Strategiv

Privacy notice

How we use your information.

This notice explains how Strategiv handles personal information in connection with this website, enquiries and professional services.

Who we are

Strategiv Limited, trading as Strategiv ("Strategiv", "we", "us" or "our"), is the controller of personal information used in connection with this website, enquiries and professional services.

Contact: info@strategiv.com or 020 3617 8080.

Postal address: Strategiv Limited, 94 Warwick Avenue, Broughton, Milton Keynes, England, MK10 7AZ.

Information we collect

The information we collect depends on whether you are making an enquiry, becoming a client, acting for a client or otherwise dealing with us. It may include:

  • your name, contact details, organisation and role;
  • details of the service, issue, transaction or deadline you ask us to consider;
  • identity and verification information required for client acceptance and anti-money-laundering checks;
  • financial, accounting, payroll, tax, employment and business information needed for an engagement;
  • information about directors, employees, shareholders, beneficial owners or connected parties where relevant;
  • communications, proposals, engagement records, invoices, complaints and service history; and
  • limited technical and security data created by website hosting, email and information-security systems.

Information marked as required on the enquiry form is needed so that we can assess and respond to your request. You are not obliged to provide it, but we may be unable to respond meaningfully or consider an engagement without it.

How and why we use information

We use personal information only where we have a lawful basis under UK data protection law.

PurposeNormal lawful basis
Responding to enquiries, assessing fit and preparing proposalsLegitimate interests and steps requested before entering a contract
Providing accountancy, tax, payroll, reporting or advisory servicesPerformance of a contract, legal obligations and legitimate interests
Identity, conflict, client-acceptance and anti-money-laundering checksLegal obligations and legitimate interests in managing professional risk
Managing fees, records, quality, insurance, complaints and legal claimsContract, legal obligations and legitimate interests
Protecting our website, systems and communicationsLegitimate interests and legal obligations
Sending relevant service or technical updatesLegitimate interests or consent where consent is required; you may opt out at any time

Where special-category or criminal-offence information is genuinely required, we identify an additional legal condition and apply proportionate safeguards.

Where information comes from

We normally receive information from you, your organisation or an authorised representative. Where necessary for an engagement, we may also receive information from HMRC, Companies House, employers, banks, previous advisers, professional or regulatory bodies, identity-verification providers and lawful public sources.

Who we share information with

We do not sell personal information. We share it only where necessary for an enquiry, engagement, legal obligation or the secure operation of the business. Recipients may include:

  • HMRC, Companies House, courts, regulators and other public authorities;
  • ACCA, professional advisers, insurers and legal advisers;
  • website hosting, security, email, Microsoft 365, secure storage and business-system providers;
  • accounting, bookkeeping, payroll and document platforms selected for an engagement;
  • identity-verification and anti-money-laundering service providers; and
  • another adviser or specialist where you instruct us, authorise the disclosure or the engagement requires it.

The website enquiry form sends information through the website hosting environment to Strategiv's business email. A copy is not intentionally retained in the public website. If a CRM or other processor is introduced, it will be subject to appropriate contractual and security controls.

International transfers

Some technology providers may process information outside the United Kingdom. Where this happens, we use an applicable UK adequacy regulation or approved contractual safeguard and carry out any assessment required by law. Further information about relevant safeguards can be requested from us.

How long we keep information

We retain information only for as long as needed for the purpose collected and to meet legal, tax, regulatory, insurance and professional requirements.

Record typeNormal approach
Enquiries that do not become engagementsNormally up to 12 months after the last substantive contact
Client acceptance and anti-money-laundering recordsNormally five years after the relationship ends, unless a longer period is required
Accounts, tax, payroll, reporting and advisory filesNormally six to seven years after the relevant period or engagement, subject to professional and legal requirements
Contracts, complaints, claims and insurance recordsFor the applicable limitation, regulatory or insurance period
Website security logsNormally no longer than 90 days unless needed to investigate a security event
Marketing preferencesUntil you opt out; a minimal suppression record may then be retained

How we protect information

We use proportionate technical and organisational measures intended to protect information against unauthorised access, loss, misuse or disclosure. These include access controls, secure business systems, device and account protection, appropriate provider due diligence, confidentiality obligations and controlled deletion. No internet transmission is completely risk-free, so please do not send highly sensitive records through the initial website enquiry form.

Your rights

Depending on the circumstances, you may have the right to ask for access to your information, correction, deletion, restriction or portability. Where processing is based on consent, you may withdraw it without affecting earlier lawful processing. Some rights are subject to legal and professional exemptions.

Your right to object: You may object to processing based on legitimate interests and you have an absolute right to object to direct marketing. We will stop processing unless we have a lawful reason to continue that overrides the objection or the information is needed for legal claims.

We do not use website-enquiry information to make decisions based solely on automated processing that produce legal or similarly significant effects.

To exercise a right, email info@strategiv.com. We may need to verify your identity before responding.

Cookies and website data

This website is designed not to set advertising or behavioural analytics cookies. Strictly necessary technology and server logs may be used to deliver, secure and troubleshoot the site. See the cookie notice for further detail.

Questions and complaints

Please contact us first so we can try to resolve your concern. You also have the right to complain to the Information Commissioner's Office, the UK data protection regulator, through its official complaints service or by telephone on 0303 123 1113.

We may update this notice when our services, systems or legal obligations change. The current version will always be published on this page.

Effective 18 September 2026