Privacy Notice

This notice explains how Innovative Financial Advisors (“we”, “us”, “our”) collects and uses your personal information when you contact us, request a consultation, or use our accounting and insurance services. We are committed to protecting your privacy and handling your data in line with the UK GDPR and the Data Protection Act 2018.

Who we are

Innovative Financial Advisors is a partner-led practice offering accounting and insurance services. We are the “data controller” responsible for your personal information. Our full registered details and company number will be confirmed and published here in due course.

The information we collect

Depending on how you interact with us, we may collect:

• Contact details — your name, email address and telephone number.
• Enquiry details — the service you’re interested in, your preferred appointment time and format, and anything you choose to tell us in your message.
• Service information — where you become a client, the financial and personal information needed to provide accounting or insurance advice.
• Technical data — limited information collected automatically when you use our website, such as your browser type and pages visited.

How we use your information

We use your personal information to:

• respond to your enquiry and arrange or confirm a consultation;
• provide the accounting or insurance services you ask us for;
• meet our legal, regulatory and tax obligations; and
• keep proper records of our dealings with you.

We rely on your consent, the performance of a contract, our legitimate interests, and our legal obligations as the lawful bases for processing, depending on the activity.

Sharing your information

We do not sell your personal information. We only share it where necessary — for example with insurers when arranging cover at your request, with HMRC and Companies House where required, or with trusted service providers who help us run our practice. We never add you to a marketing list without your consent.

How long we keep it

We keep your information only for as long as necessary to provide our services and to meet our legal and regulatory record-keeping obligations, after which it is securely deleted or anonymised.

Your rights

You have the right to access, correct, delete or restrict the use of your personal information, and to object to certain processing. You can also withdraw any consent you have given at any time. To exercise any of these rights, please contact us using the details below. You also have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk.

This notice is provided for general information and will be updated as our practice’s regulatory and registered details are finalised.