Our Privacy Policy
Effective Date: 16 September 2026
At Sure Consultancy & Accounting, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or engage with us professionally.
Please read this policy carefully. By using our website and services, you agree to the collection and use of information in accordance with this policy.
- Information We Collect
We may collect personal information from you in a variety of ways, including when you visit our site, fill out a contact form, or engage us for professional services.
- Identity & Contact Data: Name, business name, job title, email address, phone number, and physical address.
- Financial & Tax Data: Bank account details, tax identification numbers, payroll details, financial statements, invoices, and other records necessary to provide accounting and consulting services.
- Technical & Usage Data: Your IP address, browser type, operating system, pages viewed, and the dates/times of your visits to our website.
- How We Use Your Information
We use the information we collect for the following professional purposes:
- To Provide Services: To deliver the accounting, tax preparation, bookkeeping, and business consulting services you request.
- To Communicate: To respond to your inquiries, send you project updates, and provide customer support.
- To Maintain Compliance: To fulfil our legal, regulatory, and professional obligations (such as anti-money laundering checks and tax regulations).
- To Improve Our Website: To analyse website traffic and optimise your online experience.
- Lawful Basis for Processing
Under data protection laws, we only process your data when we have a valid lawful basis, which includes:
- Performance of a Contract: Where processing is required to fulfil our service agreement with you.
- Legal Obligation: Where we must comply with statutory tax, corporate, or financial reporting laws.
- Legitimate Interests: For standard business operations, such as website security or internal administrative functions.
- Sharing Your Information
We do not sell, rent, or trade your personal data. We only share your information with trusted third parties under the following circumstances:
- Service Providers: Third-party software platforms necessary to perform our work (e.g., secure cloud accounting software, client portals, and IT hosting providers) who are legally bound to keep your data secure.
- Legal Authorities: Regulatory bodies, tax authorities, or law enforcement if required to do so by law or to protect our legal rights.
- Data Security and Retention
- Security: We implement strict technical and organisational security measures (including encryption and secure client portals) to protect your sensitive financial and personal data from unauthorised access or disclosure.
- Retention: We only keep your personal and financial data for as long as necessary to fulfil the purposes outlined in this policy or to comply with statutory legal and tax retention requirements (typically 6 to 7 years for accounting records).
- Your Rights
Depending on your location, you have specific rights regarding your personal data, including:
- The right to access the personal data we hold about you.
- The right to correct any inaccurate or incomplete information.
- The right to request the erasure of your data (subject to legal retention requirements).
- The right to restrict or object to our data processing.
- Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. We will notify you of any changes by posting the new policy on this page with an updated “Effective Date.”
- Contact Us
If you have questions, comments, or requests regarding this Privacy Policy, please contact us at:
Sure Consultancy & Accounting Services Ltd
Email: info@sureconsultancyaccounting.co.uk
Address: Peel House 34-44 London Rd, Morden SM4 5BT
Phone: 020 8103 1192
What Our Clients Say
At Sure Consultancy & Accounting Services, we pride ourselves on building lasting relationships through accuracy, clarity, and dependable support. But don’t just take our word for it, here’s what some of our happy clients have to say about working with us.
"This is the best service any business or individual could consult. Sure Consultancy & Accounting Services prepared the fiscal year report for the charity I work for, and it was extremely clear, even a toddler could understand it! I could give more stars if there were more. They’re most definitely preparing next year's accounts. If you want an easy but in-depth financial report with forecasting — they are your people!"