Privacy Policy

Please read this Privacy Policy carefully. By using this website and our services you accept the practices described below. If you do not agree with this policy, please do not use the site.

Summary

Zircon Financial Consultancy Services is committed to protecting your personal information and handling it safely and lawfully. This policy explains:

where we collect your personal information from;
what personal information we collect;
how we use it;
who we share it with; and
the rights and choices you have over your personal information.

The main reason we process your personal data is to provide the financial consultancy services you ask us for — including investment management, financial reporting, due diligence and payroll. We keep your personal information only for as long as we need it.

To make an enquiry or exercise any of your rights, please contact us at info@zirconfinancial.co.uk.

1. Who we are

Zircon Financial Consultancy Services Ltd ("Zircon", "we", "us", "our") is a company registered in England & Wales (company number 13189121), helping small businesses and the people who run them manage their finances. We take your privacy seriously and act as the data controller for the personal information you provide when you use our services.

For any questions about how we use your personal information, or about data protection generally, contact us at info@zirconfinancial.co.uk or write to us at: 32A High Causeway, Whittlesey, Peterborough, PE7 1AJ.

2. What is personal data?

"Personal data" means any information relating to an identifiable person who can be identified directly or indirectly. In plain terms, it is any information about you that lets you be identified — such as your name and contact details, as well as less obvious information such as identification numbers and online identifiers.

We handle your personal data in line with the UK GDPR and the Data Protection Act 2018 (together, "the Data Protection Legislation").

3. How we collect your information

From you. Most of the information we collect comes directly from you when you enquire about or use our services — for example through this website, by email, by phone, or in the course of the work we carry out for you.

From your business. Where we provide services such as financial reporting, payroll or due diligence, we may receive information from your accounting records, your staff, or third parties acting on your behalf.

Automatically. When you use our website we may collect limited technical information, such as pages viewed and how you reached the site, to help us keep the site working and improve it.

4. What information we collect

Depending on the service, the personal information we collect may include:

your name, business name, address, email address and telephone number;
financial information about you or your business, such as accounts, income, expenditure, transactions and bank details;
where we provide payroll services, information about your employees — such as names, addresses, National Insurance numbers, salary and pension details; and
correspondence and records relating to the work we carry out for you.

Where we process employee or third-party information on your behalf (for example when running payroll), we generally act as a data processor and you remain the data controller. In those cases you are responsible for having a lawful basis to share that information with us, and we process it only on your instructions.

If you give us information about another person, please make sure they are happy for you to do so and understand how their details will be used.

We do not knowingly collect information about children. Our services are intended for businesses and adults.

5. How we use your information

We use your personal information to:

provide and manage the services you have asked us for, including investment management, financial reporting, due diligence and payroll;
verify your identity and meet our legal, accounting and regulatory obligations;
communicate with you about your account, our work and any queries you raise;
keep proper business and financial records; and
where you have given us consent, send you occasional updates about our services. You can withdraw this consent at any time.

6. Who we share your information with

We do not sell your personal information. We may share it, only where necessary, with:

HMRC and other authorities — for example when submitting payroll, tax or statutory filings on your behalf;
pension providers and similar bodies — where relevant to payroll or auto-enrolment;
our professional advisers and service providers — such as IT, accounting software and secure storage providers who help us run our business, and who are bound to keep your information confidential and secure;
regulators, courts or law enforcement — where we are required or permitted to do so by law, or to prevent or detect fraud or other crime; and
a successor — if our business is reorganised or transferred, in which case your information may be shared under appropriate confidentiality protections.

7. Our legal grounds for processing

We only collect and use your personal information where we have a lawful basis to do so under the Data Protection Legislation:

Performance of a contract — to provide the services you have engaged us for and manage our relationship with you.
Legal obligation — to meet our accounting, tax, anti-money-laundering and other statutory duties.
Legitimate interests — to run, manage and improve our business, and to communicate with you about our work, provided your rights do not override those interests.
Consent — where we send you optional marketing communications. You can withdraw consent at any time.

8. Cookies

Our website may use cookies to help it function and to understand how visitors use it. You can manage or disable cookies through your browser settings.

9. How we keep your information secure

The security of your personal information matters to us. We use appropriate technical and organisational measures to protect it against loss, misuse and unauthorised access. Where appropriate, our website uses HTTPS. However, no transmission over the internet can be guaranteed to be completely secure.

If any of your information needs to be stored or processed outside the UK by a service provider, we will make sure appropriate safeguards are in place to protect it to the standards required under UK law.

10. How long we keep your information

We keep your personal information only for as long as necessary to provide our services and to meet our legal and regulatory obligations. For financial, tax and accounting records this is typically up to six years, and sometimes longer where the law requires it. When information is no longer needed, we delete or securely dispose of it.

11. Your rights

Under the Data Protection Legislation you have the right to:

access a copy of the personal information we hold about you;
correct inaccurate or incomplete information;
erase your personal information in certain circumstances;
restrict or object to how we use your information;
data portability — to have your information moved, copied or transferred; and
withdraw consent at any time, where we rely on it.

We will normally respond within one month. To exercise any of these rights, contact us at info@zirconfinancial.co.uk.

If you are not satisfied with how we handle your personal information, you can complain to the Information Commissioner's Office (ICO), the UK's data protection regulator, at ico.org.uk.

12. Changes to this policy

We review this policy from time to time and may update it. Any revised version will be posted on this page so you are always aware of how we collect and use your information.

Contact us

Zircon Financial Consultancy Services Ltd 32a High Causeway, Whittlesey, Peterborough, England, PE7 1AJ Email: info@zirconfinancial.co.uk Phone: +44 7436 394011

Zircon Financial Consultancy Services Ltd is registered in England & Wales,
company number 13189121.

Last updated: August 16, 2026

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