TPP Accountants Ltd t/a Phillips & Co Accountants

Effective Date: 2nd July 2025

1. Introduction
At TPP Accountants Ltd t/a Phillips & Co Accountants, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and share your personal information when you use our services or visit our website. This policy complies with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Key Terms

Personal Data: Any information that relates to an identified or identifiable living person.

Data Controller: The entity that determines the purposes and means of processing personal data. In this case, the data controller is TPP Accountants Ltd t/a Phillips & Co Accountants.

Data Processor: An entity that processes personal data on behalf of the data controller.

3. Information We Collect
We collect the following types of personal data:

Identity Data: Your full name, date of birth, residential and business addresses, email addresses, telephone numbers, National Insurance number, and passport/driving licence details where required for identity verification.

Financial Data: Bank account details, transaction records, invoices, payroll information, tax returns, and financial statements.

Special Category Data: In some cases, we may need to collect sensitive personal data, such as health or medical information, only when necessary for providing our services and with your explicit consent.

4. How We Use Your Information
We use your personal data for the following purposes:

To provide you with accounting, tax, and advisory services as outlined in our Engagement Letter.

To comply with our legal and regulatory obligations, including anti-money laundering regulations.

To communicate with you about your account and our services.

To manage our business operations, including billing and record-keeping.

5. Legal Basis for Processing
We will only process your personal data when we have a valid legal basis to do so, which may include:

Performance of a contract: To fulfil our contractual obligations to you.

Legal obligation: To comply with the law (e.g., AML regulations, HMRC reporting).

Legitimate interests: For our legitimate business interests, provided they do not override your rights and freedoms.

Consent: Where you have given us your explicit consent for a specific purpose.

6. Data Sharing and Disclosure
We will not share your personal data with third parties, except in the following circumstances:

With your explicit consent.

With third-party service providers who assist us in delivering our services (e.g., software providers), who are bound by strict confidentiality and data protection obligations.

With HMRC, Companies House, and other regulatory bodies as required by law.

To comply with a legal obligation or to protect our legal rights.

7. Data Security
We have implemented appropriate technical and organisational measures to protect your personal data against unauthorised or unlawful processing and against accidental loss, destruction, or damage.

8. Data Retention
We will retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. This is typically for a period of seven years after the end of our engagement.

9. Your Data Protection Rights
Under UK data protection law, you have the following rights:

The right to access your personal data.

The right to rectification of inaccurate personal data.

The right to erasure of your personal data (the “right to be forgotten”).

The right to restriction of processing.

The right to data portability.

The right to object to processing.

The right to withdraw consent at any time.

You can exercise these rights by contacting us using the details provided below.

10. International Data Transfers
We primarily process your personal data within the United Kingdom. In the event that we transfer data outside of the UK, we will implement appropriate safeguards to ensure your data is protected in accordance with UK GDPR.

11. Changes to this Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website.

12. Contact Us
If you have any questions about this Privacy Policy or your data protection rights, please contact us:

Email: info@phillipscoaccountants.co.uk

Telephone: 01244 220 062

Post: Obsidian Offices, Chantry Court, Chester, CH1 4QN