1. Introduction

This policy provides an overview of how Britannia Advisory collects, uses, stores, and protects personal data, and the rights individuals have in relation to that data. It should be read alongside our General Data Protection Policy, Information Security Policy, and Data Retention Policy, available on our website. 

Britannia Advisory is committed to protecting your privacy and handling personal data in a transparent and lawful manner.

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2. About us

Britannia Advisory is the trading name of PG&E Professional Services Ltd (“we”, “us”, or “the Company”). We act as a data controller for personal data processed in connection with our services and business activities. Details about Britannia Advisory can be found here. 

 

3. The personal data we collect

Depending on your relationship with us, we may collect and process personal data including:

• identity and contact details (such as name, address, email, telephone number);

• business and professional information;

• financial and tax information required to provide our services;

• payroll and employment-related information;

• identification and verification documents (e.g. passports, utility bills) where required for AML/KYC purposes; and

• correspondence and communications with us.

 

4. How we collect personal data

We collect personal data:

• directly from you (for example via email, phone, forms, or meetings);

• from third parties such as professional advisers, HMRC, Companies House, or payroll providers; and

• from publicly available sources where appropriate.

 

5. Why we use personal data

We use personal data to:

• provide accounting, tax, payroll, audit, and related professional services;

• meet legal, regulatory, and professional obligations (including anti-money laundering requirements);

• manage our relationship with clients, contacts, and suppliers;

• respond to enquiries and communicate with you; and

• protect our legal rights and manage business risk.

 

6. Lawful bases for processing

We process personal data only where permitted under UK GDPR. Our lawful bases typically include:

• performance of a contract;

• compliance with a legal obligation;

• legitimate interests, where these are not overridden by your rights; and

• consent, where required (for example, certain marketing communications).

You may withdraw consent at any time where consent is relied upon.

 

7. Sharing personal data

We may share personal data with:

• HMRC, Companies House, and other regulators or authorities where required;

• professional advisers, software providers, and service providers acting on our behalf; and

• third parties where necessary to provide services or where required by law.

We require appropriate contractual safeguards where third parties process data on our behalf.

 

8. International data transfers

Where personal data is transferred outside the UK, we ensure appropriate safeguards are in place, such as adequacy regulations or approved contractual protections.

 

9. Data security

We take appropriate technical and organisational measures to protect personal data from unauthorised access, loss, or misuse. Further information is available in our Information Security Policy.

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10. Data retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including to meet legal and regulatory requirements. Further details are set out in our Data Retention Policy.

 

11. Your rights

You have rights under UK data protection law, including the right to:

• access your personal data;

• request correction of inaccurate data;

• request deletion of data (subject to legal limitations);

• restrict or object to certain processing; and

• lodge a complaint with the Information Commissioner’s Office (ICO).

 

12. Cookies and website use

Our website may use cookies and similar technologies. Further information on how we use cookies and how you can manage preferences is provided in our Cookie Policy (if applicable).

 

13. Contact details

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact our Data Protection Officer using the details provided on our website.

 

14. Changes to this policy

We may update this Privacy Policy from time to time. The latest version is available on our website.

 

Last updated: 14 January 2026

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