Data Protection Privacy Notice

We collect and hold personal information relating to our clients. This includes information collected direct from the client, from their previous accountants and from HM Revenue & Customs. We will only request information about clients from relevant third parties after gaining client consent.

 

We use this personal data to:

•aid identification of our clients

•assess our client’s risk factor under Anti Money Laundering Legislation

•effectively service our clients as in the terms of our engagement. This includes the forwarding of all necessary information to HMRC and other regulatory bodies

•provide appropriate and relevant advice to our client; and

•assess any additional needs of our client

•ensure compliance by our client to all relevant legal and statutory obligations

 

All data held is relevant, secure and confidential. Data is only used for the purpose in which it was collected.

 

 

Third Party Usage of Your Data

 

We share client information with and provide client information to HM Revenue & Customs. We will always seek client approval before sharing information with any further third parties such as Banks, Landlords, Financial Advisors, other Financial Institutions, etc.

 

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Retention of Your Data

 

All Client Data will be securely stored for a minimum of 6 Years. Hard Copy data may be transferred to computerised storage. Computerised Data will be held securely by the firm until is deemed necessary.

 

After 6 years Hard Copy Data may be safely destroyed.

 

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Your Access to and Control Over Information

 

You are entitled to:

•See what data we have about you, if any.

•Change/correct any data we have about you.

•Have us delete any data we have about you.

•Express any concern you have about our use of your data.

 

We encourage you to speak with our Data Protection Officer if you have any concerns over security and the information we hold.