Privacy Policy

1. Who We Are

Key Ledgers Global is a financial advisory practice led by Bharat Varsani FCCA. We provide CFO advisory, tax optimisation, and strategic finance services to businesses and individuals across the UK.

We are the data controller for the personal data described in this policy. We are committed to handling your information responsibly and in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. What Data We Collect

We collect and process the following categories of personal data:

• Contact details: your name, email address, telephone number, and the name of your business or organisation
• Enquiry details: the content of messages you send via our contact form or by email, including any financial information you choose to share
• Usage data: anonymised information about how visitors use this website, collected via analytics tools (page views, browser type, referring URL). This data cannot be used to identify you individually
• Marketing preferences: if you subscribe to our practice newsletter, we store your email address and your consent record

We do not collect sensitive personal data (such as health, financial account credentials, or national insurance numbers) through this website. Any sensitive information shared during a client engagement is handled under a separate data processing agreement.

3. How We Use Your Data

We use the personal data we collect for the following purposes:

• Responding to your enquiry and providing the advisory services you have requested
• Sending practice updates, case law alerts, and relevant financial insights, only if you have opted in
• Maintaining records of our professional engagements, as required by our regulatory obligations under ACCA
• Improving this website and understanding how visitors find and use our content

We do not use your data for automated decision-making or profiling.

4. Legal Basis for Processing

We rely on the following legal bases under UK GDPR Article 6:

• Legitimate interests (Article 6(1)(f)): for responding to enquiries and maintaining records of pre-contractual discussions. Our legitimate interest is running a professional advisory practice and communicating with prospective and current clients
• Contract (Article 6(1)(b)): where we have agreed to provide services to you, processing is necessary to perform that contract
• Consent (Article 6(1)(a)): for sending marketing communications and practice updates. You can withdraw consent at any time by unsubscribing or contacting us directly
• Legal obligation (Article 6(1)(c)): where we are required to retain records by our professional regulator (ACCA) or HMRC

5. Data Retention

We retain personal data only for as long as necessary for the purpose it was collected:

• Enquiry data: held for up to 6 years from the date of last contact, in line with our professional obligations and the standard limitation period for civil claims
• Client engagement records: retained for 7 years from the end of the engagement, as required by ACCA professional standards and HMRC guidance
• Marketing list: retained until you unsubscribe or ask us to remove you. We will not contact you for marketing purposes after you withdraw consent
• Website analytics: anonymised aggregate data; no individual retention limit applies

6. Third Parties

We do not sell, rent, or trade your personal data. We share data with third parties only where necessary:

• Softomate Solutions Limited: our website developer and hosting provider. They process data on our behalf under a data processing agreement and do not use your data for their own purposes
• Google Fonts: this website loads fonts from Google's servers. Google may log your IP address when fonts are requested. See Google's Privacy Policy for details
• Professional advisers: where required, we may share information with our legal or compliance advisers, subject to obligations of confidentiality
• Regulatory authorities: ACCA, HMRC, or other bodies where we are legally obliged to disclose information

7. Your Rights

Under UK GDPR, you have the following rights in relation to your personal data:

• Access: you can request a copy of the personal data we hold about you
• Rectification: you can ask us to correct inaccurate or incomplete data
• Erasure: you can ask us to delete your data, subject to our legal and regulatory retention obligations
• Restriction: you can ask us to restrict how we process your data in certain circumstances
• Portability: where processing is based on consent or contract and carried out by automated means, you can ask for your data in a machine-readable format
• Objection: you can object to processing based on legitimate interests, including direct marketing
• Withdraw consent: where we rely on consent, you can withdraw it at any time without affecting the lawfulness of prior processing

To exercise any of these rights, contact us at info@keyledgersglobal.com. We will respond within one calendar month. There is no charge for making a request.

If you are not satisfied with how we handle your data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.

8. Cookies

This website uses session cookies only. Session cookies are temporary files that are deleted when you close your browser. We do not use tracking cookies, advertising cookies, or third-party analytics cookies that identify individual visitors.

Google Fonts, loaded from Google's servers, may set its own cookies as part of font delivery. These are outside our control. You can manage cookie settings through your browser preferences at any time.

We do not use cookies to build profiles, serve targeted advertising, or track your activity across other websites.

9. Privacy Enquiries

For any questions about this policy, to make a data subject request, or to raise a concern about how we handle your information, please contact us:

This policy was last reviewed in April 2026. We may update it from time to time to reflect changes in our practices or applicable law. The current version is always available at this URL.