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Privacy Policy

Last Updated: October 2023

Glenmore Advisory Limited ("we", "us", or "our") is committed to protecting and respecting your privacy.

As a firm of Chartered Accountants regulated by the Institute of Chartered Accountants in England and Wales (ICAEW), we maintain the highest standards of confidentiality and data security. This policy explains how we collect, use, and protect your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Information We Collect

We may collect and process the following data about you:

  • Identity Data: Full name, title, date of birth, and identification copies for AML compliance.
  • Contact Data: Residential and business addresses, email addresses, and telephone numbers.
  • Financial Data: Bank account details, tax identifiers (UTR, NI number), financial statements.
  • Technical Data: IP address and location data collected during website visits.

2. How We Use Your Information

We use your information strictly for the following purposes:

  • To provide professional accountancy and tax services as per our Engagement Letter.
  • To comply with regulatory AML and Know Your Client (KYC) check obligations.
  • To manage payment processing and relationship communication.
  • To facilitate electronic filing with HMRC and Companies House.

3. Data Disclosure & Third Parties

We may share your data with selected third parties where legally required:

  • HMRC and Companies House: For mandatory compliance filings.
  • Regulatory Bodies: ICAEW for professional standards monitoring.
  • Software Partners: Secure cloud accounting platforms (e.g., Xero).

4. Your Legal Rights

Under UK GDPR, you have rights regarding your personal data:

  • Right of Access: Request a copy of the personal data we hold.
  • Right to Rectification: Ask us to correct inaccurate information.
  • Right to Erasure: Request deletion, subject to 7-year statutory retention.

Contact Information

For questions regarding this policy, please contact our Data Protection Officer:

Glenmore Advisory Limited
20-22 Wenlock Road, London, N1 7GU
accounts@glenmoreadvisory.com
+44 20 3633 9446

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