Privacy Policy
Effective Date: 27/11/2025
Steel Financial Solutions ("we", "our", "us") is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal data in accordance with the UK General Data Protection Regulation (UK GDPR).
1. Who We Are
Steel Financial Solutions is a bookkeeping and VAT support business.
Contact Details:
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Data Controller: Michael Steel
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Phone: 01227 933321
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Address: 1 Coalfield Grove, Aylesham, Kent, CT3 3FX
2. What Data We Collect
We may collect and process:
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Identity Data: Name, business name, job title
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Contact Data: Email, phone number, business address
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Financial Data: Bank details, transaction records, VAT information
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Technical Data: IP address, browser type, usage data (via cookies)
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Communication Data: Emails, messages, consultation notes
3. How We Use Your Data
We use your data to:
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Deliver bookkeeping, VAT, and payroll services
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Communicate with you about your account or services
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Meet legal and regulatory obligations
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Improve our website and services
Legal bases for processing:
Contractual necessity, legal obligation, legitimate interests, and consent (where applicable).
4. Data Sharing
We do not sell your data. We may share it with:
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HMRC and other government bodies
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Accounting software providers (e.g., QuickBooks, Xero, Sage)
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Professional advisers (e.g., accountants, legal counsel)
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IT and hosting providers
All third parties are required to comply with UK GDPR.
5. International Transfers
We do not routinely transfer your data outside the UK. If we do, we ensure appropriate safeguards are in place.
6. Data Retention
We retain personal data only as long as necessary.
Financial records are typically kept for 6 years to comply with HMRC requirements.
7. Your Rights
You have the right to:
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Access your personal data
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Correct inaccurate data
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Request erasure ("right to be forgotten")
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Restrict or object to processing
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Request data portability
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Withdraw consent (where applicable)
To exercise your rights, contact us at mike.steel@steelfinancials.co.uk.
8. Cookies
Our website may use cookies to enhance your experience.
You can manage cookie preferences via your browser settings.
See our [Cookie Policy] for more details.
9. Data Security
We use appropriate technical and organisational measures to protect your data, including:
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Secure cloud-based accounting platforms
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Password-protected systems
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Regular data backups
10. Updates to This Policy
We may update this Privacy Policy from time to time.
The latest version will always be available on our website.