Horner Downey & Company Ltd takes the protection of your privacy very seriously. We will only use your personal information to deliver the services you have requested from us, and to meet our legal responsibilities in accordance with the Data Protection Act 2018 (DPA 2018) and the General Data Protection Regulations (GDPR).
How do we collect information?
We obtain information about you when you engage us to deliver our services and when you use our website, for example, when you contact us about our services.
What type of information do we collect?
The personal information we collect from you will vary depending on which services you engage us to deliver. The personal information we collect might include your name, address, telephone number, email address, your Unique Tax Reference (UTR) number, your National Insurance number and bank account details.
How is your information used?
We process personal data to provide professional services such as tax advice, general or specific business advice as part of the range of services we offer. We also process personal data in the administration and management of our business.
In general terms, and depending on which services you engage us to deliver, as part of providing our agreed services we may use your information to:
- Contact you by post, email or telephone
- Verify your identity where this is required
- Understand your needs and how they may be met
- Maintain our records in accordance with applicable legal and regulatory obligations
- Process financial transactions
- Prevent and detect crime, fraud or corruption
We are required by legislation, other regulatory requirements and our insurers to retain your data where we have ceased to act for you. The period of retention required varies with the applicable legislation but is typically five or six years. To ensure compliance with all such requirements it is the policy of Horner Downey & Company to retain all data for a period of seven years from the end of the period concerned.
Who has access to your information?
- We will never sell or rent your information to third parties.
- We will not share your information with third parties for marketing purposes.
- Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.
Third Party Service Providers working on our behalf:
It is not our policy to use third party service providers but on the very rare occasion that we may need to do so, we will disclose only the personal information that is necessary to deliver the service and we will have a contract in place that requires them to keep your information secure and not to use it for their own purposes.
Please be assured that we will not release your information to third parties unless you have requested that we do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention and detection of crime, fraud or corruption.
Security precautions in place to protect the loss, misuse or alteration of your information:
Whilst 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. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.
Your data will be processed in our offices in the UK. However, to allow us to operate efficient digital processes, we may sometimes need to store information in servers located outside the UK, but within the European Economic Area (EEA). We take the security of your data seriously and so all our systems have appropriate security in place that complies with all applicable legislative and regulatory requirements.
We may occasionally contact you by email with details of any changes in legal and regulatory requirements or other developments that may be relevant to your affairs and, where applicable, how we may assist you further. If you do not wish to receive such information from us, you should look for and follow the instructions we have provided within the appropriate area(s) of the communications to you. Alternatively you can contact us at any time to request that such communications cease using the contact information below.
Where we hold data based on consent, individuals have a right to withdraw consent at any time. To withdraw consent to our processing of your personal data please contact us using the information below.
How you can access and update your information:
Keeping your information up to date and accurate is important to us. We commit to regularly review and correct where necessary, the information that we hold about you. If any of your information changes, please email or write to us, or call us using the ‘Contact information’ noted below.
Access to your information:
You have a right to ask for a copy of the information Horner Downey & Company holds about you. You can exercise that right by contacting us. Our aim is to respond a request promptly and within the legally required limit of 40 days.
Correcting your information:
We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards. If you wish to update personal data submitted to us, please contact us below. Once we are informed that any personal data held by us is no longer accurate we will make changes based on your updated information.
Deletion of your information:
You have the right to ask us to delete personal information about you where:
- You consider that we no longer require the information for the purposes for which it was obtained
- You have validly objected to our use of your personal information – see ‘Objecting to how we may use your information’ below
- Our use of your personal information is contrary to law or our other legal obligations
- We are using your information with your consent and you have withdrawn your consent – see ‘withdrawing consent to use your information’ below.
Restricting how we may use your information:
In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where there is no longer a basis for using your personal information but you do not want us to delete the data. Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.
Objecting to how we may use your information:
Where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue. You have the right at any time to require us to stop using your personal information for direct marketing purposes.
Withdrawing consent to use your information:
Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given. If you choose to unsubscribe from any or all mailings, we may retain information sufficient to identify you so that we can honour your request.
Please contact us in any of the ways set out below if you wish to exercise any of these rights.
This statement is intended to provide information about what personal data we collect about you and how it is used. As well as rights of access and amendment referred to above, individuals may have other rights in relation to the personal data we hold, such as a right to erasure/deletion, to restrict or object to our processing of personal data and the right to data portability. For further information on these rights please contact us.
The information collected by the cookies is sent back to the web server each time the browser requests a page from the server. This enables the web server to identify and track how the web browser is using our Website.
The cookies we use allow us to understand things such as which pages a visitor views, for how long and how a visitor came to our Website (from which source e.g. Google, Twitter, Facebook). They cannot identify a specific person’s identity. They only collect anonymous data about how a person is using our Website.
If you are concerned about allowing cookies to be stored on your browser, even temporarily, most browsers now recognise when a cookie is offered and will permit you to refuse or accept them.
You can, by default, set your browser to permanently block cookies from any website from being placed on your browser, but doing this may cause some functionality to be lost and the Website may not look as intended in your browser.
We use Google Analytics to help us understand how our Website is being used so that we can improve how it functions and our services. Google Analytics generates statistical and other information about how websites are used by using cookies.
Links to third party websites:
Changes to our privacy notice:
We keep this privacy notice under regular review and will place any updates on www.hornerdowney.com/privacy. This privacy notice was last updated on 24th May 2018.
Name: Horney Downey & Co
Tel: 0151 334 6328
Address: 10 Stadium Court, Stadium Road, Bromborough, Wirral CH62 3RP
If you do want to complain about our use of your personal data, please contact us with the details of your complaint. You also have the right to register a complaint with the Information Commissioner’s Office (“ICO”). For further information on your rights and how to complain to the ICO, please refer to their website.