Mark Norse,

Datrix Training





Privacy Policy
We start where other accountants finish...

Privacy Policy:

Allens Accountants Ltd (Allens)

General Data Protection Regulation (GDPR)

From 25th May 2018, GDPR replaced the previous Data Protection Act (1998).  Allens take data security very seriously and have significant controls in place to ensure that our servers, PC’s and both internal and external communications are secure.  Our clients’ privacy and the treatment of all data held is of paramount importance to us.

Our Firm’s Policy

Allens hold client data safely and securely for the following specific objectives:

1. Compliance with the Anti-Money Laundering regulations;

2. Accounts preparation and submission to the relevant organisations;

3. Personal and business tax computations and submission to the relevant organisations;

4. Specific assignments requested by clients; and

5. Payroll submissions and transactions.

The above frames the types of data that we work with, as well as the extent of the information that we will request from you.

Your Rights

1. Allens will not hold or process your personal data without first obtaining your written consent to gain, maintain and process it - in practice, we achieve this via our Letter of Engagement, which you must sign to confirm that you are happy for us to proceed with any work;

2. We will be always be explicit with you as to the rationale underpinning our use of client data, as outlined above;

3. Clients of Allens have the following rights:

    a) The right to be informed about the data that we hold about you;

    b) The right to have errors in your data rectified, upon request;

    c) The right to have your data erased, unless so doing would interfere with our own
        statutory responsibilities under ICAEW regulation.  In practice, if we have provided
        regulated services to you, this would involve your data being archived, rather than

    d) The right to restrict the data Allens have available to work from - which in practice may
        well prevent us from doing our job properly.  We will confirm to you if such restrictions
        would prevent us from delivering a satisfactory service; and

    e) The right to obtain and re-use your personal data, for your own purposes - this could
         apply if you are resigning as a client of our firm, and moving to a new accountant.

Our Process in Holding Your Data

1. Initial meeting (if applicable) - in our introductory discussion, we will usually take some
    written notes in order to have a record of the main points.  If you decide not to proceed any
    further with our services, this information will then be destroyed;

2. We confirm that we will actively seek to maintain and update any financial or personal data
    that we hold about you, so long as you remain a client of Allens;

3. To be absolutely clear, if you refuse to share financial or personal data with us, we will
    withdraw from the provision of service, as non-cooperation prevents us from safely
    supplying a regulated service.  We will only ever ask for information which is entirely
    relevant to the objectives of our assignment; and

4. Client data will at all times be subject to internal checks and balances designed to
    maximise security.


Call our Head Office:

0161 477 2636



Our Clients



Allens Chartered Accountants

123 Wellington Road South, Stockport,

Cheshire, SK1 3TH

Tel: +44 (0) 161 477 2636

Fax: +44 (0) 161 474 7536

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Proprietors: Allens Accountants Ltd.
Incorporated in England and Wales No. 4383314

Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.