Privacy Policy

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Grace Harbour Accountancy Ltd

7 Dolgey Post, St Ervan, Wadebridge, Cornwall, United Kingdom, PL27 7SX

Company number: 15492831

Last updated: 19th September 2025

Introduction

At Grace Harbour Accountancy Ltd (“we”, “our”, “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal data when you interact with us, whether through our website, by email, or in the course of providing our accountancy services.

We are committed to protecting your data in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

The Data We Collect

We may collect and process the following information about you:

• Personal identification details (name, date of birth, company details, address, email, phone number)
• Financial information (bank details, tax references, payroll data, invoices, receipts, and other financial records)
• Technical data (IP address, browser type, and cookies when you visit our website)
• Correspondence (emails, calls, or messages exchanged with us)

How We Use Your Data

We use your data to:

• Provide accountancy and business advisory services
• Manage our relationship with you as a client
• Comply with legal and regulatory obligations (e.g., HMRC requirements)
• Improve our services and website performance
• Communicate with you about updates, deadlines, or relevant news
• Keep appropriate records for business and compliance purposes

Legal Basis for Processing

We process your data under the following legal grounds:

• Contract – to deliver our services as agreed with you
• Legal obligation – to meet regulatory and tax reporting requirements
• Legitimate interest – to run our business effectively and communicate with clients
• Consent – where you have opted into marketing or other communications

Data Sharing

We do not sell your data. We may share it with trusted third parties only when necessary, such as:

• HM Revenue & Customs and other regulatory bodies
• Professional advisers (e.g., solicitors, auditors, insurers)
• Technology providers (e.g., secure accounting software, cloud storage providers)
• Subcontractors or consultants engaged to deliver services to you
• All third parties are required to keep your data secure and use it only for agreed purposes.

Data Retention

We keep your personal data for as long as necessary to fulfil our services and comply with legal, tax, and regulatory obligations. Typically, this is six years after the end of our relationship.

Your Rights

Under data protection law, you have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate or incomplete data
• Request deletion of your data (where legally possible)
• Restrict or object to how we use your data
• Request a copy of your data in a portable format
• Withdraw consent where consent is the legal basis for processing

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

Security of Your Data

We use appropriate technical and organisational measures to keep your personal information safe, including encryption, secure servers, and restricted access.

Cookies

Our website uses cookies to improve user experience and analyse website traffic. For more information, see our [Cookies Policy].

Updates to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on our website with a revised “last updated” date.

Contact Us

If you have any questions or would like to exercise your data rights, please contact:

Grace Harbour Accountancy Ltd

7 Dolgey Post

St Ervan

Wadebridge

Cornwall

United Kingdom

PL27 7SX

Email: hello@graceharbouraccountancy.co.uk

If you are not satisfied with our response, you also have the right to complain to the Information Commissioner’s Office (ICO) at www.ico.org.uk

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