Privacy Policy

Last updated: 12 January 2026

ClearFiscal ("ClearFiscal", "we", "us" or "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, disclose and safeguard your personal data when you visit clearfiscal.com, use our services, or communicate with us. It is issued in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Data Controller

ClearFiscal is the data controller responsible for your personal data. You can contact us at:

• Address: ClearFiscal, 14 Rutland Square, Edinburgh, EH1 2AE, United Kingdom
• Email: [email protected]
• Phone: +44 20 7348 9429

2. Personal Data We Collect

We may collect and process the following categories of personal data:

• Identity and contact data — your name, email address, phone number and company details, provided when you complete a contact form, request a quote or contact us directly.
• Enquiry and communication data — the content of your messages, questions and any information you choose to share with us during our correspondence.
• Usage data — information about how you use our website, including pages visited, time spent on pages, referral source and approximate location derived from your IP address.
• Technical data — browser type and version, device type, operating system and screen resolution.
• Marketing and preferences data — your preferences for receiving communications from us and your cookie consent choices.

We do not knowingly collect personal data from children under 16, and we do not collect special category data (such as health, racial or ethnic origin, or biometric data) through this website.

3. How We Collect Your Data

We collect data through direct interactions (forms, email, telephone), automated technologies (cookies and analytics tools when you browse the site), and third-party sources such as business referral partners, where permitted by law.

4. Legal Bases and Purposes of Processing

We process your personal data only where a lawful basis applies, as set out below:

Purpose	Data used	Lawful basis
Responding to enquiries and providing quotes	Identity, contact, enquiry data	Consent, and steps prior to entering a contract
Delivering budget allocation and advisory services	Identity, contact, communication data	Performance of a contract
Analysing website usage and improving our site	Usage, technical data	Consent (analytics cookies); legitimate interests for aggregate statistics
Sending marketing communications	Identity, contact, preferences data	Consent, withdrawable at any time
Compliance with legal and regulatory obligations	Any relevant data	Legal obligation
Establishing, exercising or defending legal claims	Any relevant data	Legitimate interests

5. Cookies and Similar Technologies

Our website uses cookies. Essential cookies are required for the website to function and do not require consent. Analytics and marketing cookies are only set where you have given consent via our cookie banner. You may change or withdraw your cookie preferences at any time by clearing the ClearFiscal consent cookie in your browser, which will cause the banner to reappear on your next visit. Full details are provided in our Cookies Policy.

6. Sharing Your Personal Data

We do not sell your personal data. We may share it only with:

• Trusted service providers acting as processors, such as hosting providers, email delivery services and analytics providers, bound by data processing agreements;
• Professional advisers, including accountants, auditors and legal counsel, where necessary;
• Regulators, law enforcement or other public authorities where we are legally required to disclose data;
• A buyer or successor entity in the event of a merger, acquisition or sale of assets, subject to appropriate safeguards.

7. International Transfers

Where personal data is transferred outside the United Kingdom, we ensure an adequate level of protection by relying on UK adequacy regulations, the UK International Data Transfer Agreement, or the UK Addendum to the EU Standard Contractual Clauses, together with appropriate technical and organisational safeguards.

8. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected:

• Enquiry and quote correspondence: up to 24 months from last contact;
• Client records and service communications: up to 7 years after the end of our business relationship, to meet legal, accounting and tax requirements;
• Marketing contact data: until you withdraw consent or 24 months of inactivity, whichever occurs first;
• Analytics data: up to 26 months.

Data may be retained longer where required to establish, exercise or defend legal claims.

9. Data Security

We apply appropriate technical and organisational measures to protect your personal data, including encryption of data in transit and at rest, role-based access controls, secure hosting infrastructure, staff confidentiality obligations and regular review of our security practices. In the event of a personal data breach likely to result in a risk to your rights and freedoms, we will notify the Information Commissioner's Office and, where required, affected individuals, in line with our legal obligations.

10. Your Rights

Under the UK GDPR you have the following rights:

• Access — request a copy of the personal data we hold about you;
• Rectification — request correction of inaccurate or incomplete data;
• Erasure — request deletion of your personal data where there is no overriding legal reason to retain it;
• Restriction — request that we restrict processing in certain circumstances;
• Portability — receive your data in a structured, commonly used, machine-readable format;
• Objection — object to processing based on legitimate interests or for direct marketing;
• Withdraw consent — withdraw consent at any time where processing is based on consent, without affecting the lawfulness of prior processing.

To exercise any of these rights, email us at [email protected] or write to ClearFiscal, 14 Rutland Square, Edinburgh, EH1 2AE, United Kingdom. We will respond within one month of receiving your request. We may ask for proof of identity to protect your information.

11. Right to Lodge a Complaint

If you are unhappy with how we handle your personal data, please contact us first so we can try to resolve the matter. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues, at www.ico.org.uk or by calling 0303 123 1113.

12. Automated Decision-Making and Profiling

We do not carry out automated decision-making or profiling that produces legal effects concerning you or similarly significantly affects you.

13. Third-Party Links

Our website may contain links to third-party websites. This Privacy Policy applies only to clearfiscal.com. We are not responsible for the privacy practices of third-party sites, and we encourage you to review their privacy policies before providing any personal data.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in law, technology or our practices. The current version will always be published on this page with an updated revision date. Where changes are significant, we will provide a more prominent notice. This version was last updated on 12 January 2026.

15. Contact Us

For any questions about this Privacy Policy or our data protection practices, please contact ClearFiscal by email at [email protected], by phone at +44 20 7348 9429, or by post at 14 Rutland Square, Edinburgh, EH1 2AE, United Kingdom.