WichWay Financials — Privacy Policy

Last updated: 14 Nov 2025

WichWay Financials (“we”, “us”, “our”) is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains what information we collect, how we use it, and the rights you have under UK data protection laws, including the UK GDPR and the Data Protection Act 2018.

We act as a Data Controller for the personal information we collect about you.

1. Information We Collect

We may collect and process the following types of personal data:

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Information you provide directly
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Name
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Email address
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Phone number
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Business name
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Any details included in contact forms, emails or messages

Information provided during consultation calls or onboarding

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Information collected automatically
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When you visit our website, we may automatically collect:

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IP address
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Browser type
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Device information
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Cookie data (see our Cookies Policy)
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Information we receive through our services

If you become a client, we may also collect financial or operational data relevant to providing accounting or advisory services. This may include:

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Accounting records
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Payroll information
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Financial statements
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Supplier and customer information
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This information is used strictly for providing professional services and is handled confidentially.

2. How We Use Your Information

We use your personal data to:

Respond to enquiries and provide information about our services

Deliver bookkeeping, accounting or financial support services you have requested

Manage our relationship with you as a client

Send administrative updates relating to your account or our work

Maintain legal, regulatory and professional compliance

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Improve our website and user experience
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We do not sell, rent or trade your data.

3. Legal Basis for Processing

We process your data using the following lawful bases:

Contract: when we need your information to provide our services.

Legitimate Interests: replying to enquiries, improving our website, running our business.

Legal Obligations: complying with financial, tax and regulatory requirements.

Consent: for optional marketing or newsletter communications (if applicable).

4. Sharing Your Information

We only share your information when necessary and only with trusted third parties such as:

Cloud accounting platforms (e.g., Xero, QuickBooks, FreeAgent)

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Secure document storage providers
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Professional service providers (e.g., accountants, tax advisors)

Legal or regulatory bodies if required by law

All third parties are required to maintain confidentiality and comply with GDPR.

We never share your data for advertising purposes.

5. Data Security

We take data protection seriously. Measures include:

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Encrypted devices and secure passwords
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Encrypted cloud storage
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Restricted access to confidential information

Secure transfer tools for sensitive files

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Regular data protection reviews
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Despite these measures, no system is 100% secure, but we take all reasonable steps to protect your information.

6. Data Retention

We keep your data only as long as necessary:

Client records: normally 6 years after the end of our engagement (to comply with HMRC requirements).

Enquiries: up to 12 months unless you become a client.

Financial or regulatory data: retained in line with legal obligations.

After this period, data is securely deleted or anonymised.

7. Your Data Rights

You have the right to:

Access the personal data we hold about you

Request corrections to inaccurate information

Request deletion of your data (in certain circumstances)

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Restrict or object to processing
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Request data portability
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Withdraw consent (where processing is based on consent)

Make a complaint to the Information Commissioner’s Office (ICO)

To exercise your rights, email: admin@wichway.co.uk

8. Transfers Outside the UK

Some service providers may store data outside the UK. When this occurs, we ensure your data is protected under UK GDPR standards, including:

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Adequacy decisions
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Standard Contractual Clauses
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Appropriate safeguards
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9. Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for their content or privacy practices.

10. Updates to This Policy

We may update this policy from time to time. The latest version will always be available on our website with the date updated above.

11. Contact Us

For questions or requests relating to this Privacy Policy, contact:

WichWay Financials Ltd

Email: admin@wichway.co.uk

Phone: +44 7955 574 298

Registered Office: 85 Great Portland Street, London, W1W 7LT