Privacy Policy
Effective Date: 24/07/2025
Your Privacy Matters to Us
This privacy policy explains how we collect, use, and protect your personal information in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable laws.
1. Who We Are
Daly & Associates Ltd is an accountancy firm based in St Albans, UK, providing online accounting and advisory services to businesses and individuals across the UK.
Data Controller:
Daly & Associates Ltd
273-275 High Street, London Colney, St Albans, Hertfordshire, AL2 1HA
Email: joe@dalyassociatesltd.co.uk
2. What Information We Collect
We may collect and process the following types of personal data:
Name, address, phone number, and email address
Financial and tax information relevant to our services
Business information (e.g., company name, registration number)
Records of your communication with us
Website usage data (e.g., cookies, IP address)
3. How We Use Your Information
We use your information to:
Provide our accounting and advisory services
Fulfil our legal and contractual obligations
Communicate with you about your accounts, taxes, and related matters
Send updates, newsletters, or offers if you have opted in
Comply with regulatory requirements (e.g., HMRC, AML regulations)
4. Lawful Bases for Processing
We process your data under the following lawful bases:
Contractual obligation – to deliver our agreed services
Legal obligation – to comply with regulatory or tax requirements
Legitimate interest – for internal business functions and client relationship management
Consent – where you have opted into marketing communications
5. How We Share Your Information
We only share your data when necessary and only with:
HMRC or regulatory authorities when required by law
Trusted third-party providers (e.g., accounting software, cloud services) under strict confidentiality agreements
Professional advisers (e.g. legal, tax) where necessary
We do not sell or rent your personal data to third parties.
6. Data Retention
We retain your data for as long as is necessary to fulfil our legal, contractual, and regulatory obligations — typically for a minimum of six years following the end of your relationship with us, unless a longer retention is required by law.
7. Your Rights
You have the right to:
Access the personal data we hold about you
Request correction of inaccurate or incomplete data
Request deletion of your data (subject to legal limitations)
Object to or restrict processing in certain circumstances
Withdraw consent (where processing is based on consent)
Lodge a complaint with the Information Commissioner’s Office (ICO)
To exercise any of your rights, please contact us at info@dalyassociatesltd.co.uk.
8. How We Protect Your Data
We use secure systems and procedures to store and protect your information, including encryption, password protection, and limited access controls. Our systems and third-party providers are GDPR-compliant.
9. Cookies and Website Analytics
We may collect anonymised usage data through cookies to improve our website and services. You can manage cookie settings through your browser at any time.
10. Changes to This Policy
We may update this policy from time to time. The most recent version will always be available on our website, and we will notify you of any material changes.
11. Contact Us
If you have any questions about this privacy policy or how we handle your data, please contact:
Data Protection Officer
Joe Daly, Director
Email: joe@dalyassociatesltd.co.uk