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Privacy Policy

Paterson & Co's privacy policy is very simple...
What information do we collect and why?
Your right to know...
Cookies and tracking
Use of Cookies 
Policy changes
  • We do not share or sell any personal information we collect on you with any organisations or individuals.
  • We keep all information you provide us completely confidential, no matter how or why you provide it.
  • Only those employees and contractors we specifically employ with relevant business duties may access your personal information, and only  in the performance of their duties. Any other usage is strictly prohibited.
  • No personal information will be provided to any third party, except for in the unusual event that we are required to do so by law.
  • By using any contact forms on our website, you implicitly agree to be bound by our privacy policy and legal disclaimer.
  • By using any contact form on our website you agree to have your email address added to our mailing lists.
  • You may receive periodic mailings from us with information on services or news. If you do not wish to receive such mailings, please let us know by contacting us.  All emails will give you the option to unsubscribe from receiving further emails.
  • We take all reasonable precautions to protect any data our users may input via this website. We cannot, however, be responsible for loss or misuse of personal data which is intercepted or otherwise accessed by unauthorised persons. We therefore exclude all liability for this.
  • We are committed to complying with EU and UK data protection laws to the extent that they apply to our use of personal information.
  • You have the right to ask us for a copy of your personal data and have the right to amend or delete the data.
  • Your Personal Data will be stored by us until you either instruct us to remove it, decide to terminate our contractual agreements or unsubscribe from our communications e.g.emails.
  • We do not provide your Personal Data to any outside contractors in the provision of our services.
  • We do not sell your Personal Data.
  • Personal Data provided is not used in profiling and is not used in any automated decision making.
  • We will not use any Personal Data provided either via this website or via other means, for any purpose other than its intended usage.
  • We currently do not provide newsletters, however in the event that this changes, any newsletter sign up via this website will imply your giving us consent to use your Personal Data for periodic mailings.
  • It is not contractually binding to provide us with your Personal Data to receive any communication or newsletter from us.
  • You may receive periodic mailings from us with information on services or news. If you do not wish to receive such mailings, please let us know by contacting us. All emails sent to you will give you the option to unsubscribe from future communications.
  • Your Personal Data might be accessed in future by web developers or other contractors should we decide to add additional functionality to the website e.g. newsletters. Their access will be limited to the requirement of their task.. 
  • Should you wish to exercise any of your GDPR related rights (the rights of access, rectification, deletion, restriction of processing and rights on data portability) please contact us via email or use our contact page.
  • You have the right to lodge a complaint with the relevant supervisory authority.
  • Please contact our firms Partners via email to or directly from our Contact page with any questions or concerns you may have.
  • In order to improve the overall experience of visiting our website, a server based log gathers anonymous information about our website visitors. This data is currently not used by us for any purpose and we will advise further if this policy changes. 
  • By using this website, you have given us consent to use cookies.
  • Cookies are small text files that are stored on your computer when you visit a website. They are mainly used for improving website functionsalities or to provide statistical data.
  • Your web browser should allow you to control the cookies stored on your computer and delete them. Instructions for doing so will be within your browsers help section.  
  • Policy changes will be notified on this website, and will apply to any future use by you of our website. 
We will collect certain personal information from and about you in the course of your relationship with us. This information includes your name, address, age, gender, contact details, tax and other information relating to your individual accountancy needs.

Most of this information will be gained face to face in a meeting, however we may also collect information from you via email when you sign up to receive emails from us or otherwise correspond with us by telephone or post. 

We may also gather information relating to you less directly from third parties whilst contractually acting on your behalf. The main sources of such information will be HMRC tax offices, VAT and payroll offices, Companies House etc. This is not an exhaustive list.

We will only use this information for the following purposes; 
  • of providing and fulfilling our contractual services to you and in meeting legal responsibilities.
  • verifying your identity where necessary.
  • communication by post, telephone or e-mail.
  • to understand your needs and how they may be met.
  • to maintain records.
  • to process financial transactions.
  • to prevent and detect crime e.g.fraud or corruption.
Paterson & Co will be the “ Data Controller” of the information you provide to us and that we subsequently collect about you. You have rights relating to the protection of your Personal Data. For more information on these, please see your rights contained in the sections below.
In brief however;
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