Privacy Policy

Privacy & Data Protection

Your information is handled with discretion, security and professional care.

Regulated & Trusted

I am a sole practitioner regulated by the Institute of Chartered Accountants in England and Wales (ICAEW). I comply with UK GDPR, ICAEW’s Code of Ethics and Practice Assurance standards and anti-money laundering regulations.

How Your Information Is Used

Your data is used solely to deliver accountancy and tax services — including accounts preparation, tax returns, VAT, payroll and communication with HMRC. Your information is never sold or used for third-party marketing.

Secure Cloud Technology

I use secure, cloud-based systems including Xero. Data is encrypted, access-restricted and protected by industry-standard authentication controls.

Data Retention & Your Rights

Records are typically retained for a minimum of six years in line with HMRC and professional guidance. You have the right to access, correct or request deletion of your data (where legally permitted).