Privacy Policy

Last updated: 25 September 2025

1. Introduction

This Privacy Policy explains how JB Simpson & Co Ltd collects, uses, and protects your personal information when you use our services or contact us through our website.

Company Details:

• Company Name: JB Simpson & Co Ltd
• Address: 2 Royal Crescent, Lower Ground, Glasgow G3 7SL, United Kingdom
• Phone: 0141 634 7480

2. Information We Collect

2.1 Personal Information

When you contact us or use our services, we may collect:

• Name and contact details
• Email address and phone number
• Business information (company name, type, size)
• Financial information relevant to your accounting needs
• Communication preferences

2.2 Website Usage Data

We collect non-personal information including:

• Browser type and version
• Pages visited on our website
• Time spent on pages
• Referring websites
• Device and screen information

3. How We Use Your Information

We use your personal information to:

• Provide accounting and tax services
• Communicate about your accounts and tax matters
• Send service updates and important notices
• Comply with legal and professional obligations
• Improve our services
• Process payments

4. Legal Basis for Processing

We process your personal data under:

• Contract performance - to provide accounting services
• Legal obligation - to comply with tax and accounting regulations
• Legitimate interests - to run our business effectively
• Consent - for marketing communications (where applicable)

5. Information Sharing

We do not sell your personal information. We may share information with:

• HMRC and Companies House (as legally required)
• Professional advisors (lawyers, insurers)
• IT service providers who support our systems
• Regulatory bodies (when required)

6. Data Security

We protect your information through:

• Secure data transmission and storage
• Access controls and staff training
• Regular security reviews
• Professional indemnity insurance
• Compliance with professional standards

7. Your Rights

Under UK data protection law, you have the right to:

• Access your personal data
• Correct inaccurate information
• Request deletion (where legally permissible)
• Object to processing
• Request data portability
• Withdraw consent

8. Data Retention

We retain personal information for:

• The duration of our professional engagement
• Seven years after engagement ends (tax and accounting records)
• As required by professional and legal obligations

9. Professional Obligations

As qualified accountants, we are bound by:

• Professional codes of conduct
• Confidentiality requirements
• Anti-money laundering regulations
• Tax and accounting legislation

10. Updates to This Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Updates will be posted on our website.

11. Contact Us

For privacy-related questions or to exercise your rights:

Email: Contact us through our website form
Phone: 0141 634 7480
Address: 2 Royal Crescent, Lower Ground, Glasgow G3 7SL

12. Regulatory Compliance

This privacy policy complies with:

• UK General Data Protection Regulation (UK GDPR)
• Data Protection Act 2018
• Professional accounting standards

This privacy policy is effective as of 25 September 2025.