Privacy Policy

1. Who We Are

Woodbridge Accountancy (Bristol) Ltd (“we”, “our”, or “us”) is an accountancy firm based in Bristol, providing accounting, tax, and advisory services. We are committed to protecting your privacy and handling your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the EU GDPR (if applicable).

2. Contact Details

Data Controller: Woodbridge Accountancy (Bristol) Ltd

Email: office@woodbridge-accountancy.co.uk

3. What Personal Data We Collect

We may collect and process the following types of personal data:

• Clients and Contacts: Name, address, email, phone number, financial details, tax reference numbers, National Insurance number, employment information and other data needed to provide professional services.
• Website Users: IP address, browser type, pages visited, and cookies as described in section 8.
• Job Applicants: CVs, employment history, references, and background checks.

4. How We Collect Your Data

We collect your data:

• Directly from you (via forms, email, telephone, meetings)
• From publicly available sources (e.g. Companies House)
• From third parties with your consent (e.g. HMRC, financial institutions)

5. Legal Basis for Processing

We process your personal data under the following lawful bases:

• Contractual necessity: To provide our services and fulfill our engagement terms
• Legal obligation: For compliance with laws such as tax, anti-money laundering and regulatory duties
• Legitimate interests: For managing client relationships and business operations
• Consent: For marketing and other optional communications (only if you opt-in)

6. How We Use Your Data

We use your personal data to:

• Provide professional accountancy, tax, and business advisory services
• Communicate with you about your account and our services
• Meet regulatory, legal, and professional obligations
• Maintain client records and internal administration

7. Sharing Your Data

We may share your data with:

• HMRC and other government bodies as required by law
• Professional service providers (e.g. cloud accounting platforms, payroll processors)
• Our regulatory bodies (e.g. AAT, CIOT) for compliance and oversight
• Subcontractors and third-party processors under strict confidentiality agreements

8. Cookies and Website Usage

Our website uses cookies to improve user experience and analyse site traffic. You can set your browser to refuse all or some browser cookies. For more information, please see our Cookie Policy.

9. Data Retention

We retain personal data only as long as necessary to fulfill the purposes we collected it for, including for legal, accounting, or reporting requirements. Typically, client records are retained for a minimum of six years after the end of the engagement.

10. Your Data Protection Rights (Under GDPR)

You have rights including:

• Access to your personal data
• Correction of inaccurate or incomplete data
• Erasure (“the right to be forgotten”) in certain circumstances
• Restriction or objection to processing
• Data portability
• The right to lodge a complaint with the ICO (Information Commissioner’s Office)

To exercise your rights, please contact us using the details provided in section 2.

11. Security of Your Data

We implement appropriate technical and organisational measures to secure personal data from accidental loss, unauthorised access, or disclosure. Access is restricted to staff and contractors who need it to perform their duties.

12. Changes to This Policy

We may update this Privacy Policy to reflect changes in the law or our data practices. The latest version will always be available on our website.