Privacy Policy

Alpha Finance Solutions Ltd (“we”, “us” or “our”) provides accounting, taxation, bookkeeping and financial management services.

Alpha Finance Solutions Ltd is a company registered in England and Wales under company number 12969409.

Alpha Finance Solutions Ltd is registered with the Information Commissioner’s Office under registration reference ZB025316. 

Our registered office is:

167–169 Great Portland Street
Fifth Floor
London
W1W 5PF
United Kingdom

For questions about this Privacy Policy or how we use your personal information, please contact:

Email: alphafinancesolutions@gmail.com

Alpha Finance Solutions Ltd is the data controller responsible for the personal information described in this Privacy Policy.

Depending on how you interact with us, we may collect:

• Your name, email address, telephone number and postal address.
• Your company name, company number, business website and position within the business.
• Information submitted through our website, email, telephone calls, appointment-booking systems and social media.
• Answers provided through advertising lead forms, including the services you require, whether you operate a UK Limited company, whether you already have an accountant and when you may require assistance.
• Identification and verification information required for client onboarding, anti-money laundering checks and Companies House identity verification.
• Tax, accounting, employment, property, banking and other financial information provided in connection with our professional services.
• Payment and billing information.
• Technical information about visits to our website, such as IP address, browser type, device information and cookie preferences.
• Correspondence and records relating to our professional relationship with you.

We may occasionally receive information containing special-category or criminal-offence data where this is relevant to a professional engagement, identity verification, legal obligation or claim. We will only process such information where permitted by law.

When you submit your details through a Meta Facebook or Instagram lead form, or through a contact form on our website, we may collect:

• Your name.
• Your email address.
• Your telephone number.
• Your company name.
• Your company website URL.
• Your responses to questions about your company and the services you require.

We use this information to:

• Respond to your enquiry.
• Contact you about the services in which you have expressed an interest.
• Understand your requirements and assess which of our services may be suitable.
• Arrange an initial consultation where appropriate.
• Monitor the effectiveness and quality of our advertising enquiries.

Submitting an enquiry does not oblige you to become a client.

Meta may separately process information relating to your use of Facebook or Instagram under its own privacy terms.

We will not add you to a general marketing list merely because you submitted an enquiry unless you have consented to marketing or we are otherwise permitted to contact you under applicable law.

We use personal information for the following purposes:

• Responding to enquiries and taking steps at your request before entering into an engagement.
• Providing accounting, tax, bookkeeping, payroll, company secretarial, identity verification and financial management services.
• Managing our client relationships, appointments, communications and billing.
• Conducting identity and anti-money laundering checks.
• Complying with tax, accounting, regulatory and other legal obligations.
• Establishing, exercising or defending legal claims.
• Improving our website, services and advertising.
• Sending marketing communications where you have consented or where we are otherwise legally permitted to do so.

Our lawful bases may include:

• Contract: where processing is necessary to enter into or perform our engagement with you.
• Legal obligation: where we must process information to comply with tax, accounting, anti-money laundering or regulatory requirements.
• Legitimate interests: including responding to enquiries, operating and improving our business, protecting our legal rights and assessing the effectiveness of our advertising.
• Consent: where consent is required, including for certain marketing communications and non-essential cookies.

Where we rely on consent, you may withdraw it at any time.

Where necessary, we may share personal information with:

• HM Revenue & Customs, Companies House and other government or regulatory bodies.
• Professional advisers, insurers and legal representatives.
• Website hosting, email, cloud storage and communications providers.
• Accounting, bookkeeping, payroll, client-management and document-management providers.
• Identity verification and anti-money laundering service providers.
• Electronic-signature, payment-processing and appointment-booking providers.
• Advertising and analytics providers, including Meta, where applicable.
• Contractors or service providers supporting the operation of our business.
• Law-enforcement bodies or other parties where disclosure is required or permitted by law.

Our service providers may include GoDaddy, Google, Meta, Xero, Hubdoc, Client Engager, Bright, Credas, GoCardless, DocuSign, SignNow and Calendly, where relevant to the services being provided.

We do not sell your personal information.

Some of our technology and service providers may process personal information outside the United Kingdom.

Where personal information is transferred internationally, we take reasonable steps to ensure that an appropriate legal safeguard is in place, such as an applicable UK adequacy regulation, the UK International Data Transfer Agreement, the UK Addendum to approved standard contractual clauses or another legally recognised safeguard.

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected and to meet our legal, regulatory and professional obligations.

Generally:

• Enquiries and lead-form information may be retained for up to 24 months after the last meaningful contact.
• Client and accounting records are normally retained for at least six years after the end of the relevant engagement or accounting period.
• Records required under anti-money laundering legislation are generally retained for at least five years after the business relationship ends.
• Marketing information is retained until you withdraw your consent or object to receiving marketing. We may retain limited suppression information to ensure that your preference continues to be respected.

Information may be retained for longer where required by law or where necessary to establish, exercise or defend legal claims.

Our website may use essential cookies required for it to operate. With your permission, we may also use analytics or advertising technologies to understand how visitors use our website and measure the effectiveness of advertising.

Where consent is legally required, non-essential cookies or tracking technologies will not be activated unless you choose to accept them.

You can manage your preferences through the cookie settings displayed on our website and through your browser settings.

Where permitted, we may contact you about services that may be relevant to you. You can withdraw your consent or object to direct marketing at any time by contacting us or using any unsubscribe facility included in the communication.

We will not use information submitted through a lead form for unrelated marketing without an appropriate lawful basis.

Depending on the circumstances, you may have the right to:

• Request access to your personal information.
• Ask us to correct inaccurate or incomplete information.
• Ask us to erase your information.
• Ask us to restrict how your information is used.
• Object to processing based on legitimate interests or for direct marketing.
• Request transfer of information you provided to us.
• Withdraw consent where processing is based on consent.

These rights are not absolute and may be subject to legal or regulatory restrictions.

To exercise your rights, email alphafinancesolutions@gmail.com. We may need to verify your identity before responding.

We do not use your personal information to make solely automated decisions that produce legal or similarly significant effects.

If you have concerns about how we use your personal information, please contact us first so that we can try to resolve the matter.

You also have the right to complain to the Information Commissioner’s Office:

Website: www.ico.org.uk
Telephone: 0303 123 1113

We may update this Privacy Policy periodically to reflect changes in our services, technology or legal obligations. The latest version will be published on this page with its updated date.

Last updated: 24 September 2026