At Brit Balance, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal data when you visit our website, engage with our services, or contact us.

By using our website or by contacting us at info@britbalance.com, you agree to the practices described in this policy, save for any processing that relies on a lawful basis other than consent (as set out in the “Lawful Basis for Processing” section below).

Who We Are

Brit Balance

124 City Road, London, EC1V 2NX

Company number: 16766093

Email: info@britbalance.com

We provide professional consulting services in tax advisory, CFO services, and digital transformation.

We are the Data Controller for the personal data we collect.

Information We Collect

We may collect and process the following types of personal data:

• Identity Information – Name, title, company name
• Contact Information – Email address, phone number, postal address
• Business Information – Nature of your business, services requested
• Technical Data – IP address, browser type, pages visited, referral sources
• Communication Data – Emails, messages, and other interactions with us
• Marketing Preferences – Opt-in/opt-out preferences for communications

Our services are directed at businesses and professionals. We do not knowingly collect personal data from children, and our website and services are not intended for use by children.

How We Use Your Data

We may use personal data to:

• Provide our accounting, tax, payroll, CFO and other professional services.
• Respond to enquiries and manage client relationships.
• Meet legal, regulatory, tax and reporting obligations.
• Maintain accurate business records.
• Improve our services, systems and website.

Lawful Basis for Processing

We process personal data under UK GDPR and the Data Protection Act 2018 where we have a lawful basis, including:

• Contractual necessity – to provide our services.
• Legal obligation – to comply with applicable laws and regulations.
• Legitimate interests – to operate and improve our business.
• Consent – for specific purposes such as certain marketing communications.

Where processing is based on consent, you may withdraw it at any time.

Data Sharing and Disclosure

We do not sell personal data. Where necessary, we may share information with trusted third parties, including:

• IT, cloud, accounting and payroll providers.
• Professional advisers and authorised service providers.
• HMRC, Companies House, regulators or other authorities where legally required.
• Other parties where necessary to fulfil our contractual or legal obligations.

All third parties are required to respect the security of your data and to treat it in accordance with the law. We expect relevant third parties to maintain appropriate confidentiality and data protection standards.

International Transfers

If we transfer your personal data outside the UK, we ensure it is protected by:

• Transferring only to countries covered by UK adequacy regulations, or
• Using UK International Data Transfer Agreements or Standard Contractual Clauses, as approved by the Information Commissioner’s Office (ICO) and the Secretary of State under UK GDPR.

Data Retention

We retain your personal data only as long as necessary to fulfil the purposes we collected it for, including satisfying any legal, regulatory, tax, or reporting requirements. For example, financial and accounting records are generally retained for at least 6 years in line with HMRC requirements. You may request deletion of your personal data at any time (see “Your Data Protection Rights” below), subject to these legal retention obligations.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance user experience and analyse website traffic. Non-essential cookies are only set with your consent, in line with the Privacy and Electronic Communications Regulations (PECR). You can manage cookie preferences in your browser settings or via our cookie banner. For more details, please refer to our Cookies Policy.

Your Data Protection Rights

Under UK GDPR, you have the right to:

• Access the personal data we hold about you
• Correct inaccurate or incomplete data
• Request deletion of your data (“right to be forgotten”)
• Restrict or object to data processing
• Data portability (receive your data in a commonly used format)
• Withdraw consent at any time

To exercise any of your rights, please contact us at info@britbalance.com.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at ico.org.uk if you believe your rights have been violated.

Data Security

We take data protection seriously and have appropriate security measures in place to prevent your data from being lost, used, or accessed in an unauthorised way. These include encryption, access controls, and secure servers.

Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a new effective date. We recommend reviewing this page periodically.

Contact Us

If you have any questions or concerns about this Privacy Policy, or how your data is handled, please contact:

Brit Balance

124 City Road, London, EC1V 2NX

Email: info@britbalance.com