Privacy Policy

Who we are?


Sterling Financial Management Ltd (‘we’ or ‘us’ or ‘our’) gather and process your personal information in accordance with this privacy notice and in compliance with the relevant data protection Regulation and laws. This notice provides you with the necessary information regarding your rights and our obligations, and explains how, why and when we process your personal data.

Sterling Financial Management Ltd is a company registered in England and Wales under company number 9780783, with a registered address at Broxmore, Cliftonville, Dorking, Surrey, RH4 2JF. We are registered on the Information Commissioner's Office Register; registration number
ZA754884, and act as the data controller when processing your data. Our designated Data Protection Officer/Appointed Person is Fiona Brownlee, who can be contacted at fiona@sterling-financialmanagement.com.

Information That We Collect

Sterling Financial Management Ltd processes your personal information to meet our legal, statutory and contractual obligations and to provide you with our products and services. We will never collect any unnecessary personal data from you and do not process your information in any way, other than as specified in this notice.

The personal data that we may collect is:

  • Name

  • Date of Birth

  • Contact Details including Email Addresses

  • Tax and National Insurance Numbers

  • Passport / Driver’s license Number

  • Employment History

  • Bank Account

  • Any Tax reference numbers

  • Personal Finance information


We collect information in the below ways:

  • Company Forms

  • CV's

  • Website

  • In person

  • Online forms

  • Online system

  • HMRC

  • Payroll

  • Annual Financial Statements

  • Tax Returns

How We Use Your Personal Data


Sterling Financial Management Ltd takes your privacy very seriously and will never disclose, share or sell your data without your consent; unless required to do so by law. We only retain your data for as long as is necessary and for the purpose(s) specified in this notice. Where you have consented to us providing you with promotional offers and marketing, you are free to withdraw this consent at any time. By law there must be a lawful reason for processing your personal information. We may process the information using one of the following lawful basis:

  • Necessary to provide the services set out in a contract

  • Required or allowed by law

  • By your consent

The purposes and reasons for processing your personal data are detailed below:

  • As part of our legal obligation for business accounting and tax purposes

  • Record keeping

  • To carry out our obligations arising from any contracts entered into between you and us

  • To notify you about any changes to our services.

  • Sending marketing and promotional emails to you if you have given consent and provided your email.

Your Rights


You have the right to access any personal information that Sterling Financial Management Ltd processes about you and to request information about:

  • What personal data we hold about you

  • The purposes of the processing

  • The categories of personal data concerned

  • The recipients to whom the personal data has/will be disclosed

  • How long we intend to store your personal data for

  • If we did not collect the data directly from you, information about the source


If you believe that we hold any incomplete or inaccurate data about you, you have the right to ask us to correct and/or complete the information and we will strive to do so as quickly as possible; unless there is a valid reason for not doing so, at which point you will be notified.

You also have the right to request erasure of your personal data or to restrict processing (where applicable) in accordance with the data protection laws; as well as to object to any direct marketing from us. Where applicable, you have the right to data portability of your information and the right to be informed about any automated decision-making we may use.

If we receive a request from you to exercise any of the above rights, we may ask you to verify your identity before acting on the request; this is to ensure that your data is protected and kept secure.

Sharing and Disclosing Your Personal Information


We do not share or disclose any of your personal information without your consent, other than for the purposes specified in this notice or where there is a legal requirement. Sterling Financial Management Ltd uses a third-party to provide the below services and business functions; however, all processors acting on our behalf only process your data in accordance with instructions from us and comply fully with this privacy notice, the data protection laws and any other appropriate confidentiality and security measures.

  • Bookkeeping, tax and accounting

  • Payroll

  • Pensions

  • IT

Safeguarding Measures


Sterling Financial Management Ltd takes your privacy seriously and takes every reasonable measure and precaution to protect and secure your personal data. We work hard to protect you and your information from unauthorised access, alteration, disclosure or destruction and have several layers of security measures in place, including:

  • Restricted access, IT authentication, enhanced domain protection and anti-virus/malwarePayroll

Consequences of Not Providing Your Data

You are not obligated to provide your personal information to Sterling Financial Management Ltd, however, we may not be able to perform the services within the contract without it.

How Long We Keep Your Data

Sterling Financial Management Ltd only ever retains personal information for as long as is necessary and we have strict review and retention policies in place to meet these obligations.

We would not retain your personal information longer than six years without your permission.

Lodging A Complaint


Sterling Financial Management Ltd only processes your personal information in compliance with this privacy notice and in accordance with the relevant data protection laws. If, however you wish to raise a complaint regarding the processing of your personal data or are unsatisfied with how we have handled your information, you have the right to lodge a complaint in the first instance with our DPO.

Fiona Brownlee DPO

fiona@sterling-financialmanagement.com

Fiona Brownlee

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Accounting, Bookkeeping and Business Advisory in Dorking Surrey RH4 2JF