Website Privacy Notice
We respect your privacy and want to be clear about how we handle information about you.
What information may we collect about you?
We may collect personal data about you, including things like the following for example:
• Your contact details.
• Your date of birth.
• Where you work.
• Your wishes and criteria in respect of any matter we are helping you with.
• Financial information.
• Anti-Money Laundering documents
Usually we will have received this directly from you. However, it is possible we may also
receive personal data about you from others, such as from members of your family, another
party to a transaction you are engaged in or from your professional advisers.
How will we use the information?
Our use of such personal data is subject to data protection law.
We mainly use your personal data to provide you with information or services you have
requested. We may also use it for any other purpose for which you give your consent. For
example, we may send you additional information about us or our services, if you have
consented to us doing so.
We may also use it for other normal purposes connected with our work. For example we will
use your information to update our own business records, complete statutory returns, and
otherwise comply with our regulatory obligations.
Will we share information about you with anyone?
We take your privacy seriously. We will never sell your personal data to anyone, and we take
precautions to keep it secure.
It will sometimes be a normal and necessary part of our work to pass on information to third
• We may pass on information to others assisting with the work we do for you, such as
other professional advisers.
• We may be obliged to pass on information to the tax authorities in some
• We may need to pass on information to those who help collect outstanding accounts.
In addition, our business may be audited or checked by third parties such as those providing
professional services to us or with whom we are entering into business relationships. It is
sometimes inevitable that such third parties will see some information about you. Such third
parties are required to maintain confidentiality in relation to your information.
You have a right of access under data protection law to the personal data that we hold about
you. We seek to keep that personal data correct and up to date. You should let us know if
you believe the information we hold about you needs to be corrected or updated.
If you wish to make an access request please email the Data Protection Lead on
firstname.lastname@example.org or call 0115 9255100.
make of personal data we receive in the course of our work.
Data Protection in Respect of Money Laundering Checks
Any personal data we receive from you for the purposes of our money laundering checks will
be processed only for the purposes of preventing money laundering and terrorist financing,
or as otherwise permitted by law or with your express consent.
You consent to us retaining such data for longer than the five-year statutory period, unless
you tell us otherwise.
Data Protection – Your Obligations
If you send us personal data about anyone other than yourself you agree that you will ensure
you have any appropriate consents and notices in place to enable you to transfer that
personal data to us, and so that we may use it for the purposes for which you provide it to us.
We use a number of different cookies on our site. If you do not know what cookies are, or how to control or delete them, then we recommend you visit http://www.aboutcookies.org for detailed guidance.
The list below describe the cookies we use on this site and what we use them for. Currently we operate an ‘implied consent’ policy which means that we assume you are happy with this usage. If you are not happy, then you should either not use this site, or you should delete the cookies having visited the site, or you should browse the site using your browser’s anonymous usage setting (called “Incognito” in Chrome, “InPrivate” for Internet Explorer, “Private Browsing” in Firefox and Safari etc.)
First Party Cookies
These are cookies that are set by this website directly.
You can find out more about Google’s position on privacy as regards its analytics service at http://www.google.com/intl/en_uk/analytics/privacyoverview.html
WordPress: Our websites runs the popular WordPress CMS and cookies are used to store basic data on your interactions with WordPress, and whether you have logged into WordPress. We use a session cookie to remember your log-in for you if you are a registered user and we deem these as being strictly necessary to the working of the website. If these are disabled then various functionality on the site will be broken.
More information on session cookies and what they are used for at http://www.allaboutcookies.org/cookies/session-cookies-used-for.html
Third Party Cookies
These are cookies set on your machine by external websites whose services are used on this site. Cookies of this type are the sharing buttons across the site allow visitors to share content onto social networks. Cookies are currently set by LinkedIn, Twitter, Facebook, Google+ and Pinterest. In order to implement these buttons, and connect them to the relevant social networks and external sites, there are scripts from domains outside of our website. You should be aware that these sites are likely to be collecting information about what you are doing all around the internet, including on this website.
You should check the respective policies of each of these sites to see how exactly they use your information and to find out how to opt out, or delete, such information.