Website Privacy Policy

Last updated: May 2026

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This Website Privacy Policy explains how CLK Accounting & Advisory Ltd (“we”, “us” or “our”) collects, uses, stores and protects personal data when you visit our website, contact us, enquire about our services, or engage us to provide accountancy and business advisory services, including accounts preparation, bookkeeping, VAT, payroll, tax compliance, tax advisory and related support services. We are committed to handling personal data lawfully, fairly and transparently in accordance with the UK General Data Protection Regulation, the Data Protection Act 2018 and, where applicable, the Privacy and Electronic Communications Regulations.

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1. Who we are

CLK Accounting & Advisory Ltd is the controller of the personal data described in this policy. We are registered in England & Wales under company number 17187805 and our registered office is 167–169 Great Portland Street, 5th Floor, London, W1W 5PF. If you have any questions about this policy or about how we use your personal data, you can contact us by email at dean@clkadvisory.co.uk.

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2. What personal data we collect

Depending on how you interact with us, we may collect and process the following categories of personal data:

• identity and contact information, such as your name, postal address, telephone number and email address;

• personal and business information you provide to us when making an enquiry, completing a contact form, requesting a quotation or becoming a client;

• financial, accounting, payroll, tax and company information relevant to the services we provide, including records relating to bookkeeping, VAT, accounts preparation and advisory work;

• identity verification information and identification documents collected for client due diligence, anti-money laundering and compliance purposes;

• correspondence, engagement records and other communications between you and us;

• technical and usage information collected when you use our website, such as IP address, browser type, device information, pages visited, and dates and times of access; and

• cookie and similar technology data, where used on our website.

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3. How we collect your data

We collect personal data in a number of ways, including:

• directly from you when you contact us, complete forms on our website, request information, or instruct us to act for you;

• during client onboarding, engagement acceptance, client due diligence checks and the delivery of our professional services;

• from identity verification, anti-money laundering and compliance providers;

• from public authorities, regulators and public registers, including HMRC and Companies House, where relevant to our services; and

• automatically through your use of our website, including through cookies and similar technologies, where applicable.

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4. Why we collect your data (lawful basis)

We process personal data only where we have a lawful basis for doing so. Depending on the circumstances, those lawful bases may include:

• performance of a contract, where processing is necessary for us to provide accountancy, tax, payroll, bookkeeping, VAT and advisory services to you or to take steps at your request before entering into a contract;

• compliance with a legal obligation, including obligations relating to anti-money laundering, taxation, accounting, regulatory requirements, professional rules and record-keeping;

• legitimate interests, where processing is necessary for the purposes of running, administering and improving our practice and website, recovering fees, managing professional risk and defending legal claims, provided those interests are not overridden by your rights and interests; and

• consent, where we rely on your consent, such as for certain cookies or direct marketing communications where required by law.

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5. How we use your data

We may use personal data for the following purposes:

• to respond to enquiries and provide information about our services;

• to provide accountancy, tax and advisory services and manage our relationship with clients;

• to verify identity and carry out anti-money laundering and compliance checks;

• to maintain business records, billing records and internal administration;

• to operate, monitor and improve our website and services;

• to comply with legal, regulatory and professional obligations; and

• to send marketing communications where permitted by law or where you have consented to receive them.

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6. Sharing your data

We may share personal data with trusted third parties where necessary for the purposes described in this policy, including:

• government bodies, regulators and law enforcement agencies, including HMRC and Companies House, where disclosure is required or permitted by law;

• identity verification, anti-money laundering and compliance service providers;

• IT, cloud storage, website hosting and software service providers who support our business operations;

• professional advisers, insurers, bankers and auditors; and

• other third parties where you have asked us to do so or where disclosure is necessary in connection with our services.

We do not sell personal data to third parties.

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7. How we store your data

We take appropriate technical and organisational measures to protect personal data against accidental or unlawful destruction, loss, alteration, unauthorised disclosure or access. Personal data is stored using secure systems and is retained only for as long as reasonably necessary for the purposes for which it was collected, including to satisfy legal, regulatory, tax, accounting and professional requirements. In most cases, client records will be retained for at least 5 years after the end of the relevant business relationship, and longer where required or justified.

8. International data transfers

Some of our service providers may store or process personal data outside the United Kingdom. Where this occurs, we will take steps to ensure that appropriate safeguards are in place so that your personal data remains protected in accordance with applicable data protection law.

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9. Your rights

Subject to applicable law, you may have the right to:

• request access to the personal data we hold about you;

• request correction of inaccurate or incomplete personal data;

• request erasure of personal data in certain circumstances;

• request restriction of processing in certain circumstances;

• object to processing carried out on the basis of legitimate interests or for direct marketing; and

• request the transfer of your personal data to you or another organisation, where applicable.

If you wish to exercise any of these rights, please contact us at dean@clkadvisory.co.uk. You also have the right to make a complaint to the Information Commissioner’s Office if you believe that your personal data has been handled unlawfully or unfairly.

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10. Cookies and similar technologies.

Our website may use cookies and similar technologies to support website functionality, improve performance, understand how visitors use the site and, where applicable, support communications or marketing activities. Where consent is required, we will request it before placing non-essential cookies on your device. You can also manage cookie preferences through your browser settings and, where available, through our website cookie controls.

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11. Contact us

If you have any questions about this Website Privacy Policy or about the way in which we process personal data, please contact:

CLK Accounting & Advisory Ltd Email: dean@clkadvisory.co.uk