This notice explains how Expert Accounting & Finance Limited ("we", "us") uses personal data collected through www.expertacc.com. We are the data controller for that data.

Who we are

• Company: Expert Accounting & Finance Limited, registered in England, company number 08700926

• Registered office: 71-75 Uxbridge Road, Aurora House, London W5 5SL

• Professional body: Expert Accounting & Finance is a practice of Chartered Certified Accountants

• ICO registration number: ZA200939

• Contact for privacy questions: info@expertacc.com or 0207 887 2437

If you become a client, we also use your personal data to provide our services. That is explained in our engagement letter.

What data we collect

We only collect what you choose to give us, plus basic technical data from cookies.

• Enquiry forms on our website: name, email address, phone number and your message

• Newsletter signup: email address, first and last name (optional) and your marketing preferences

• Booking a call (Calendly): name, email address, the time you book and anything you add to the booking

• Live chat (Zendesk): name and email if you give them, and the chat conversation

• Email or phone: your contact details and what you tell us

• Using the website: technical data such as IP address, browser, device and pages visited, through cookies and Google Analytics (see Cookies)

Please don't send detailed financial or tax information through the website forms or chat. We'll arrange a secure way to share it if we work together.

How we use your data

We use your data only for the purposes below, each with a lawful basis under UK data protection law.

• Replying to your enquiry and arranging calls: legitimate interests (responding to people who contact us), or steps before entering into a contract with you

• Sending our newsletter and marketing emails: your consent, which you can withdraw at any time with the unsubscribe link in every email

• Running, securing and improving our website: legitimate interests

• Meeting our legal and regulatory duties, including ACCA requirements and anti-money laundering checks if you become a client: legal obligation

We do not sell your data and we do not use it for automated decision-making.

Who we share it with

We use trusted service providers to run our website and communications. They process your data only on our instructions.

• Rocketspark: hosts our website and receives enquiry form submissions

• Mailchimp (Intuit): sends our newsletter and stores subscriber details

• Calendly: lets you book a call with us

• Zendesk: provides the live chat on our website

• Google: shows the map on our Contact page and, if you agree, measures how visitors use our website (Google Analytics)

• Microsoft 365: our email system

We may also share data with our professional advisers, insurers, professional bodies and authorities (such as ACCA or HMRC) or law enforcement where the law requires it.

International transfers. Some of these providers store data outside the UK. Rocketspark is based in New Zealand, which the UK recognises as having adequate data protection. Our US-based providers (Microsoft, Mailchimp, Calendly, Zendesk and Google) are certified under the UK Extension to the EU-US Data Privacy Framework, which the UK recognises as adequate. Each provider also processes our data under its standard data processing terms.

Cookies

Our website uses cookies, small files stored on your device. Some are essential to make the site work. Others come from the tools above, such as the chat widget, the map and booking links, and may collect technical data about your visit.

We use Google Analytics to understand how visitors find and use our site, such as which pages are popular. It only runs if you accept analytics cookies. We ask for your agreement before setting any cookies that are not essential. You can change your choice at any time, and you can block or delete cookies in your browser settings. The full list of cookies we use, and a link to change your choice, is at the end of this page.

How long we keep it and how we protect it

We keep your data only as long as we need it.

• Enquiries that don't lead to work: 2 years after our last contact, then deleted

• Newsletter subscribers: until you unsubscribe, then only what we need to respect that choice

• Clients: as set out in our engagement letter. We keep client records for at least 5 years after our relationship ends, as anti-money laundering rules require, and usually 6 years for tax and accounting records

We protect your data with access controls, secure passwords and reputable providers that use encryption. Only staff who need your data can see it.

Your rights

Under UK data protection law you have the right to:

• be told how we use your data (this notice)

• get a copy of the data we hold about you, free of charge

• have inaccurate data corrected

• have your data deleted, where we don't need to keep it

• restrict or object to how we use it, including objecting to marketing at any time

• withdraw consent where we rely on it, such as for our newsletter

• receive your data in a portable format, where that applies

To use any of these rights, email info@expertacc.com. We will reply within one month.

If you're unhappy with how we've handled your data, please tell us first. You can also complain to the Information Commissioner's Office (ICO) at ico.org.uk or on 0303 123 1113.

Changes to this notice

We may update this notice when our services, tools or the law change. The latest version will always be on this page, with the date it was last updated.

Last updated: 14 November 2026