Privacy Policy
Salis Accounting Ltd ("we", "us") is registered in England & Wales (Companies House No. 17158153) and regulated by CIMA. This policy explains how we handle your personal information.
Information we collect
We collect the details you give us directly — such as your name, email, phone number and business name — when you contact us, request a guide, book a discovery call or onboard as a client.
We also collect limited technical data automatically, such as the pages you visit and the device you use, to improve our website.
How we use your information
We use your information to respond to enquiries, provide accounting and advisory services, send you documents you request, and meet our legal and regulatory obligations as a CIMA-regulated practice.
We never sell your data to third parties.
Legal basis
We process your personal data on the basis of our legitimate interests in running our practice, to take steps before entering a contract with you, and to comply with legal obligations including anti-money-laundering supervision.
How long we keep your data
We keep client records for as long as required by law and our professional regulator, and personal data from general enquiries for no longer than is necessary for the purpose it was collected.
Your rights
You have the right to access, correct, or request deletion of your personal data, and to object to certain processing. To exercise any of these rights, email enquiries@salisaccounting.com.
Contact
If you have any questions about this policy or how we handle your data, contact us at enquiries@salisaccounting.com or 07930 601486.