PRIVACY POLICY

Last updated: June 2026

Who this policy is for

This policy explains how Innovate Accountancy Limited handles personal information when you visit this website, send an enquiry, book a call, or become a client.

Innovate Accountancy Limited, registered in England and Wales, is responsible for the personal information described in this policy. For privacy questions, email info@innovateaccountancylimited.co.uk

Information collected

The website may collect or receive the following information:

  • Contact details you choose to send, such as your name, business name, email address and phone number.

  • Information included in your enquiry, such as details about your business, your current financial situation, and the services you are interested in.

  • Technical information needed to keep the website secure and reliable, such as server logs, IP address, browser type and requested pages.

  • Analytics information if you accept analytics cookies, such as pages visited, approximate location, device type, browser and referral source.

How information is used

Personal information is used to:

  • Reply to enquiries and call booking requests.

  • Prepare proposals, engagement letters and onboarding documentation.

  • Deliver outsourced CFO, accountancy, tax, compliance and advisory services.

  • Keep records relating to client work and business administration.

  • Meet our legal and regulatory obligations as a UK accountancy firm.

  • Protect the website and our communication systems.

  • Improve the website and understand which pages are useful, where analytics has been accepted.

Lawful basis

Depending on the situation, information may be handled because it is necessary to respond before entering into a contract, necessary to perform a contract, required for legal obligations including AML and HMRC regulations, or within legitimate business interests such as responding to enquiries, keeping records and securing the website.

Google Analytics is only loaded after you accept analytics cookies. You can reject analytics or change your choice using the cookie settings link in the footer.

Who information may be shared with

Information may be shared with trusted providers where needed to run the business, including:

  • Email and communication providers.

  • Google Analytics, if analytics cookies are accepted.

  • Regulatory and legal authorities where we are required to do so by law.

  • Professional advisers where required.

Personal information is not sold.

How long information is kept

Enquiry information is kept for as long as needed to respond and manage the relationship. As a regulated accountancy firm, client records are retained for a minimum of six years in accordance with HMRC requirements. AML records are retained for five years from the end of the business relationship in accordance with the Money Laundering Regulations 2017. Analytics retention is controlled within Google Analytics settings.

Your rights

You may have rights to ask for access, correction, deletion, restriction, objection or portability of your personal information. You can also withdraw analytics consent by using the cookie settings link in the footer.

To make a privacy request, email info@innovateaccountancylimited.co.uk. You also have the right to complain to the Information Commissioner's Office at ico.org.uk.

Cookies and Analytics

This website uses Google Analytics to understand how visitors use the site. Analytics only runs if you accept analytics cookies. You can reject analytics and still use the website normally. You can change your choice at any time using the cookie settings link in the footer.

What is used

This website uses a small amount of local storage to remember your cookie choice. If you accept analytics, Google Analytics will set cookies on your device to help distinguish visits and collect anonymous usage statistics.

Google Analytics

Google Analytics may collect information such as pages visited, approximate location, browser, device type, referral source and time on site. This helps us identify useful pages, understand how visitors find us, and improve the website experience.

Innovate Accountancy Limited does not use Google Analytics on this site for advertising personalisation.

How to change your choice

Use the cookie settings link in the footer to reopen the cookie controls. You can also clear cookies and site data in your browser settings at any time.