Privacy Policy
Last updated: 2 September 2026
Freeman Bookkeeping & Accounts Ltd (“we”, “us” or “our”) is committed to protecting your privacy and personal information.
This Privacy Policy explains how we collect, use, store and protect personal information when you visit our website, contact us, request a quotation or use our bookkeeping, accounting, tax or related services.
Who we are
Freeman Bookkeeping & Accounts Ltd is a company registered in England and Wales.
Company number: 08592160
Registered office: 167–169 Great Portland Street, 5th Floor, London, W1W 5PF
Email: reception@freemanbookkeeping.com
Telephone: 07966 272148
Website: www.freemanbookkeeping.com
For data protection purposes, Freeman Bookkeeping & Accounts Ltd is the data controller for personal information that we collect and use.
Information we collect
Depending on the services you use and your relationship with us, we may collect information including:
- your name;
- home or business address;
- telephone number;
- email address;
- date of birth;
- National Insurance number;
- Unique Taxpayer Reference and other HMRC references;
- Companies House information;
- employment and business information;
- accounting and bookkeeping records;
- payroll and pension information;
- income and tax information;
- bank details and transaction information;
- invoices, receipts and supporting documentation;
- identification documents;
- information required for anti-money laundering and identity verification checks;
- correspondence between you and us;
- information submitted through our website or contact forms; and
- technical information about your use of our website, including information collected through cookies or similar technologies.
Where we provide services to a business, we may also process information relating to directors, shareholders, employees, customers, suppliers, subcontractors or other individuals connected with that business.
How we collect your information
We may collect information directly from you, through our website, by email, telephone or video call, through accounting or bookkeeping software you authorise us to access, from HM Revenue & Customs, Companies House, previous accountants or professional advisers, banks, pension providers, payroll providers, identity verification services, publicly available sources and other third parties where you have authorised them to provide information to us.
How we use your information
We may use your information to respond to enquiries, provide quotations, carry out client onboarding, verify identity, carry out anti-money laundering checks, provide bookkeeping, accounting, tax, payroll, VAT, CIS and related services, prepare accounts and tax returns, submit information to HMRC or Companies House where authorised, communicate with you about your affairs, maintain business records, issue invoices, process payments, comply with legal obligations, manage complaints, maintain security and improve our website and services.
Lawful basis for processing
We only process personal information where we have a lawful basis to do so.
This may include contract, legal obligation, legitimate interests or consent, depending on the circumstances.
Anti-money laundering and identity verification
As an accountancy service provider, we are required to comply with applicable anti-money laundering legislation.
We may request identification documents and supporting information and may use electronic identity verification services.
In certain circumstances, we may be legally required to make disclosures to the relevant authorities without informing you.
Sharing your information
Where necessary, we may share personal information with HM Revenue & Customs, Companies House, government or regulatory bodies, accounting and tax software providers, payroll and pension providers, identity verification providers, document storage providers, banks, payment providers, IT providers, professional advisers, previous or successor accountants where authorised and law enforcement authorities where required by law.
We do not sell personal information to third parties.
International access and transfers
Our services are provided remotely and personal information may be securely accessed or processed within the United Kingdom and the European Economic Area, including Spain.
Where personal information is transferred internationally, appropriate safeguards will be used where required by data protection law.
How long we keep your information
We keep personal information only for as long as reasonably necessary and to meet our legal, regulatory, tax, professional and insurance obligations.
Accounting, tax, client identification and anti-money laundering records may need to be retained for several years after our relationship with you ends.
Security
We use appropriate technical and organisational measures designed to protect personal information against loss, misuse, unauthorised access, disclosure, alteration or destruction.
Your data protection rights
Subject to applicable data protection law, you may have the right to:
- request access to personal information we hold about you;
- ask us to correct inaccurate or incomplete information;
- ask us to delete information in certain circumstances;
- request restriction of processing;
- object to certain types of processing;
- request transfer of certain information;
- withdraw consent where our processing is based on consent; and
- complain about the way we use your information.
To exercise your rights, contact reception@freemanbookkeeping.com.
Complaints
If you are unhappy with the way we have handled your personal information, please contact us first so that we can try to resolve the issue.
You also have the right to complain to the Information Commissioner’s Office.
Cookies
Our website may use cookies and similar technologies.
Please see our Cookie Policy for further information
Third-party websites
Our website may contain links to websites operated by other organisations.
We are not responsible for the content, security or privacy practices of third-party websites.
Changes to this Privacy Policy
We may update this Privacy Policy from time to time.
The latest version will be published on our website.
Freeman Bookkeeping & Accounts Ltd