LEGAL INFORMATION

Privacy Policy

How Jassim Financial Solutions Ltd collects, uses, stores and protects your personal information.

Last updated: 22 July 2026

1. Introduction

Jassim Financial Solutions Ltd respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store and share personal information when you visit our website, contact us, request a quotation or engage us to provide accounting, tax, bookkeeping, payroll, company secretarial or business advisory services.

It also explains your rights under applicable data protection legislation, including the UK General Data Protection Regulation and the Data Protection Act 2018.

2. Who We Are

Jassim Financial Solutions Ltd (“we”, “our”, “us”) is an ICAEW Chartered Accountancy practice providing professional accountancy, taxation, bookkeeping, payroll, business advisory and company secretarial services to businesses and individuals throughout the United Kingdom.

We are committed to protecting your personal information and processing it fairly, lawfully and transparently in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable legislation.

Data Controller

Jassim Financial Solutions Ltd

Company Number: 16336852

Email: info@jassimfs.co.uk

Telephone: +44 7426 198853

Website: www.jassimfs.co.uk

3. Personal Information We Collect

Depending on the services you request, we may collect:

Identity Information

Full name
Date of birth
National Insurance number
Passport details
Driving licence
Identity verification documents

Contact Information

Home or business address
Email address
Telephone number

Financial Information

Bank account details
Income records
Business accounts
Tax information
Payroll information
VAT information

Business Information

Company details
Directors’ information
Shareholder information
Companies House records

Technical Information

When you visit our website we may collect:

IP address
Browser type
Device information
Website usage data
Cookies

4. How We Collect Personal Information

We collect personal information when:

You contact us through our website.
You complete an enquiry form.
You request a quotation.
You become our client.
You email or telephone us.
You provide documents electronically.
You attend meetings with us.
Information is provided by HMRC, Companies House or your authorised representatives.
Information is publicly available from official registers.

5. How We Use Your Personal Information

We use your information to:

Prepare accounts
Prepare tax returns
Submit information to HMRC
Submit information to Companies House
Process payroll
Prepare VAT Returns
Provide bookkeeping services
Deliver tax planning advice
Respond to enquiries
Send engagement letters
Comply with Anti-Money Laundering regulations
Improve our website
Maintain our legal and regulatory obligations

6. Lawful Basis for Processing

We process personal information under one or more of the following lawful bases:

Performance of a contract
Compliance with legal obligations
Legitimate interests
Consent (where required)
Establishment, exercise or defence of legal claims

7. Anti-Money Laundering and Identity Verification

As an ICAEW-regulated firm we are legally required to verify the identity of our clients before providing professional services.

We may obtain and process identification documents including passports, driving licences, proof of address and electronic identity verification reports.

Failure to provide satisfactory identification may prevent us from acting for you.

8. Who We Share Information With

We may share information with:

HM Revenue & Customs (HMRC)
Companies House
ICAEW
Banks and financial institutions
Payroll providers
Cloud accounting software providers
Professional advisers
Legal advisers
Government authorities where legally required

We never sell your personal information.

9. International Transfers

Where information is transferred outside the United Kingdom, we will ensure appropriate safeguards are in place to protect your personal information in accordance with UK GDPR.

10. Data Retention

We retain personal information only for as long as necessary.

Generally this includes:

Client files – normally six years after the end of the engagement.
Tax records – in accordance with statutory requirements.
AML documentation – as required by law.
Accounting records – in accordance with legal obligations.

Information will be securely deleted or destroyed once retention periods expire unless we are legally required to retain it for longer.

11. Data Security

We implement appropriate technical and organisational measures to protect personal information including:

Password protection
Secure cloud software
Encrypted communications where appropriate
Restricted staff access
Secure document storage
Regular software updates

Despite these safeguards, no method of electronic transmission is completely secure.

12. Marketing Communications

We may occasionally send updates regarding tax changes, accounting developments or services that may be relevant to you.

Where required by law, we will obtain your consent before sending marketing communications.

You may unsubscribe at any time.

13. Cookies and Website Analytics

Our website may use cookies to:

Improve website functionality
Analyse website usage
Enhance user experience
Monitor website performance

You may control cookies through your browser settings.

Further information is available in our Cookie Policy.

14. Your Rights

Under UK GDPR you have the right to:

Access your personal information.
Correct inaccurate information.
Request deletion where applicable.
Restrict processing.
Object to processing.
Request data portability.
Withdraw consent where consent is relied upon.

Requests should be sent to:

info@jassimfs.co.uk

15. Children's Information

Our services are intended for adults and businesses.

We do not knowingly collect personal information from children under the age of 13.

16. Third-Party Websites

Our website may contain links to third-party websites.

We are not responsible for the privacy practices or content of external websites.

17. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legislation, regulation or our business practices.

The latest version will always be published on this website.

18. Contact Us

If you have any questions regarding this Privacy Policy or the way we process personal information, please contact:

Jassim Financial Solutions Ltd