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Privacy Policy

F&A Accountants Limited respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, store and protect your personal information when you visit our website, contact us, submit an enquiry, request a consultation or use our accounting, tax, payroll, bookkeeping and business advisory services.

Please note

We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable UK data protection legislation.

Please read this Privacy Policy carefully to understand how and why we use your personal information.

01

Who We Are

F&A Accountants Limited is the data controller responsible for the personal data covered by this Privacy Policy.

F&A Accountants Limited
Office 230A Ceme Campus
Rainham
RM13 8EU
United Kingdom

For data protection purposes, F&A Accountants determines how and why your personal data is processed when you use our website or engage our services.

02

Information We Collect

Depending on how you interact with us, we may collect and process the following information:

  • Your name
  • Email address
  • Telephone number
  • Postal or business address
  • Business name
  • Your position or role within the business
  • Information about your business and its activities
  • Information provided through enquiry or consultation forms
  • Accounting, tax and financial information
  • Payroll and employment information where relevant to our services
  • VAT and Corporation Tax information
  • Information required to prepare accounts and tax returns
  • Information required for HMRC correspondence
  • Identification documents required for anti-money laundering checks
  • Bank and payment information where required to provide our services
  • Communications between you and F&A Accountants
  • Website usage information, including information collected through cookies and similar technologies

We only collect information that is reasonably necessary for the purposes described in this Privacy Policy.

03

How We Collect Your Information

We may collect personal information:

  • When you complete a form on our website
  • When you request a consultation or discovery call
  • When you contact us by telephone or email
  • When you become a client
  • When you provide information as part of our onboarding process
  • When you use our accounting, tax, payroll or advisory services
  • When you communicate with us about your business
  • From HMRC, Companies House or other authorities where permitted or required
  • From other professional advisers or third parties where you have authorised us to obtain information
  • Automatically through cookies and website technologies
04

How We Use Your Personal Data

We may use your personal data to:

  • Respond to your enquiries
  • Arrange consultations and discovery calls
  • Provide accounting and tax services
  • Prepare accounts and financial reports
  • Prepare and submit tax returns
  • Provide bookkeeping and payroll services
  • Assist with VAT and Corporation Tax matters
  • Communicate with HMRC and other relevant authorities on your behalf
  • Complete anti-money laundering and client identification checks
  • Manage our relationship with you
  • Process invoices and payments
  • Provide information about our services where legally permitted
  • Improve our website, services and customer experience
  • Maintain appropriate business and professional records
  • Protect our business against fraud and misuse
  • Comply with legal, regulatory and professional obligations
  • Establish, exercise or defend legal claims where necessary

We will not use your personal data for purposes that are incompatible with those described in this Privacy Policy unless we have a lawful basis to do so.

05

Our Lawful Bases for Processing

We only process personal data where there is a lawful basis for doing so.

Depending on the circumstances, this may include:

Contract

Where processing is necessary to provide services to you or to take steps at your request before entering into an agreement.

Legal obligation

Where we are required to process information to comply with legal, tax, regulatory or anti-money laundering obligations.

Legitimate interests

Where processing is necessary for our legitimate business or professional interests, provided those interests do not override your rights and freedoms.

Consent

Where we have asked for and received your consent for a specific use of your personal data. You may withdraw consent at any time where consent is the lawful basis for processing.

06

Accounting, Tax and Regulatory Information

As an accountancy firm, we may need to process information that is more detailed than the information normally collected through a website.

This may include:

  • Tax records
  • Financial statements
  • Payroll information
  • National Insurance information
  • Unique Taxpayer References
  • VAT information
  • Corporation Tax information
  • Bank and transaction information
  • Information relating to directors and shareholders
  • Information relating to employees
  • HMRC correspondence
  • Identification documents
  • Information required for anti-money laundering checks

We only process this information where it is necessary to provide our services, comply with our legal obligations or for another lawful purpose.

07

Anti-Money Laundering Checks

As an accountancy firm, we are required to comply with applicable UK anti-money laundering legislation.

This means we may need to verify your identity, business ownership and other relevant information before or during the provision of our services.

We may use appropriate electronic identity verification services and other legitimate sources to complete these checks.

Where the law requires us to report suspected money laundering or other financial crime to the relevant authorities, we may be legally required to do so. In certain circumstances, we may not be permitted to tell you that such a report has been made.

08

Who We May Share Your Information With

We may share personal data where necessary to provide our services, comply with legal obligations or operate our business.

This may include:

  • HM Revenue & Customs
  • Companies House
  • Government departments and regulatory authorities
  • Banks and financial institutions where necessary
  • Pension providers
  • Payroll providers
  • Accounting and tax software providers
  • Cloud storage and document management providers
  • IT, cybersecurity and technical service providers
  • Identity verification and anti-money laundering providers
  • Professional advisers
  • Legal advisers
  • Professional or regulatory bodies
  • Other third parties where you have authorised us to share information

We do not sell your personal data.

Where third-party service providers process personal data on our behalf, we take reasonable steps to ensure they maintain appropriate confidentiality, security and data protection standards.

09

Marketing Communications

Where permitted by law, we may contact existing clients about services, updates or information that may be relevant to their business.

For other marketing communications, we will rely on the appropriate lawful basis, including consent where required.

You can ask us to stop sending marketing communications at any time by contacting us or using the unsubscribe option included in the communication.

10

Website Cookies

Our website may use cookies and similar technologies to improve website functionality, understand how visitors use our website and improve our services.

Cookies may collect information such as:

  • Browser type
  • Device information
  • Pages visited
  • Website activity
  • Approximate location
  • Website performance information

Some cookies are necessary for the website to operate, while others may be used for analytics or other purposes.

Where required, we will request your consent before placing non-essential cookies on your device.

11

Third-Party Websites

Our website may contain links to third-party websites, including social media platforms, software providers and other external websites.

We are not responsible for the privacy practices, content or security of third-party websites.

We recommend reviewing the privacy policy of any third-party website before providing personal information.

12

Data Security

We take reasonable technical and organisational measures to protect personal data against:

  • Unauthorised access
  • Accidental loss
  • Unauthorised disclosure
  • Alteration
  • Destruction
  • Misuse

Access to personal information is limited to people who reasonably require it for legitimate business, professional or legal purposes.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

13

How Long We Keep Your Information

We retain personal data only for as long as reasonably necessary for the purposes for which it was collected.

The length of time we retain information depends on factors including:

  • The nature of the information
  • The services we provide
  • Our contractual relationship with you
  • Legal and regulatory requirements
  • Tax and accounting record-keeping obligations
  • Anti-money laundering requirements
  • Whether the information may be required to establish or defend a legal claim

When personal information is no longer required, we will securely delete, destroy or anonymise it where appropriate.

14

Your Data Protection Rights

Depending on the circumstances, you may have rights under UK data protection law, including:

  • The right to access personal data we hold about you
  • The right to request correction of inaccurate information
  • The right to request deletion of your personal data in certain circumstances
  • The right to request restriction of processing
  • The right to object to certain processing
  • The right to data portability where applicable
  • The right to withdraw consent where processing is based on consent

These rights are subject to certain legal conditions and exemptions.

If you wish to exercise any of your rights, please contact us using the details provided below.

15

International Transfers

Some of the technology and service providers we use may process or store information outside the United Kingdom.

Where personal data is transferred outside the UK, we will take appropriate steps to ensure that the transfer complies with applicable data protection legislation and that appropriate safeguards are in place where required.

16

Changes to Your Personal Information

It is important that the information we hold about you remains accurate and up to date.

Please contact us if your personal information changes or if you believe information we hold about you is inaccurate.

17

Complaints

If you have concerns about how we have handled your personal data, please contact us first so that we can investigate and respond to your concerns.

You also have the right to complain to the Information Commissioner’s Office (ICO), which is the UK’s supervisory authority for data protection.

Further information about the ICO and its complaint process is available through the ICO’s official website.

18

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legislation, regulatory requirements, our services or the way we process personal data.

The latest version will be published on this page with the relevant update date.

19

Contact Us

If you have any questions about this Privacy Policy, how we process your personal information or your data protection rights, please contact us:

F&A Accountants Limited
Office 230A Ceme Campus
Rainham
RM13 8EU
United Kingdom