Privacy Policy Last updated: 28 February 2025

Expert Accounting is a trading name for the Expert Accounting Group Limited.

Expert Accounting acts as the ‘data controller’ of the personal information submitted by visitors to our website and collected by us through such visits or otherwise collected by us in relation to:

• The provision of our products and services to clients
• People who supply services for us
• Professional contacts
• People who elect to receive business communications from us

This privacy policy explains how Expert Accounting uses personal information.

If you have any questions about this privacy policy, please contact us at info@expertaccountants.uk

Below we provide more information about:

• What information we collect about you
• How long we keep your data
• How will we use your information
• How we share your information
• How we may market to you
• How we keep your information secure
• Overseas transfers
• Your rights
• Cookies
• Other websites
• Changes to our privacy policy
• How to contact us

What information do we collect about you?

We collect information about you when you register with us or engage us to provide products or services, or otherwise when you do business with us. We also collect information when you voluntarily complete customer surveys, provide feedback, and participate in competitions. We will collect some or all of the following information from you:

• Your name
• Your postal and email address and telephone number(s)
• Your date of birth
• Financial information including taxation affairs and your National Insurance number
• Your family members
• Information relevant to the services you engage us to provide
• Information relevant to the products or services you provide to us
• Information you provide to us when you register for events or to receive other communications from us

We may also obtain information about you from other sources in order to help us provide the required services or comply with our legal and regulatory obligations, for example, for anti-money laundering purposes.

We may collect your internet protocol address, operating system, and web browser details when you visit our website. The IP address indicates the location of your computer on the Internet and may be used to provide statistical information about the users of our website. This information does not include data identifying you as an individual.

Website usage information is collected using cookies – please see our cookie policy for further details.

If you share other people’s data with us, you must ensure that person consents to you providing that information to us.

How long do we keep data for?

We will retain your personal data only for as long as we need it to perform our contract with you, to comply with our legal and regulatory requirements, and otherwise in accordance with the minimum period as directed by our supervisory bodies (e.g., ACCA). Different retention periods apply for different types of data. For further information, please see our Data Retention Policy.

How will we use the information about you?

We collect information about you to:

• Deliver services to you
• Perform our contract with you
• Carry out identity and anti-money laundering checks
• Ensure we are providing appropriate services to you
• Provide you with information, products, or services that you request from us or which we feel may interest you
• Notify you about changes to our services
• Comply with our legal obligations
• Collect information from credit reference agencies and fraud prevention agencies
• Maintain our records for administrative purposes

Where we are required to obtain your consent for any of the above, we will obtain it. Otherwise, we rely on our legitimate business interests to use your data, or use your data to perform our contract with you or comply with our legal obligations.

How will we share your information?

We will only share information with third parties where necessary to provide our services.

We share information with the following:

• Other companies in the Expert Accounting group
• Business associates and other professional advisers (where requested)
• Our agents and service providers
• Legal and regulatory authorities. We are a member firm of the Association of Chartered Certified Accountants (ACCA). Under the ethical and regulatory rules of ACCA, we are required to allow access to client files and records for the purpose of maintaining our membership of this body.

Expert Accounting will not share your information for marketing purposes with companies outside our group.

We will only share your information where necessary and only with firms who can evidence they are compliant with applicable data protection laws, including the UK General Data Protection Regulations (UK GDPR).

Marketing

We would like to send you information about products and services of ours and other companies in our group which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes.

If you no longer wish to be contacted for marketing purposes or wish to change your preferences, please email info@expertaccountants.uk

How we protect your information

We take the security of your information seriously. We have put in place various security measures, both technical and organizational, to protect your personal data from loss, misuse, alteration, or destruction. Our security and privacy policies are regularly reviewed.

All information you provide to us is securely stored. Once we have received your information, we will use strict procedures and security features to prevent unauthorized access.

Your rights

Under the UK GDPR and The Data Protection Act 2018 (DPA), you have several rights regarding your personal data.

Changes to our privacy policy

We keep our privacy policy under regular review. This privacy policy was last updated on 28 February 2025.

Contact

Please contact us at info@expertaccountants.uk if you have any queries about this privacy policy or your rights.