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Excel Accountants
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Home
Our Services
Accounting
Bookkeeping
Tax Services
Funding & Growth Advisory
Payroll
Software & Systems
FAQ's
About Us
Pricing
The Vault
The Reading Room
The Templates
The Calculators
Liverpool Office
Client Portal
Get A Quote
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Privacy Policy

Excel Accountancy | Last Updated: February 2026

1. Introduction

1.1 We are committed to safeguarding the privacy of our website visitors and service users.

1.2 This policy applies where we are acting as a data controller with respect to the personal data of our website visitors and service users; in other words, where we determine the purposes and means of the processing of that personal data.

1.3 By using our website and services, you acknowledge the processing of your personal data in accordance with the terms of this policy.

2. How we use your personal data

2.1 Usage Data: We may process data about your use of our website ("usage data"). This may include your IP address, geographical location, browser type, and length of visit. This is processed for the purposes of analysing and improving our website via Google Analytics. Legal basis: Legitimate interests.

2.2 Enquiry Data: We may process information contained in any enquiry you submit to us regarding our services ("enquiry data"). This may include your name and email address. Legal basis: Consent.

2.3 Transaction Data: We may process information relating to services you purchase from us. Legal basis: Performance of a contract.

2.4 Regulatory Data: We are legally required to process certain data to comply with Anti-Money Laundering (AML) regulations and professional standards. Legal basis: Legal obligation.

3. Providing your personal data to others

3.1 We may disclose your personal data to our professional advisers or insurers insofar as reasonably necessary for managing risks or obtaining professional advice.

3.2 Financial transactions on our website are handled by PayPal. We will share transaction data only to the extent necessary for processing payments and addressing queries related to such payments.

3.3 Hosting facilities for this website are situated in the United States and Ireland via Squarespace, protected by standard data protection clauses approved by the European Commission.

4. Retaining and deleting personal data

4.1 Personal data shall not be kept for longer than is necessary for its purpose.

4.2 To comply with UK statutory accounting and legal obligations, we will retain your personal data (name, email, address and telephone numbers) for a minimum period of 7 years following the end of our business relationship.

5. Your Rights

5.1 Under UK GDPR, your principal rights are the right to be informed, the right of access, the right to rectification, the right to erasure, and the right to object to processing. You may exercise any of these rights by contacting us via the details below.

6. Cookies that we use

We use cookies to identify unique visitors and track site usage. Below is a summary of the primary cookies used on this site:

Cookie Source Description Duration
_ga Google Analytics tracking and site usage reports. 2 years
ss_cvr Squarespace Identifies unique visitors and sessions. 2 years
Crumb Squarespace Prevents Cross-Site Request Forgery (CSRF). Session

7. Our Details

This website is owned and operated by Luke Whitehill.

Company Registration: 13434483
Office: The Liverpool Film Studios, 105 Boundary Street, Liverpool, L5 9YJ
Email: luke@excelaccountancy.com
Telephone: 0151 662 0508

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