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Privacy Policy
How we collect, use and protect your personal information when you use our website or become a client, and the rights you have under UK data protection law.
Who we are
Fixed Fee Accountant is a trading name of Financials Direct Ltd, a company registered in England and Wales (company number 07496275). Registered office: Landmark, 3 Brindley Place, Birmingham.
We are the controller of the personal information described in this policy. You can contact us about privacy at info@fixedfeeaccountant.com or on 020 3369 0738.
Information we collect
We only collect what we need to respond to you and to provide our services.
When you contact us or use a form
- Your name, email address and phone number
- Your business name and type, and how you work
- Anything you choose to tell us in a message
- The package or services you choose in our price builder
When you become a client
- Identity documents and proof of address, for anti-money laundering checks
- Tax references, such as your Unique Taxpayer Reference and National Insurance number
- Financial records, bank statements, invoices, payroll and pension information
- Information about directors, shareholders, partners, employees and family members where it's needed for your tax affairs
When you visit our website
- Technical information, such as your IP address, browser and device, which is processed by our website host and the services that deliver fonts and page features
How we use your information
| Purpose | Lawful basis |
|---|---|
| Responding to enquiries and preparing your quote | Legitimate interests, and steps taken at your request before entering a contract |
| Providing accountancy, tax and payroll services | Performance of our contract with you |
| Identity and anti-money laundering checks | Legal obligation |
| Keeping records required by law and our professional bodies | Legal obligation |
| Passing your contact details to an FCA-authorised insurance broker | Your consent, which you can withdraw at any time |
| Sending you deadline reminders and service updates as a client | Performance of our contract, and legitimate interests |
| Keeping our website secure and working properly | Legitimate interests |
International transfers
Some of our suppliers, such as Formspree and certain software providers, may process information outside the UK. Where they do, we rely on safeguards recognised under UK law, such as the International Data Transfer Agreement or the UK Addendum to the EU standard contractual clauses, or on UK adequacy regulations.
How long we keep it
| Information | How long we keep it |
|---|---|
| Enquiries that don't lead to an engagement | Up to 2 years from your last contact |
| Client records, accounts and tax working papers | 6 years after the end of the tax year or accounting period they relate to |
| Anti-money laundering records | 5 years after our business relationship ends, as required by law |
| Consent to share details with an insurance broker | Until you withdraw it |
Your rights
Under UK data protection law you have the right to:
- Ask for a copy of the information we hold about you
- Ask us to correct information that is wrong or incomplete
- Ask us to delete your information, where we no longer need it
- Ask us to restrict or stop using your information in some circumstances
- Object to our use of your information based on legitimate interests
- Ask for information you gave us to be sent to you or another organisation
- Withdraw your consent at any time, where we rely on it
To use any of these rights, email info@fixedfeeaccountant.com. We'll respond within one month. Some rights are limited where the law requires us to keep records, such as for anti-money laundering.
Keeping your information secure
We use access controls, encrypted connections and secure cloud software to protect your information, and our team is trained in confidentiality. No method of sending information over the internet is completely secure, so please avoid emailing highly sensitive documents unless we've agreed a secure method.
Complaints
If you're unhappy with how we've handled your information, please contact us first so we can put it right. You also have the right to complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113.
Changes to this policy
We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated.
Questions about this page?
Call 020 3369 0738 or email info@fixedfeeaccountant.com