Privacy Policy

1. This Privacy Policy

 

At Valuation.Accountant, we are committed to protecting your privacy. This policy outlines how we collect, use, disclose, process, and manage personal data from our website visitors, clients, and service users.

 

Our approach to data protection is based on transparency, security, and compliance, ensuring that all data handling aligns with the UK General Data Protection Regulation (UK GDPR).

 

We may collect information such as contact details, business data, and financial records where necessary for valuation services. Our safeguards include secure storage, encryption, and strict access controls to prevent unauthorised data access.

 

You are responsible for ensuring that you comply with the relevant data protection laws applicable to your circumstances.

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2. Information We Collect

 

We may collect and process the following data:

• Personal Information – Name, email address, phone number, job title, company name, and any details provided via forms or correspondence.

• Financial Data – Business financial details for valuation purposes, including company accounts, shareholding structures, and market performance.

• Technical Data – IP address, browser type, operating system, and browsing behaviour on our website.

• Cookies & Tracking Data – Data collected via cookies to enhance user experience (see Cookies Policy below).

 

3. How We Use Your Data

 

We process personal data for the following purposes:

 

• To provide valuation services – Using financial and business data to produce reports and advisory services.

• To communicate with you – Responding to enquiries, providing updates, and sending relevant industry insights.

• To comply with legal obligations – Meeting regulatory requirements, tax laws, and professional standards.

• To improve our website and services – Analysing site usage to enhance user experience and security.

 

4. Legal Basis for Processing

 

• We only process personal data when legally permitted under the UK GDPR, including:

• Contractual necessity – When processing is required to deliver valuation services.

• Legitimate interest – For business communications, service improvements, and fraud prevention.

• Legal compliance – To meet tax, financial, or regulatory obligations.

• Consent – When you opt in to receive marketing updates (you can withdraw consent at any time).

 

5. How We Store & Secure Your Data

 

We take appropriate technical and organisational measures to protect your personal data from loss, misuse, unauthorised access, or disclosure.

 

• Data Storage & Security Measures:

• Secure servers with encryption protocols

• Restricted access for authorised personnel only

• Regular security audits and compliance checks

 

We retain personal data only for as long as necessary to fulfil the purpose for which it was collected, in accordance with legal and regulatory requirements.

 

6. Sharing Your Data

 

We do not sell or rent your personal data. We may share your information only when necessary:

• With service providers – Trusted third-party vendors (e.g. accountants, IT providers) under confidentiality agreements.

• For legal compliance – If required by law, regulatory bodies, or court orders.

• For business operations – In case of mergers, acquisitions, or company restructuring.

 

Any third parties processing your data must comply with strict security measures and GDPR standards.

 

7. Your Rights Under GDPR

 

Under the UK GDPR, you have the following rights regarding your personal data:

 

✔ Right to Access – Request a copy of your data.

✔ Right to Rectification – Correct inaccurate or incomplete data.

✔ Right to Erasure – Request deletion of your personal data.

✔ Right to Restrict Processing – Limit how we use your data.

✔ Right to Data Portability – Transfer your data to another provider.

✔ Right to Object – Opt out of direct marketing and certain processing activities.

 

To exercise your rights, please contact us at [Insert Contact Email].

 

8. Cookies & Tracking Technologies

 

We use cookies to enhance website functionality and analyse visitor behaviour.

 

🔹 Essential Cookies – Required for site operation.

🔹 Analytics Cookies – Help us understand website usage.

🔹 Marketing Cookies – Used for targeted advertising (with consent).

 

You can manage or disable cookies via your browser settings.

 

9. Updates to This Policy

 

We may update this policy from time to time. The latest version will always be available on our website. If significant changes occur, we will notify you via email or website updates.

 

10. Contact Us

 

If you have any questions about this policy or wish to exercise your GDPR rights, please contact us:

 

📩 Email: hello@valuation.accountants

📍 Address: Office EO, Park View Business Centre, Whitchurch, SY13 2NN

🌍 Website: valuation.accountant