Privacy policy

Last updated: [date]

1. Who we are

[Firm legal name], [registered address], [registration number]. Contact for privacy matters: [email].

2. What information we collect

Information you provide through forms and booking (name, company, contact details, the message you send), information required to deliver our services (financial records and related documents), and technical information collected by our website (analytics, cookies — describe what you use).

3. How we use it

To respond to enquiries, deliver engaged services, send our newsletter to people who subscribe (they can unsubscribe at any time), meet legal and professional obligations, and improve our website. [State your lawful bases where required.]

4. Who we share it with

Service providers who help us operate (accounting platforms, document portals, scheduling and email providers), professional advisers, and authorities where required by law. [List categories or named providers.]

5. How long we keep it

[State retention periods for enquiry data and for client records, including any professional or statutory minimums.]

6. Your rights

[Describe rights to access, correct, delete and object as applicable in your jurisdictions, and how to exercise them.]

7. Security

We use [describe: encryption, access controls, two-factor authentication] to protect information. [Link your security policy.]

8. Cookies

[Describe the cookies and analytics tools used on this website and how visitors can control them.]

9. Changes to this policy

We may update this policy from time to time. The date at the top shows the current version.