Privacy Policy

Topics I Can Help You With

01.

Motivation

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02.

Vision

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03.

Strategy

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04.

Leadership

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05.

Self Improvement

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06.

Self Awareness

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07.

Confidence

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08.

Life Skills

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Under the General Data Protection Regulation (or GDPR as it is more commonly known), we are required, as are all businesses that hold your personal data, to provide you with certain information in relation to the lawful grounds for our ongoing processing of your personal data. We may obtain, use, process and disclose personal data about you in order that we may discharge the services agreed if you engage with me, and for other related purposes including updating and enhancing client records, analysis for management purposes and statutory returns, crime prevention and legal and regulatory compliance.  You have a right of access, under data protection legislation, to the personal data that we hold about you.  We confirm that when processing data on your behalf we will comply with the provisions of the Data Protection Act 1998. For the purposes of the Data Protection Act 1998, the Data Controller in relation to personal data supplied about you is Joanne Bell.

  1. How we use your personal data

We are committed to protecting your personal data. We will use the data we collect from you for the purposes of providing our services to you or if we need to comply with a legal obligation. Our legal ground of processing this data is your explicit consent and the requirements of HMRC. 

We will use your non-sensitive personal data to
(i) register you as a new client,
(ii)manage payment,
(iii) collect and recover monies owed to us
(iv) to manage our relationship with you,
(v) send you details of our goods and services.
 

Our legal grounds for processing your data are in relation to points (i) to (iv) above are for performance of a contract with you and in relation to (iii) and (v) above, necessary for our legitimate interests to develop our products/services and grow our business and to recover monies owed. 

We will not share your details with third parties for marketing purposes except with your express consent.  

In certain circumstances, you can ask us to delete your data. See the section entitled ‘your rights’ below for more information. 

 We may anonymise your personal data (so that you can no longer be identified from such data) for research or statistical purposes in which case we may use this information indefinitely without further notice to you. 

  1. Disclosure of your personal data

We may have to share your personal data with
(i) service providers who provide IT and system administration support,
(ii) professional advisors including lawyers, bankers, auditors and insurers
(iii) HMRC and other regulatory authorities
(iv) third parties to whom we sell, transfer or merge parts of our business or our assets and/or
(v) [to other professionals for the purposes of discussing your finances.  
 

We require all of these third parties to whom we transfer your data to respect the security of your personal data and to treat it in accordance with the law. They are only allowed to process your personal data on our instructions.  

In relation to a Subject Access Right request, you may request that we inform you of the data we hold about you and how we process it. We will not charge a fee for responding to this request unless your request is clearly unfounded, repetitive or excessive in which case we may charge a reasonable fee or decline to respond.  

We will, in most cases, reply within one month of the date of the request unless your request is complex or you have made a large number of requests in which case we will notify you of any delay and will in any event reply within 3 months. 

If you wish to make a Subject Access Request, please send the request to [Bells Accountants, 10A High Street, Chislehurst, Kent BR7 5AN] marked for the attention of the Data Compliance Officer.

  1. Data security

We have put in place security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. We also limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know such data. They will only process your personal data on our instructions and are subject to a duty of confidentiality. We have put in place procedures to deal with any suspected personal data breaches and will notify you and any applicable regulator where we are legally required to do so. 

  1. Data retention

We will only keep your personal data for as long as is necessary to fulfil the purposes for which we collected it. We may retain your data to satisfy any legal, accounting, or reporting requirements so for example we need to keep certain information about you for 10 years after you cease to be a client for tax purposes. 

You have the right to ask us to delete the personal data we hold about you in certain circumstances. See section 5 below. 

  1. Your rights

You are able to exercise certain rights in relation to your personal data that we process. These are set out in more detail at https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/ 

  1. Keeping your data up to date

We have a duty to keep your personal data up to date and accurate so from time to time we will contact you to ask you to confirm that your personal data is still accurate and up to date.  

  1. Complaints 

We are committed to protecting your personal data but if for some reason, you are not happy with any aspect of how we collect and use your data, you have the right to complain to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk).  

We should be grateful if you would contact us first if you do have a complaint so that we can try to resolve it for you.