At David Jarman Accountants, we value our personal privacy and we know our clients do too.
We want our personal information to be held securely and not shared without our permission.
We expect companies and organisations that we deal with to treat our personal data with total respect and confidentiality.
For us, protecting your personal information is part of providing good customer service and deserving the trust our clients place in us.
At David Jarman Accountants, we treat our clients’ personal data how we expect ours to be treated.
Our promise to you
- We will never sell your personal data.
- We will protect any personal data we hold.
- We are confident that third parties who may have access to your personal data (for example, website hosting companies, payment processing companies), have robust privacy policies which protect your data.
- We will always ask your permission if we need to share your information with a third party in order to fulfil a contract or service you have requested.
- We’re always happy to tell you what personal information we have about you.
- If you ask us to delete any of your personal data, we will – unless we are in an ongoing contractual arrangement with you or have a legal requirement to hold information.
Why we hold your personal data
We only collect personal data for legitimate business purposes.
We will have your personal details if you’ve asked us to carry out any book-keeping and / or accountancy work for you.
You may have contacted us via our website or by email to request information.
We need to be able to contact you to answer your queries, discuss and perform our services for you and arrange payments.
We consider these to be legitimate contractual and consensual reasons for holding your personal data.
What personal data do we hold?
We deal with customers by phone or email and may visit you as part of our ongoing services to you.
In order to provide our services to clients, we will hold personal information including your name, your email address, telephone number and postal address.
We will also hold financial information you have provided
Clients’ personal data is held securely on our IT systems which are password protected and accessible only to authorised members of our team.
We will never sell your information to a third party.
We may sometimes need to share some of your personal data with a third party. For example, if you want us to arrange payment to HMRC on your behalf.
We may also be legally required to share your data if we are involved with any legal proceedings which include contracts with you.
Financial information – if you pay us by credit card or bank transfer, we will not keep your bank or card details once the transaction has been successfully processed.
Where we store your data
David Jarman Accountants holds your personal data in files created by us and not accessible to anyone outside our business.
However, we do use some services and applications from third party suppliers which means some of your data may be stored outside the European Economic Area (EEA). The EEA consists of all EU member states, plus Norway, Iceland and Liechtenstein.
Obviously, we only work with reputable companies who have robust data security policies and procedures and we take all reasonable steps to ensure you data is treated as safely and securely as it would be within the UK.
How long we hold your information
We are required by law to hold taxation and accountancy records for seven years and this will include personal data.
If you cease to be a client of David Jarman Accountants, we will continue to hold information required by law but will not sell or share your personal data or contact you without your permission.
Want to know more?
Please feel free to contact us via the form on our website if there’s anything we haven’t explained very well, or you want to know more about how we hold or use your personal data.
Treating our customers with respect and earning their trust is incredibly important to us at David Jarman Accountants.
If you think we could improve the way we communicate with you or do more to protect your privacy and personal data, do let us know.