Privacy Policy

Finch & Associates are chartered tax advisers, based in and around the largest city in the South West of England.

Finch & Associates is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently. This privacy notice together with our terms of business sets out, in line with GDPR, the types of data that we collect and hold as a visitor to our website or as a client. It also sets out how we use that information, how long we keep it and other relevant information about your data.

Data controller details

The Company is a data controller, meaning that it determines the processes to be used when using your personal data. Our contact details are as follows: Finch & Associates, 505 Park Way, Worle, Weston-Super-Mare BS22 6WA. Telephone: 01275 867350.

The Company’s appointed compliance officer in respect of its data protection activities can be contacted at

Information we may collect from you

We may collect information from you online in the following ways:

  • Through the use of an IP address and Google Analytics cookies (for more information, please see the cookies section below);
  • Through your request for information about newsletters and events;
  • Through your registration for events;
  • Through your contacting us with enquiries.

If you take one of the steps mentioned above, we may collect and process personal information about you such as:

  • Your name, address, email address and other contact information;
  • Records of your correspondence with us, if you have contacted us;
  • Details of your visit to the website;
  • Information about your educational and work experience, and any other information provided to us on your application.

In relation to your personal data, we will:

  • process it fairly, lawfully and in a clear, transparent way;
  • collect your data only for reasons that we find proper for the course of your contact in ways that have been explained to you;
  • only use it in the way that we have told you about;
  • ensure it is correct and up to date;
  • keep your data for only as long as we need it;
  • process
    it in a way that ensures it will not be used for anything that you are
    not aware of or have consented to (as appropriate), lost or destroyed.

Protecting your data

We are aware of the requirement to ensure your data is protected against
accidental loss or disclosure, destruction and abuse. We have
implemented processes to guard against such.

Where we share your data with third parties, we provide written instructions to them to ensure that your data is held securely and in line with GDPR requirements. Third parties must implement appropriate technical and organisational measures to ensure the security of your data.

Disclosure of your information

We may disclose your personal information to third parties if we are under a duty to disclose or share your personal data in order to comply with any legal or regulatory obligation, or in order to enforce or apply any agreements; or to protect the rights, property, or safety of Finch & Associates. This includes exchanging information with other companies and organisations for the purposes of anti-money laundering legislation and credit risk reduction.

Your rights

You have the right to ask us not to process your personal data for marketing purposes. We will inform you (before collecting your data) if we intend to use your data for such purposes or if we intend to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing by selecting certain boxes on the forms we use to collect your data.

How long will we retain your data

We will retain your data in order for us to fulfil our statutory, regulatory and contractual obligations as indicated in our engagement letter and terms of business. Our detailed Data Retention Policy is available on request.


This site uses Cookies – small text files that are placed on your machine automatically and which can be removed by yourself if you wish.

Cookies provide non-personal tracking data, and help us to optimize the way our website works for our users. Cookies identity your Internet browser, the type of operating system you use, your IP address and the domain name of your Internet service provider, and this non-personal information may be used by us for internal purposes, including but not limited to using third party applications such as Google Analytics to analyse what sorts of users are using our site, and improving the content of our website pages for those users.

For further information about Cookies, and for guidance on removing them from your machine, please visit the All About Cookies website which provides information about Cookies and their removal on all modern browsers.

Making a complaint

The supervisory authority in the UK for data protection matters is the Information Commissioner (ICO). If you think your data protection rights have been breached in any way by us, you are able to make a complaint to the ICO through their website, or telephone 0303 123 1113.

By using this site, you agree to this Privacy Policy of Finch & Associates. If you do not agree to the Policy, please do not use this site. Burton Sweet reviews its Privacy Policy periodically and reserves the right, at its discretion, to modify or remove portions of this Policy at any time. This page should be reviewed periodically so that you are updated on any changes.

Privacy policy last updated 25th February 2024.