Privacy Notice

How we handle your data

This notice explains how Champleys Accountants Limited collects, uses and protects personal data in accordance with the UK General Data Protection Regulation, the Data Protection Act 2018 and related legislation.

Last updated: 16 May 2026

1. Introduction

This privacy notice explains how Champleys Accountants Limited ("we", "us", "our") collects, uses and protects personal data in accordance with the UK General Data Protection Regulation ("UK GDPR"), the Data Protection Act 2018 and related legislation. This notice applies to clients, prospective clients and other individuals whose personal data we process in the course of providing professional services, as well as visitors to this website.

2. Who we are

Champleys Accountants Limited is an accountancy and tax advisory firm registered in England and Wales (company number 08666523). Our registered office is Champleys Mews, Market Place, Pickering, YO18 7AE. For the purposes of data protection law, we are the data controller.

Our Data Protection contact is Michael Richmond, who can be contacted using the details at the end of this notice.

We are registered with the Information Commissioner's Office (ICO). Our registration number is ZB481129.

3. The personal data we collect

Depending on the nature of our engagement, we may collect and process personal data including:

  • names, addresses and contact details
  • dates of birth and identification information
  • National Insurance numbers, UTRs and tax references
  • financial, accounting and tax information
  • employment, business and company information
  • correspondence and communications
  • information relating to compliance, risk and verification checks

We may obtain personal data directly from you or from third parties, including HMRC and other public authorities (with your authority), Companies House and other public registers, banks, pension providers and insurers, and third parties you authorise us to deal with.

4. Why we process personal data

We process personal data in order to:

  • provide accountancy, tax and advisory services
  • comply with legal and regulatory obligations, including anti-money laundering legislation
  • meet our professional obligations as members of the Association of Chartered Certified Accountants (ACCA)
  • invoice you and manage our business relationship
  • investigate, manage and defend complaints, disciplinary matters or legal claims
  • contact you about related services where you have agreed we may do so

6. Anti-money laundering & identity verification

We are required by law to verify the identity of our clients and related parties. To comply with anti-money laundering legislation, we may carry out identity verification and risk-assessment checks. These may include electronic verification checks using third-party providers, including credit-reference agencies and identity-verification databases.

These checks are used for compliance and risk-assessment purposes. They will not affect your credit rating and will not be visible to lenders. Information obtained may be retained as part of our statutory compliance records.

7. Who we share personal data with

We may share personal data with:

  • HMRC and other authorities
  • third parties you authorise us to deal with on your behalf
  • subcontractors and service providers who support our systems and services
  • cloud software and data-storage providers
  • tax investigation insurance providers
  • our professional body (ACCA) and regulators
  • our professional indemnity insurers
  • law-enforcement bodies, courts or tribunals where required by law

All third parties with access to personal data are subject to confidentiality obligations and, where appropriate, contractual data-protection safeguards. We do not sell personal data or share it for marketing purposes.

8. Website forms and uploads

Our website includes two ways for you to send us information:

Enquiry form

The enquiry form on our Contact page is processed by Formspree, a US-based form-handling service. When you submit the form, the information you provide (name, email, phone number if given, and your message) is forwarded to us by email. Formspree may retain the submission temporarily for delivery purposes. Their privacy policy is available at formspree.io/legal/privacy-policy.

Document upload

The document upload form on our Existing Clients page is processed by our own website server. When you submit files and the accompanying details, they are emailed directly to our office ( ) and are not retained by any third-party form provider. The email is delivered via Microsoft 365, which we use for our office email. Uploaded files are then treated as part of our work for you and retained in accordance with the retention periods set out below.

The documents@ mailbox

You may also email documents directly to our mailbox. This is a shared mailbox hosted on Microsoft 365 and is monitored by Champleys staff during office hours.

9. Cookies and tracking

Our website does not use cookies for tracking, analytics, advertising or marketing. We do not use Google Analytics, Facebook Pixel or any similar tracking technologies.

Our website loads typography from Google Fonts via Google's content-delivery network. This does not set cookies, but Google may receive your IP address as part of the technical process of delivering the font files. If you prefer to block this, most browsers offer settings or extensions to do so without affecting the readability of our site.

10. Communications and data security

We use a combination of electronic systems, cloud-based software, email and paper records to process personal data. Email communications are not always encrypted. By engaging us, you acknowledge and accept the inherent risks of electronic communication in exchange for efficiency and cost effectiveness. If you require alternative communication arrangements, please notify us.

We take appropriate technical and organisational measures to protect personal data against unauthorised access, loss or misuse. We are not responsible for data breaches arising solely from the acts or omissions of third-party service providers, provided we have selected them with appropriate care and safeguards.

11. Data retention

We retain personal data only for as long as necessary to meet legal, regulatory and professional requirements. In general:

  • most client records are retained for up to seven years after the end of the relevant engagement or tax period
  • certain information may be retained for longer where required for ongoing matters or legal obligations
  • general enquiries received through the website that do not lead to an engagement are typically retained for up to 24 months after the last contact

Further details on record retention are set out in our engagement terms.

12. Your rights

You have rights in relation to your personal data, including the right of access, the right to rectification, the right to erasure in certain circumstances, the right to restrict processing, the right to data portability, and the right to object to processing. Full details of individual rights are available on the ICO website at www.ico.org.uk, or on request from us.

13. Complaints

If you are concerned about how we handle your personal data, please contact us in the first instance so we can address the issue. You also have the right to lodge a complaint with the Information Commissioner's Office at www.ico.org.uk.

14. Contact us

If you have any questions about this privacy notice or wish to exercise any of your rights, please contact our Data Protection contact:

Data Protection Contact

Michael Richmond
Champleys Accountants Limited
Champleys Mews, Market Place, Pickering YO18 7AE

Telephone:
Email: