Effective Date: 7 July 2026
Oak Accountancy Solutions (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, store and protect your personal data when you visit our website or contact us.
This policy has been prepared in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable UK data protection legislation.
Oak Accountancy Solutions is an accountancy practice providing accounting, taxation, payroll, VAT, business advisory and related professional services to businesses and individuals.
If you have any questions about this Privacy Policy or how we process your personal information, please contact us using the details provided on our Contact page.
Depending on how you interact with our website or services, we may collect the following information:
This may include:
Your name
Company name
Email address
Telephone number
Postal address
Information submitted through contact forms
Information relating to your enquiry
Information you provide when requesting our services
When you visit our website, we may automatically collect technical information including:
IP address
Browser type and version
Device type
Operating system
Website usage data
Pages visited
Time spent on the website
Referral source
This information helps us improve our website and understand how visitors use it.
We use your personal information to:
Respond to enquiries
Provide accountancy and business advisory services
Prepare quotations
Manage our relationship with you
Comply with legal and regulatory obligations
Improve our website and services
Detect fraud or security threats
Maintain business records
Send service-related communications
Where you have given consent, we may also send you updates about our services, business news or useful information. You may unsubscribe from marketing communications at any time.
Under UK GDPR, we rely on one or more of the following lawful bases:
Your consent
Performance of a contract
Compliance with legal obligations
Legitimate interests in operating and improving our business
Our website may use cookies to improve your browsing experience.
Cookies help us understand how visitors use our website, remember user preferences and improve website functionality.
Some cookies are essential for the operation of the website, while others help us analyse website traffic or improve performance.
Where required by law, we will ask for your consent before placing non-essential cookies on your device.
You can control or delete cookies through your browser settings at any time.
We may use website analytics services such as Google Analytics or similar technologies to understand visitor behaviour and improve our website.
Analytics services collect anonymous information including pages viewed, time spent on the website and general visitor demographics. We do not use this information to identify individual users.
If you complete a contact form on our website, we will use the information you provide solely to respond to your enquiry or provide the services you have requested.
We do not sell or rent your personal information to third parties.
We may share your personal information where necessary with trusted third parties, including:
Professional advisers
IT service providers
Website hosting providers
Cloud software providers
HM Revenue & Customs (where legally required)
Companies House (where applicable)
Payroll and pension providers
Regulatory bodies
Law enforcement agencies where required by law
All third parties are required to process your information securely and only for legitimate business purposes.
We take appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure or destruction.
These measures include secure systems, password protection, encrypted communications where appropriate and restricted access to personal information.
Although we take every reasonable precaution, no method of transmitting information over the internet can be guaranteed to be completely secure.
We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including satisfying legal, regulatory, accounting and professional obligations.
Retention periods may vary depending on the type of information and applicable legal requirements.
Under UK data protection law, you have the right to:
Request access to your personal information
Request correction of inaccurate information
Request deletion of your personal information where appropriate
Request restriction of processing
Object to certain types of processing
Request transfer of your personal data
Withdraw consent where processing is based on consent
Lodge a complaint with the Information Commissioner’s Office (ICO)
To exercise any of these rights, please contact us using the details on our Contact page.
Our website may contain links to external websites.
We are not responsible for the privacy practices or content of third-party websites. We encourage you to read their privacy policies before providing any personal information.
Our website and services are intended for adults and businesses.
We do not knowingly collect personal information from children under the age of 13.
Where personal information is transferred outside the United Kingdom, we will ensure appropriate safeguards are in place to protect your information in accordance with UK GDPR.
We may update this Privacy Policy from time to time to reflect changes in legislation, technology or our business practices.
The latest version will always be available on this website.
If you have any questions about this Privacy Policy or how we handle your personal information, please contact Oak Accountancy Solutions using the contact details provided on our website.
If you remain dissatisfied with our response, you have the right to contact the Information Commissioner’s Office (ICO).
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Website: https://ico.org.uk
Telephone: 0303 123 1113