Privacy Statement - Warwick McArdle

Who we are

This is the privacy statement of Warwick McArdle Accountancy Services Limited.  An accountancy practice regulated by ICAS.  Registered in England with Registered Office at 55 Ellerton Road, London, SW 18 3NQ.  Company number is 07271503.

This privacy statement explains how we collect and use personal information about you.

What personal information we collect

We collect personal information on individuals including, but not limited to: name, address, email address, date of birth, national insurance number, phone number, Unique Tax Reference, bank account details and financial information.  We will not collect personal data for any other circumstances.

Where we collect personal information from

We collect information from individuals, their employers or from publicly available information.

How we use your personal information

We use your personal information to

  • deliver the services we are engaged to provide
  • meet legal responsibilities
  • verify identity where this is required
  • communicate by post, email or telephone
  • maintain records
  • prevent and detect crime, fraud or corruption

Who we share your personal information with

The personal data we hold will be processed by Warwick McArdle in the UK.  We share information with the following third parties: HMRC, Companies House, payroll bureau (where applicable), accounting software providers (Xero, Kashflow and Quickbooks) and taxation software providers where applicable.

No other third parties will have access to your data unless we are under a legal obligation to provide it.  Third parties used are reputable and adhere to the same Data Protection Law requirements.  Therefore, data is processed as securely as possible.

Where we introduce our clients to other services we provide basic information to allow contact (email address and phone number).  This is only passed on following specific approval by the owner of the personal data.

We do not undertake bulk marketing procedures.

If you do not provide your personal information

If you do not provide personal data, we will be unable to carry out the services that we have been engaged to undertake.

How long we retain your personal information for

We retain personal information for the duration of our accountant/client relationship.  Thereafter, it will be destroyed securely or deleted from our servers after a reasonable timeframe adhering to HMRC’s retention requirements, generally 6 years.

Your rights

Access to your information – You have the right to request a copy of the personal information about you that we hold. 

Correcting your information – We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information – You have the right to ask us to delete personal information about you where:

You consider that we no longer require the information for the purposes for which it was obtained.

We are using that information with your consent and you have withdrawn your consent – see Withdrawing consent to using your information below.

You have validly objected to our use of your personal information – see Objecting to how we may use your information below.

Our use of your personal information is contrary to law or our other legal obligations.

Objecting to how we may use your information – You have the right at any time to require us to stop using your personal information for direct marketing purposes.  In addition, where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.

Restricting how we may use your information – In some cases, you may ask us to restrict how we use your personal information.  This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information.  The right might also apply where this is no longer a basis for using your personal information but you don't want us to delete the data.  Where this right to validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Automated processing – If we use your personal information on an automated basis to make decisions which significantly affect you, you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision.  This right only applies where we use your information with your consent or as part of a contractual relationship with you.

Withdrawing consent using your information – Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.

Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.

Changes to our privacy statement

We keep this privacy statement under regular review and will place any updates on this website.  Paper copies of the privacy statement may also be obtained from writing to Warwick McArdle Accountancy Services Limited.

This privacy statement was last updated in March 2018.

Contact information and further advice

Pam Warwick, Warwick McArdle Accountancy Services Limited, 55 Ellerton Road, London, SW18 3NQ.

Complaints

We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner's Office, whose contact details are as follows:

Information Commissioner's Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Telephone - 0303 123 1113 (local rate) or 01625 545 745

Website - https://ico.org.uk/concerns

 

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