Privacy policy

Please carefully review our Privacy Policy

1. Purpose of This Notice

This notice explains how we gather and use your personal data in line with the Data Protection Act 2018 and other applicable UK laws, regulations, and amendments (collectively referred to as ‘Data Protection Legislation’).

Please read this notice thoroughly to understand how we handle your personal data.

2. How We Collect Your Personal Data

We collect personal data about you in various ways, such as:

• When you request a proposal for our services;

• When you, your employer, or our clients engage us for services and during the provision of those services;

• When you contact us via email, phone, post, or social media regarding our services;

• From third-party sources or publicly available resources (e.g., your employer or Companies House).

3. Types of Information We Hold About You

We may hold the following information about you:

• Personal details (e.g., name and address);

• Records of contact regarding the provision or proposed provision of our services;

• Details of services you have received from us;

• Correspondence and communications with you;

• Information about complaints and inquiries made to us;

• Data from research, surveys, and marketing activities;

• Information from other sources, such as publicly available data, your employer, our clients, or our network firms.

4. How We Use Your Personal Data

We process your personal data for various purposes, including:

• Performing our contract with you, your employer, or our clients and complying with legal obligations;

• Serving our legitimate interests, such as marketing, business development, statistical analysis, and management, provided these do not override your rights;

• Processing your data with your consent for specific purposes, where required. You have the right to withdraw your consent at any time.

We may use your personal data for:

• Fulfilling our contractual obligations with you, your employer, or our clients;

• Providing information about our services and events that you request or may interest you;

• Seeking your feedback on our services;

• Notifying you of any changes to our services.

We may anonymize personal data for use without further notice.

Refusal to provide certain information may affect our ability to perform our contract or comply with legal obligations.

We may process your data without your knowledge or consent if required or permitted by law.

Data Retention

We retain your personal data only as long as necessary for the purposes for which it was collected, considering:

• Business and service requirements;

• Legal obligations;

• The purposes of data collection;

• Lawful grounds for processing;

• The type and amount of data;

• Whether the processing purpose could be achieved by other means.

Change of Purpose

If we need to use your personal data for a different purpose, we will ensure it is compatible with the original purpose. If necessary, we will notify you and explain the legal basis before any new processing.

5. Data Sharing

Sharing with Third Parties

We share your personal data with third parties when required by law, necessary for our relationship, or for our legitimate interests.

Third-Party Service Providers

Third parties include service providers and entities within our group or network. Services provided by third parties include IT, cloud services, professional advice, administration, marketing, banking, taxation, bookkeeping, and accounting. All providers must take appropriate security measures and process data only according to our instructions.

6. Data Security

We implement appropriate security measures to protect your personal data from unauthorized access, use, alteration, or disclosure. Access is limited to those with a business need, and they process data under our instructions and confidentiality agreements.

7. Rights of Access, Correction, Erasure, and Restriction

Informing Us of Changes

Please keep your personal data accurate and current by informing us of any changes.

Your Rights in Relation To Personal Data

You have the right to:

• Request access to your data;

• Request correction of incorrect data;

• Request erasure of data without a valid reason for processing;

• Object to data processing based on legitimate interests or for direct marketing;

• Request restriction of processing to verify accuracy or processing reasons.

To exercise these rights, email hello@fiscalminds.co.uk

Accessing your data is free, but we may charge for excessive requests or refuse them. We may request identity verification to ensure data security.

8. Right to Withdraw Consent

If you consented to data collection, processing, and transfer for specific purposes, you can withdraw your consent anytime by emailing hello@fiscalminds.co.uk.

Upon withdrawal, we will stop processing your data for the consented purposes unless legally justified otherwise.

9. Contact Us

For questions about this notice or our data processing, contact us at hello@fiscalminds.co.uk.

You may also complain to the Information Commissioner’s Office (ICO), the UK data protection authority:

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Telephone: 0303 123 1113 or 01625 545 745

Website: ico.org.uk/concerns