Privacy Policy

Privacy Notice

Jeffrey Altman & Company is committed to respecting and protecting your privacy and security.  This privacy notice describes how we collect and utilize your personal data in accordance with the General Data Protection Regulation (GDPR), the Data Protection Act (1998) and any other national implementing laws, regulations and secondary legislation, as amended or updated from time to time, in the UK (‘Data Protection Legislation’). This notice also tells you about your privacy rights and how the law protects you so that your data is used lawfully, fairly and in a transparent way;  collected only for valid purposes that we have clearly explained to you and not used in any way that is incompatible with those purposes; relevant to the purposes we have told you about and limited only to those purposes; accurate and kept up to date; kept only as long as necessary for the purposes we have told you about; and kept securely. We will only use your personal information to deliver the services you have requested from us and to meet our legal responsibilities.  Please read this privacy notice carefully.

If you have any queries about this policy or how we use your personal information, please contact us using the details below.

About us

This website, (the “site“), is operated by Jeffrey Altman & Company (registered with the UK Information Commissioner’s Office (ICO) under number ZA135545).  Jeffrey Altman & Company is referred to in this notice as “Jeffrey Altman & Company“, “we“, “us” and “our“.

Jeffrey Altman & Company is an accountancy, audit and advisory firm. For the purpose of the Data Protection legislation we are a data controller. We are therefore responsible for any personal data collected from you and deciding how we hold and collect it.

Our contact details are:
Jeffrey Altman & Company, Wayman House, 141 Wickham Road, Shirley, Croydon, Surrey, CR0 8TE

We have appointed an Information Security Officer who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the Information Security Officer using the details set out above.

What type of information do we collect from you?

We collect different information . ‘Personal data’ means any data which can be associated with you as an individual, either directly or indirectly.

The personal data we collect from you will vary depending on which services you engaged us to deliver and may include:

  • Identity information, such as your name, title, National insurance Number, Unique Taxpayer Reference, date of birth, gender, and organisation name, position, bank account details  .
  • details of contact we have had with you in relation to the provision, or the proposed provision, of our services;
  • details of any services you have received from us;
  • our correspondence and communications with you;
  • information about any complaints and enquiries you make to us;
  • information we receive from other sources, such as publicly available information..
  • Contact data, such as your address and email and telephone details.
  • your IP address, which pages you may have visited on our website and when you accessed them
  • Marketing and communications data, including your preferences in receiving marketing and other communications from us.

We do not usually collect ‘special categories’ of personal data through our website. (‘Special categories’ of data include details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, health information, or criminal convictions and offences.) If we do collect any special categories of data, our reason for doing so will be made clear to you, and we will seek your explicit consent to this.

If you prefer not to provide any personal data whilst using this site (for example, if you adjust your web browser settings to refuse cookies), the functionality of the site should not be affected.

How we collect information

Different data is collected in different ways. We obtain information about you when you engage us to deliver our services and when you use our website, for example, when you contact us about our services.

  • Personal data you provide to us
    You may provide us with your identity and contact information; marketing and communications preferences; and usage data when you either subscribe to our newsletters and updates or contact us in respect of our services, or to provide feedback on our site.
  • Personal data we collect automatically
    As you interact with our site, we may also collect technical data including your browser type, the Internet Protocol (IP) address used to connect your computer to the internet, and your browsing habits, patterns and preferences. We collect this data using cookies. For further details, please see our cookie policy.

How and why we use information

In general terms and depending on which services you engage us to deliver, as part of providing our agreed services, we may use your information to:

  • Perform a contract or provide a service that you have asked for
    For example, contacting you by post, email or telephone requested some other services (including our accounting services). We require your contact and identity data to be able to provide that service to you. Likewise, we may need your contact, identity, technical and/or usage information to respond to a question you have asked us.
  • We have a legitimate interest (reasonable business purpose) for doing so
    We will use your information for our legitimate business reasons where our doing so will not unduly affect your rights. We use your identity, contact and usage information to:
    • Maintain and keep our records up to date in accordance with applicable legal and regulatory obligations;
    • respond to and analyse the feedback and comments we receive via our site;
  • We may use any or all of the information above to administer and manage our business in general. If you feel that your interests and fundamental rights outweigh our business purposes, and that we should therefore stop processing your data, please let us know.

We are required by legislation and other regulatory requirements and our insurers to retain your data where we have ceased to act for you. The period of retention required varies with the applicable legations, but is typically five or six years. To ensure compliance with such requirements, it is the policy of the Practice to retain all data for a period of seven years from the end of the period concerned.

How we share information

We take your privacy seriously, and we do not rent or sell this information to third parties.

We will not share your information with third parties for marketing purposes.

Any staff member with access to your information have a duty of confidentiality under the ethical standards that this Practice is required to follow.

We will not release your information to third parties unless you have requested that we do so, or we are required to do by law.

We may pass on your information to our third party service providers, agents, subcontractors and other associated organisations for the purpose of completing tasks and providing services to you. However, when using third party service providers, we disclose only the personal information that is necessary to deliver the services and we have a contract in place that required them to keep your information secure and to not use it for their own purposes.

Data Security

The security of your personal information is important to us. We make our best effort to seek to use reasonable physical, technical (e.g. password protection, network firewalls), and administrative safeguards (e.g. confidentiality agreements, procedures that limit access to and use of data) to protect the information we process. However, no method of transferring data over the Internet or storing electronic data is completely secure. Therefore, while we strive to use reasonable and appropriate means to protect your personal information, we cannot guarantee absolute security of any information that you transmit to us and you do so at your own risk.

Your data will usually be processed in our offices in the UK. However, where required to perform our contract with you or for our wider business purposes, the information that we hold about you may be transferred to, and stored at, a destination outside the UK and the EU. It may also be processed by staff operating outside the UK and EU who work for us or for one of our service providers. We will take all steps reasonably necessary to ensure that your personal information is treated securely in accordance with this privacy notice.

If we become aware of a data breach and think that it may pose a high risk your rights, we will notify you without undue delay.

Third-party links

Our site may contain links to third-party sites and/or applications whose information practices may be different than ours. Please consult all third party sites’ privacy notices as we have no control over information that is submitted to, or collected by, third parties.

Your Rights

The law gives you certain rights over your personal data. You may:

  • require us to rectify the personal data we hold about you, where that data is incorrect;
  • require that we restrict the processing of your personal information in certain circumstances;
  • request access to the personal data that we hold about you;
  • require that, in certain circumstances, we delete the personal information we hold about you;
  • require that we provide you with the information that we hold about you in a structured, commonly used and machine-readable format;
  • Objecting to how we may use your information
  • withdraw your consent to our using your data for marketing purposes at any time; and/or
  • lodge a complaint with the relevant supervisory authority.

If you wish to exercise any of these rights, please contact us at , or by writing to us at our address set out above.

It is important to us that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

You also have the right to refer a complaint with the Information Commissioner’s Office (“ICO”), the UK supervisory authority for data protection issues, at any time. The ICO’s contact details are as follows:

Information Commissioner’s Office Wycliffe House Water Lane Wilmslow Cheshire SK9 5AF

Telephone – 0303 123 1113 (local rate) or 01625 545 745


What are Cookies?

We collect information about your use of our Site through cookies. Cookies are widely used small files of information stored on your computer, tablet or smartphone that help websites remember who you are and information about your visit. Cookies can help to display the information on our Site in a way that matches your interests. Most major websites use cookies.

What cookies are used on this Site?

The cookies we use on our Site are broadly grouped into the following categories:

  • Strictly Necessary Cookies – These cookies on our Site are essential for us to be able to provide you with a service you have requested. Our cookie preference cookie described in the section “How can I reject or opt out of receiving cookies?” is also an essential cookie. You may not be able to use our Site without these cookies.
  • Performance – We use analytics cookies to helps us understand how users engage with our Site. These cookies collect anonymous information about users for the purpose of assessing the performance of our website, such as for Google Analytics.
  • Functionality Cookies – We use cookies to improve your experience by remembering your preferences so we know how you like to use our Site.

How can I reject or opt out of receiving cookies?

You may refuse to accept cookies by activating the setting on your browser which allows you to refuse the setting of cookies. To do this, look at the help menu on your browser. However, if you select this setting, you may be unable to access certain parts of our Site.

Changes to this policy or your data

We may amend or modify this privacy notice from time to time. We will post any revised notice on this site.