Privacy Notice

  1. Scope
    • All data subjects whose personal data is collected, in line with the requirements of the GDPR.
  2. Responsibilities
    • The Director is responsible for ensuring that this notice is made available to data subjects prior to C H Financial Services Limited collecting/processing their personal data.
    • All Director of C H Financial Services Limited who interact with data subjects are responsible for ensuring that this notice is drawn to the data subject’s attention and their consent to the processing of their data is secured.
  3. Privacy Notice
    • Who are we?
    • We are a bookkeeping practice. We offer bookkeeping to individuals, sole traders, small and medium enterprises. We carry out day to day bookkeeping including bank reconciliation and the preparation and submission of reports/returns to HMRC and Companies House
    • Our Director and data protection representatives can be contacted directly here:
    • The personal data we would like to collect from/process on you is
      • Name, Address, Telephone Number and email – Sourced directly from data subject
      • Passport copy, utility bill other proof of ID – Soucred directly from data subject
      • Date of Birth – Sourced directly from data subject
      • UTR – Sourced directly from data subject
      • Bank details and Statements – Sourced directly from data subject
      • Payslips/P60/P45 – Sourced directly from data subject
      • Share holdings and dividends – Sourced directly from data subject
      • Income and expenditure details – Sourced directly from data subject
      • Tax details and returns – Sourced directly from data subject and HMRC
    • The personal data we collect will be used for the folllowing purposes:
      • Preparation of Management Accounts
      • Preparation of Tax Returns
      • Preparation of CVCompanies House Returns
    • Our legal basis for processing personal data:
      • Contractual obligations
      • Legal obligations
    • Consent
    • By consenting to this privacy policy you are giving us permission to process your personal data specifically for the purposes identified. Consent is required for C H Financial Services Limited to process both types of personal data, but it must be explicilty give. Where we are asking you for sensitive personal data we will always tell you why and how the information will be used.
    • You may withdraw consent at anytime by writing to us or completing form 4.6A
    • Disclosure
    • C H Financial Services Limited will pass your personal data onto third parries. The following third parties may receive your personal data as part of the processing activities.
      • Xero Accounts (NZ/USA/UK) -
      • Dropbox (UK/USA)-
      • Taxfiler (UK)-                             
      • Quickbooks (USA/UK)-
      • Freeagent (UK)-          
      • HMRC (UK)-                  
    • Retention Period 
    • C H Financial Services Limited will process personal data for length of contract and will store the personal data for 6 to 10 years based on guidance from HMRC, Companies House and Money Laundering Regulations. GDPR DOc 2.3 Retention Period Procedure
    • Your rights as a data subject
    •  At any point while we are in possession of or processing your personal data, you, the data subject, have the following rights:
      • Right of access – you have the right to request a copy of the information that we hold about you.
      • Right of rectification – you have a right to correct data that we hold about you that is inaccurate or incomplete.
      • Right to be forgotten – in certain circumstances you can ask for the data we hold about you to be erased from our records
      • Right to restriction of processing – where certain conditions apply to have a right to restrict the processing.
      • Right of portability – you have the right to have the data we hold about you transferred to another organisation
      • Right to object – you have the right to object to certain types of processing such as direct marketing.
      • Right to object to automated processing, including profiling – you also have the right to be subject to the legal effects of automated processing or profiling.
      • Right to judicial review: in the event that C H Financial Services Limited refuses your request under rights of access, we will provide you with a reason as to why. You have the right to complain as outlined below.
    • All of the above requests will be forwarded on should there be a third party involved (as stated above) in the processing of your personal data.
    • Complaints
    • In the event that you wish to make a complaint about how your personal data is being processed by C H Financial Services Limited (or third parties as described in 3.4 above), or how your complaint has been handled, you have the right to lodge a complaint directly with the supervisory authority and C H Financial Services Limited’s Director. The details for each of these contacts are:
      • Supervisory Authority: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF. – 0303 123 1113
      • C H Financial Services Director: C Hitchcock, Unit 3.15 Chester House, 1-3 Brixton Road, London, SW9 6dE.
  4. Online Privacy Statement
    • Personal data
    • Under the EU’s General Data Protection Regulation (GDPR) personal data is defined as:                                                                                            “any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person”.
    • How we use your information 
    • This privacy notice tells you how we, C H Financial Services Limited, will collect and use your personal data for enquiries made via this website
    • Why does C H Financial Services Limited need to collect and store personal data?
    • In order for us to provide you with bookkeeping assistance we need to collect personal data. In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy.                                            In terms of being contacted for marketing purposes C H Financial Services Limited would contact you for additional consent.
    • Will C H Financial Services Limited share my personal data with anyone else?
    • We may pass your personal data on to third-party service providers contracted to C H Financial Services Limited in the course of dealing with you. Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfil the service they provide you on our behalf. When they no longer need your data to fulfil this service, they will dispose of the details in line with C H Financial Services Limited’s procedures. If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your consent, unless we are legally required to do otherwise.
    • How will C H Financial Services Limited use the personal data it collects about me?
    • C H Financial Services Limited will process (collect, store and use) the information you provide in a manner compatible with the EU’s General Data Protection Regulation (GDPR). We will endeavour to keep your information accurate and up to date, and not keep it for longer than is necessary. C H Financial Services Limited is required to retain information in accordance with the law, such as information needed for income tax and audit purposes. How long certain kinds of personal data should be kept may also be governed by specific business-sector requirements and agreed practices. Personal data may be held in addition to these periods depending on individual business needs.
    • Under what circumstances will C H Financial Services Limited contact me?
    • Our aim is not to be intrusive, and we undertake not to ask irrelevant or unnecessary questions. Moreover, the information you provide will be subject to rigorous measures and procedures to minimise the risk of unauthorised access or disclosure.
    • Can I find out the personal data that the organisation holds about me?
    • C H Financial Services Limited at your request, can confirm what information we hold about you and how it is processed. If C H Financial Services Limited does hold personal data about you, you can request the following information:
      • Identity and the contact details of the person or organisation that has determined how and why to process your data. In some cases, this will be a representative in the EU.
      • Contact details of the data protection officer, where applicable.
      • The purpose of the processing as well as the legal basis for processing.
      • If the processing is based on the legitimate interests of C H Financial Services Limited or a third party, information about those interests.
      • The categories of personal data collected, stored and processed.
      • Recipient(s) or categories of recipients that the data is/will be disclosed to.
      • If we intend to transfer the personal data to a third country or international organisation, information about how we ensure this is done securely. The EU has approved sending personal data to some countries because they meet a minimum standard of data protection. In other cases, we will ensure there are specific measures in place to secure your information.
      • How long the data will be stored.
      • Details of your rights to correct, erase, restrict or object to such processing.
      • Information about your right to withdraw consent at any time.
      • How to lodge a complaint with the supervisory authority.
      • Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.
      • The source of personal data if it wasn’t collected directly from you.
      • Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.
    • What forms of ID will I need to provide in order to access this?
    • C H Financial Services Limited accepts the following forms of ID when information on your personal data is requested:Passport, driving licence, birth certificate, utility bill (from last 3 months)

The Director is the owner of this document and is responsible for ensuring that this record is reviewed in line with the review requirements of the GDPR.


To the fullest extent permitted at law, CH Financial Services Ltd. provides this web site and its contents on an “as is” basis and makes no and expressly disclaims all representations or warranties of any kind, express or implied, with respect to this web site or the information, content, materials or products included in this site including, without limitation, warranties of merchantability and fitness for a particular purpose.

In addition, CH Financial Services Ltd. does not represent or warrant that the information accessible via this web site is accurate, complete or current.

Price and availability information is subject to change without notice except as specifically stated on this Web Site, to the fullest extent permitted at law, neither CH Financial Services Ltd. nor any of its affiliates, directors, employees or other representatives will be liable for damages arising out of or in connection with the use of this Web Site or the information, content, materials or products included on this site. This is a comprehensive limitation of liability that applies to all damages of any kind, including without limitation compensatory, direct, indirect or consequential damages, loss of data, income or profit, loss of or damage to property and claims of third parties. For the avoidance of doubt, CH Financial Services Ltd. does not limit its liability for death or personal injury to the extent only that it arises as a result of the negligence of CH Financial Services Ltd., its affiliates, directors, employees or other representatives.


‘Does an excellent Job! I would highly recommend this firm for your accounts. 10 out of 10!’
James I.T. Consultant, Surrey

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