Privacy Policy

For people who contact us through our website

We use the personal data you have provided to us to respond to your queries when you contact us. Our legal basis for this processing is our legitimate interest in the administration and operation of our firm. If you become a client your personal data will become part of your file with us. If you do not become a client, we will delete your personal data within 12 months.

For people whose information we received from one of our clients

If you are an employee, contractor, customer, supplier or family member of one of our clients, we might receive and process personal data as part of our engagement with that particular client. That personal data may include your name, contact information, financial information such as salary or payments, and other information held by our client. We will only process your data in order to provide our accounting and tax services to our client. Our legal basis for this processing is our legitimate interest in fulfilling our professional and contractual obligations to our clients. We retain this information for a period of seven years due to our legal responsibility to retain books and records for this period.

Whom we share data with

We share your personal data with our IT service providers, including Relate Accounts Production and OneDrive, our cloud storage provider. These providers are not permitted to use this data, except on our behalf. We may share your personal data with advisors who are subject to the rules of confidentiality. We may also be obliged to provide access to your personal data to regulators, including our professional body.

We will not share your personal data with any other third party, unless we have a legal or professional duty to do so.