Privacy
Boulton Advisory Ltd respects the privacy of people who contact us, work with us or visit this website.
Who we are
Boulton Advisory Ltd is the data controller for personal information processed through the practice.
Contact:
Information we may hold
We may process personal information relating to:
clients and prospective clients;
people working for client organisations;
professional and business contacts;
suppliers and other advisers; and
people who contact us through the website or by email.
This may include names, professional contact details, correspondence and information provided in connection with an enquiry or engagement.
Why we use information
We may use personal information to:
respond to enquiries;
assess whether we can accept an engagement;
provide professional services;
administer client relationships;
meet legal and professional obligations;
maintain professional and business relationships; and
operate and protect the practice.
The lawful basis will depend on the circumstances and may include performance of a contract, steps taken before entering a contract, legal obligations and legitimate business interests.
Sharing information
We do not sell personal information.
Information may be shared where necessary with professional advisers, service providers or other specialists involved in providing or supporting our services, and where required by law or professional obligation.
Retention
Information is retained only for as long as reasonably required for the purpose for which it was collected and to meet relevant legal, regulatory and professional requirements.
Your rights
Depending on the circumstances, you may have rights over personal information held about you, including rights of access, correction, erasure, restriction or objection.
Questions or requests should be sent to:
You also have the right to complain to the Information Commissioner’s Office.