Protecting Your Personal Information

Information We Collect

We collect only the information needed to deliver and improve our professional services, whether you engage us online, over the phone, or in person.

• Contact details such as your name, company, email, phone number, and postal address.
• Financial information required to provide accountancy, tax, or advisory services.
• Records of consultations, correspondence, and documents you upload or share with us.
• Website usage data collected through cookies and analytics (see our Cookie Policy).

How We Use Your Data

Your information is processed in accordance with UK GDPR. We use it to deliver agreed services, meet compliance requirements, and keep you informed.

• Providing accountancy, tax planning, compliance, and advisory services you request.
• Responding to enquiries, arranging consultations, and managing your client account.
• Meeting legal, regulatory, and professional obligations including ACCA and HMRC requirements.
• Sending service updates, regulatory alerts, and relevant insights (you can opt out any time).

Data Sharing & Storage

We only share your personal data when it is necessary, lawful, and proportionate to the work we carry out on your behalf.

• Trusted service partners such as secure cloud accounting platforms and IT providers, under strict confidentiality agreements.
• Regulators and authorities when we are legally obliged to do so (for example HMRC or law enforcement).
• Professional advisers, such as auditors or legal counsel, where disclosure is required to support your engagement.
• All client data is stored securely within the UK or EEA, with encryption used for both storage and transfer wherever practical.

How Long We Keep Your Data

Records are retained only for as long as necessary to meet contractual, legal, and regulatory obligations, after which they are securely deleted or anonymised.

Your Rights

You are in control of your personal data. Contact us at any time if you would like to exercise your rights under UK GDPR.

• Request access to the personal information we hold about you.
• Correct or update inaccurate or incomplete data.
• Request deletion where data is no longer required or withdraw consent where processing relies on it.
• Restrict or object to processing in specific circumstances, including direct marketing.
• Request that we transfer your data to another provider (data portability).