Privacy Policy

Brooks & Jeal takes the protection of your privacy very seriously.  We will only use your personal information to deliver the products and services you have requested from us, and to meet our legal responsibilities.

How do we collect information from you?

We obtain information about you when you engage us to deliver our products and/or services and/or when you use our website, for example, when you contact us about our products and/or services.

What type of information do we collect from you?

The personal information we collect from you will vary depending on which products and/or services you engage us to deliver.  The personal information we collect might include your name, address, date of birth, telephone number, email address, your Unique Tax Reference (UTR) number, your National Insurance number, bank account details, identification documents, your IP address, which pages you may have visited on our website and when you accessed them.  If you visit our office, we will also temporarily store CCTV images of you that are captured by the security cameras at our premises.

How is your information used?

In general terms, and depending on which products and/or services you engage us to deliver, as part of providing our agreed services we may use your information to:

  • contact you by post, email or telephone
  • verify your identity where this is required
  • understand your needs and how they may be met
  • maintain our records in accordance with applicable legal and regulatory obligations
  • process financial transactions
  • prevent and detect crime, fraud or corruption

Following your initial contact with us, we may take your basic details to obtain instructions to see how we can help you.

We are required by legislation, other regulatory requirements and our insurers to retain your data where we have ceased to act for you.  The period of retention required varies with the applicable legislation but is typically six years.  To ensure compliance with all such requirements it is the policy of the firm to retain all data for a period of six years from the end of the period concerned.

Who has access to your information?

We will not sell or rent your information to third parties.

We will not share your information with third parties for marketing purposes.

Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.

Third Party Service Providers working on our behalf

We may pass your information to our third-party service providers, agents, subcontractors and other associated organisations for the purposes of completing tasks and providing services to you on our behalf, for example to process payroll or basic bookkeeping.  However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own purposes.

Please be assured that we will not release your information to third parties unless you have requested that we do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention and detection of crime, fraud or corruption, or we are legally bound to disclose data to H M Revenue & Customs.

How you can access and update your information

Keeping your information up to date and accurate is important to us.  We commit to regularly review and correct where necessary, the information that we hold about you.  If any of your information changes, please email or write to us, or call us using the ‘Contact information’ noted below.

You have the right to ask for a copy of the information Brooks & Jeal holds about you.

Security precautions in place to protect the loss, misuse or alteration of your information

Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential.  We ask you not to share your password with anyone.

Your data will usually be processed in our offices in the UK.  However, to allow us to operate efficient digital processes, we sometimes need to store information in servers located outside the UK.  Where your personal data is transferred outside the EEA, it will only be transferred to countries that have been identified as providing adequate protection for EEA data, or where there are mechanisms in place to protect your personal data – i.e., by entering into the European Commission’s Standard Contractual Clauses, or by ensuring the entity is Privacy Shield certified (for transfers to US-based third parties).

Your choices

With your consent, we may occasionally contact you by post, email or telephone with details of any changes in legal and regulatory requirements or other developments that may be relevant to your affairs and, where applicable, how we may assist you further.  If you do not wish to receive such information from us, please let us know by contacting us as indicated under ‘Contact information’ below.  If you receive our electronic newsletter, budget updates or tax event reminder service, you can unsubscribe at any time using the link provided.

Your rights

Access to your information: You have the right to request a copy of the personal information about you that we hold. 

Correcting your information: We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information: You have the right to ask us to delete personal information about you where:

  • the personal data is no longer necessary for the purpose for which you originally provided it
  • we are relying on your consent as our lawful bass for holding the data, and you withdraw your consent
  • where we are processing your data for direct marketing purposes and you object to that processing
  • where we have processed your data unlawfully

However, there are instances where we are unable to delete your information for a legitimate business or legal purpose.

Restricting how we may use your information: In some cases, you may ask us to restrict how we use your personal information.  This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information.  The right might also apply where there is no longer a basis for using your personal information, but you do not want us to delete the data.  Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Transfer of data: you have the right to obtain and reuse your personal data for your own purposes.  We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format.  Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.

Objecting to how we may use your information: Where we use your personal information to perform tasks carried out pursuant to our engagement then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue. 

Withdrawing consent to use your information: Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given. 

Please contact us in any of the ways set out in ‘Contact information’ below if you wish to exercise any of these rights.

Changes to our privacy notice

We keep this privacy notice under regular review and will place any updates on www.brooksandjeal.co.uk .  Paper copies of the privacy notice may also be obtained from our office at the address shown in ‘Contact information’ below.

This privacy notice was last updated 15th May 2018.

Contact information

Brooks & Jeal
Eddystone Road
Wadebridge
Cornwall
PL27 7AL
United Kingdom

Telephone: +44 (0)1208 812129
Email: mail@brooksandjeal.co.uk

 

Complaints

We seek to resolve directly all complaints about how we handle your personal information, but you also have the right to lodge a complaint with the Information Commissioner’s Office at

Information Commissioner's Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone - 0303 123 1113 (local rate) or 01625 545 745

Website: https://ico.org.uk/concerns