Coreadviz Accountants Ltd (“we”, “us”, “our”) is committed to protecting your personal data and respecting your privacy.
This Privacy Policy explains how we collect, use, store, disclose and protect your information when you visit our website www[dot]coreadviz[dot]co[uk] or use our professional services.
We comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Data Controller
The data controller under UK GDPR is:
Coreadviz Accountants Ltd
Email: coreadviz[@]gmail[dot]com
Registered Office: [Daventer Drive Stanmore HA7 3TJ]
For privacy questions or concerns, contact us using the details above. You may also contact the UK Information Commissioner’s Office (ICO) at https://ico.org.uk.
2. What Personal Data We Collect
We only collect personal data necessary to provide our services and comply with legal obligations.
Personal data we may collect includes:
- Identity & Contact Data — Name, job title, email, phone number, address
- Business Data — Company name, company registration details
- Financial & Tax Data — Tax numbers, VAT, payroll information, accounting records
- Technical Data — IP address, session logs, cookies and online identifiers
- Communications Data — Emails, messages and enquiry forms
Special categories of personal data (e.g., health or criminal offence data) may be processed only where strictly necessary for legal obligations or professional services.
3. How We Collect Your Data
We collect personal data:
- Directly from you — when you contact us, complete online forms, subscribe to newsletters or engage our services
- Automatically — via cookies and analytics when you use the website
- From third parties — where you appoint us via another service provider or professional intermediary
4. Why We Use Your Personal Data
We process personal data for the following purposes:
- To deliver accountancy, tax, payroll, VAT and compliance services
- To respond to enquiries and communicate updates
- To meet statutory and regulatory requirements (e.g., HMRC, Companies House)
- To perform billing and invoicing
- To administer and improve our website and services
We never use personal data for purposes incompatible with the above unless we have separate consent.
5. Lawful Bases for Processing
Under UK GDPR, we rely on one or more of the following lawful bases for processing personal data:
- Contractual necessity — to perform agreed professional services
- Legal obligation — to comply with UK tax, accounting and anti-money laundering rules
- Legitimate interests — to operate, improve and protect our business where such interests are not overridden by your rights
- Consent — where you have explicitly agreed (e.g., marketing communications).
6. How We Protect Your Data
We implement appropriate technical and organisational measures to safeguard personal data from:
- Unauthorised access
- Disclosure, alteration or loss
- Accidental or unlawful destruction
Access to personal data is restricted to authorised personnel only, and regular security assessments are conducted.
7. Cookies and Similar Technologies
Our website uses cookies and similar technologies to:
- Enable website functionality
- Collect analytics and usage data
- Improve your browsing experience
Cookies may be essential, analytics, or performance-related. For more information, see our Cookie Policy. You can manage cookie preferences via your browser settings.
8. Sharing Your Personal Data
We may share personal data with:
- Service providers and IT partners who support our operations
- Regulators, government agencies or law enforcement where required by law
- External advisors where necessary to provide professional services
We do not sell your personal data to third parties.
Where we appoint third-party processors, contractual safeguards ensure data is processed in accordance with UK GDPR.
9. International Transfers
We may transfer personal data outside the UK to trusted partners or cloud service providers. Such transfers are protected by appropriate safeguards (e.g., UK GDPR-approved mechanisms).
10. Data Retention
We retain your personal data only for as long as necessary:
- To fulfil the purposes outlined in this policy
- To comply with legal and regulatory retention requirements
- To preserve records of professional engagements
Retention periods vary by type of data and service.
11. Your Rights
Under UK GDPR, you have the right to:
- Access your personal data
- Rectify inaccurate or incomplete data
- Erase data where lawful
- Restrict or object to processing
- Withdraw consent at any time (where processing is based on consent)
- Data portability in certain circumstances
To exercise these rights, contact us at coreadviz[@]coreadviz[dot]co[dot]uk. We aim to respond within one month as required by law.
12. Automated Decision-Making
We do not use automated decision-making or profiling in ways that produce legal effects or significantly affect you.
13. Complaints
If you have concerns about our processing of your data, please contact us first so we can address it. You also have the right to lodge a complaint with the UK Information Commissioner’s Office (ICO) at https://ico.org.uk.
14. Updates to This Policy
We may update this Privacy Policy to reflect changes in law, technology or our services. The updated policy will be posted on this page with a revised “Last Updated” date.
15. Effective Date
Last Updated: 21/01/2026
If you have any questions about this Privacy Policy, please contact coreadviz[@]gmail[dot]com.
© Coreadviz Accountants Ltd.
This content is proprietary and may not be copied, reproduced or distributed without written permission.