Privacy Policy

Who we are

Our website address is: https://infinityfinancialmanagement.co.uk.

Infinity Financial Management Ltd (“we”, “us” or “our”) is committed to protecting your privacy and handling your personal information responsibly.

We are the data controller for the personal data we collect and process in connection with our business.

If you have any questions about this Privacy Notice or how we use your personal information, please contact us:

mal@infinityfinancialmanagement.co.uk

The information we collect

We may collect and process the following personal information:

• your name;
• business name;
• postal address;
• email address;
• telephone number;
• financial and accounting information you provide to us;
• identification documents where required for legal or regulatory purposes;
• correspondence between you and us;
• information submitted through our website contact form; and
• technical information about your use of our website, including IP address, browser type and device information.
• information collected through cookies and similar technologies, including website usage, pages visited, browser type and device information.

How we collect your information

We collect personal information when you:

• contact us by email, telephone or through our website;
• enquire about or purchase our services;
• provide information during the course of our engagement;
• subscribe to receive updates or marketing communications (where you have chosen to do so); or
• use our website.

We may also collect business contact information from publicly available sources, such as Companies House, company websites, professional networking platforms and business directories. This may include the names, job titles and business email addresses of individuals who act on behalf of businesses. We may use this information to contact businesses about our services where permitted by applicable data protection and electronic marketing laws.

How we use your information

We use your personal information to:

• respond to enquiries;
• provide bookkeeping, financial management and related services;
• administer and manage our client relationships;
• comply with legal and regulatory obligations;
• maintain our business records;
• improve our website and services;
• send service-related communications; and
• send relevant marketing communications about our services where permitted by law, including targeted business-to-business marketing based on our legitimate interests.

Our lawful bases for processing

Depending on the circumstances, we process your personal information because:

• it is necessary to perform a contract with you;
• it is necessary to comply with our legal obligations;
• it is necessary for our legitimate interests, including promoting and developing our business through relevant business-to-business marketing, provided those interests do not override the rights and freedoms of the individual; or
• you have given your consent.

Sharing your information

We may share your personal information with:

• professional advisers, including accountants, auditors and legal advisers;
• software and IT service providers;
• cloud storage and email service providers;
• payment service providers and financial institutions;
• regulators, government departments and law enforcement agencies where required by law; and
• contractors or service providers who assist us in delivering our services.

We only share personal information where there is a lawful basis for doing so and appropriate safeguards are in place.

International transfers

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

Where this occurs, we will ensure that appropriate safeguards are in place in accordance with UK data protection law.

Data security

We take appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, misuse or disclosure.

Although we take reasonable steps to safeguard your information, no method of electronic transmission or storage is completely secure.

How long we keep your information

We will retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, regulatory, accounting and reporting requirements.

Where personal information is held for direct marketing purposes, we will retain it only for as long as necessary for those purposes and will periodically review whether it remains appropriate to retain it.

Where you have asked us not to contact you for marketing purposes, we may retain limited information on a suppression or do-not-contact list so that we can ensure we respect your request.

When personal information is no longer required, it will be securely deleted or destroyed.

Cookies

Our website uses cookies and similar technologies to ensure it functions correctly, improve your browsing experience and help us understand how visitors use our website.

Cookies are small text files stored on your device when you visit a website. They enable the website to recognise your device and remember certain information about your visit.

We use the following types of cookies:

• Strictly Necessary Cookies. These cookies are essential for the operation and security of our website and cannot be disabled through our cookie preferences. They enable core functionality such as page navigation, security and cookie consent management.
• Analytics Cookies. With your consent, we use Google Analytics to collect information about how visitors use our website. This information is aggregated and anonymised where possible and helps us understand website traffic, identify areas for improvement and enhance the user experience. Google Analytics may collect information such as your IP address (which is anonymised where available), browser type, device type, pages visited and time spent on the website.
• Advertising Cookies. With your consent, we use Google Ads cookies to measure the effectiveness of our advertising campaigns, understand how visitors interact with our website after clicking an advertisement and, where applicable, show more relevant advertisements across Google’s advertising network.

Non-essential cookies, including Analytics and Advertising cookies, will only be placed on your device if you have provided your consent through our cookie banner. You can withdraw or change your cookie preferences at any time by revisiting the cookie settings available on our website.

You can also manage or delete cookies through your web browser settings. Please note that disabling certain cookies may affect the functionality and performance of our website.

For more information about how Google processes personal information collected through Google Analytics and Google Ads, please refer to Google’s Privacy Policy.

Your rights

Under UK data protection law, you have the right to:

• request access to your personal information;
• request correction of inaccurate information;
• request erasure of your personal information in certain circumstances;
• request restriction of processing;
• object to processing in certain circumstances;
• request transfer of your information to another organisation where applicable; and
• withdraw your consent where processing is based on consent.

You have the absolute right to object to the processing of your personal information for direct marketing purposes. If you object to receiving marketing communications from us, we will stop using your personal information for those purposes.

To exercise any of these rights, please contact us using the details above.

Complaints

If you are unhappy with how we process your personal information, please contact us first so that we can try to resolve your concerns.

You also have the right to make a complaint to the UK’s independent data protection regulator, the Information Commissioner’s Office.

Changes to this Privacy Notice

We may update this Privacy Notice from time to time.

Any changes will be published on this page and will take effect from the date of publication.