Privacy Policy
Website: https://questcma.com/
Last Updated: 15 July 2026
At Quest Chartered Management Accountants (“Quest”, “we”, “our”, or “us”), we take your privacy seriously. This Privacy Policy explains what personal information we collect, why we collect it, how we use it, and your rights.
We are committed to protecting your personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable UK privacy laws.
Who We Are
Quest Chartered Management Accountants
Grosvenor House 11 Saint Pauls Square Birmingham B3 1 RB
Email: info@questcma.com
Telephone: 0121 468 1639
Website:
If you have any questions regarding this Privacy Policy or how we handle your information, please contact us using the details above.
What Information We Collect
Depending on how you interact with us, we may collect:
Personal Information
- Name
- Address
- Email address
- Telephone number
- Date of birth
- National Insurance number
- Tax references
- Company details
- Identification documents
- Employment details
- Financial information
- Banking information where required
- Information required for anti-money laundering checks
Website Information
When you visit our website we may automatically collect:
- IP address
- Browser type
- Device information
- Operating system
- Pages visited
- Time spent on our website
- Referral website
- Cookie information
Why We Collect Your Information
We collect personal information in order to:
- Provide accountancy and tax services
- Prepare tax returns and statutory accounts
- Submit information to HMRC and Companies House where authorised
- Manage payroll and VAT services
- Respond to enquiries
- Provide quotations
- Comply with anti-money laundering regulations
- Meet legal and regulatory obligations
- Improve our website and services
- Send newsletters or updates where you have consented
Our Legal Basis for Processing
Under UK GDPR we process personal information because:
- Processing is necessary to perform a contract with you.
- Processing is necessary to comply with legal obligations.
- Processing is necessary for our legitimate business interests.
- Where required, we rely on your consent (for example, marketing emails).
Who We Share Information With
Where necessary we may share information with:
- HM Revenue & Customs (HMRC)
- Companies House
- Pension providers
- Payroll providers
- Banking institutions
- Professional advisers
- IT service providers
- Cloud software providers
- Regulatory bodies
- Law enforcement where legally required
We never sell your personal information.
Data Security
We use appropriate technical and organisational measures to protect your information, including:
- Encrypted systems where appropriate
- Password-protected software
- Secure cloud storage
- Limited staff access
- Secure document handling
- Regular software updates
While we take reasonable precautions, no internet transmission can ever be guaranteed to be completely secure.
How Long We Keep Information
We retain personal information only for as long as necessary.
In most cases we keep client records for at least six years after the end of the relevant accounting or tax period, although we may retain records for longer where required by law, regulation or professional obligations.
Marketing
If you subscribe to our newsletter or request resources from our website, we may occasionally send you useful information about:
- Tax changes
- Business advice
- Guides
- Newsletters
- New services
You can unsubscribe at any time using the unsubscribe link in our emails or by contacting us directly.
Your Rights
Under UK GDPR you have the right to:
- Access your personal information
- Request correction of inaccurate information
- Request deletion where appropriate
- Restrict processing
- Object to processing
- Request data portability
- Withdraw consent at any time (where consent applies)
To exercise any of these rights, please contact us.
Complaints
If you are unhappy with how we have handled your information, please contact us first so we can try to resolve the issue.
You also have the right to complain to the Information Commissioner’s Office (ICO).
Website:
Telephone:
0303 123 1113
Third-Party Websites
Our website may contain links to other websites.
We are not responsible for the privacy practices or content of third-party websites.
Changes to this Policy
We may update this Privacy Policy from time to time.
The latest version will always be available on our website.
Website: https://questcma.com/