Legal
Privacy Policy
This policy explains how TurnerBerry Ltd collects, uses, and protects your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Who We Are
TurnerBerry Accountants & Business Advisors is a trading name of TurnerBerry Ltd, a company registered in England and Wales (Company No. 15262416). Our registered office is at Office 107, Filwood Green Business Park, 1 Filwood Park Lane, Bristol, BS4 1ET. We are registered with the Information Commissioner's Office (ICO) and supervised for anti-money laundering purposes by the Association of Accounting Technicians (AAT). For any privacy-related queries, you can contact us at hello@turnerberry.co.uk or by post at the address above.
What Personal Data We Collect
We collect personal data in the following circumstances: • When you request a quote via our website — name, email address, phone number, business details, and financial information relevant to your enquiry. • When you become a client — identity documents, National Insurance number, UTR, company registration details, financial records, and any other information required to provide our services. • As part of identity verification and anti-money laundering checks — a copy of your passport or driving licence, a live facial scan used to confirm you match your ID document, and evidence of your current address, processed via our identity verification provider. • When you contact us — name, email address, phone number, and the content of your message. • When you apply for a job — name, email address, phone number, cover letter, and CV. • When you visit our website — IP address, browser type, pages visited, and cookies (see our Cookie Policy for details). We do not collect special category data (such as health information) unless this is strictly necessary and you have given your explicit consent. Where we carry out identity verification, a facial scan is processed solely to confirm you match your identity document and is not used for any other purpose; it is retained only for as long as necessary for our anti-money laundering obligations.
How We Use Your Personal Data
We use your personal data for the following purposes: • To provide accountancy and business advisory services to you as a client. • To comply with our legal and regulatory obligations, including anti-money laundering (AML) checks, tax reporting, and Companies House requirements. • To communicate with you about your account, services, and any changes that may affect you. • To respond to enquiries and provide quotes. • To process job applications. • To improve our website and services. • To send you occasional updates or newsletters where you have consented to receive them. We will never sell your personal data to third parties, and we will not use it for purposes that are incompatible with those listed above.
Legal Basis for Processing
We process your personal data under the following lawful bases as defined by the UK GDPR: • Contract — processing is necessary to perform the services you have engaged us to provide. • Legal obligation — processing is necessary to comply with our legal and regulatory duties, including AML legislation, tax law, and Companies House requirements. • Legitimate interests — processing is necessary for our legitimate business interests, such as responding to enquiries and maintaining our records, where these are not overridden by your rights. • Consent — where we have specifically asked for and received your consent, such as for marketing communications.
Who We Share Your Data With
We may share your personal data with the following categories of third parties: • HMRC and Companies House, as required by law. • Our software providers, including Supabase (data storage), Xero, Zoho (calendar and email correspondence), Resend (transactional email delivery), Loops (marketing and client lifecycle emails), Adfin (payment processing and Direct Debit collection), and Didit (identity verification and anti-money laundering screening), all of whom process data on our behalf under appropriate data processing agreements. • Our professional indemnity insurers and legal advisers, where necessary. • The AAT, in connection with our regulatory supervision. • Other professional advisers (e.g. solicitors or financial advisers) where you have asked us to liaise with them on your behalf. We do not share your data with any third parties for marketing purposes without your explicit consent.
International Transfers
Some of our third-party service providers may process data outside the UK or European Economic Area (EEA). Where this occurs, we ensure that appropriate safeguards are in place, such as standard contractual clauses approved by the ICO, to protect your data in line with UK GDPR requirements.
How Long We Retain Your Data
We retain personal data for as long as is necessary for the purposes for which it was collected, and in accordance with our legal and regulatory obligations: • Client records are retained for a minimum of seven years following the end of the client relationship, as required for tax and AML purposes. • Enquiry and quote data is retained for up to twelve months if you do not become a client. • Job application data is retained for six months following the conclusion of the recruitment process, unless you consent to it being retained for longer. • Website usage data is retained in accordance with our cookie settings. After the applicable retention period, your data is securely deleted or anonymised.
Your Rights
Under the UK GDPR, you have the following rights in relation to your personal data: • Right of access — you can request a copy of the personal data we hold about you. • Right to rectification — you can ask us to correct inaccurate or incomplete data. • Right to erasure — you can ask us to delete your data, subject to our legal obligations to retain certain records. • Right to restrict processing — you can ask us to limit how we use your data in certain circumstances. • Right to data portability — you can ask us to provide your data in a structured, commonly used format. • Right to object — you can object to processing based on our legitimate interests. • Right to withdraw consent — where processing is based on consent, you can withdraw it at any time. To exercise any of these rights, please contact us at hello@turnerberry.co.uk. We will respond within one month. If you are not satisfied with our response, you have the right to lodge a complaint with the ICO at ico.org.uk.
Cookies
Our website uses cookies to improve your experience. A cookie is a small text file stored on your device when you visit a website. We use essential cookies (required for the site to function) and, where you have consented, analytics cookies to help us understand how visitors use our site. You can manage your cookie preferences through your browser settings at any time. For more information, please see our Cookie Policy.
Changes to This Policy
We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. The current version will always be available on this page. We will notify existing clients of any material changes. This policy was last updated in July 2026.
Contact us about this policy:
TurnerBerry Ltd · Office 107, Filwood Green Business Park, Bristol, BS4 1ET
Email: hello@turnerberry.co.uk · Tel: 0117 403 2379