1. Who we are
Chartwise Accountants Ltd (trading as Chartwise Accountants) is the data controller responsible for the personal data you provide to us via this website. We are registered in England and Wales (company number 16093361) and registered with the Information Commissioner's Office (ICO registration ZB854554). We are regulated by ICAEW (ICAEW firm number C011006837).
If you have any questions about this policy or how we handle your data, please contact us at: info@chartwiseaccountants.com.
2. What data we collect
When you submit an enquiry or use our price estimator, we collect:
- Your name
- Your email address
- Your phone number (if provided)
- The content of your enquiry or message
- Your business type, turnover band, service selections and estimated price range from the price estimator (if used)
Our hosting provider (Netlify) also processes basic server logs, which may include IP addresses, browser type and page requests. We do not use analytics software or install cookies.
3. How we use your data
We use the information you provide to:
- Respond to your enquiry
- Understand what services you may need and provide you with relevant information
- Proceed towards entering into a client engagement if you choose to engage our services
We do not use your data for marketing or share it with third parties for their own purposes.
4. Lawful basis for processing
We rely on the following lawful bases under UK GDPR:
- Legitimate interests — to respond to your enquiry and assess whether we can help you. Our legitimate interest is to correspond with prospective clients who contact us.
- Steps necessary before entering into a contract — where your enquiry leads to a potential engagement, processing your details is necessary to assess and agree the terms of that engagement.
5. Data processors
We use Netlify, Inc. to host this website and process enquiry forms. Netlify acts as a data processor on our behalf. Netlify is based in the United States; your data may be transferred to and stored outside the United Kingdom. Netlify participates in the UK–US Data Bridge and maintains appropriate safeguards for international transfers.
6. How long we keep your data
If you become a client, we keep your records for 6 years after our engagement ends, or for as long as legal and regulatory requirements demand. If you only make an enquiry, we keep your details for 12 months.
7. Your rights
Under UK GDPR, you have the right to:
- Access — request a copy of the personal data we hold about you
- Rectification — ask us to correct inaccurate or incomplete data
- Erasure — ask us to delete your data in certain circumstances
- Restriction — ask us to restrict processing in certain circumstances
- Objection — object to processing based on legitimate interests
- Portability — receive your data in a structured, machine-readable format where applicable
To exercise any of these rights, please contact us at info@chartwiseaccountants.com. We will respond within one month.
8. Right to complain
You have the right to lodge a complaint with the Information Commissioner's Office (ICO) if you believe we have not handled your personal data in accordance with UK GDPR. The ICO can be reached at ico.org.uk or by calling 0303 123 1113.
9. Cookies and tracking
This website does not set any cookies and does not use any analytics or tracking software. See our Cookie Policy for details.
10. Changes to this policy
We may update this policy from time to time. The current version will always be published on this page with the date it was last updated.