Privacy Notice

Who we are

This is the privacy statement of Barrie Scott & Co

This privacy statement explains how we collect and use personal information about you.

What personal information we collect

  • Name
  • Address
  • Telephone number(s)
  • Email address
  • Date of birth
  • National Insurance Number
  • Spouse or Civil Partner’s name/date of birth
  • Date of Marriage/Civil Partnership
  • HMRC unique taxpayer reference
  • Bank details
  • Passport/Driving licence

Where we collect personal information from

  • You or your personal representative
  • Your solicitor
  • Your employer or pension provider
  • Your bank or building society
  • Your letting agent
  • Your stockbroker or investment portfolio manager
  • Your Independent Financial Adviser
  • HM Revenue & Customs
  • Previous Agents

How we use your personal information

  • deliver services and meet legal responsibilities
  • verify identity where this is required
  • communication by post, email, telephone or fax
  • understand needs and how they may be met
  • maintain records
  • process financial transactions
  • prevent and detect crime, fraud or corruption

Who we share your personal information with

  • HM Revenue & Customs
  • Companies House
  • Your Independent Financial Adviser
  • Your Bankers
  • Your mortgage lender or finance provider
  • Potential mortgage lender or finance provider when requested by you
  • New Agents

How long we retain your personal information for

  • Current client – while contract of engagement in place
  • No longer client – 6 years following year engagement ceased – as required by the Institute of Chartered Accountants of Scotland

Holding personal information outside the European Economic Area

  • Your personal information held within our internal systems will not be held outside the EEA
  • Where we process data into cloud based accounting software (Sage One, Xero, Quickbooks) it may be stored in or transferred to countries outside the EEA. Where this is the case we have reviewed the privacy notice of the software suppliers to ensure that they have adequate policies in place to secure your data.

Using our website

  • Any personal details provided by you via our website will only be used to provide the services you have requested and will not be used for marketing purposes.

Your rights

Access to your information – You have the right to request a copy of the personal information about you that we hold. 

Correcting your information – We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information – You have the right to ask us to delete personal information about you where:

  • You consider that we no longer require the information for the purposes for which it was obtained.
  • We are using that information with your consent and you have withdrawn your consent – see Withdrawing consent to using your information
  • You have validly objected to our use of your personal information – see Objecting to how we may use your information
  • Our use of your personal information is contrary to law or our other legal obligations.

Objecting to how we may use your information – You have the right at any time to require us to stop using your personal information for direct marketing purposes. In addition, where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.

Restricting how we may use your information – In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where this is no longer a basis for using your personal information but you don't want us to delete the data. Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Automated processing – If we use your personal information on an automated basis to make decisions which significantly affect you, you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision. This right only applies where we use your information with your consent or as part of a contractual relationship with you.

Withdrawing consent using your information – Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.

Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.

Changes to our privacy statement

We keep this privacy statement under regular review and will place any updates on this website. Paper copies of the privacy statement may also be obtained on request.

This privacy statement was last updated on 25 May 2018.

Contact information and further advice

By email: office@barriescott.co.uk

By telephone: Falkirk - 01324-637654 Bathgate – 01506-656345

By mail: 16-18 Weir Street, Falkirk, FK1 1RA or 30 Mid Street, Bathgate, EH48 1PT

Complaints

We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner's Office, whose contact details are as follows:

Information Commissioner's Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone - 0303 123 1113 (local rate) or 01625 545 745

Website - https://ico.org.uk/concerns