Privacy Policy
Effective Date: 26.02.2025
At Bourne Financial, we are committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use, store, and protect your personal and financial data in accordance with the Data Protection Act 2018, the General Data Protection Regulation (GDPR), and other relevant privacy laws in the UK.
1. Information We Collect
We collect the following types of personal and financial data when you visit our website, engage with our services, or communicate with us:
- Personal Identification Information: Name, email address, phone number, and other contact details.
- Financial Data: Information necessary for providing our financial services, including bookkeeping, VAT returns, management accounts, financial reports, year-end preparation, cash flow forecasting, budgeting, and consulting services.
- Usage Data: Information on how you interact with our website (e.g., pages visited, time spent on the site, etc.).
- Cookies and Tracking Technologies: We use cookies and similar technologies to collect data about your interaction with our site. You can control cookie preferences through your browser settings.
2. How We Use Your Information
We may use the information we collect for the following purposes:
- To provide, maintain, and improve our financial services, including bookkeeping, VAT returns, financial reporting, and consulting.
- To communicate with you, including responding to inquiries, sending invoices, providing updates, and delivering requested services.
- To comply with our legal and regulatory obligations, such as tax and financial reporting requirements.
- To analyse website traffic and enhance user experience.
3. Legal Basis for Processing Your Data
Under the GDPR, we rely on the following legal bases to process your personal and financial data:
- Consent: Where you have given us explicit consent, such as subscribing to our newsletter or agreeing to receive our services.
- Contractual Necessity: Where processing is necessary to fulfil a contract with you (e.g., providing bookkeeping or CFO consulting services).
- Legal Obligation: Where processing is necessary to comply with a legal obligation, such as tax filing requirements or financial reporting.
- Legitimate Interests: Where processing is necessary for the legitimate interests of our business, provided your rights and interests are not overridden.
4. Sensitive Financial Data
Given the nature of our services, we handle sensitive financial data, such as tax information, financial reports, and other personal and business financial details. We take extra measures to ensure the confidentiality, security, and privacy of this data. We only collect and process financial data that is necessary for the provision of our services and comply with the highest standards of data protection.
5. Sharing Your Information
We may share your personal and financial data with third parties under the following circumstances:
- Service Providers: We may share your data with trusted third-party service providers who assist in delivering our services, such as accounting software providers, payment processors, or cloud storage providers. We ensure that these third parties comply with data protection laws and have adequate safeguards in place.
- Legal Requirements: We may disclose your data if required by law, such as for tax filing or reporting purposes, or to protect our legal rights.
- Data Processing Agreement (DPA): If we use third-party processors for data storage or processing, we ensure a Data Processing Agreement (DPA) is in place with those providers to ensure compliance with data protection laws.
6. Your Rights
As a data subject, you have the following rights under the GDPR:
- Right to Access: You can request a copy of the personal and financial data we hold about you.
- Right to Rectification: You can request corrections to any inaccurate or incomplete data.
- Right to Erasure: You can request the deletion of your personal and financial data under certain circumstances.
- Right to Restrict Processing: You can request that we restrict the processing of your data in certain situations.
- Right to Object: You can object to the processing of your data based on legitimate interests.
- Right to Data Portability: You can request a copy of your data in a commonly used format for transfer to another service.
To exercise these rights, please contact us using the information below.
7. Data Retention
We will retain your personal and financial data for as long as necessary to fulfil the purposes outlined in this Privacy Policy, or as required by law. For example, financial data such as tax returns and accounting records may be retained for up to 6 years to comply with tax regulations. After this period, we will ensure that your data is securely deleted or anonymised.
8. Security
We take the security of your personal and financial data seriously. We implement appropriate technical and organisational measures to protect your data from unauthorised access, disclosure, alteration, or destruction. This includes the use of encryption, access control, and secure storage solutions.
- If we use cloud storage or accounting software, we ensure that these providers comply with GDPR and other relevant privacy regulations.
9. International Data Transfers
If we transfer your personal or financial data outside the European Economic Area (EEA), we will ensure that appropriate safeguards are in place to protect your data, in accordance with the GDPR.
10. Cookies
Our website uses cookies to enhance user experience and gather information about site usage. For more details, please see our Website policy. You can control cookie preferences through your browser settings.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the date of the most recent revision will be updated at the top of this policy. We encourage you to review this Privacy Policy periodically.
12. Children’s Data
Our services are not intended for children under the age of 16. We do not knowingly collect or process personal data from children. If you believe we have unintentionally collected data from a child, please contact us immediately so we can take appropriate action.
13. Data Breach Notification
In the event of a data breach involving your personal or financial data, we will notify you as required by law within 72 hours of becoming aware of the breach. We will provide you with information on what happened, the data affected, and the actions we are taking to mitigate any risks.
14. Contact Us
If you have any questions or concerns about this Privacy Policy or wish to exercise your rights under data protection law, please contact us at:
Bourne Financials
Email: info@bournefinancials.co.uk
Phone: 01323 332109
Website Policy
Effective Date: 26.02.2025
These Terms and Conditions ("Terms") govern your access to and use of the website www.bournefinancials.co.uk ("Website") operated by Bourne Financials, including any content, functionality, and services offered through the Website. Please read these Terms carefully before using our Website. By accessing or using the Website, you agree to be bound by these Terms. If you do not agree with these Terms, please do not use our Website.
1. Acceptance of Terms
By using this Website, you agree to these Terms and Conditions and acknowledge that they form a legally binding agreement between you and Bourne Financials. We may update these Terms from time to time, and any changes will be posted on this page. It is your responsibility to review these Terms periodically.
2. Use of Website
You may use this Website only for lawful purposes and in accordance with these Terms. You agree not to:
- Engage in any unlawful, fraudulent, or malicious activities.
- Upload or distribute content that is harmful, offensive, or violates the rights of others.
- Use the Website in a way that could disrupt, damage, or impair the functionality or accessibility of the site.
- Attempt to gain unauthorised access to any part of the Website or its underlying systems.
3. Intellectual Property
All content on this Website, including but not limited to text, images, logos, graphics, videos, and design elements, is the property of Bourne Financials or its licensors and is protected by intellectual property laws. You may not copy, reproduce, modify, distribute, or otherwise use any content from the Website without our prior written consent.
5. Services Provided
Bourne Financials offers services including, but not limited to:
- Bookkeeping
- VAT Returns
- Management Accounts and Financial Reports
- Year-End Preparation
- Cash Flow Forecasting and Budgeting
- Consulting (CFO, strategic planning, growth strategy, cost control, etc.)
By using our Website, you acknowledge that these services may be subject to additional terms and agreements, which will be provided to you separately.
6. Payment Terms
For any paid services provided via our Website, payment is due upon receipt of an invoice or as specified during the transaction process. All payments must be made in GBP or as otherwise agreed. We reserve the right to suspend or cancel services in the event of non-payment.
7. Disclaimer and Limitation of Liability
The Website and its content are provided "as is" and "as available," without any warranties of any kind, either express or implied. Bourne Financials does not guarantee that the Website will be error-free, secure, or always available.
In no event shall Bourne Financials be liable for any damages, losses, or other liabilities arising from the use or inability to use the Website, including but not limited to indirect, consequential, or punitive damages.
8. Termination of Access
We reserve the right to suspend or terminate your access to the Website or services at our discretion, including if you violate these Terms or engage in illegal activities.
9. Privacy Policy
Your use of our Website is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal data. Please review our Privacy Policy for further details on how we handle your personal information.
10. Governing Law and Jurisdiction
These Terms are governed by the laws of the United Kingdom. Any disputes arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of the United Kingdom.
11. Changes to Terms
We reserve the right to modify or update these Terms at any time. Any changes will be posted on this page, and the updated Terms will be effective immediately upon posting. We encourage you to review this page regularly to stay informed about any changes.
12. Contact Us
If you have any questions or concerns about these Terms, please contact us at:
Bourne Financials
Email: info@bournefinancials.co.uk
Phone: 01323 332109
Cookies Policy
Effective Date: 26.02.2025
This Cookies Policy explains how Bourne Financials uses cookies and similar technologies to recognize you when you visit our Website www.bournefinancials.co.uk. It explains what these technologies are and why we use them, as well as your rights to control their use.
1. What Are Cookies?
Cookies are small data files that are placed on your device (computer, smartphone, or tablet) when you visit a website. They help the website remember your preferences, improve user experience, and enable certain features.
2. Why We Use Cookies
We use cookies for a variety of reasons, including:
- Essential Cookies: These cookies are necessary for the proper functioning of the Website. They allow you to navigate and use key features of the site, such as accessing secure areas or completing forms.
- Performance Cookies: These cookies help us analyze how visitors use the Website, which pages are visited most frequently, and how visitors interact with content. This information helps us improve the site and enhance the user experience.
- Functional Cookies: These cookies allow the Website to remember choices you make (such as language preferences) and provide a more personalized experience.
- Targeting/Advertising Cookies: These cookies are used to deliver advertisements that are relevant to you based on your interests. They help limit the number of times you see an ad and measure the effectiveness of advertising campaigns.
3. Third-Party Cookies
We may also allow third parties, such as analytics providers and advertisers, to place cookies on your device. These third-party cookies are governed by the privacy policies of those third parties.
4. Managing Cookies
You can control and manage cookies in your browser settings. Most web browsers allow you to delete cookies or set your browser to refuse them. Please note that disabling cookies may impact your ability to use certain features of the Website.
- To block cookies: You can configure your browser settings to block cookies. For more information on how to do this, please visit the "Help" section of your browser or the following guides:
- Google Chrome:
- Firefox:
- Safari:
5. Changes to Cookies Policy
We may update this Cookies Policy from time to time. Any changes will be posted on this page, and the updated policy will be effective immediately upon posting. We encourage you to review this page regularly to stay informed about our use of cookies.
6. Contact Us
If you have any questions about our Cookies Policy, please contact us at:
Bourne Financials
Email: info@bournefinancials.co.uk
Phone: 013230 332109
Telephone: 01323 332109 Email: info@bournefinancials.co.uk
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