Privacy Policy

Effective Date: 3 August 2026


Fidelis Accounting Ltd ("Fidelis", "we", "our", or "us") is committed to protecting your privacy and handling your personal information responsibly.

This Privacy Policy explains how we collect, use, store and protect your personal data when you visit our website or use our services. It has been prepared in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.


1. Who We Are


Fidelis Accounting Ltd

This website is operated by Fidelis Accounting Ltd ("Fidelis", "we", "our", or "us").


Registered Office:
167-169 Great Portland Street, London, England, W1W 5PF


Company Registration Number:
17302358


Email:
info@fidelisaccounting.co.uk


If you have any questions about this Privacy Policy or how we process your personal information, please contact us using the details above.


2. Information We Collect

Depending on how you interact with us, we may collect the following information:

Personal Information

  • Name
  • Company name
  • Job title
  • Email address
  • Telephone number
  • Postal address

Business Information

  • Business details
  • Payroll enquiries
  • Accounting enquiries
  • Tax-related information
  • Service requirements

Technical Information

When you visit our website, we may automatically collect:

  • IP address
  • Browser type and version
  • Device information
  • Operating system
  • Website usage information
  • Pages visited
  • Date and time of access

This information helps us improve our website and user experience.


3. How We Collect Your Information

We collect personal information when you:

  • Complete a contact form
  • Request a quotation
  • Contact us by telephone or email
  • Become a client
  • Subscribe to marketing communications (where applicable)
  • Browse our website

We may also receive information from trusted third parties where permitted by law.


4. How We Use Your Information

We use your personal information to:

  • Respond to enquiries
  • Provide payroll and accounting services
  • Prepare quotations
  • Manage our client relationships
  • Process invoices and payments
  • Meet legal and regulatory obligations
  • Improve our website and services
  • Communicate important service updates
  • Send marketing communications where you have given consent

We will only process your personal information where we have a lawful basis for doing so.


5. Lawful Bases for Processing

Under UK GDPR, we process personal data under one or more of the following lawful bases:

  • Performance of a contract
  • Compliance with a legal obligation
  • Legitimate interests
  • Consent (where required)

You may withdraw your consent at any time where processing relies on consent.


6. Sharing Your Information

We treat your information confidentially.

We may share personal information with trusted third parties where necessary to provide our services, including:

  • HM Revenue & Customs (HMRC)
  • Pension providers
  • Payroll software providers
  • Cloud service providers
  • IT support providers
  • Professional advisers
  • Banking providers
  • Regulatory authorities where legally required

All third parties are required to process your information securely and in accordance with applicable data protection laws.

We never sell your personal information.


7. International Transfers

Where personal information is transferred outside the United Kingdom, we ensure appropriate safeguards are in place, including approved contractual clauses or equivalent legal protections.


8. Data Security

We take appropriate technical and organisational measures to protect your personal information from:

  • Unauthorised access
  • Loss
  • Misuse
  • Disclosure
  • Alteration
  • Destruction

These measures include secure systems, encrypted communications where appropriate, access controls and staff training.

Although we strive to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.


9. Data Retention

We retain personal information only for as long as necessary to:

  • Provide our services
  • Comply with legal obligations
  • Resolve disputes
  • Meet regulatory requirements

Where required by UK tax legislation, financial records may be retained for up to six years following the end of the relevant accounting period.

Information that is no longer required will be securely deleted or anonymised.


10. Your Rights

Under UK GDPR, you have the right to:

  • Access your personal information
  • Request correction of inaccurate information
  • Request deletion of your information (where applicable)
  • Restrict processing
  • Object to processing
  • Request transfer of your personal data
  • Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us using the details provided in this Privacy Policy.

We may need to verify your identity before responding to your request.


11. Marketing Communications

Where you have opted in, we may send you updates about our services, business news or relevant information.

You may unsubscribe at any time by:

  • Clicking the unsubscribe link in our emails
  • Contacting us directly

We will never send unsolicited marketing communications where consent is required.


12. Cookies

Our website uses cookies to improve website functionality, analyse traffic and enhance your browsing experience.

Cookies may collect information such as:

  • Browser type
  • Device information
  • Pages visited
  • Time spent on the website

For further information, please see our Cookie Policy.


13. Third-Party Websites

Our website may contain links to external websites.

We are not responsible for the privacy practices or content of third-party websites.

We encourage you to review their privacy policies before providing personal information.


14. Children's Privacy

Our website and services are intended for businesses and adults.

We do not knowingly collect personal information from anyone under the age of 16.

If we become aware that such information has been collected, we will take appropriate steps to delete it.


15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legislation, our services or our business practices.

The latest version will always be available on this website and will display the effective date.


17. Complaints

If you are unhappy with how we handle your personal information, please contact us first so we can try to resolve your concerns.


You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's independent authority for data protection.

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

Telephone: 0303 123 1113

Website: https://ico.org.uk