Dexter & Sharpe Privacy Notice
This policy outlines how Dexter & Sharpe collects, stores and uses the information that is provided to use by clients.
Dexter & Sharpe has seven offices located thought-out Lincolnshire. They trade as Dexter & Sharpe (Partnership), Dexter & Sharpe Consultancy Limited, Dexter & Sharpe (Lincoln) Limited, Dexter & Sharpe Audit Services Limited and Dexter & Sharpe Wealth Management Limited. This policy covers all these organisations.
What information do we collect?
Dexter & Sharpe collects a wide variety of information. The majority to which is provided direct from our clients. The information collected covers personal information such as name, address and e-mail address to financial information such as bank statements, loans, pay details and investments.
You have the right to refuse or withdraw your consent to the collection, use and disclosure of your personal information. In some cases, such refusal or withdrawal may prohibit or adversely effect the completion of our professional engagement. We will advise you if that is the case.
What do we do with the information?
- To assist us in providing services pertaining to the preparation of your financial statements.
- For the preparation of your taxation and other returns as required for various governmental and other regulatory purposes.
- To advise you on personal financial planning, business and succession planning, valuation and other business and personal advisory services.
- To understand your needs and determine the suitability of other services we may be able to offer to you.
- To process payroll for yourself or your staff including providing information to third party agencies as required.
Who do we share this information with?
This information may be shared with government agencies and third party organisations as part of the regulatory work and other services carried out by Dexter & Sharpe with agreement with the client.
How can personal or other information be corrected?
Should a client feel that information we hold in incorrect they should, in the first instance, contact their account manager detailing the information which they feel should be corrected.
Retention and safeguarding your data
In order to preserve the information for governmental and professional purposes, and to serve our clients better, we will retain and safeguard your information for a fix period following completion of work, Any paper information provided by clients will be returned at the competition of the work. Any paper or electronic documentation generated by the services performed on the client’s behalf will be securely destroyed at the end of the said period.