Privacy policy

1. Who we are

Pinnacle Accountancy ("we", "us", or "our") is the data controller responsible for your personal data. We are an accountancy practice based at 22 Cannon Street, London, EC4M 5XD, registered in England.

For any questions about this Privacy Policy or how we handle your data, contact us at hello@pinnacleaccountancy.co.uk or on 020 7123 4567.

2. What data we collect

We may collect and process the following categories of personal data:

• Identity and contact data — name, email address, phone number, business name, and postal address
• Enquiry data — information you provide when completing a contact form, booking a consultation, or corresponding with us
• Client data — financial records, tax information, payroll data, and other information necessary to deliver accountancy services (only once a client relationship is established)
• Technical data — IP address, browser type, device information, and pages visited when you use our Website
• Marketing preferences — whether you have opted in to receive updates from us

3. How we use your data

We use your personal data for the following purposes, relying on the lawful bases set out in UK GDPR:

• To respond to enquiries and arrange consultations (legitimate interests / pre-contractual steps)
• To deliver accountancy and related professional services under our engagement with you (contractual necessity)
• To comply with legal and regulatory obligations, including anti-money laundering and tax reporting requirements (legal obligation)
• To improve our Website and understand how visitors use it (legitimate interests)
• To send relevant updates about our services, where you have opted in (consent)

4. How long we keep your data

We retain personal data only for as long as necessary for the purposes for which it was collected. Enquiry data is typically retained for up to two years unless a client relationship is established.

Client records are retained in accordance with our professional obligations as accountants — generally at least six years from the end of the relevant tax year, and in some cases longer where required by law or regulation.

5. Sharing your data

We do not sell your personal data. We may share it with trusted third parties where necessary to deliver our services or meet legal obligations, including:

• HM Revenue & Customs, Companies House, and other regulatory bodies where required
• Cloud software providers (such as Xero or QuickBooks) where you use or we manage these on your behalf
• IT and hosting providers who support our Website and internal systems
• Professional advisers, where necessary for the delivery of services

All third-party processors are required to handle your data securely and only in accordance with our instructions. We will not transfer your data outside the UK unless adequate safeguards are in place.

6. Cookies

Our Website may use essential cookies required for basic functionality. We do not currently use advertising or third-party tracking cookies. You can control cookie preferences through your browser settings. Disabling cookies may affect how certain parts of the Website work.

7. Your rights

Under UK data protection law, you have the following rights in relation to your personal data:

• The right to access a copy of the data we hold about you
• The right to request correction of inaccurate data
• The right to request erasure of your data in certain circumstances
• The right to restrict or object to processing in certain circumstances
• The right to data portability, where processing is based on consent or contract
• The right to withdraw consent at any time, where processing is based on consent

To exercise any of these rights, contact us at hello@pinnacleaccountancy.co.uk. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk if you believe we have not handled your data appropriately.

8. Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse. This includes secure storage of client records, access controls, and encrypted transmission where practicable.

No method of transmission over the internet is completely secure. While we do our best to protect your data, we cannot guarantee absolute security.

9. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be published on this page with an updated date. We encourage you to review this page periodically.

10. Contact

For privacy-related enquiries, contact us at hello@pinnacleaccountancy.co.uk or write to Pinnacle Accountancy, 22 Cannon Street, London, EC4M 5XD.