she performs her role, the better the overall practice will run. This is a highly valued, although rare, mindset in any business. Her self-autonomy and confidence to take independent decisions is highly appreciated. Her suggestions are always very sensibly thought out and demonstrate a mature professional approach. I have no hesitation in supporting her."

Consultant Surgeon, FRCS Senior Medical Referee, UK Private Practice

What structured operational design
delivers across a practice.

01

Improved patient experience

When patient pathways are correctly designed, patients receive clear communication, timely results, and well-coordinated onward care. This reduces patient anxiety, strengthens the clinical relationship, and generates referral patterns that sustain practice growth without active marketing.

02

Reduced administrative burden on the clinician

When results systems, follow-up processes, insurer administration, and billing are correctly structured, the operational background of the practice becomes invisible to the consultant. Clinical time and attention is directed entirely to patients — not to administrative complexity.

03

Increased and sustained practice value

A practice with documented systems, clean compliance records, and structured financial reporting is worth significantly more than one of equivalent clinical quality but informal operational design. These characteristics determine scalability, investability, and long-term commercial value.

Your practice could be
the next success story.

Begin with a free, no-obligation discovery conversation. We'll listen, ask the right questions, and give you an honest view of what Stratum could do for your practice — no pressure, no templates, no guesswork.

Start

Initial consultation provided at no cost where services are subsequently procured.

Get In Touch

Let’s have an
honest conversation.

No pitch. No pressure. Just a clear-eyed discussion about your practice and whether Stratum can genuinely help. We only take on clients where we know we can create meaningful value.

Why reach out

A conversation costs nothing.
The right one changes everything.

Our initial discovery consultation is provided at no cost where services are subsequently procured. It is genuinely exploratory — we want to understand your practice before we say anything about how we might help.

We are selective about who we work with. If we do not think we can add meaningful value, we will tell you honestly. If we can, we will show you exactly how.

🔬

Starting a private practice

Transitioning from NHS or launching your first private clinic and want to get the foundations right from day one.

📈

Optimising an existing practice

Already in private practice but know there are inefficiencies, compliance gaps, or revenue being left on the table.

🏛️

Scaling and growing

A successful practice looking to expand, attract investment, or build the operational and commercial foundations that support sustained growth.

Discovery Process

What happens when you get in touch

Simple, transparent, and entirely without obligation.

01
You reach out

Email us at the address below. Tell us a little about your practice and what you are looking to achieve.

02
We arrange a discovery conversation

A relaxed, confidential 30–45 minute call to understand your situation fully before we say anything about how we can help.

03
We give you an honest assessment

We will tell you clearly whether and how Stratum can add value — and if we are not the right fit, we will say so.

04
You decide

No pressure, no follow-up campaign. If you want to proceed, we agree scope and pricing together before anything begins.

Email us
start@stratum-consulting.co.uk

We aim to respond within one business day.

Follow us
LinkedIn
Our Promise

What you can always
expect from Stratum.

Complete honesty

We will never take on work where we cannot genuinely add value. If we are not the right partner, we will tell you — and point you in the right direction where we can.

Full confidentiality

Everything discussed in a discovery conversation is entirely confidential. Your practice information, finances, and clinical context will never be shared.

No obligation

The initial consultation carries no commitment on either side. We do not follow up with unsolicited contact. You are in control of every next step.

Legal

Privacy Policy

How Stratum Private Healthcare Advisory Group collects, uses, and protects your personal information.

Last updated: March 2026  ·  Version: 1.1

1. Who We Are

Stratum Private Healthcare Advisory Group ("Stratum", "we", "us", "our") is a private healthcare advisory consultancy registered in England and Wales. Our contact details are:

Email: start@stratum-consulting.co.uk
Website: stratum-consulting.co.uk
LinkedIn: Stratum Private Healthcare Advisory Group

We are the data controller for the personal information we collect through this website and in connection with our services. If you have any questions about this Privacy Policy or how we handle your data, please contact us at the email address above.

2. What Information We Collect

We may collect the following categories of personal information:

  • Contact information — name, email address, telephone number, and any other details you provide when you contact us.
  • Professional information — your medical specialty, practice details, and other information you share during a discovery consultation or engagement.
  • Website usage data — technical data such as your IP address, browser type, pages visited, and time spent on this website (collected via cookies where you have consented).
  • Communications — records of emails, messages, and other correspondence between us.

We do not collect sensitive personal data (such as health data about you personally) unless you provide it voluntarily in the context of a consultation.

3. How We Use Your Information

We use your personal information for the following purposes:

  • To respond to your enquiries — when you contact us via email or otherwise, we use your information to respond and manage our relationship with you.
  • To provide our services — if you engage Stratum, we use your professional and contact information to deliver advisory, operational, and consultancy services.
  • To improve our website — we use aggregated, anonymised analytics data to understand how our website is used and make improvements.
  • To comply with legal obligations — we may process your information where required by law or regulation.

4. Legal Basis for Processing

We process your personal information on the following legal bases under UK GDPR:

  • Legitimate interests — responding to enquiries, managing client relationships, and improving our services.
  • Contract performance — processing necessary to deliver our contracted services to you.
  • Legal obligation — where we are required to process data by law.
  • Consent — for non-essential cookies, where you have provided explicit consent via our cookie banner.

5. Cookies and Similar Technologies

This website uses cookies in accordance with the Privacy and Electronic Communications Regulations (PECR) and UK GDPR. Cookies are small text files stored on your device when you visit a website.

5.1 Categories of cookies we use

Essential cookies are strictly necessary for this website to function. They do not collect personal data and do not require your consent under PECR. They cannot be disabled through our cookie settings.

Analytics cookies help us understand how visitors interact with this website so we can improve it. These cookies collect information in an aggregated, anonymised form. We only place analytics cookies with your explicit prior consent.

We do not use advertising, tracking, or social media cookies.

5.2 Cookie details

Cookie name Type Purpose Duration
stratumCookieConsent Essential Stores your cookie consent preference so we do not show the banner on subsequent visits. 12 months
_ga, _ga_* Analytics Google Analytics — used to distinguish users and track aggregated session data. Only placed with your consent. Up to 2 years

5.3 Managing your cookie preferences

When you first visit this website, a cookie consent banner will ask for your preferences. You may choose to accept all cookies, essential cookies only, or reject optional cookies. You can change your preferences at any time using the Cookie Settings link in the footer of every page.

You may also control cookies directly through your browser settings. For guidance on how to manage cookies in your browser, visit ico.org.uk/for-the-public/online/cookies. Note that disabling certain cookies may affect the functionality of this website.

6. How Long We Keep Your Data

We retain your personal information for as long as is necessary for the purpose for which it was collected, and in accordance with our legal obligations. For enquiry and contact data, this is typically no longer than three years from last contact unless an engagement is in progress. Engagement-related data is retained for the duration of the engagement and for seven years thereafter in accordance with our professional obligations.

7. Who We Share Your Data With

We do not sell, rent, or trade your personal information. We may share it with:

  • Service providers — third-party suppliers who support our operations (such as email or document management providers), bound by appropriate data processing agreements.
  • Professional advisors — such as legal or accounting advisors where necessary.
  • Regulatory bodies — where we are legally required to disclose information.

We do not transfer your data outside the UK or EEA without appropriate safeguards in place.

8. Your Rights

Under UK GDPR, you have the following rights in respect of your personal data:

  • Right of access — to request a copy of the personal information we hold about you.
  • Right to rectification — to request correction of inaccurate or incomplete data.
  • Right to erasure — to request deletion of your data in certain circumstances.
  • Right to restriction — to request that we restrict processing of your data.
  • Right to object — to object to processing based on legitimate interests.
  • Right to portability — to receive your data in a structured, commonly used format.
  • Right to withdraw consent — where processing is based on consent, you may withdraw it at any time.

To exercise any of these rights, please contact us at start@stratum-consulting.co.uk. We will respond within one calendar month.

9. Security

We take reasonable technical and organisational measures to protect your personal information from unauthorised access, loss, or disclosure. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Complaints

If you have concerns about how we handle your personal information, please contact us in the first instance at start@stratum-consulting.co.uk. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any material changes will be reflected in the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

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