1. Introduction
Abell Limited (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This
Privacy Policy explains how we collect, use, disclose, and safeguard your information when
you visit our website or engage our services.
We comply with the UK General Data Protection Regulation (UK GDPR) and the Data
Protection Act 2018.
2. Information We Collect
We may collect and process the following types of personal data:
● Identity Data: name, title
● Contact Data: email address, phone number, postal address
● Financial Data: bank details, tax information (where relevant to services)
● Technical Data: IP address, browser type, operating system
● Usage Data: information about how you use our website
● Communication Data: correspondence with us
3. How We Collect Your Data
We collect data in the following ways:
● Direct interactions (e.g. when you contact us or become a client)
● Automated technologies (e.g. cookies, server logs)
● Third parties (e.g. HMRC, financial institutions, with your consent where required)
4. How We Use Your Data
We use your personal data for the following purposes:
● To provide accounting and advisory services
● To manage client relationships
● To comply with legal and regulatory obligations
● To improve our website and services
● To communicate with you regarding services or enquiries
5. Legal Basis for Processing
We rely on the following lawful bases:
● Performance of a contract
● Compliance with legal obligations
● Legitimate interests (such as business operations and service improvement)
● Consent (where required)
6. Data Sharing
We may share your personal data with:
● Regulatory authorities (e.g. HMRC)
● Professional advisers
● IT and service providers
● Cloud accounting software providers (see Section 6A below)
● Other third parties where required by law
We ensure all third parties respect the security of your data and process it in accordance
with applicable data protection laws.
6A. Client Portals and Cloud Accounting Software
To deliver our services efficiently, we may use secure client portals and cloud-based
accounting platforms such as Xero, QuickBooks, or similar providers.
Where we use such systems:
● Your data may be stored on secure servers located in the UK or overseas
● We ensure providers have appropriate safeguards in place (such as UK adequacy
regulations or standard contractual clauses)
● Access to your data is restricted to authorised personnel only
● Data is processed solely for the purpose of providing accounting and advisory
services
By engaging our services, you acknowledge that your data may be processed via these
platforms.
7. Anti-Money Laundering (AML) Obligations
As a firm of Chartered Accountants, we are subject to the Money Laundering, Terrorist
Financing and Transfer of Funds (Information on the Payer) Regulations 2017 and related
legislation.
To comply with these obligations, we are required to:
● Verify the identity of our clients and, where applicable, beneficial owners (Know Your
Client / KYC checks)
● Obtain and retain copies of identification documents
● Monitor client relationships and transactions
● Report suspicious activity to the relevant authorities where required by law
We may conduct electronic identity verification checks using third-party providers. These
checks may leave a soft footprint on your credit file but will not affect your credit rating.
We are legally prohibited from informing you if a suspicious activity report has been made.
Personal data collected for AML purposes will be processed in accordance with our legal
obligations and retained for the required statutory period.
8. Data Security
We have implemented appropriate technical and organisational measures to protect your
personal data from unauthorised access, loss, or misuse.
9. Data Retention
We retain personal data only as long as necessary to fulfil the purposes we collected it for,
including legal, accounting, or reporting requirements.
10. Your Rights
Under UK data protection law, you have rights including:
● Right to access your data
● Right to rectify inaccurate data
● Right to erase your data
● Right to restrict processing
● Right to data portability
● Right to object to processing
To exercise these rights, please contact us at abell@chartered.org.
11. Cookies
Our website may use cookies to improve user experience. You can control cookies through
your browser settings.
12. Complaints
If you are unhappy with how we handle your data, you have the right to complain to the
Information Commissioner’s Office (ICO).
13. Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page.
14. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact:
Abell Limited
Email: abell@chartered.org
Phone: 0207 148 4785
Address: 128 Cannon Workshops, Cannon Drive, Canary Wharf, London, E14 4AS