Regulated, Insured &
Fully Transparent
Britvex Advisory operates to the highest standards of professional compliance — fully regulated by ACCA, registered with HMRC and Companies House, ICO registered and professionally indemnity insured. Everything you need to work with us with complete confidence.
Our Legal Policies — All in One Place
Complete transparency in everything we do. All our legal documents, policies and procedures are available to read in full. We believe you should understand exactly how we operate and what you can expect from us.
Privacy Policy
How we collect, store, process and protect your personal and financial data. Fully compliant with UK GDPR and the Data Protection Act 2018. Includes your rights as a data subject and how to exercise them.
Read Privacy Policy →Terms & Conditions
Our standard terms of engagement — covering the scope of services, client obligations, payment terms, limitation of liability and the professional standards we work to. Clear, fair and plain English.
Read Terms & Conditions →Cookie Policy
How we use cookies on britvex.com — what cookies we set, why we set them, and how you can manage or disable them. We only use cookies that are necessary or that you have consented to.
Read Cookie Policy →Complaints Procedure
Our formal complaints procedure — how to raise a concern, how we will respond, our timeframes and your right to escalate to ACCA if you remain unsatisfied. We take every complaint seriously.
Read Complaints Procedure →AML & KYC Policy
Our Anti-Money Laundering and Know Your Customer policy — explaining why we carry out identity verification on all clients, what we check, how data is stored and our legal obligations under the Money Laundering Regulations 2017.
Read AML Policy →GDPR & Data Protection
Our full UK GDPR compliance statement — our lawful bases for processing, data retention schedules, third party processors, international transfers and your rights to access, rectification, erasure and portability.
Read GDPR Statement →ICO Registration
Our Information Commissioner’s Office registration details — confirming our lawful registration as a data controller under the UK Data Protection Act. Our ICO registration number is available on request.
View ICO Details →Why Our Compliance Protects You
ACCA Regulated — Your Protection
Being ACCA regulated means we are bound by a strict code of ethics and professional conduct. If we ever fail to meet those standards, you can escalate to ACCA — giving you a formal route of redress beyond us.
Professional Indemnity Insurance
We carry professional indemnity insurance — so in the highly unlikely event of a professional error that causes you financial loss, you have the protection of our insurers behind us. Peace of mind for every client.
Your Data — Secure & Private
We are ICO registered and fully UK GDPR compliant. Your personal and financial data is encrypted, access-controlled and never shared with third parties without your consent — except where legally required.
AML — Protecting Everyone
Our AML and KYC procedures exist to protect both our clients and the integrity of the financial system. We carry out identity verification on all clients — a legal requirement for all regulated accountancy firms.
Find the Document You Need
All our legal documents are on our Legal & Policies page. Here are the most commonly accessed documents for quick reference.
Questions About Our
Policies or Compliance?
If you have any questions about our legal documents, compliance procedures or data practices — contact us and we’ll respond within 2 hours. Complete transparency is a core part of who we are.