Privacy Policy
Useful website information for visitors and prospective clients.
Please read this page before using the website or contacting the practice.
How we handle personal information
This privacy policy explains how Bill Davies Co handles personal information when someone uses this website, makes an enquiry or becomes a client of the practice.
Who we are
Bill Davies Co is an accountancy practice. The website contact details are telephone 07798 752880 and email martin@bill-davies.co.uk.
Information we may collect
We may collect your name, email address, telephone number, business name, message details and any information you choose to send when contacting the practice. Client work may require additional accounting, tax, payroll, bookkeeping or business records.
How we use information
Information is used to respond to enquiries, provide accountancy services, manage client relationships, meet legal and regulatory responsibilities, keep records and improve the website and service experience.
Lawful bases
The lawful basis may include taking steps before entering into a contract, performing a contract, complying with legal obligations, legitimate interests in running the practice and, where relevant, consent.
Who information may be shared with
Information may be shared with professional advisers, secure software providers, HMRC, Companies House, payroll or bookkeeping systems, regulatory bodies or other parties where required to deliver services or meet legal duties.
How long information is kept
Information is kept only for as long as needed for the reason it was collected, including accounting, tax, legal, regulatory and legitimate business record-keeping requirements.
Your rights
You may have rights to access, correct, erase, restrict or object to certain processing of your personal information, and to request portability where applicable. Where processing relies on consent, you can withdraw that consent.
Complaints
Please contact the practice first if you have a concern. You also have the right to complain to the Information Commissioner’s Office.
Cookies and website analytics
The website may use essential cookies and basic analytics or security tools. Any non-essential tracking should be reviewed and explained before launch.
Launch note: this page is a practical website privacy policy draft and should be reviewed against the practice’s actual systems, software providers and retention policies before publication.
Need to speak to the practice?
For questions about this page or the services available, contact Bill Davies & Co directly.