Privacy Policy

Effective Date: 28th August 2025

Opus Accountancy (“we”, “our”, “us”) is committed to protecting and respecting your privacy. This policy explains how we collect, use, and safeguard your personal information when you use our website www.opus-accountancy.co.uk and our services.

1. Information We Collect

We may collect and process the following types of personal data:

  • Information you provide directly:

    • Your name, email address, telephone number, and any other details you submit via our contact forms or email.

    • Information provided during consultations or when engaging our accountancy services.

  • Automatically collected information:

    • Technical data such as your IP address, browser type, and how you use our website (through cookies and analytics tools).

We do not collect sensitive financial information (e.g. bank account details, payroll data, tax records) via the website itself. Such information is only collected directly from clients through secure and professional channels as part of our accountancy services.

2. How We Use Your Information

We use your personal data to:

  • Respond to your enquiries and provide requested information.

  • Deliver accountancy and advisory services to you.

  • Comply with legal and regulatory obligations (e.g. HMRC requirements).

  • Improve our website and services.

  • Maintain our records and client communications.

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

3. Lawful Basis for Processing

We process your personal information on the following grounds:

  • Contract: To provide accountancy services you have requested.

  • Legal obligation: To comply with UK tax and regulatory requirements.

  • Legitimate interests: To respond to enquiries and improve our services.

  • Consent: Where you have explicitly agreed (e.g. receiving updates or newsletters).

4. Sharing Your Information

We may share your personal data with:

  • Regulatory and government authorities (such as HMRC) where legally required.

  • Trusted third-party service providers (such as secure IT or cloud service providers) who help us operate our business.

  • Professional advisers where necessary (e.g. auditors, legal consultants).

All third parties are required to keep your information secure and to use it only for the purpose of providing their services to us.

5. Data Retention

We retain personal data for as long as necessary to fulfil our contractual and legal obligations, and in line with professional accountancy regulations. Typically, this is six years after the end of a client relationship, unless longer retention is required by law.

6. Your Rights

Under UK data protection law, you have the following rights:

  • The right to access your personal data.

  • The right to correct inaccurate or incomplete data.

  • The right to request deletion of your data (where legally permissible).

  • The right to restrict or object to processing.

  • The right to data portability.

To exercise any of these rights, please contact us using the details below.

7. Cookies & Website Analytics

Our website uses cookies and analytics tools (such as Google Analytics) to improve your browsing experience and understand how visitors use our site. You can adjust your browser settings to refuse cookies if you prefer.

8. Data Security

We take data protection seriously and implement appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, or misuse.

9. Links to Other Websites

Our website may contain links to external sites. Please note that we are not responsible for the privacy practices of other websites.

10. Contact Us

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

Opus Accountancy Limited

Limited Company

01244 44 55 99

web@opus-accountancy.co.uk

If you are not satisfied with how we handle your data, you also have the right to lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk.

Name of firm:

Legal Form:

Telephone Number:

Email Address:

Registered Office:

VAT Number:

Type of Service:

Opus Accountancy Limited

Limited Company

01244 44 55 99

info@opus-accountancy.co.uk

Bretton House, Bell Meadow Business Park, Park Lane, Pulford, Chester CH4 9EP

422210459

Chartered Accountants