Tax and Payroll Accountants


Welcome to Our Privacy Policy

At our company, we commit to protecting your personal information and ensuring its confidentiality. By engaging with our services, you trust us to act responsibly and maintain your privacy. We have made our privacy policy as simple as possible. If you have any questions, please don’t hesitate to contact us.

Data Collection and Use

Firstly, this privacy policy outlines the types of data we collect and the reasons for its collection. Additionally, it explains how we use your personal information to enhance our services and provide tailored offerings. We will store your data securely and limit access to authorized personnel only, ensuring your information remains protected at all times.

Privacy and Information Sharing

Moreover, we recognize the importance of your privacy. Thus, we do not share your information with third parties without your explicit consent, except as required by law. To further safeguard your data, we implement state-of-the-art security measures that comply with industry standards.

Your Rights and Responsibilities

This policy also informs you about your rights regarding the personal information we hold. You have the right to access, correct, or delete your data under certain conditions. We encourage you to review this policy regularly to stay informed of how we are protecting your information.

Thank you for choosing our services and trusting us with your personal details. We are dedicated to respecting your privacy and handling your data with the utmost care.

Who will use my data?

Sorley Accountants

What for?

We will store and process your data to deliver our products and services, including accountancy, financial planning, and taxation services. Additionally, we will send you details about offers that we believe will benefit you. These offers may include a variety of our related products and services, as well as those from carefully selected third parties. We will only process your data related to financial services with your explicit consent.

Moreover, to provide a comprehensive service, we may need to contact you without your explicit permission regarding business matters. For example, if we have a particular product or service that could benefit you, we want to inform you about this opportunity. Therefore, we may reach out to you during our regular office hours under such circumstances.

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What will happen if I contact you?

When you contact us, we will use your information to send you the information you have requested. We will also provide you with updates, offers, and other relevant information that we think will interest you. Additionally, we will use these details to deliver our services to you effectively.

Moreover, our commitment to serving you goes beyond simple communication. We strive to ensure that all information we provide is tailored to meet your specific needs and preferences. By maintaining an updated profile, we can enhance the quality of service we provide.

What data will be stored?

We will store your personal details, including financial, employment, business, taxation, and other personal information, to provide our services to you. We will retain these details as necessary to fulfill the terms of our contract, comply with regulations, and meet legal requirements as we deem necessary. When necessary, we may also store sensitive personal information about you, but we will always do this with your explicit consent.

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What data will be shared?

We will not share your data with any third parties except as described here. When we engage third-party service providers, we only disclose the personal information necessary to deliver the Services. We also have contracts in place that require them to keep your information secure and prohibit them from using it for their own direct marketing purposes. We will share your information with any regulator or legal body that requests it. Occasionally, we may introduce you to third-party providers of services or goods. These third-party providers operate under their own standard terms and conditions, and you should review and agree to those terms and conditions before placing an order.

How long?

Services: We will store your data for only 7 years after our relationship ends, in line with our statutory requirements. After this period, we will delete your data.

Who can access my data?

We will protect your data at all times and only authorized employees and representatives of Sorley Accountants will use it to provide our services to you. We will never sell, share, or distribute your data to any third party.

How is my data kept secure?

Sorley Accountants will store your data on secure UK-based servers and process it within the UK. We use industry-standard security protocols and technology to secure the data.

Sorley Accountants take your privacy seriously and will use your personal information only to deliver the products and services you have requested from us and to send you information about other products and services that may interest you. We will never sell, share, or use your personal information beyond what is described here.


Introduction to Our Privacy Policy

This policy outlines how we use and share the information you provide to us. It defines your relationship with Sorley Accountants.

Compliance with GDPR

The General Data Protection Regulation (GDPR) mandates how organizations must collect, handle, process, and store personal information. These rules apply regardless of whether data is stored electronically, on paper, or on other materials.

GDPR Principles

To comply with the law, we must:

  • Process personal information fairly and lawfully.
  • Obtain personal data only for specific, lawful purposes.
  • Ensure data is adequate, relevant, and not excessive.
  • Keep personal data accurate and up to date.
  • Not hold data for any longer than necessary.
  • Process data in accordance with the rights of the data subjects.
  • Protect data in appropriate ways.
  • Not transfer data outside the European Economic Area unless the destination ensures adequate protection.
Our Commitment to Data Protection

We take these responsibilities seriously. This document describes our comprehensive approach to data protection, ensuring compliance with the highest standards.

Data Security Risks and Protections

This policy also helps to protect us from data security risks, including:

  • Breaches of confidentiality, such as the inappropriate release of information.
  • Failing to offer choice, ensuring individuals have the freedom to decide how the company uses data relating to them.
  • Reputational damage, which could occur if hackers successfully gained access to sensitive data.

By adhering to these guidelines, we safeguard your information and uphold your trust in Sorley Accountants.


Sorley Accountants trades under the name Sorley Accountants and is registered in England. We are also registered with the Information Commissioner’s Office. Daniel Sorley serves as the data controller. You can contact us through the following methods: