Privacy Policy

Effective Date: 25-02-2026

1. Introduction

At Coplestons Accountants, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information in compliance with applicable data protection laws.

2. Information We Collect

We collect personal information that you provide directly to us, such as:

  • Name

  • Contact details (email, phone number, address)

  • Financial information (e.g., bank account details, income statements)

  • Tax-related documents

3. How We Use Your Information

Your information is used to:

  • Provide accounting, tax, and advisory services

  • Communicate with you regarding our services

  • Comply with legal and regulatory obligations

4. Data Sharing and Disclosure

We do not sell or rent your personal information. However, we may share your information with trusted third parties who assist us in delivering our services, such as:

  • Financial institutions

  • Tax authorities

  • Legal advisors

These third parties are obligated to protect your information and use it solely for the purposes for which it was shared.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, alteration, or destruction.

6. Your Rights

You have the right to:

  • Access the personal information we hold about you

  • Request corrections to any inaccuracies

  • Request deletion of your personal data, subject to legal obligations

To exercise these rights, please contact us at +44 173 276 288.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.