Home›Privacy Policy
Britvex Privacy Policy

How Britvex collects, uses and protects personal information.

This privacy notice explains how BRITVEX ADVISORY LTD uses personal information when you enquire about our services, become a client, use our website, communicate with us, provide information for accounting or tax work, or interact with us in another business capacity.

Data Protection Enquiry →Contact Britvex
Data controller

BRITVEX ADVISORY LTD

Company number — 16133503
Registered office — 27 Gadbury Fold, Atherton, Manchester M46 0GN, United Kingdom
Email — info@britvex.co.uk
Website — Britvex.co.uk
✓UK GDPR & Data Protection Act
✓Purpose-based processing
✓Controlled sharing
✓Individual rights
Who this notice covers

Clients, prospective clients, website visitors and business contacts.

The information we hold depends on the relationship. A website visitor may provide only basic enquiry data; an accounting or tax client may need to provide identification, financial records, payroll information, ownership details and other information necessary for the professional work and legal obligations connected to the engagement.

01 · Identity & Contact

Names, addresses and business contact details.

This can include names, email addresses, telephone numbers, residential or business addresses, dates of birth, company roles and other identifiers required for communication or onboarding.

02 · AML & Ownership

Information needed to identify clients and ownership.

Where required, this can include identity documents, verification results, beneficial ownership, director or PSC details, risk information and other records needed for anti-money-laundering or client due-diligence purposes.

03 · Financial & Tax

Records needed to provide accounting and tax services.

This can include bank and transaction records, income, expenses, invoices, tax records, accounts, property information, payroll data and information about relevant financial arrangements.

04 · Employment & Payroll

Information needed to process payroll or employment-related reporting.

This can include employee names, addresses, tax identifiers, pay information, deductions, bank details and other information provided by a client for payroll administration.

05 · Communications

Emails, enquiries, instructions and service records.

We may retain correspondence, meeting notes, client instructions, approvals, complaints, service history and information needed to evidence the work performed.

06 · Website & Technical

Information generated when the website or online services are used.

This may include device, browser, security, log, cookie or analytics information where the relevant tools are in use and permitted by applicable law and consent requirements.

Why we use personal information

We use information only where there is a lawful basis and a legitimate business or legal purpose.

The lawful basis can differ according to the activity. In some cases more than one basis may be relevant to different aspects of the same client relationship.

ContractTo take steps before an engagement and to deliver the accounting, tax, payroll, advisory or company service you have asked us to provide.
Legal obligationTo comply with obligations such as tax, company, anti-money-laundering, record-keeping or other legal requirements that apply to our work.
Legitimate interestsFor proportionate business purposes such as service administration, security, fraud prevention, record keeping, improving operations and managing professional risk.
ConsentWhere consent is the appropriate legal basis, for example for certain optional communications or technologies where consent is required.
Who we may share information with

Information is shared only where there is a reason connected to the service, the law or secure business operations.

Depending on the engagement, recipients may include government bodies, professional service providers and technology providers that support the work. The exact recipients depend on the client and service.

HM Revenue & Customs and Companies House where filings, registrations or enquiries require it.
Banks, payroll, accounting, identity-verification or other service providers where needed for the agreed work.
Hosting, email, document storage, IT security and other technology suppliers acting under appropriate arrangements.
Legal, tax or other professional advisers where specialist input is required and sharing is lawful.
Law-enforcement, regulatory or other public authorities where disclosure is required or permitted by law.
Data minimization

Share the information needed for the purpose — not the whole client file by default.

PurposeWhy is the information needed?
RecipientWho genuinely needs to receive it?
AmountWhat is the minimum relevant information?
ProtectionWhat safeguards apply to the sharing?
Your data-protection rights

UK data-protection law gives individuals a range of rights.

Be informedUnderstand how and why personal information is used.
AccessAsk whether we process your information and request a copy, subject to applicable exemptions.
RectificationAsk for inaccurate or incomplete information to be corrected.
ErasureAsk for information to be erased in circumstances where the right applies.
RestrictionAsk us to restrict processing in circumstances provided by law.
Data portabilityReceive certain information in a reusable form where the legal conditions are met.
ObjectObject to certain processing, including some uses based on legitimate interests or direct marketing.
Automated decisionsRights apply in relation to certain solely automated decisions and profiling.
International transfers

Some technology or professional-service arrangements can involve information being processed outside the UK.

Where a transfer is restricted under UK data-protection law, Britvex will use an available lawful transfer mechanism as appropriate to the circumstances. This may include UK adequacy regulations, an approved contractual safeguard such as the UK International Data Transfer Agreement or Addendum, together with the required transfer assessment, or another lawful exception where applicable.

International clients do not automatically mean unrestricted international data sharing.

The data flow should be considered separately: who is receiving the information, in which country, in what capacity, why the transfer is needed and what safeguards are required.

Retention & security

We do not use one retention period for every category of information.

Britvex keeps information for as long as reasonably necessary for the purpose for which it was collected and for applicable legal, tax, accounting, AML, contractual, dispute and professional record-keeping requirements. Different records may therefore be retained for different periods.

Access controls and authentication are used where appropriate.
Professional and technology providers are selected with security and confidentiality in mind.
Information may be retained where required to establish, exercise or defend legal claims.
When information is no longer required, it should be deleted, anonymized or otherwise securely disposed of where appropriate.
Retention decision

Keep information only for a defensible reason.

PurposeIs the information still needed to provide or administer the service?
LawIs a statutory or regulatory record period still running?
RiskIs retention needed for disputes, claims or professional records?
EndCan the information now be deleted or anonymized?
Privacy FAQs

Common questions about personal information.

Who is the data controller?
For the processing described in this notice, the controller is BRITVEX ADVISORY LTD, company number 16133503, unless a particular arrangement expressly identifies a different role.
Do you use personal information for anti-money-laundering checks?
Where the law and the engagement require it, Britvex may process identification, ownership, verification and risk information for client due diligence and anti-money-laundering purposes.
Can I request a copy of my information?
Yes. The UK GDPR includes a right of access, commonly called a subject access request. The right is subject to applicable exemptions and rules.
Do you sell personal information?
Britvex does not use the client relationship as a basis for selling personal information to advertisers or data brokers.
Will my information ever leave the UK?
It may, for example where a technology supplier or an international professional arrangement involves processing outside the UK. Where the transfer rules apply, an appropriate lawful transfer mechanism is required.
How do I complain about data protection?
Contact Britvex first so the issue can be investigated. You also have the right to complain to the Information Commissioner’s Office if you remain dissatisfied with how your personal information has been handled.
Last updated: 3 October 2026. This notice has been framed against current ICO guidance on individual rights and international transfers. See ICO individual-rights guidance and ICO international-transfer guidance.
Privacy enquiry

Questions about your information or your data-protection rights?

Contact Britvex and identify the person, company or engagement involved so that we can locate the relevant records and understand your request.

Email Britvex →Complaints Procedure

BRITVEX ADVISORY LTD
27 Gadbury Fold, Atherton, Manchester M46 0GN, United Kingdom
info@britvex.co.uk

If you remain dissatisfied about a data-protection matter, you may also complain to the Information Commissioner’s Office.