Legal & Privacy Policies
Key legal information for Britvex Advisory Ltd, including privacy, service terms, cookies and complaints. Separate AML, data-protection and ICO pages are linked below.
Privacy Policy
This Privacy Policy explains how BRITVEX ADVISORY LTD (“Britvex”, “we”, “us” or “our”) handles personal information in connection with our website and professional services. We aim to process personal information lawfully, fairly and transparently in accordance with applicable UK data-protection law.
1. Who We Are
BRITVEX ADVISORY LTD is a private limited company registered in England and Wales. For most personal information collected about clients, prospective clients, website users and business contacts, Britvex acts as a data controller. In some engagements we may process information on behalf of a client or alongside another controller; where that applies, the relevant engagement terms or privacy information will explain the arrangement.
- Company number: 16133503
- Registered office: 27 Gadbury Fold, Atherton, Manchester M46 0GN, United Kingdom
- General enquiries: info@britvex.co.uk
- Telephone: +44 20 3758 7500
- ICO registration: ZA013667080
2. Personal Information We May Collect
- Names, contact details, addresses, dates of birth and business contact information
- Company, partnership, directorship, ownership and beneficial-owner information
- Tax, accounting, payroll, banking, transaction and other financial information required for an engagement
- National Insurance, Unique Taxpayer Reference, VAT, PAYE and other tax or government identifiers where relevant
- Identity-verification, AML/KYC and sanctions-screening information, including copies of identification documents where required
- Communications, instructions, service records, call or enquiry information and documents you provide to us
- Website and device information such as IP address, browser information, consent preferences and usage information generated through cookies or similar technologies
- Other personal or special-category information only where it is genuinely necessary for the service and we have a lawful basis to use it
3. Where We Obtain Personal Information
We may obtain information directly from you, from an authorised representative, from your employer or business, from existing professional advisers during a transfer of records, from Companies House, HMRC or other public registers, and from identity-verification, payment, accounting, payroll or compliance providers used for the relevant service.
4. Why We Use Personal Information
- To assess enquiries, onboard clients and provide agreed accountancy, tax, payroll, company, compliance, virtual-office and advisory services
- To perform identity verification, client due diligence, sanctions and AML checks where required
- To prepare, review or submit information to HMRC, Companies House or other authorities where authorised and within our scope
- To manage contracts, billing, payments, client communications, records, complaints and service administration
- To operate, secure and improve our website, portal, systems and business processes
- To meet legal, regulatory, tax, accounting, fraud-prevention and record-keeping obligations
- To send marketing or service updates where permitted by law and consistent with your preferences
5. Lawful Bases
The lawful basis depends on the specific processing. Britvex may rely on:
- Contract — where processing is necessary to take steps at your request or provide services under an engagement
- Legal obligation — for example, applicable tax, accounting, AML, sanctions, Companies House or other legal requirements
- Legitimate interests — for proportionate business administration, security, fraud prevention, service improvement and responding to business enquiries, after considering the impact on individuals
- Consent — where consent is the appropriate basis, including certain marketing or storage/access technologies; consent may be withdrawn where applicable
6. Sharing Personal Information
We do not sell personal information. Where necessary and lawful, we may share relevant information with:
- HMRC, Companies House, courts, law-enforcement bodies, regulators or other public authorities
- Identity-verification, AML/KYC, sanctions-screening and fraud-prevention providers
- Accounting, payroll, tax, document, cloud-hosting, communications and secure-portal providers used for the selected service
- Payment processors, banks, postal/courier providers or telephone-service providers where required to deliver a service
- Professional advisers, insurers, auditors or specialist providers where reasonably necessary and lawful
- A new accountant or adviser when you authorise a professional handover
Service providers are expected to handle personal information only for the agreed purpose and under appropriate contractual, confidentiality and security arrangements.
7. International Transfers
Some technology or service providers may process information outside the United Kingdom. Where UK data-protection law requires safeguards for an international transfer, we will use an applicable lawful transfer mechanism or other recognised protection.
8. How Long We Keep Information
We retain information only for as long as reasonably necessary for the purpose for which it was collected and to meet legal, regulatory, tax, contractual, limitation, insurance and record-keeping requirements. Retention periods therefore vary by record type and service.
- AML/customer-due-diligence records are generally retained for the period required by the Money Laundering Regulations, subject to applicable exceptions and deletion requirements.
- Accounting, tax, payroll, company and engagement records are retained according to the legal and business requirements relevant to that record.
- Enquiry, marketing and website information is kept for a proportionate period or until it is no longer needed, subject to any legal requirement to retain it.
9. Your Data-Protection Rights
Depending on the circumstances and lawful basis, you may have rights to access, correct, erase, restrict or object to processing, and to receive or transfer certain information. Where processing is based on consent, you may withdraw that consent. Some rights are not absolute and legal or regulatory duties may require us to retain or continue processing certain information.
If we rely on legitimate interests, you may have the right to object to that processing. You can contact us using the details below and we will consider your request in accordance with applicable law.
10. Security
We use proportionate technical and organisational measures intended to protect personal information against accidental or unlawful loss, alteration, disclosure or access. No internet or storage system can be guaranteed completely secure, so clients should also use secure channels and follow any portal or document-sharing instructions we provide.
11. Complaints About Data Protection
Please contact Britvex first if you have a concern about how we use your personal information. You also have the right to complain to the Information Commissioner’s Office (ICO).
Privacy Enquiries
Email info@britvex.co.uk, call +44 20 3758 7500, or write to BRITVEX ADVISORY LTD, 27 Gadbury Fold, Atherton, Manchester M46 0GN. The ICO can be contacted through ico.org.uk.
Terms & Conditions
These website terms explain the general basis on which Britvex provides information and services. Professional services are also governed by the engagement letter, service schedule, proposal, checkout terms or other written agreement applicable to the particular service. If there is a conflict, the specific written engagement or service terms take priority to the extent permitted by law.
1. About Britvex
BRITVEX ADVISORY LTD is registered in England and Wales under company number 16133503. Registered office: 27 Gadbury Fold, Atherton, Manchester M46 0GN. Britvex provides UK accountancy, tax, company, compliance, virtual-office and business-support services within the scope agreed with each client.
2. Engagement and Scope
- No professional engagement is created merely by visiting the website, sending an enquiry or receiving general information.
- The scope, responsibilities, deliverables, fees and service period are set out in the applicable engagement letter, proposal, order, checkout or service terms.
- We may require identity verification, AML/KYC checks, supporting documents and other onboarding information before starting or continuing a service.
- We may decline, pause or end an engagement where required by law, regulation, sanctions, AML obligations, conflicts, non-payment, misuse or other reasonable professional grounds.
3. Information and Client Responsibilities
- You are responsible for providing complete, accurate and timely information and for telling us promptly about material changes.
- You must review documents, returns, accounts, filings or other information requiring your approval before submission.
- Directors and taxpayers retain their own legal responsibilities even where Britvex assists with preparation, administration or filing.
- Deadlines and outcomes can be affected if information, approvals or third-party responses are late or incomplete.
4. Professional Advice and Reliance
Advice is based on the facts, documents and law available at the time and within the agreed scope. Tax, accounting and company rules change, and a recommendation for one client or period may not be suitable for another. Unless expressly agreed in writing, our work is prepared for the named client and should not be relied upon by a third party.
5. Fees, VAT and Payment
- Fees are those agreed in the relevant engagement, proposal, order or checkout.
- VAT, postage, courier costs, third-party charges, government fees, usage charges or disbursements may apply where stated for the service.
- Payment dates, recurring billing and renewal terms are those shown in the applicable service agreement or checkout.
- Where an invoice remains overdue, Britvex may suspend work after appropriate notice and may exercise any payment rights available under the agreement and applicable law.
6. Online, Virtual Office and Subscription Services
- Address, mail, company-service and virtual-office services may not be used until Britvex confirms activation after required checks.
- Clients must not use a Britvex address, number, portal or service for unlawful, misleading, abusive or prohibited activity.
- Mail forwarding, parcel receipt, call answering and similar services are subject to package inclusions, operational limits, fair-use conditions and any separate charges disclosed for the service.
- Published package features and prices may change for future orders; an existing client’s contractual position is determined by the applicable agreement and any valid variation.
7. Third-Party Services and Authorities
Some services depend on HMRC, Companies House, banks, software providers, identity-verification services, postal operators, payment processors or other third parties. Britvex does not control their systems, processing times or decisions and cannot guarantee a result that depends on a third party or public authority.
8. Website Information
Website content is provided for general information and does not replace advice based on your specific circumstances. We take reasonable care when publishing information but do not promise that every page will always reflect a very recent legal, tax or regulatory change. Check the relevant service page or contact us where timing is important.
9. Intellectual Property
Unless stated otherwise, the Britvex name, website content, graphics, documents and original materials are owned by or licensed to Britvex. You may use public website material for ordinary personal or business reference, but you must not reproduce, sell, scrape or republish substantial content without permission or another lawful basis.
10. Liability
Any contractual limits or exclusions of liability are set out in the applicable engagement or service terms and operate only to the extent permitted by law. Nothing on this website excludes or limits liability where it would be unlawful to do so, including liability that cannot legally be excluded.
11. Confidentiality
Britvex handles client information confidentially, subject to the engagement, our Privacy Policy and disclosures required or permitted by law, regulation, professional obligations or client authorisation.
12. Ending a Service
Cancellation, notice, renewal, handover and termination rights depend on the service and are set out in the applicable engagement or service terms. Britvex may need to retain records or complete regulatory steps after an engagement ends.
13. Governing Law
Unless a specific agreement states otherwise or mandatory law requires a different result, these website terms are governed by the laws of England and Wales and disputes are subject to the jurisdiction of the courts of England and Wales. Nothing in these terms removes any mandatory statutory rights that apply to you.
Questions About Our Terms?
Email info@britvex.co.uk or call +44 20 3758 7500. Your engagement letter or service-specific terms remain the primary document for the service you purchase.
Complaints Procedure
Britvex aims to provide careful, professional service. If something has gone wrong, please tell us so we can understand the issue, review the relevant records and respond appropriately.
Complaints are handled objectively and confidentially, subject to legal and regulatory obligations. Raising a complaint will not by itself affect your right to receive services that Britvex is still required or able to provide.
1. How to Complain
Please contact us in writing where possible and include your name, contact details, the service concerned, what happened, relevant dates or documents and the outcome you are seeking.
- Email: info@britvex.co.uk — please use the subject line “Complaint”
- Post: Complaints, BRITVEX ADVISORY LTD, 27 Gadbury Fold, Atherton, Manchester M46 0GN
- Phone: +44 20 3758 7500
2. What Happens Next
3. External Routes
- Data protection: You may complain to the Information Commissioner’s Office at ico.org.uk.
- Specific regulated or professional matters: If a particular service or engagement gives you a statutory, regulatory or professional-body complaint route, we will identify that route where applicable.
We do not present ACCA, ICAEW or the Financial Ombudsman Service as a general escalation route for all Britvex services unless a particular matter actually falls within that body’s jurisdiction.
We Want to Address Concerns Properly
Email info@britvex.co.uk with the subject “Complaint”, or write to the registered office above.