Petro Accountancy Limited

52 Lyndhurst Road, Reigate, Surrey RH2 8JW
Email: hello@petroaccountancy.com
Phone: 01737 902 932

We respect your privacy and comply with the UK General Data Protection Regulation and the Data Protection Act 2018. This notice explains how we collect, use, store, and protect your personal data.

Data we collect

We may collect:

  • Name and contact details
  • Company name and role
  • Billing and payment information
  • Data required for bookkeeping, tax, payroll services
  • Identity documents for anti-money-laundering checks
  • Communications such as emails and call notes
  • Website usage data including IP address and browser type

How we use your data

We process your data to:

  • Deliver accountancy and advisory services
  • Communicate with you about your account and services
  • Meet legal and regulatory duties
  • Manage payments and invoicing
  • Maintain business records
  • Improve our website and services

Lawful basis

We rely on:

  • Performance of a contract
  • Legal obligations
  • Our legitimate interests in running our business
  • Consent, where required for specific marketing

Cookies

We use cookies and similar tools to improve website performance. You can disable cookies in your browser. See our cookie policy for details.

Sharing your data

We may share your data with:

  • Service providers such as software, IT, and hosting suppliers
  • Professional advisers such as accountants and lawyers
  • HMRC or law enforcement where required
  • Third parties involved in a business sale or merger

We do not sell your personal data.

International transfers

If we transfer data outside the UK or EEA, we ensure safeguards such as UK-approved Standard Contractual Clauses.

Data retention

We keep data only as long as necessary. Example:

  • Accounting and tax records: at least 6 years
  • Client records: normally 7 years after services end
  • Marketing data: until you opt out

We securely delete or anonymise data when no longer required.

Your rights

You have rights to:

  • Access your data
  • Correct inaccurate data
  • Request deletion in some cases
  • Restrict or object to processing
  • Receive your data in a portable format
  • Withdraw consent where given

You may contact us to exercise these rights.

Security

We use administrative and technical safeguards to protect personal data including access controls, secure systems, and staff awareness.

Complaints

If you have concerns, contact us at hello@petroaccountancy.com.
You can also report issues to the Information Commissioner’s Office:
https://ico.org.uk

Changes to this notice

We may update this policy. We will post updates on our website with a revised effective date.

Contact

Petro Accountancy Limited
52 Lyndhurst Road, Reigate, Surrey RH2 8JW
Email: hello@petroaccountancy.com
Phone: 01737 902 932