Last updated: 24 September 2026
At Wealthwise Accountants, we take your privacy seriously. This Privacy Policy explains how we collect, use, store and protect your personal information when you visit our website, contact us, make an enquiry or use our services.
1. Who we are
1. Who we are
Wealthwise Accountants Limited provides accounting, tax, payroll and business advisory services, including bookkeeping and management accounts, VAT and Making Tax Digital, corporation tax and year-end accounts, self assessment and tax returns, payroll and pensions, and business advisory and cash flow support.
For the purposes of UK data protection law, Wealthwise Accountants Limited is the data controller responsible for the personal information covered by this Privacy Policy.
Wealthwise Accountants Limited
Company number: 16819892
Registered office: 128 Edith Road, Smethwick, England, B66 4QZ
Website: wealthwiseaccountants.co.uk
Email: info@wealthwiseaccountants.co.uk
Telephone: +44 7737 014274
2. Information we collect
The personal information we collect depends on how you interact with us.
When you use our website or contact Wealthwise Accountants, we may collect:
- Your full name
- Email address
- Telephone number
- The service you are interested in
- Information you provide about your business or circumstances
- Information included in messages or enquiries you send to us
- Technical information about your use of our website, such as your IP address, browser, device and website usage information
- Cookie and analytics information, where applicable
Our website’s consultation and quote forms currently request your name, email address, telephone number, the service you need help with and additional information you choose to provide about your enquiry or business.
If you become a client, we may need to collect additional personal, financial, accounting, tax and identification information necessary to provide our professional services and meet our legal and regulatory obligations.
3. How we use your information
We may use your personal information to:
- Respond to enquiries and requests for quotations
- Arrange consultations
- Understand which of our services you require
- Provide accounting, tax, payroll and business advisory services
- Manage our relationship with clients
- Communicate with existing and prospective clients
- Prepare accounts, tax returns and other relevant documentation
- Meet legal, regulatory, tax and professional requirements
- Maintain appropriate business and financial records
- Administer and improve our website
- Protect our website and systems against misuse, fraud and security threats
- Send relevant marketing communications where we have an appropriate lawful basis to do so
We will only use personal information for appropriate purposes and in accordance with applicable data protection law.
4. Our lawful bases for processing your information
UK data protection law requires us to have a lawful basis for processing personal information and to explain that basis in our privacy information.
Depending on the circumstances, Wealthwise Accountants may rely on:
Contract
Where processing your information is necessary to provide services you have requested or to take steps at your request before entering into an agreement with you.
Legal obligation
Where we need to process or retain information to comply with applicable legal, tax, regulatory or professional requirements.
Legitimate interests
Where processing is necessary for the legitimate operation of our business and those interests do not override your rights and freedoms. This may include responding to enquiries, administering our business, maintaining website and information security and improving our services.
Consent
Where you have specifically agreed to us using your information for a particular purpose. Where we rely on your consent, you may withdraw it at any time.
5. Contact forms, consultations and quote requests
Our website allows you to request a free consultation or fixed-fee quote.
When you submit one of these forms, we may collect your name, email address, telephone number, the service you are interested in and any information you choose to provide about your circumstances or business.
We use this information to:
- Review your enquiry
- Contact you about your request
- Understand the services you may require
- Arrange a consultation
- Prepare or discuss a quotation where appropriate
Please avoid submitting sensitive or unnecessary personal information through the general website enquiry forms.
6. Cookies and website analytics
Our website may use cookies and similar technologies to ensure it functions correctly, understand how visitors interact with it and improve its performance.
Some cookies are necessary for the website to work. Other cookies, including certain analytics or marketing cookies, may require your consent.
Where consent is required, you can accept, reject or manage your preferences through our cookie consent tool.
You can also manage or remove cookies through your browser settings.
7. Who we share information with
We do not sell your personal information.
Where necessary, we may share personal information with organisations that assist us in operating our business or providing professional services. These may include:
- IT, website hosting and cloud service providers
- Accounting, payroll and professional software providers
- Banking and payment providers
- Professional advisers
- HM Revenue & Customs (HMRC)
- Government, regulatory or professional bodies where required
- Other professional service providers where necessary to provide services to you
- Law enforcement agencies or other authorities where disclosure is required by law
The ICO requires privacy information to explain the recipients, or categories of recipients, with whom personal information is shared where applicable.
Where another organisation processes information on our behalf, we take appropriate steps to ensure personal information is handled securely and in accordance with applicable data protection requirements.
8. International transfers
Some of the technology and service providers we use may process or store information outside the United Kingdom.
Where personal information is transferred internationally, we take appropriate steps to ensure that transfers comply with applicable UK data protection law and that appropriate safeguards are used where required.
9. How long we keep your information
We only retain personal information for as long as reasonably necessary for the purposes for which it was collected and to comply with applicable legal, regulatory, tax, accounting and professional requirements.
The appropriate retention period will depend on the type of information and why we hold it.
For example, information relating to a client relationship may need to be retained for longer than information submitted through a general website enquiry.
When personal information is no longer required, we will take appropriate steps to securely delete or anonymise it.
10. How we protect your information
We take appropriate technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.
Access to personal information is limited where appropriate to people and service providers who require it for legitimate business purposes.
However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.
11. Your data protection rights
Depending on the circumstances and the lawful basis on which your information is processed, you may have rights including:
- The right to request access to the personal information we hold about you
- The right to ask us to correct inaccurate or incomplete information
- The right to request deletion of your information in certain circumstances
- The right to request restriction of processing in certain circumstances
- The right to object to certain uses of your personal information
- The right to data portability in certain circumstances
- The right to withdraw consent where we rely on consent
These rights are not absolute in every situation, and the rights available can depend on the lawful basis being used.
To exercise your data protection rights, contact us at:
info@wealthwiseaccountants.co.uk
12. Marketing communications
Where permitted by law, we may contact you about Wealthwise Accountants services that we believe may be relevant to you.
You can ask us to stop sending marketing communications at any time by using any unsubscribe option provided or contacting us at:
info@wealthwiseaccountants.co.uk
Opting out of marketing communications will not prevent us from contacting you where necessary in connection with an enquiry, accountancy service or existing client relationship.
13. Links to other websites
Our website may contain links to websites operated by third parties.
We are not responsible for the privacy practices, security or content of third-party websites. We recommend reviewing the relevant privacy policy when visiting another website.
14. Complaints
If you have any concerns about the way Wealthwise Accountants collects or uses your personal information, please contact us in the first instance:
Email: info@wealthwiseaccountants.co.uk
Telephone: +44 7737 014274
You also have the right to make a complaint to the UK’s data protection regulator, the Information Commissioner’s Office (ICO).
Information Commissioner’s Office
15. Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our website, services, business practices or legal and regulatory requirements.
The latest version will be published on this page and the “Last updated” date will be amended accordingly.