Legal Policies
Britvex Advisory is committed to protecting your privacy, operating transparently and complying with all UK legal requirements including GDPR and FCA regulations.
Privacy Policy
This Privacy Policy explains how Britvex Advisory Ltd ("we", "us", "our") collects, uses, stores and protects your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Who We Are
Britvex Advisory Ltd is a UK-registered accounting and business advisory firm. We are the data controller for personal information collected through our website and services.
- Registered address: Suite 4, 20 London Wall, London, EC2M 5TE
- Email: info@britvex.com
- ICO Registration Number: 00013667080
What Personal Data We Collect
- Name, email address, phone number and postal address
- Business name and company registration details
- Financial information necessary to provide our services
- Communications sent via email, phone or our contact form
- Website usage data including IP address and browser type (via cookies)
- Identity verification documents required by AML regulations
How We Use Your Data
- To provide accountancy, tax and business advisory services
- To respond to enquiries submitted via our contact form or by phone
- To comply with HMRC filing obligations and legal requirements
- To meet our Anti-Money Laundering (AML) obligations
- To send service-related communications and updates
- To improve our website and services
Legal Basis for Processing
- Contract — processing necessary to deliver our services
- Legal obligation — HMRC, AML and Companies House compliance
- Legitimate interests — improving services and responding to enquiries
- Consent — where you have provided explicit consent (e.g. marketing emails)
How Long We Keep Your Data
- Client records — 7 years after end of client relationship (HMRC requirement)
- AML verification records — 5 years minimum
- Website enquiry data — 2 years from date of enquiry
- Marketing preferences — until you unsubscribe or withdraw consent
Who We Share Your Data With
We do not sell your personal data. We may share data with:
- HMRC and other government bodies as required by law
- Companies House for company filing obligations
- Cloud accounting software providers (Xero, QuickBooks, Sage) under data processing agreements
- EmailJS (contact form delivery) — processed in accordance with GDPR
- Professional indemnity insurers where necessary
Your Rights Under UK GDPR
- Right of access — request a copy of the data we hold about you
- Right to rectification — ask us to correct inaccurate data
- Right to erasure — request deletion of your data (where legally permitted)
- Right to restrict processing — ask us to limit how we use your data
- Right to data portability — receive your data in a portable format
- Right to object — object to processing based on legitimate interests
- Right to withdraw consent — withdraw consent at any time
Exercise Your Rights or Make a Data Enquiry
Contact our Data Controller at info@britvex.com or write to Suite 4, 20 London Wall, London, EC2M 5TE. You also have the right to lodge a complaint with the ICO at ico.org.uk or call 0303 123 1113.
Terms & Conditions
These Terms and Conditions govern the use of Britvex Advisory Ltd's services and website. By engaging our services or using this website, you agree to these terms.
About Britvex Advisory
Britvex Advisory Ltd is a company registered in England and Wales. Registered office: Suite 4, 20 London Wall, London, EC2M 5TE. We provide accountancy, tax advisory and business services to individuals and businesses in the UK and internationally.
Our Services
- Services begin only after a signed engagement letter and receipt of required information
- We reserve the right to decline any engagement without providing reasons
- All advice is given in accordance with UK law and HMRC regulations current at the time
- We are not responsible for changes in legislation after advice has been given
Fees & Payment
- Fees are as agreed in your engagement letter or service agreement
- Invoices are due within 14 days of issue unless otherwise agreed
- Late payment may incur interest at 8% above the Bank of England base rate
- We reserve the right to suspend services for outstanding invoices
- All prices are exclusive of VAT unless stated otherwise
Client Responsibilities
- Provide complete, accurate and timely information and documents
- Notify us promptly of any changes to their circumstances
- Meet all deadlines communicated by us for information provision
- Cooperate with identity verification and AML checks as required by law
- Review and approve all documents before submission to HMRC or Companies House
Limitation of Liability
- Our liability is limited to the fees paid for the specific service in question
- We are not liable for losses arising from inaccurate or incomplete information provided by clients
- We are not liable for HMRC penalties resulting from client failure to meet information deadlines
- Nothing in these terms limits liability for fraud, death or personal injury caused by negligence
Confidentiality
We maintain strict confidentiality regarding all client information. We will not disclose client information to third parties except where required by law, regulatory bodies, or as set out in our Privacy Policy.
Termination
- Either party may terminate services with 30 days written notice
- We reserve the right to terminate immediately for non-payment or misconduct
- All outstanding fees become immediately payable upon termination
- We will provide client files and records within 30 days of termination
Governing Law
These terms are governed by the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.
Questions About These Terms?
Contact us at info@britvex.com or call +44 7399 546130.
Complaints Procedure
Britvex Advisory Ltd is committed to providing an excellent service. If you are unhappy with any aspect of our service, we want to hear from you.
We take all complaints seriously and aim to resolve them fairly, promptly and professionally. All complaints are handled in strict confidence.
Our Complaints Process
External Escalation
- ICAEW / ACCA — for professional conduct complaints
- Financial Ombudsman — financial-ombudsman.org.uk
- ICO — for data protection complaints: ico.org.uk
How to Submit a Complaint
- Email: complaints@britvex.com
- Post: Complaints Officer, Britvex Advisory Ltd, Suite 4, 20 London Wall, London, EC2M 5TE
- Phone: +44 7399 546130 (Mon–Fri, 9am–6pm)
We Want to Put Things Right
Email complaints@britvex.com and we will respond promptly.