Privacy policy

How Philip Barnes & Co Chartered Accountants collects, uses and protects your personal data.

Data controller

The data controller is Philip Barnes & Co Chartered Accountants, with offices at The Old Council Chambers, Halford Street, Tamworth, Staffordshire B79 7RB and 40 Carter Street, Uttoxeter, Staffordshire ST14 8EU.

How to contact us about data

Our Data Privacy Manager can be contacted via the email above or the firm’s contact form.

What data we hold

We collect and process personal data needed to provide accountancy and tax services — including contact details, identification information, financial information about you and your business, and any related correspondence.

We do not collect special categories of personal data such as health, biometric or criminal-record information.

Legal bases

We process personal data on the lawful bases of contract (delivering services you have engaged us for), legal obligation (statutory accounting, tax and anti-money-laundering requirements), and legitimate interest (running and developing the firm).

Sharing your data

We share personal data only where necessary — for example with HMRC, Companies House, your bank or solicitor, or other Philip Barnes & Co Chartered Accountants Group entities. We do not transfer your personal data outside the UK.

Retention

We retain client records for the periods required by UK accountancy, tax and anti-money-laundering regulations, and longer where there is a continuing professional reason to do so.

Your rights

You have the right to access the data we hold about you, request correction or erasure, request portability, and lodge a complaint with the Information Commissioner’s Office.