Privacy Policy - Waterman Accountancy Solutions
Your Privacy Matters

Privacy Policy

Last updated: April 2026 Waterman Accountancy Solutions Ltd
Last updated: April 2026

This Privacy Policy explains how Waterman Accountancy Solutions Ltd (Company No. 07215416) collects, uses and protects your personal information when you use our website or contact us about our bookkeeping and payroll services.

We are committed to handling your personal data with care, in full compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. If you have any questions, our contact details are at the bottom of this page.

01

Who We Are

The data controller responsible for your personal information is:

Waterman Accountancy Solutions Ltd

Company No: 07215416

Email: info@watermanaccountancy.co.uk

Phone: 01702 593 043

Website: watermanaccountancy.co.uk

We are a remote bookkeeping and payroll practice providing services to small and medium-sized businesses across the UK.

02

Information We Collect

We collect personal information in the following ways:

Information you provide directly - when you complete our contact form, request a callback, or get in touch by phone or email. This may include:

  • Your name
  • Your email address
  • Your phone number
  • Your business name and details
  • Details about your bookkeeping or payroll requirements

Information collected automatically - when you visit our website, certain technical data may be collected automatically, including your IP address, browser type, pages visited and the date and time of your visit. This is collected via cookies and analytics tools.

We do not collect special category data (such as health or financial account information beyond that necessary to provide our services) and we do not knowingly collect personal data from children under the age of 16.

03

How We Use Your Information

We use the personal information you provide to:

  • Respond to your enquiry or callback request
  • Provide bookkeeping, payroll and related accountancy services
  • Communicate with you about your account or engagement with us
  • Meet our legal and regulatory obligations
  • Improve our website and services using anonymised analytics data

We will not use your personal information for unsolicited marketing. We will never sell your data to third parties.

05

Sharing Your Information

We do not sell, rent or trade your personal information. We may share your data only in these limited circumstances:

Software providersWe use Xero, QuickBooks and FreeAgent to deliver our services. These platforms are bound by their own privacy policies and comply with UK GDPR.
Legal requirementsWhere we are required by law, HMRC, court order or regulatory authority to disclose your information.
Business transfersIn the unlikely event of a business sale or transfer, your data may pass to the new owner under the same terms as this policy.
06

How Long We Keep Your Data

We retain your personal data only for as long as necessary for the purpose it was collected, or as required by law.

  • Enquiry and callback data is typically retained for up to 2 years from the date of last contact
  • Client data relating to active or completed engagements may be retained for up to 7 years for legal and HMRC compliance purposes
  • Website analytics data is retained in anonymised form only

Once your data is no longer required, it will be securely deleted or anonymised.

07

Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

Right of accessYou can request a copy of the personal data we hold about you.
Right to rectificationYou can ask us to correct any inaccurate or incomplete data.
Right to erasureYou can ask us to delete your data where there is no longer a lawful reason to retain it.
Right to restrict processingYou can ask us to limit how we use your data in certain circumstances.
Right to data portabilityYou can ask us to provide your data in a structured, machine-readable format.
Right to objectYou can object to processing based on legitimate interests.
Right to withdraw consentWhere processing is based on consent, you can withdraw it at any time.

To exercise any of these rights, contact us using the details in Section 12. We will respond within one month. If you are unhappy with how we have handled your data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.

08

Cookies

Our website uses cookies - small text files stored on your device - to help the site function correctly and to understand how visitors use it. We may use the following types:

Essential cookiesNecessary for the website to function and cannot be switched off.
Analytics cookiesHelp us understand how visitors interact with our site so we can improve it (for example, Google Analytics).
Functional cookiesRemember your preferences to provide a more consistent experience.

You can control cookies through your browser settings. Disabling certain cookies may affect website functionality. For more information visit aboutcookies.org. We also have a separate Cookies Policy with full details.

09

Data Security

We take the security of your personal data seriously and have appropriate technical and organisational measures in place to protect your information against unauthorised access, loss or disclosure.

These measures include secure data storage, restricted access controls, and the use of reputable, UK GDPR-compliant third-party platforms.

No method of data transmission over the internet is 100% secure. While we do everything we can to protect your information, we cannot guarantee the absolute security of data transmitted to our website.

10

Third-Party Links

Our website may contain links to third-party websites. These sites have their own privacy policies and we are not responsible for their content or how they handle your personal data.

We encourage you to read the privacy policies of any external sites you visit.

11

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in the law or the way we operate. When we do, we will update the date at the top of this page.

We encourage you to check this page periodically. Your continued use of our website after any changes constitutes acceptance of the updated policy.

12

Contact Us

If you have any questions about this Privacy Policy or wish to exercise any of your rights, please get in touch:

Waterman Accountancy Solutions Ltd

Company No: 07215416

Email: info@watermanaccountancy.co.uk

Phone: 01702 593 043

We aim to respond to all data-related requests within one calendar month. If you remain dissatisfied, you have the right to complain to the ICO at ico.org.uk.

Questions? We're happy to help.

If you have any questions about how we handle your data, get in touch with us directly.