Chartered Management Accountants and Consultancy Services for Small and Medium Sized Businesses

Privacy Policy

Aldred Consultancy Limited is committed to complying with all applicable data privacy and security including, the EU General Data Protection Regulation (GDPR).

Data We Collect

Aldred Consultancy Limited collects the following categories of personal data for marketing and business purposes.

1. Contact details – We may collect information about data subjects such as name and contact details ,email, phone number, etc. in order to communicate and facilitate the provision of our services with our clients or potential clients. This may include contact details of individuals who work for or on behalf of the clients.

2. Services details – Personal data may be provided to us by clients to the extent required to perform our services. Aldred Consultancy Limited may also acquire personal data from a third party at the direction of our client as required to perform some of our services.

3. Marketing information – Aldred Consultancy Limited may collect information to respond to inquiries regarding our products and services or to provide you with information, reports, or updates.

4. Website visitor information – when you visit our website, we may collect information about your visit such as your IP address and the pages you visited and when you use our services we may collect information on how you use those services. Clients and other third parties who provide personal information to Aldred Consultancy Limited must do so in compliance with applicable data privacy regulations.

Processing of Personal Data

We collect personal data to offer and administer our services and products.

The data you provide to us will be processed in accordance with the purposes specified in this notice, namely:

• To provide the products or perform the services requested by clients and individuals pursuant to a contract, statement of work, or similar (where the processing is necessary for our legitimate business interests in conducting and managing our business)

• To provide the products or perform the services requested by clients and individuals using our website or web applications where the processing is necessary for our legitimate business interests in conducting, managing and developing our business.

• For complying with obligations provided by laws, current regulations and legislation where processing is based on a legal obligation

• For legitimate business purposes to advise you through e-mail, phone call, or post, in the framework of our ordinary commercial relationship, about other products or services similar to the products or services we have provided to you and that we think will be of interest to you where the processing is necessary for our legitimate business interests.

1. For marketing purposes. Your details are stored in Aldred Consultancy Limited’s client and contacts database. You will receive communications, which we think are relevant to your interests. Your details will not be given to 3rd parties other than our software suppliers for the purposes of legitimate contract fulfilment. Additionally, you may send a request to unsubscribe to

2. For operating and improving Aldred Consultancy Limited’s website and your customer experience. For example, we may collect and analyse data on your use of our website and process it for the purpose of improving our online experience.

3. For security purposes. For example, we may use your data to protect Aldred Consultancy Limited and its third parties against security breaches and to prevent fraud and violation of Aldred Consultancy Limited’s applicable agreements where the processing is necessary for our legitimate business interests.

How Data is Processed

Personal data is processed both manually and electronically in accordance with the above-mentioned purposes and in compliance with current regulations. We permit only authorised Aldred Consultancy Limited’s employees and reputable Third-Party processors to have access to your information. Such employees and Third-Party processors are compliant with current data protection legislation.

Storage of Personal Data

Aldred Consultancy Limited will retain personal data for a reasonable period, taking into account our legal requirements and legitimate business needs to capture and retain such information.

Disclosure/Sharing of Personal Data

We only share your personal data with your consent or in accordance with this policy. We will not otherwise share, sell or distribute any of the information you provide to us except as described in this Privacy Notice.

• Aldred Consultancy Limited may share your information and data with external third parties, such as software suppliers, consultants and other business associates, who are performing certain services on behalf of our clients. Such third parties have access to personal data solely for the purposes of performing the services specified in the applicable service contract, and not for any other purpose. Aldred Consultancy Limited requires these third parties to undertake security measures consistent with the protections specified in this notice.

• Aldred Consultancy Limited may be required to disclose personal data in response to lawful requests by public authorities, including meeting national security or law enforcement requirements.

• If Aldred Consultancy Limited enters into a joint venture with or is merged with another business entity, your information may be disclosed to our new business partners.

Your Rights

As a Data Subject you have the following rights concerning your data processed by the Group:

• You have the right to request details of personal information that is held by ourselves.

• You have the right to ask us to rectify information that we holds about you if it is inaccurate or not complete.

• You can request that Aldred Consultancy Limited erase your personal data, providing this is in line with our legal and statutory obligations. We will keep basic data to identify you and retain it solely for preventing further unwanted processing.

• You have the right to ask Aldred Consultancy Limited to restrict how we process your data. This means we are permitted to store the data but not further process it. We keep just enough data to make sure we respect your request in the future.

• Where processing is based on legitimate interests, you have the right to object to Aldred Consultancy Limited processing your data. We will discontinue processing your data, unless we can demonstrate compelling legitimate grounds for the processing. We will keep basic data to identify you and retain it solely for preventing further unwanted processing.

Please contact to request details, rectification, or erasure, or to restrict processing, to object to processing, to request data portability.

Providing Information to Aldred Consultancy Limited

If you choose not to provide certain personal information, or require us to delete your personal data, it may be an impossible for us to complete any contract or provision of services to you.

In this instance we reserve the right to cancel a contract or agreement we have with you, and charge for any work done , to the date of your request.

The cancellation of such contract will not render us liable to any financial penalty.

Identity and contact details of controller and Privacy Manager

Kenneth Aldred – Director - Aldred Consultancy Limited
Contact details on our website.


For a no obligation discussion about how we can help your business,
contact Kenneth or Amanda Aldred here.