Privacy Policy
Last updated: October 2025
1. Introduction
This Privacy Policy explains how Bantock and Finch Chartered Certified Accountants (“we”, “our”, “us”) collects, uses, and protects your personal information. We are committed to safeguarding your privacy in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
By using our services or visiting our website, you agree to this policy.
2. Who We Are
Bantock and Finch Chartered Certified Accountants provides professional accountancy services, including annual accounts, bookkeeping, payroll, VAT returns, and tax returns for clients across the UK.
Email: enquiries@bantockandfinch.co.uk
Telephone: 01902 293470
We are the data controller for the personal information we collect.
3. What Information We Collect
We may collect and process the following types of personal information:
- Personal details – name, address, email address, phone number, date of birth.
- Financial information – bank details, payroll records, tax information, accounting data.
- Business information – company name, registration number, VAT number.
- Identification data – copies of identification documents required for anti-money laundering checks.
- Website data – technical details such as IP address, browser type, and cookies (if applicable).
4. How We Use Your Information
We use your personal data to:
- Provide accounting, bookkeeping, payroll, VAT, and tax services.
- Prepare and file statutory accounts and tax returns.
- Communicate with you regarding services, billing, and support.
- Meet our legal and regulatory obligations (including HMRC compliance).
- Maintain internal records and improve our services.
We process your information only where we have a lawful basis, such as to perform a contract, comply with a legal obligation, or with your consent.
5. Sharing Your Information
We may share your information with:
- HMRC and other government bodies when required by law.
- Third-party service providers, such as secure accounting software, cloud storage, or IT support providers, under strict data processing agreements.
- Professional advisers, including auditors or insurers, where necessary for business or regulatory reasons.
We will never sell or share your personal data for marketing purposes.
6. Data Retention
We retain personal information for as long as necessary to fulfil our services and legal obligations — typically six years after the end of our engagement or as required by law.
7. Security
We take appropriate technical and organisational measures to protect your data against unauthorised access, alteration, or loss. These include secure passwords, encrypted systems, and restricted staff access.
8. Your Rights
Under the UK GDPR, you have the right to:
Access the personal data we hold about you.
Request correction of inaccurate or incomplete information.
Request deletion of your data where legally permissible.
Restrict or object to certain types of processing.
Request the transfer of your data to another service provider.
To exercise your rights, please contact us at enquiries@bantockandfinch.co.uk.
9. Cookies
If our website uses cookies, you will be notified and given the option to manage or withdraw your consent at any time through your browser settings.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The most recent version will always be available on our website.
11. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact:
Bantock and Finch Chartered Certified Accountants
Email: enquiries@bantockandfinch.co.uk
Phone: 01902 293470
If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk.