Privacy Policy

Purpose of this policy

This policy outlines how we collect and use your personal data, in line with the General Data Protection Regulation (GDPR), and any other national implementing laws, regulations and secondary legislation, as amended or updated in the UK (‘Data Protection Legislation’).

Please read the following carefully to understand our practices with regard to your personal data and how we use it.

This privacy notice does not apply to any links to external sources contained within our website or documents. For these, we would encourage you to read their separate privacy policies.

Our approach

Burton Sweet is the trading name of both Burton Sweet Limited and Burton Sweet, a Partnership:

Burton Sweet Limited is a firm of accountants and business advisors. We are registered as a private limited company in England and Wales under the number 10729417 and our registered office is Cooper House, Lower Charlton Estate, Shepton Mallet, Somerset, United Kingdom, BA4 5QE.

E K Furse ACA FCCA and J N Kingston BSc (Hons) ACA trading as Burton Sweet, a Partnership is a firm of accountants and business advisors. Notices for the Partnership should be delivered to Cooper House, Lower Charlton Estate, Shepton Mallet, Somerset, BA4 5QE.

For the purpose of the Data Protection Legislation and this policy, we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy notice.

If you wish to get in touch with us regarding the use of your data, please contact Ed Furse at Cooper House, Lower Charlton Estate, Shepton Mallet, Somerset, United Kingdom, BA4 5QE.

Collection of personal data

We obtain personal data about you, for example, when:

  • You visit our website
  • You contact us by email, telephone, post or social media
  • You request a proposal from us about the services we provide
  • You engage us to provide our services and also during the provision of those services
  • You supply goods or services to us
  • You apply for a job with us

We work with organisations, such as companies and charities, as well as individuals. During our work, we may process personal data belonging to an employee, subcontractor, supplier, member, donor or customer of a client, for example:

  • When a client engages us to provide our services and also during the provision of those services
  • From third parties and/or publicly available resources (for example from Companies House)

Personal data held by us

The information we hold about you may include the following:

  • Your personal details (name, address, etc.)
  • IP address
  • Details of previous contact with you in relation to the provision, or the proposed provision, of our services
  • Details of any services you have previously received from us
  • Information provided as part of a job application
  • Our correspondence and communications with you
  • Information about any complaints and enquiries you have made
  • Information from feedback surveys and marketing activities you may previously have participated in
  • As part of our engaged work, we may also hold information we receive from other sources, such as publicly available information or information provided by our client where you may be an employee, subcontractor, supplier, member, donor or customer

Special categories or sensitive information

Certain special categories of information are treated in law as being particularly sensitive. We will not collect sensitive personal data from you unless and until we are formally exploring what services may be appropriate with regard to this.

Using your personal data

We may process your personal data for purposes necessary for the performance of our contract with you and to comply with our legal obligations.

We may process your personal data for the purposes necessary for the performance of our contract with our clients. This may include processing your personal data if you are an employee, subcontractor, supplier, member, donor or customer of our client.

We may process your personal data for the purposes of our own legitimate interests, provided that those interests do not override any of your own interests, rights and freedoms, which require the protection of personal data. This includes processing for marketing, business development, administrative and management purposes.

We may process your personal data for certain additional purposes with your consent. You have the right to withdraw your consent to processing for such specific purposes.

Please note that we may process your personal data for more than one lawful basis.

We may use your personal data in order to:

  • Carry out our obligations arising from any agreements entered into between you and us (generally for the provision of our services)
  • Carry out our obligations arising from any agreements entered into between our clients and us (generally for the provision of our services) where you may be an employee, subcontractor, supplier, member, donor or customer of our client
  • Provide you with information related to our services that you request from us, or which we feel may interest you, provided you have consented to be contacted for such purposes
  • Discover your thoughts and opinions on the services we provide
  • Notify you about any changes to our services
  • In some circumstances, we may anonymise, or pseudonymise, the personal data so that it can no longer be associated with you, in which case we may use it without further notice to you

If you refuse to provide us with certain information when requested, we may not be able to perform the contract we have with you. Alternatively, we may be unable to comply with our legal or regulatory obligations.

We may also process your personal data without your knowledge or consent, in accordance with this notice, where we are legally required or permitted to do so.

Cookies

Our website uses cookies, which involves placing small amounts of information on your device, for example, computer or mobile phone. They often include an anonymous unique identifier that is sent to your browser from a website’s computers and stored on your computer’s hard drive.

You can configure your browser settings to accept all cookies, reject all cookies, or notify you when a cookie is set. You may wish to visit www.aboutcookies.org/, which contains comprehensive information on how to do this on a wide variety of browsers. You will also find details on how to delete cookies from your machine as well as more general information about cookies.

Please be aware that restricting cookies may impact on the functionality of our website.

These cookies are used to improve services for you, for example, by:

  • enabling a service to recognise your device so you don’t have to give the same information several times during one task
  • recognising that you may already have given a username and password so you don’t need to do it for every web page requested
  • measuring how many people are using services, so they can be made easier to use and there’s enough capacity to ensure they are fast
  • analysing anonymised data to help us understand how people interact with the Burton Sweet website so we can make it better

We will not use cookies to collect personally identifiable information about you.

If you wish to view your cookie code, just click on a cookie to open it. You’ll see a short string of text and numbers. The numbers are your ‘identification card’, which can only be seen by the server that gave you the cookie. For information on how to do this on the browser of your mobile phone you will need to refer to your handset manual.

To opt-out of third-parties collecting any data regarding your interaction on our website, please refer to their websites for further information.

Marketing Consent

We may wish to send you details about other services or events that we offer. You can opt-in to receive marketing material and confirm how you want to be contacted when you communicate with us.

Please note that the principal aim of these communications is to provide our clients with topical information which may affect them, but which we are pleased to send to others who wish to receive them. We do not consider this marketing for the purpose of this policy.

Embedded content

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Retaining your data

We will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collected.

When assessing what retention period is appropriate for your personal data, we take into consideration:

  • The requirements of our business and the services provided
  • Any statutory or legal obligations
  • The purposes for which we originally collected the personal data
  • The lawful grounds on which we based our processing
  • The types of personal data we collected
  • The amount and categories of your personal data
  • Whether the purpose of the processing could reasonably be fulfilled by other means
  • Change of purpose

If we intend to use your personal data for any reason other than for the initial reason it was collected, we will notify you, or where applicable, will ask for your consent.

Sharing your data

We will share your personal data with third parties where we are required by law, where it is necessary to administer the relationship between us, or where we have another legitimate interest in doing so.

We may use third party service providers who may process your personal data. The following activities are carried out by third-party service providers: cloud services, website services, and professional advisory services.

All of our third-party service providers are required to take commercially reasonable and appropriate security measures to protect your personal data. We only permit our third-party service providers to process your personal data for specified purposes and in line with our instructions.

We may also need to share your personal data with a regulator, or to otherwise comply with the law.

Data security

We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorised way, altered, or disclosed. As well as this, we limit access to your personal data to those employees, agents, contractors and other third parties who have a legitimate business need to know. They will only process your personal data on our instructions and are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected data security breach and will notify you, and any applicable regulator, of a suspected breach, where we are legally required to do so.

Access, restriction, correction and erasure

It is important that the personal data we hold about you is relevant, accurate and current. Should this personal data change, please notify us.

By law you have the right to:

  • Request access to your personal data, so you can receive details of the personal data we hold about you and to check that we are processing it lawfully
  • Request correction of your personal data that we are holding
  • Request erasure of your personal data, so you can ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have exercised your right to object to processing
  • Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this basis. You also have the right to object where we are processing your personal data for direct marketing purposes
  • Request the restriction of processing of your personal data, so you can ask us to suspend the processing of personal data about you, for example if you want us to establish its accuracy or the reason for processing it
  • Request the transfer of your personal data to you or another data controller, if the processing is based on consent, carried out by automated means and this is technically feasible

If you want to exercise any of the above rights, please get in touch with Ed Furse.

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request for access is clearly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.

We may need to request specific information from you to confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal data is not disclosed to any person with no right to receive it.

Withdrawing consent

In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal data for a specific purpose (for example, in relation to direct marketing you have consented to receive), you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent for direct marketing you can click unsubscribe on any direct marketing emails that you receive or please contact Josh Kingston.

Once we have received notification that you have withdrawn your consent, we will no longer process your personal data for the purposes you originally agreed to, unless we have another legitimate and legal basis for doing so.

Updates to this notice

Any changes we may make to our privacy notice in the future will be updated on our website at: burton-sweet.co.uk

This privacy notice was last updated in August 2022 and is consistent with the ICAEW privacy policy template.

Contact us

If you have any questions regarding this notice or if you would like to speak to us about the manner in which we process your personal data, please contact us at:

Cooper House, Lower Charlton Estate, Shepton Mallet, Somerset, United Kingdom, BA4 5QE

01934 620011

You also have the right to make a complaint to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues, at any time. The ICO’s contact details are as follows:

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

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

https://ico.org.uk/concerns