Privacy Policy

PURPOSE OF THIS POLICY

This policy describes how we collect and use personal data about you, in accordance with the General Data Protection Regulation (GDPR) and the Data Protection Act 2018 (‘Data Protection Legislation’).

Please read the following carefully to understand our practices regarding your personal data and how we will treat it.

ABOUT US

Lendon & Wilson ("we", “us”, “our” and “ours”) is an accountancy and tax advisory firm. We are registered in England and Wales as a limited company under number: 12073414 and our registered office is at 77 Lutterworth Road, Nuneaton, Warwickshire, CV11 6QA.

For the purpose of the Data Protection Legislation and this policy, we are the ‘data controller’. This means that we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy policy.

Our Data Protection Point of Contact is there to deal with questions relating to this policy. Their contact details are noted in the Contact Us section.

HOW WE MAY COLLECT YOUR PERSONAL DATA

We obtain personal data about you, for example, when:

You request a proposal from us in respect of the services we provide;
You engage us to provide our services and also during the provision of those services;
You contact us by email, telephone, post or social media (for example when you have a query about our services); or
From third parties and/or publicly available resources (for example, from your employer or from Companies House).

THE KIND OF INFORMATION WE HOLD ABOUT YOU

The information we hold about you may include the following:

Your personal details (such as your name, address, date of birth etc);
Financial data such as income, expenditure, taxation and other financial related data;
Transaction data including payments to and from you;
Details of contact we have had with you in relation to the provision, or the proposed provision, of our services;
Details of any services you have received from us;
Our correspondence and communications with you;
Information from research, surveys, and marketing activities; or
Information we receive from other sources, such as publicly available information, information provided by your employer or our clients.

HOW WE USE PERSONAL DATA WE HOLD ABOUT YOU

We will only use your personal data where the law allows us to, including in the following circumstances:

To communicate, provide and improve our services to you and our clients;
To manage our relationship with you and our clients;
To fulfil our legal and regulatory obligations;
To market our services; and
For other legitimate business purposes.

Data retention

We will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collected.

When assessing what retention period is appropriate for your personal data, we take into consideration:

The requirements of our business and the services provided;
Any statutory or legal obligations;
The purposes for which we originally collected the personal data;
The amount, nature and categories of your personal data; and
Whether the purpose of the processing could reasonably be fulfilled by other means.

Change of purpose

Where we need to use your personal data for another reason, other than for the purpose for which we collected it, we will only use your personal data where that reason is compatible with the original purpose.

Should it be necessary to use your personal data for a new purpose, we will notify you and communicate the legal basis which allows us to do so before starting any new processing.

DATA SHARING

Why might you share my personal data with third parties?

We do not sell, distribute or otherwise make personal data commercially available to any party, except as described in this policy or with your prior permission.

We will share your personal data with third parties where we are required by law, or where it is necessary to administer the relationship between us.

Which third-party service providers process my personal data?

“Third parties” includes third-party service providers. The following activities are carried out by third-party service providers: IT services, professional advisory services, administration services and banking services.

All of our third-party service providers are required to take commercially reasonable and appropriate security measures to protect your personal data. We only permit our third-party service providers to process your personal data for specified purposes and in accordance with our instructions.

What about other third parties?

We may share your personal data with other third parties, for example in the context of the possible sale or restructuring of the business. We may also need to share your personal data with a regulator or to otherwise comply with the law.

TRANSFERRING PERSONAL DATA OUTSIDE THE EUROPEAN ECONOMIC AREA (EEA)

We will not transfer the personal data we collect about you outside of the EEA.

DATA SECURITY

We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed.

We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.

RIGHTS OF ACCESS, CORRECTION, ERASURE, AND RESTRICTION

Your duty to inform us of changes

It is important that the personal data we hold about you is accurate and current. Should your personal information change, please notify us of any changes of which we need to be made aware by contacting us.

Your rights in connection with personal data

Under certain circumstances, by law you have the right to:

Request access to your personal data.;
Request correction or erasure of the personal data that we hold about you;
Object to processing of your personal data;
Request the restriction of processing of your personal data;
Withdraw consent at any time, where we are relying on consent to process your personal data; or
Request the transfer of your personal data to you or another data controller if the processing is based on consent, carried out by automated means and this is technically feasible.

If you want to exercise any of the above rights, please email our data protection point of contact Kerry Lendon on k.lendon@lendonwilson.co.uk.

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request for access is clearly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.

We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal information is not disclosed to any person who has no right to receive it.

CHANGES TO THIS POLICY

Any changes we may make to our privacy policy in the future will be updated on our website at: www.lendonwilson.co.uk/privacy-policy

This privacy policy was last updated on 25 September 2019.

If you have any questions regarding this policy or if you would like to speak to us about the manner in which we process your personal data, please email our Data Protection Point of Contact Kerry Lendon on k.lendon@lendonwilson.co.uk.

You also have the right to make a complaint to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues.