Who will use my data?

Sorley Accountants,

What for?

We will store and process your data in order to allow us to provide our products and services to you including our accountancy, financial planning, and taxation services. We may also send you offer details that we think you will be interested in. This may include a range of our related products and services and services from selected, relevant third parties. We will only process your data in relation to financial service with your explicit consent. To enable us to provide you with a proper service, there may be occasions when we will need to contact you without your express permission concerning business matters. For example, it may be in your interests to sell a particular product or service to you and we would wish to inform you of this. We may therefore contact you in such circumstances in our normal office hours.

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What will happen if I contact you?

If you contact us we will use your information send you the information you have requested and updates, offers and other information that we think you will be interested in. We will also use these details in order to provide our services to you.

What data will be stored?

We will store your personal details, financial, employment, business, taxation and other personal Information in order to provide our services to you. We will store these details as required to meet the terms of our contract, regulations, and legal requirements as we feel necessary. Where necessary we may store sensitive personal information about you, this will always be with your explicit consent.

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What data will be shared?

We will not share your data with any third parties other than as described here. When we use third party service providers, we disclose only the personal information that is necessary to deliver the Services and we have contracts in place that requires them to keep your information secure and not to use it for their own direct marketing purposes. We will share your information with any regulator or legal body that requests it. From time to time we may introduce you to third party providers of services or goods. These third party providers will be supplying on their own standard terms and conditions and you should check that you agree to those terms and conditions before placing an order.

How long?

Services: Your data will be stored only for 7 years after the end of our relationship in line with our statutory requirement, after which time your data will be deleted.

Who can access my data?

Your data will be protected at all times and will only be used by authorised employees and representatives of Sorley Accountants to provide our services to you. We will never sell, share or otherwise distribute your data to any third party.

How is my data kept secure?

We will store your data on secure UK based servers which will be processed in the UK. We use industry standard security protocols/technology to secure data.

We take your privacy seriously and will only use your personal information to provide the products and services you have requested from us and to send you information about products and services you may be interested in. We will never sell, share or use your personal information other than as described here.


This policy sets out how we will use and share the information that you give us. This policy describes your relationship with Sorley Accountants.

The General Data Protection Regulation (GDPR) describes how organisations must collect, handle, process and store personal information.

These rules apply regardless of whether data is stored electronically, on paper or on other materials. To comply with the law, personal information must be collected and used fairly, stored safely and not disclosed unlawfully. GDPR is underpinned by eight important principals. These say that personal data must:

  • Be processed fairly and lawfully
  • Be obtained only for specific, lawful purposes
  • Be adequate, relevant and not excessive
  • Be accurate and kept up to date
  • Not be held for any longer than is necessary
  • Processed in accordance with the rights of the data subjects
  • Be protected in appropriate ways
  • Not be transferred outside the European Economic Area, unless that country or territory also ensures an adequate level of protection

We take these responsibilities seriously, this document describes our approach to data protection.

This policy helps to protect us from data security risks, including:

  • Breaches of confidentiality. For instance, information being given out inappropriately.
  • Failing to offer choice. For instance, all individuals should be free to choose how the company uses data relating to them.

Reputational damage. For instance, the company could suffer if hackers successfully gained access to sensitive data.


Sorley Accountants is a trading name of Sorley Accountants that is registered in England and is registered with the Information Commissioner’s Office. The data controller is: Daniel Sorley. You can contact us in any of the following ways:

Email: [email protected]

Phone: 07989218633


Post: 14 Mayfield Avenue, Kirkham, Preston, PR4 2BY