Contact details

Post: 7 Talavera Road, Brockhill Village, Norton, Worcester, WR5 2SB
Phone: 07972919618
Email: c.fitzer@fitzeraccounting.co.uk

What information we collect, use and why

We collect or use the following information to provide and improve products and services for clients:

  • Names and contact details
  • Addresses
  • Date of birth
  • Marital status
  • Financial data (including income and expenditure)
  • Employment details (including salary, sick pay and length of service)
  • Records of meetings and decisions
  • Account access information

We collect or use the following personal information for the operation of client or customer accounts:

  • Names and contact details
  • Addresses

We collect or use the following personal information for the prevention, detection, investigation or prosecution of crimes:

  • Names and contact details
  • Addresses

We collect or use the following personal information to comply with legal requirements:

  • Name
  • Contact information
  • Identification documents

We collect or use the following personal information to protect client welfare:

  • Names and contact information

We collect or use the following personal information for dealing with queries, complaints or claims:

  • Names and contact details
  • Addresses
  • Account information
  • Customer or client accounts and records
  • Financial transaction information
  • Correspondence

Cookies

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

Lawful basis and data protection rights

Under UK data protection law, we must have a “lawful basis” for collection and using your personal information. There is a lit of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

  • Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details where we get personal information from and who we share it with. There are some exemptions which means you may not receive all the information you ask for.
  • You right to rectification – You have the right to ask us to correct or delete personal information you think is accurate or incomplete.
  • Your right to erasure – You have the right to ask us to delete your personal information.
  • Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information.
  • Your right to object to processing – You have the right to object to the processing of your personal data.
  • Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you.
  • Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time.

If you make a request, we must respond to you without undue delay and in any event within one month. To make a data protection request, please contact us using the contact details at the top of this privacy notice.

Out lawful bases for the collection and use of your data for all purposes is either:

  • Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. Or,
  • Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protections rights may apply, except the right to erasure, the right to object and the right to data portability.

Where we get personal information from

  • Directly from you
  • Regulatory authorities

How long we retain your data

Information is stored for 6 years plus the current tax year in line with the requirements of HM Revenue and Customs.

Who we share your data with

We will only share your personal information with regulatory authorities where we are required to do so.

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Last updated 14/08/2025