Whittaker Accountants Ltd
Effective Date: 01/07/2022
1. Introduction
Whittaker Accountants Ltd (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal data when you visit our website or engage our services.
We comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, which require us to be transparent about how we process personal data.
2. Who We Are
Whittaker Accountants Ltd is the data controller responsible for your personal data.
Contact details:
Whittaker Accountants Ltd
Lock 50, Oldham Road, Rochdale, OL16 5RD
Email: info@whittakeraccountants.com
Telephone: 01706 614499
3. What Personal Data We Collect
We may collect and process the following types of personal data:
- Identity Data: name, title
- Contact Data: email address, phone number, postal address
- Financial Data: bank details, tax information (where relevant to services)
- Technical Data: IP address, browser type, device information
- Usage Data: how you use our website and services
- Marketing Data: preferences for receiving marketing communications
4. How We Collect Your Data
We collect personal data in the following ways:
- Directly from you (e.g. when you contact us or become a client)
- Automatically via our website (e.g. cookies, analytics)
- From third parties (e.g. HMRC, financial institutions, where authorised)
5. How We Use Your Data
We use your personal data for the following purposes:
- To provide accountancy, tax, and advisory services
- To communicate with you regarding your account or enquiries
- To comply with legal and regulatory obligations
- To improve our website and services
- To send marketing communications (where permitted)
6. Lawful Basis for Processing
We only process your personal data when we have a lawful basis under UK GDPR, including:
- Contract – to fulfil our agreement with you
- Legal obligation – to comply with tax and financial regulations
- Legitimate interests – to operate and improve our business
- Consent – for marketing communications (where applicable)
7. Sharing Your Data
We may share your personal data with (once consent is given):
- HM Revenue & Customs (HMRC) and regulatory authorities
- Professional advisers and service providers (e.g. IT providers, cloud storage)
- Third parties where required by law
We ensure that any third parties respect the security of your data and process it lawfully.
8. International Transfers
If we transfer your data outside the UK, we ensure appropriate safeguards are in place, such as standard contractual clauses or equivalent protections.
9. Data Security
We have appropriate technical and organisational measures in place to protect your personal data from unauthorised access, loss, or misuse.
10. Data Retention
We retain your personal data only for as long as necessary:
- To provide services
- To comply with legal and regulatory obligations
- To resolve disputes and enforce agreements
Retention periods typically align with HMRC and professional requirements.
11. Your Data Protection Rights
Under UK GDPR, you have the right to:
- Access your personal data
- Request correction of inaccurate data
- Request deletion of your data
- Object to processing
- Restrict processing
- Request data portability
- Withdraw consent (where applicable)
You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO).
12. Cookies
Our website may use cookies and similar technologies to improve user experience and analyse website traffic. You can control cookie preferences through your browser settings.
13. Third-Party Links
Our website may include links to third-party websites. We are not responsible for the privacy practices of those websites.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The latest version will always be available on our website.
15. Contact Us
If you have any questions about this Privacy Policy or how we handle your personal data, please contact us:
Email: info@whittakeraccountants.com
Telephone: 01706 614499