Privacy Policy
Solvera Accountants Ltd
Last updated: 2 September 2026
Solvera Accountants Ltd (“we”, “us” or “our”) is committed to protecting your privacy and personal information.
This Privacy Policy explains how we collect, use, store and protect personal information when you visit our website, contact us, request a quotation or use our accounting, bookkeeping, tax or related services.
Who we are
Solvera Accountants Ltd is a company registered in England and Wales.
Company number: 17322129
Registered office: 61 Bridge Street, Kington, Herefordshire, HR5 3DJ
Email: hello@solveraaccountants.co.uk
Website: www.solveraaccountants.co.uk
For data protection purposes, Solvera Accountants Ltd is the data controller for personal information that we collect and use.
Information we collect
Depending on the services you use and your relationship with us, we may collect information including:
- your name;
- home or business address;
- telephone number;
- email address;
- date of birth;
- National Insurance number;
- Unique Taxpayer Reference and other HMRC references;
- Companies House information;
- employment and business information;
- accounting and bookkeeping records;
- payroll and pension information;
- income and tax information;
- bank details and transaction information;
- invoices, receipts and supporting documentation;
- identification documents;
- information required for anti-money laundering and identity verification checks;
- correspondence between you and us;
- information submitted through our website or contact forms; and
- technical information about your use of our website, including information collected through cookies or similar technologies.
Where we provide services to a business, we may also process information relating to directors, shareholders, employees, customers, suppliers, subcontractors or other individuals connected with that business.
How we collect your information
We may collect information:
- directly from you;
- when you contact us by email, telephone, website form or video call;
- through accounting, bookkeeping, payroll or tax software that you authorise us to access;
- from HM Revenue & Customs;
- from Companies House;
- from previous accountants or professional advisers;
- from banks, pension providers or payroll providers where authorised;
- from identity verification and anti-money laundering service providers;
- from publicly available sources; and
- from third parties where you have authorised them to provide information to us.
How we use your information
We may use your information to:
- respond to enquiries;
- provide quotations;
- carry out client onboarding;
- verify identity and carry out anti-money laundering checks;
- provide bookkeeping, accounting, tax, payroll, VAT, CIS and related services;
- prepare accounts and tax returns;
- submit returns and information to HMRC, Companies House and other authorities where authorised;
- communicate with you about your affairs;
- maintain appropriate business and professional records;
- issue invoices and process payments;
- comply with legal and regulatory requirements;
- manage complaints, disputes or professional matters;
- maintain the security of our systems;
- administer and improve our website and services; and
- send service information or marketing communications where permitted by law.
Lawful basis for processing
We only process personal information where we have a lawful basis to do so.
Depending on the circumstances, this may include:
Contract – where processing is necessary to provide services to you or to take steps at your request before entering into an engagement.
Legal obligation – where we need to process information to comply with tax, accounting, anti-money laundering or other legal requirements.
Legitimate interests – where processing is reasonably necessary for the operation, administration and protection of our business, provided your rights do not override those interests.
Consent – where we have specifically asked for and received your consent.
Other lawful bases may apply where permitted or required by law.
Anti-money laundering and identity verification
As an accountancy service provider, we are required to comply with applicable anti-money laundering legislation.
We may request identification documents and supporting information and may use electronic identity verification services.
In certain circumstances we may be legally required to make disclosures to the relevant authorities without informing you.
Sharing your information
Where necessary, we may share personal information with:
- HM Revenue & Customs;
- Companies House;
- government departments and regulatory authorities;
- accounting, tax, payroll and bookkeeping software providers;
- pension providers;
- identity verification and anti-money laundering providers;
- secure document storage and electronic signature providers;
- banks and payment providers;
- website hosting, IT, email and communications providers;
- professional advisers;
- previous or successor accountants where authorised; and
- law enforcement or other authorities where required by law.
We do not sell personal information to third parties.
We only share information where it is necessary and appropriate for the relevant purpose.
Working with Freeman Bookkeeping & Accounts Ltd
Solvera Accountants Ltd and Freeman Bookkeeping & Accounts Ltd are separate legal entities.
The businesses may work together from time to time in relation to administrative, bookkeeping, accounting or related support.
Where personal information is shared between the businesses, it will only be shared where there is an appropriate lawful basis and where this is necessary for the administration or provision of services, compliance with legal obligations or another legitimate business purpose.
The legal entity named in your engagement documentation remains responsible for the professional engagement unless you are informed otherwise and appropriate arrangements are made.
International access and transfers
Our services are provided remotely and personal information may be securely accessed or processed within the United Kingdom and the European Economic Area, including Spain.
Some technology providers may process information in other countries.
Where personal information is transferred internationally, appropriate safeguards will be used where required by data protection law.
How long we keep your information
We keep personal information only for as long as reasonably necessary for the purpose for which it was collected and to meet our legal, regulatory, tax, professional and insurance obligations.
Accounting, tax, client identification and anti-money laundering records may need to be retained for several years after our relationship with you ends.
When information is no longer required, it will be securely deleted or destroyed where reasonably practicable.
Security
We use appropriate technical and organisational measures designed to protect personal information against loss, misuse, unauthorised access, disclosure, alteration or destruction.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
Your data protection rights
Subject to applicable data protection law, you may have the right to:
- request access to personal information we hold about you;
- ask us to correct inaccurate or incomplete information;
- ask us to delete information in certain circumstances;
- request restriction of processing;
- object to certain types of processing;
- request transfer of certain information;
- withdraw consent where our processing is based on consent; and
- complain about the way we use your information.
Some rights are subject to legal exemptions. For example, we may be required to keep certain information to comply with tax or anti-money laundering legislation.
To exercise your rights, contact us at:
hello@solveraaccountants.co.uk
Complaints
If you are unhappy with the way we have handled your personal information, please contact us first so that we can try to resolve the issue.
You also have the right to complain to the Information Commissioner’s Office, the UK supervisory authority for data protection.
Cookies
Our website may use cookies and similar technologies.
Please see our Cookie Policy for further information.
Third-party websites
Our website may contain links to websites operated by other organisations.
We are not responsible for the content, security or privacy practices of third-party websites.
Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, technology or legal requirements.
The latest version will be published on our website.