Privacy Policy
Effective Date: 30 December 2025
Peak District Accounting and Advisory Ltd (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information obtained in the course of providing accounting, tax, and related professional services.
1. Information We Collect
We may collect the following types of information:
Personal Information
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Full name, address, email address, and phone number
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Date of birth
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Government-issued identification (where required)
Financial Information
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Income and expense records
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Bank account and payment information
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Tax identification numbers
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Financial statement and related documentation
Personal Information
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Business name, structure, and ownership details
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Payroll, accounting, and tax records
2. How We Use Information
We use collected information to:
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Provide accounting, bookkeeping, tax preparation, and advisory services
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Comply with legal, regulatory, and professional obligations
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Communicate with clients regarding services and inquiries
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Maintain internal records and improve service quality
We do not sell or rent personal information to third parties.
3. Information Sharing and Disclosure
We may share information only in the following circumstances:
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With client consent
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With trusted service providers (e.g., payroll processors, tax software providers) who are contractually obligated to protect confidentiality
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When required by law, regulation, court order, or governmental authority
4. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect personal and financial information, including:
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Secure electronic systems and password protection
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Limited access to authorized personnel only
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Secure storage and disposal of physical records
5. Data Retention
We retain client information only as long as necessary to:
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Provide services
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Meet legal, regulatory, and a record-keeping requirements
Records are securely destroyed when no longer required.
6. Client Rights
Depending on applicable law, clients may have the right to:
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Request access to their personal information
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Request corrections to inaccurate information
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Request deletion of information where legally permissible
Requests can be made using the contact information below.
7. Third-Party Websites and Services
Our website or communications may reference third-party services. We are not responsible for the privacy practices or content of external websites or platforms.
8. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on our website with an updated effective date.
9. Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact:
Peak District Accounting & Advisory Ltd
Email: accpeakdistrict@gmail.com
Phone: +44 7720 809334