Morgan's Business Solutions Ltd trading as MBS Accountants

Registered Company Number: 05517306

Registered Office Address: Conway House, Worcester Street, Gloucester, GL1 3AJ

Contact Email: [email protected]

Contact Phone: 01452 260265

Data Protection Contact: Ian Morgan, Director

1. Introduction

Morgan's Business Solutions Ltd ("MBS Accountants," "we," "us," or "our") is committed to protecting your privacy and handling your personal data responsibly. This Privacy Policy outlines how we collect, use, store, and protect your data in compliance with the UK General Data Protection Regulation (UK GDPR) and other applicable laws.

2. Personal Data We Collect

We may collect and process the following types of personal data:

- Names

- Email addresses

- Financial data (e.g., tax references, VAT numbers)

- Phone numbers

- Dates of birth

- Residential and business addresses

- IP addresses

3. How We Collect Your Data

We collect data through:

- Online forms on our website

- Direct client onboarding

- Third-party services and platforms (e.g., Xero, Dext)

4. Purpose of Data Collection

We collect your data for the following purposes:

- To provide accounting and financial services

- To send newsletters and business updates

- To fulfil legal obligations (e.g., HMRC submissions)

- For marketing purposes (with consent)

5. Legal Basis for Processing Data

We process your data under the following legal bases:

- Consent: When you have given clear consent for us to process your personal data.

- Contractual Obligation: When processing is necessary for a contract with you.

- Legal Obligation: When processing is necessary for compliance with legal requirements.

- Legitimate Interest: When processing is necessary for our legitimate business interests.

6. Data Sharing

We may share your personal data with trusted third parties, including:

- Xero, Syft, Dext, Cashflow Frog, Booke, Karbon

- HMRC, Companies House, Inform Direct, Capium

- Activtrak, Signable, Hubdoc, AutoEntry

Some data may be accessed outside the UK/EU, including in the Philippines, India, USA, and UAE. In these cases, we ensure adequate safeguards are in place.

7. Data Retention

We retain personal data for at least six years in compliance with HMRC requirements or longer if legally required.

8. Your Rights

Under data protection laws, you have the right to:

- Access your personal data

- Request correction of inaccurate data

- Request erasure of your data

- Request restriction of processing

- Object to processing

- Request data portability

- Withdraw consent at any time

To exercise your rights, contact us at [email protected].

9. Cookies and Tracking Technologies

Our website uses cookies for:

- Google Analytics – to track and analyse website usage.

- Meta Pixels – for targeted advertising and analytics.

You can manage your cookie preferences in your browser settings.

10. Data Security Measures

We protect your personal data through:

- Data encryption

- Secure servers

- Strong password protection

11. Policy Updates

We may update this Privacy Policy from time to time. Existing clients will be notified of significant changes via email.

12. Contact Us

For questions about this Privacy Policy or to exercise your data rights, contact:

Ian Morgan

Director

Email: [email protected]

Phone: 01452 260265

Last Updated: 24 February 2025