Privacy Policy

    Last updated: Oct-26

    Who we are

    Arthur Francis Accountancy Ltd ("we", "us") is the data controller for personal data collected through this website. We are registered in England and Wales (company number 13973596) and registered with the Information Commissioner's Office (registration number 00013398451).

    Address: Howe Street, Chelmsford, Essex, CM3 1BA
    Email: info@arthurfrancisaccountancy.co.uk
    Phone: 01245 922 025

    What we collect

    • Enquiries and requests: your name, email address, phone number, company name, industry sector, the service you are interested in, and anything you write in your message. We collect these when you complete a form on this website.
    • Website usage: information about how you use the site, such as pages visited, approximate location, device and browser type. We collect this through Google Analytics cookies.
    • Correspondence: emails and calls with us.

    How we use it and our lawful basis

    PurposeLawful basis
    Responding to your enquiry or sending a report you requestedLegitimate interests (responding to people who contact us); steps before entering into a contract
    Following up on an enquiry about our servicesLegitimate interests
    Sending marketing emails, such as webinar invitations or our newsletterConsent, or for existing clients our legitimate interests (soft opt-in). You can unsubscribe at any time.
    Understanding how our website is used, so we can improve itConsent (analytics cookies)
    Meeting legal and regulatory obligationsLegal obligation

    We do not sell your data, and we do not use automated decision-making or profiling that has legal effects on you.

    Who we share it with

    We use trusted service providers to run our business, including our website host, email provider, analytics provider (Google) and BrightManager. They process data only on our instructions. We may also share data with our professional bodies (ACCA, AAT), regulators or law enforcement where the law requires it.

    Some of these providers may process data outside the UK. Where they do, we rely on appropriate safeguards, such as UK adequacy regulations or the International Data Transfer Addendum.

    How long we keep it

    • Enquiries that do not lead to an engagement: up to 2 years from our last contact.
    • Marketing contacts: until you unsubscribe or ask us to delete your data.
    • Clients: as set out in our engagement letter. This is generally at least 5 years after the end of the relationship, to meet anti-money laundering and tax record requirements.

    Clients

    If you become a client, our engagement letter and client privacy notice explain how we use the information you provide for accounts, tax, payroll and advisory work.

    Your rights

    You have the right to access your personal data, correct it, ask us to delete it, restrict or object to how we use it, ask for it to be transferred, and withdraw consent at any time. To exercise any of these rights, email info@arthurfrancisaccountancy.co.uk. We will respond within one month.

    Cookies

    We use essential cookies to make the site work, and Google Analytics cookies to understand how visitors use it. You can manage cookies through your browser settings.

    Complaints

    If you are unhappy with how we have handled your data, please contact us first. You also have the right to complain to the Information Commissioner's Office: ico.org.uk, 0303 123 1113.

    Changes

    We may update this policy from time to time. The date at the top shows when it was last changed.