Privacy Policy

At Willis Jones, we’re committed to protecting and respecting your privacy.

This Policy explains when and why we collect personal information from our clients, how we use it, the conditions under which we may disclose it to others and how we keep it secure.

We may change this Policy from time to time so please check this page occasionally to ensure that you’re happy with any changes. By using our website, you’re agreeing to be bound by this Policy.

Any questions regarding this Policy and our privacy practices should be sent by email to willisjones@btconnect.com or by writing to 64 Walter Road, Swansea SA1 4PT. Alternatively, you can telephone 01792 476000.

How do we collect information from you?

We obtain information about you when you use our services, to engage us as your accountants.

What type of information is collected from you?

The personal information we collect will include your name, address, email address, photo ID and information relative to the services we are providing.

How is your information used?

We may use your information to:

  • Prepare your self-assessment return annually for submission to HMRC
  • Anti-Money Laundering Regulations 2007
  • to carry out our obligations arising from any contracts entered into by you and us;
  • notify you of changes to our services;
  • send you communications which you have requested
  • process a grant or job application.
  • Liaising with a bank lender on your behalf

We review our retention periods for personal information on a regular basis. We are legally required to hold some types of information to fulfil our statutory obligations (for example the Anti Money Laundering). We will hold your personal information on our systems for as long as is necessary for the relevant activity, or as long as is set out in any relevant contract you hold with us.

Who has access to your information?

We will not sell or rent your information to third parties. We will not share your information with third parties for marketing purposes.

Third Party Providers we work in association with: We work closely with various third party providers such as HMRC to comply with statutory regulations. In some cases, they will be acting as a data controller of your information and therefore we advise you to read their Privacy Policy.  These third party providers will share your information with us which we will use in accordance with this Privacy Policy.

We may transfer your personal information to a third party as per your request as part of any business restructuring or reorganisation or financial purposes. Or if we’re under a duty to disclose or share your personal data in order to comply with any legal obligation. However, we will take steps with the aim of ensuring that your privacy rights continue to be protected.

How you can access and update your information

The accuracy of your information is important to us. We have taken steps to review and ensure that the information is correct that we hold about you. In the meantime, if you change email address, or any of the other information we hold is inaccurate or out of date, please email us at: willisjones@btconnect.com, or write to us at: 64 Walter Road, Swansea SA1 4PT. Alternatively, you can telephone 01792 476000.

You have the right to ask for a copy of the information Willis Jones hold about you.

Security precautions in place to protect the loss, misuse or alteration of your information

When you give us personal information, we take steps to ensure that it’s treated securely.

Non-sensitive details (your email address etc.) are transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems.

Links to other websites

Our website may contain links to other websites run by other organisations. This privacy policy applies only to our website‚ so we encourage you to read the privacy statements on the other websites you visit. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.

In addition, if you linked to our website from a third party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.

16 or Under

We are concerned to protect the privacy of children aged 16 or under. If you are aged 16 or under‚ please get your parent/guardian’s permission beforehand whenever you provide us with personal information.

Transferring your information outside of Europe

If you use our services while you are outside the EU, your information may be transferred outside the EU in order to provide you with those services.

Review of this Policy

We keep this Policy under regular review. This Policy was last updated in May 2018.