Privacy Policy

We are committed to protecting your privacy and safeguarding your personal data. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website or use our services, in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Information we collect

We may collect personal and business information including, but not limited to:

  • Full name

  • Email address

  • Contact number

  • Business details

  • Financial and tax-related information

  • Any information you voluntarily submit through forms, emails, or consultations

This information is collected only when necessary to provide our services or respond to enquiries.

How we use your information

We use your personal data to:

  • Provide accounting, tax, and advisory services

  • Communicate with you regarding enquiries or ongoing services

  • Prepare and submit tax returns or reports

  • Comply with legal and regulatory obligations

  • Improve our website and service experience

We do not sell, rent, or trade your personal information to third parties.

Legal basis for processing

We process your personal data under one or more of the following legal bases:

  • Your consent

  • Performance of a contract

  • Legal obligations

  • Legitimate business interests

You may withdraw consent at any time, where applicable.

Data sharing and confidentiality

Your information may be shared only with:

  • HMRC or other regulatory authorities (where required by law)

  • Trusted service providers involved in delivering our services

  • Professional advisers where necessary and lawful

All data sharing is done securely and confidentially.

Data security

We implement appropriate technical and organisational measures to protect your data against:

  • Unauthorised access

  • Loss or misuse

  • Alteration or disclosure

Access to personal data is restricted to authorised personnel only.

Data retention

We retain personal data only for as long as necessary to:

  • Fulfil the purpose for which it was collected

  • Meet legal, regulatory, or accounting requirements

Once no longer required, data is securely deleted or anonymised.

Your rights

Under data protection law, you have the right to:

  • Access your personal data

  • Request correction of inaccurate data

  • Request deletion of data (where applicable)

  • Restrict or object to processing

  • Request data portability

Requests can be made by contacting us using the details below.

Cookies

Our website may use cookies to improve user experience. Detailed information is provided in our Cookie Policy.

Updates to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page.

Contact information

If you have any questions about this Privacy Policy or how we handle your data, please contact us:

Contact No: 07424015676
Email address: info@applegrow-finadvisors.co.uk