Privacy Policy
Last updated: 17 September 2025
At Centrix Accountants Ltd, we respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, store, and safeguard your information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Who We Are
Centrix Accountants Ltd (Company No. 16301219)
Registered office: 43–51 Whitmore Road, Birmingham, B10 0NR
📧 info@centrixaccountants.co.uk
📞 07350 560264
2. What Personal Data We Collect
We may collect and process the following categories of personal data:
- Identity Data – such as name, date of birth, and identification documents.
- Contact Data – including email address, phone number, and postal address.
- Financial Data – bank details, tax information, and payroll records.
- Business Information – company registration, accounts, and VAT details.
- Technical Data – IP address, browser type, login data, and website usage analytics.
- Communication Data – messages, emails, and call records relating to our services.
3. How We Collect Your Data
We collect personal data through:
- Direct interactions – when you contact us, engage our services, or submit forms.
- Automated technologies – through cookies and analytics tools on our website.
- Third parties – such as HMRC, banks, business partners, and professional advisers.
4. How We Use Your Data
We process your personal data for the following purposes:
- To provide accounting, tax, payroll, and business advisory services.
- To manage our client relationship, including invoicing and payments.
- To comply with legal, regulatory, and professional obligations.
- To send updates, newsletters, or information you have requested.
- To monitor and improve the performance of our website and services.
5. Lawful Basis for Processing
We rely on the following lawful bases under UK GDPR:
- Contract – when processing is necessary to perform our services.
- Legal Obligation – to comply with laws such as HMRC requirements.
- Legitimate Interests – where processing is necessary for our operations, provided it does not override your rights.
- Consent – for optional communications such as marketing emails.
6. Sharing Your Data
We will never sell your personal data. We may share data with:
- HMRC and other government authorities.
- Financial institutions such as banks.
- Professional advisers (lawyers, auditors, insurers).
- IT service providers and secure cloud storage providers.
- Third parties where required by law.
7. Data Security
We implement appropriate security measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. Access to data is restricted to authorised personnel only.
8. Data Retention
We retain personal data only for as long as necessary to fulfil the purposes we collected it for, including satisfying legal, accounting, or reporting requirements. Typically, financial records are kept for at least six years in line with UK law.
9. Your Data Protection Rights
Under UK GDPR, you have the right to:
- Request access to the personal data we hold about you.
- Request correction of inaccurate or incomplete data.
- Request erasure of your data where legally applicable.
- Object to processing based on legitimate interests or direct marketing.
- Request restriction of processing in certain circumstances.
- Request transfer of your data to another provider (data portability).
- Withdraw consent at any time where consent is the lawful basis for processing.
10. International Data Transfers
We generally store data within the UK and European Economic Area (EEA). If data is transferred outside these regions, we ensure that adequate safeguards are in place in compliance with UK GDPR.
11. Complaints
If you believe your data has been misused, please contact us first so we can resolve the matter. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page, with the revised "Last updated" date shown above.
13. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact us:
📧 info@centrixaccountants.co.uk | 📞 07350 560264
Centrix Accountants Ltd, 43–51 Whitmore Road, Birmingham, B10 0NR
