BRITVEX ADVISORY LTD
Privacy notice
Last updated 3 October 2026
Who we are
Britvex Advisory Ltd ("Britvex", "we") is a company registered in England and Wales (company number 16133503). We are the controller of the personal data described in this notice and are registered with the Information Commissioner's Office (registration ZA013667080). You can contact us about your data at info@britvex.co.uk, or our Money Laundering Reporting Officer at sgs@britvex.co.uk.
What we collect
- Identity and contact details: name, date of birth, home address, email, phone number, and copies of identity documents.
- Tax and financial information: UTR, National Insurance number, income, expenses, bank statements and other records you give us.
- Business information: details of companies you own or run, their officers and shareholders.
- Account information: your portal login, security settings, and a record of what is done in your account.
- Post we receive for you, if you use our virtual office service.
- Payment information: we do not store card numbers. Card payments are handled by Stripe.
Why we use it, and our lawful basis
- To provide the services you engage us for: performance of our contract with you.
- To verify your identity, check for money laundering and keep records, as required by the Money Laundering Regulations 2017: legal obligation.
- To file returns and deal with HMRC and Companies House for you: performance of contract and legal obligation.
- To keep the portal secure, prevent fraud and improve our service: our legitimate interests.
- To send you reminders and service messages: performance of contract. We do not send marketing without your consent.
Who we share it with
- HMRC, Companies House and other authorities, when acting for you or where the law requires.
- Service providers who help us run the portal: our hosting provider (Hostinger), our email provider and Stripe for card payments. They may only use your data on our instructions.
- Your new accountant, if you move and ask us to.
- Law enforcement or regulators, where we are legally required to report or disclose.
How long we keep it
We keep client records for 6 years after our engagement ends, which covers our obligations under the Money Laundering Regulations (5 years) and tax law. After that, we delete or anonymise them securely. Records of unsuccessful enquiries are deleted within 12 months.
Where it is stored
Your data is stored on servers provided by our hosting provider. Where any provider processes data outside the UK, we make sure appropriate safeguards are in place.
Cookies
The portal uses only cookies that are strictly necessary to keep you signed in securely. We do not use advertising or tracking cookies.
Your rights
You have the right to ask for a copy of your data, to have it corrected, to have it deleted or restricted, to object to some uses, and to data portability. Some data we must keep by law even if you ask us to delete it. To make a request, email info@britvex.co.uk. We will respond within one month.
Complaints
If you are unhappy with how we handle your data, please tell us first. You can also complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113.