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Privacy Policy

Burgess Accountancy Services
 
Last updated: 8 November 2026
 
1. Introduction
Burgess Accountancy Services is committed to protecting your privacy and handling your personal information responsibly.
 
This Privacy Policy explains how we collect, use, store and protect personal information when you visit our website, contact us or enquire about our accountancy services.
 
We aim to handle personal data transparently and in accordance with applicable UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
 
By using our website, you can learn how your information may be processed. Where consent is required for particular activities, we will seek it separately.
 
2. Who We Are
Burgess Accountancy Services provides professional accountancy, bookkeeping, payroll and taxation services to individuals and businesses.
 
For the purposes of applicable data protection legislation, Burgess Accountancy Services is responsible for determining how and why personal information is processed in connection with its website and business activities, except where it acts on behalf of another data controller.
 
Contact Details
Burgess Accountancy Services
46–47 The Strand
Walmer, Deal
Kent, CT14 7DX
Telephone: 01304 367597
Website: www.burgessaccounts.co.uk
 
For privacy-related enquiries or requests concerning your personal data, please contact us using the details above.
 
3. Information We Collect
We may collect and process the following categories of personal information.
 
Information You Provide Directly
When you contact us through our website, telephone or other communication channels, we may collect:
 

  • Your full name

  • Email address

  • Telephone number

  • Business or organisation name, where applicable

  • Details of your enquiry

  • Any additional information you voluntarily provide
     

Information Relating to Our Services
Where you become a client, we may also collect additional information necessary to provide our professional accountancy services, including:
 

  • Personal and business contact information

  • Financial and accounting records

  • Taxation information

  • Business and employment details

  • Identification and verification information, where required by law

  • Other relevant information needed to fulfil our professional and legal obligations
     

Additional information about the processing of client data may be provided through our engagement documentation or other relevant privacy notices.
 
Information Collected Automatically
When you visit our website, certain technical information may be collected automatically, including:
 

  • IP address

  • Browser type and device information

  • Operating system

  • Pages visited and website interactions

  • Technical information necessary for website security and functionality
     

Some of this information may be collected through cookies and similar technologies, as explained below.
 
4. How We Use Your Information
We may use personal information for the following purposes:
 

  • Responding to enquiries submitted through our website

  • Communicating with prospective and existing clients

  • Providing information about our accountancy services

  • Assessing requests for professional services

  • Providing agreed accountancy, bookkeeping, payroll and taxation services

  • Managing client relationships and maintaining relevant business records

  • Meeting applicable legal and regulatory obligations

  • Protecting the security and functionality of our website

  • Improving our website and visitor experience where appropriate
     

We will only process personal information where we have an appropriate lawful basis for doing so.
 
5. Our Legal Basis for Processing Personal Data
Under the UK GDPR, we must have a lawful basis for collecting and using personal information.
 
Depending on the circumstances, we may rely on the following:
 
Legitimate Interests
We may process personal information where necessary for our legitimate business interests, provided these interests are not overridden by your rights and freedoms.
 
This may include responding to general enquiries, maintaining business communications, improving our services and protecting website security.
 
Contractual Necessity
Where you request professional services or become a client, we may process information necessary to take steps before entering into a contract or to fulfil our contractual obligations.
 
Legal Obligations
We may process and retain information where necessary to comply with applicable laws and regulations, including taxation, accounting, anti-money laundering and other relevant statutory requirements.
 
Consent
Where required, we may rely on your consent for specific activities, such as certain types of marketing communications or the use of non-essential cookies.
 
Where consent is the lawful basis for processing, you may withdraw it at any time.
Withdrawing consent does not affect processing carried out lawfully before consent was withdrawn.
 
6. Contact Forms and Enquiries
When you submit an enquiry through our website, the information you provide will be used to respond to your request and communicate with you about the services you are interested in.
 
Our website is built using the Wix platform, which may process and store information submitted through website forms on our behalf.
 
We only request information reasonably necessary to handle your enquiry.
 
Please do not submit highly sensitive financial information, passwords, banking credentials or confidential documentation through our general contact form unless we have specifically arranged an appropriate secure method of transfer.
 
Submitting an enquiry does not automatically establish a professional client relationship.
 
We do not use contact form submissions to send unrelated marketing communications without an appropriate lawful basis.
 
7. How We Store and Protect Your Information
We take reasonable organisational and technical measures to protect personal information against unauthorised access, alteration, disclosure, loss or misuse.
 
These measures may include:

  • Access controls and account security

  • Secure website connections

  • Restricted access to personal information

  • Appropriate safeguards for storing and transferring data

  • The use of reputable technology and service providers
     

Our website is hosted through Wix, which provides infrastructure and security features supporting website operation.
Although we take reasonable steps to safeguard personal information, no method of electronic transmission or storage can be guaranteed to be completely secure.
 
8. Sharing Your Information
We do not sell your personal information.
 
We may share personal information with trusted third parties where reasonably necessary to operate our business, respond to enquiries, provide agreed services or comply with legal obligations.
 
Depending on the circumstances, these third parties may include:
 

  • Website hosting and technology providers, including Wix

  • Email and communication service providers

  • Professional software and IT service providers

  • Relevant government authorities, including HMRC

  • Regulatory or law enforcement bodies where legally required

  • Professional advisers and service providers where appropriate
     

Where third-party organisations process personal data on our behalf, we seek to ensure that appropriate contractual and data protection safeguards are in place.
 
We will not disclose personal information to unrelated third parties for their own marketing purposes without an appropriate lawful basis.
 
9. International Data Transfers
Some of the technology providers and online services used to operate our website or business may process personal information outside the United Kingdom.
 
Where international transfers take place, we will ensure that appropriate safeguards are used as required by applicable data protection legislation.
 
These may include transfers to countries covered by UK adequacy regulations or the use of recognised contractual safeguards.
 
Further information about relevant international transfers and applicable safeguards can be requested using our contact details.
 
10. How Long We Keep Your Information
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including meeting applicable legal, accounting, taxation and regulatory requirements.
 
For general website enquiries, information will be retained for a period appropriate to handling the enquiry and any reasonably anticipated follow-up.
 
Where an enquiry develops into a professional client relationship, relevant information may be retained in accordance with our client record retention procedures.
 
Financial, accounting and identification records may need to be retained for longer periods where required by law or applicable professional obligations.
 
When personal information is no longer required, we will take reasonable steps to securely delete, anonymise or otherwise dispose of it.
 
11. Cookies and Website Analytics
Our website may use cookies and similar technologies to support its operation, maintain security and improve the visitor experience.
 
Cookies are small text files stored on your device when you visit a website.
 
These may include:
 
Essential Cookies
These are necessary for the website to function correctly and may support security, navigation and other essential features.
 
Analytics Cookies
Where enabled, these may help us understand how visitors use our website so that we can improve its performance and content.
 
Functional Cookies
These may support additional website features or remember certain visitor preferences.
Where required by law, we will request your consent before placing or accessing non-essential cookies.
You can manage your cookie preferences through the controls provided on our website, where applicable, or through your browser settings.
 
Further information about the cookies used on our website can be found in our Cookie Policy.
 
12. Your Data Protection Rights
Under UK data protection legislation, you may have the following rights in relation to your personal information:
 
Right of Access
You can request confirmation of whether we hold personal information about you and, where applicable, request a copy.
 
Right to Rectification
You can ask us to correct personal information that is inaccurate or incomplete.
 
Right to Erasure
You may request the deletion of personal information in certain circumstances, subject to applicable legal and regulatory requirements.
 
Right to Restrict Processing

You may request that we restrict the processing of your personal information in certain circumstances.
 
Right to Data Portability
Where applicable, you may request that certain personal information be provided in a structured, commonly used and machine-readable format.
 
Right to Object
You have the right to object to certain processing of your personal information, including processing based on legitimate interests.
 
You also have the right to object to the use of your personal information for direct marketing at any time.
 
Rights Relating to Automated Decision-Making
You may have additional rights where decisions producing legal or similarly significant effects are made solely through automated processing.
 
Right to Withdraw Consent
Where we rely on your consent, you may withdraw that consent at any time.
 
Not all rights apply in every circumstance, and some requests may be subject to legal exemptions.
 
To exercise any of these rights, please contact us using the details provided in this Privacy Policy.
 
13. Third-Party Websites
Our website may contain links to external websites, including HMRC, government resources or other third-party services.
We are not responsible for the privacy practices, security or content of websites operated by third parties.
We recommend reviewing the privacy policies of any external websites before providing personal information.
 
14. Children's Privacy
Our website and professional services are not specifically directed towards children.
We do not intentionally collect personal information directly from children through our website for marketing purposes.
Where information relating to children is required as part of legitimate accountancy or taxation services, it will be processed in accordance with applicable data protection requirements.
 
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our website, business practices, technology or applicable legal requirements.
 
Any updates will be published on this page together with a revised 'Last updated' date.
We recommend reviewing this policy periodically.
 
16. Complaints and Concerns
If you have any concerns about how Burgess Accountancy Services collects, uses or protects your personal information, please contact us using the details provided in this policy.
 
We will aim to investigate and respond to your concerns appropriately.
You also have the right to raise a complaint with the Information Commissioner's Office (ICO), the UK's independent data protection regulator.
 
Information Commissioner's Office
Website: www.ico.org.uk
Telephone: 0303 123 1113
 
You can contact the ICO if you are dissatisfied with how your personal information has been handled.
 
17. Contact Us
If you have any questions about this Privacy Policy, wish to exercise your data protection rights or have concerns regarding your personal information, please contact:
 
Burgess Accountancy Services
46–47 The Strand
Walmer, Deal
Kent, CT14 7DX
Telephone: 01304 367597
Website: www.burgessaccounts.co.uk

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