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Privacy Policy

Last updated: 10/2025
Who we are: Finst (“we”, “us”, “our”) provides accounting and advisory services in the United Kingdom.

We are the data controller for personal data processed via this website and during delivery of our services. If you have questions, contact us at enquries@finstconsulting.co.uk.

The personal data we collect


a) Website & enquiries

  • Name, email, phone, company, and message content (contact forms or email enquiries)

  • Technical data: IP address, device/browser type, pages viewed, and similar analytics data (via cookies/analytics)

b) Newsletter sign-ups

  • Name, email address, subscription preferences

c) Client onboarding & engagement

  • Identity & contact details (e.g., name, DOB, address, phone, email)

  • Business information (company name, registration details, ownership)

  • Financial information and records required to provide our services

  • AML/KYC information (e.g., ID documents, proof of address, beneficial ownership)

How we use your data & lawful bases

PurposeExamplesLawful basis (UK GDPR)

Respond to enquiriesContact form & email responsesLegitimate interests (to respond to you)

Provide servicesEngagement delivery, client communications, invoicingContract (to take steps at your request and perform a contract)

AML/KYC checksIdentity verification, sanctions/PEP screeningLegal obligation (AML regulations)

Newsletter/marketingSend updates and insights you opt in toConsent (you can withdraw anytime)

Analytics & site performanceMeasure traffic, improve contentConsent (for non-essential cookies/analytics)

Legal, risk & record-keepingCompliance, dispute handling, tax recordsLegal obligation / Legitimate interests

We do not use automated decision-making that produces legal or similarly significant effects.

Cookies & analytics

We use:

  • Essential cookies (necessary for the site to function)

  • Analytics cookies (e.g., to understand traffic and improve the site)

Analytics cookies run only with your consent (shown via our cookie banner). You can withdraw consent at any time via the banner or your browser settings. For configuration details, see our Cookie Policy (or request one and we’ll add it).

Sharing your data

We share data only with trusted recipients where necessary:

  • Hosting & IT (website host, security, backup)

  • Email & productivity tools (e.g., our email and document storage providers)

  • CRM/Marketing platforms (for managing enquiries/newsletters)

  • Analytics providers (website analytics)

  • Professional advisers/insurers

  • Identity verification/AML providers (for onboarding)

  • Regulators or law enforcement where required by law

We require all processors to protect your data and act only on our instructions.

International transfers

  • Enquiries: typically up to 24 months after last contact

  • Newsletter data: until you unsubscribe or request deletion

  • Client files & financial records: generally 7 years from the end of the engagement (or longer if required for tax/legal reasons)

  • AML/KYC records: usually 5 years after the end of the business relationship (per AML regulations)

  • Analytics data: retained per our analytics provider’s settings (often up to 26 months)

We retain only what we need for the purposes set out above.

Your rights (UK GDPR)

  • You have the right to:

  • Access your data

  • Rectify inaccurate data

  • Erase data (where applicable)

  • Restrict or object to processing

  • Data portability (for certain processing)

  • Withdraw consent (where consent is our basis)

  • To exercise any right, contact enquries@finstconsulting.co.uk. We may need to verify your identity. You also have the right to complain to the ICO (ico.org.uk). We’d appreciate the chance to resolve concerns first.

Security/Children/Updates

  • We use technical and organisational measures appropriate to the risk (access controls, encryption where appropriate, least-privilege access, staff confidentiality, and supplier due diligence). No system is 100% secure, but we work to protect your data.

  • Our services and website are not directed to children. We do not knowingly collect data about children via the website.

  • We may update this policy from time to time. The “Last updated” date will change accordingly. Significant changes will be highlighted on this page and, where appropriate, notified to you.

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Contact

Finst
Email: enquries@finstconsulting.co.uk

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