We are committed to protecting your personal data in accordance with the Data Protection Act 2018 (DPA 2018) and the General Data Protection Regulations (GDPR).
We process personal data for several purposes and the means of collection, lawful basis of processing, use, disclosure, and retention periods for each purpose may differ.
Our policy is to collect only the personal data necessary for agreed purposes and we ask clients to only share personal data where it is strictly needed for those purposes. We collect personal data from our clients or from third parties acting on the instructions of the relevant client.
We process personal data to provide professional services such as tax advice, general or specific business advice as part of the range of services we offer. We also process personal data in the administration and management of our business.
Your business contact details are used to provide you with information about our services and other information which we think will be of interest to you, unless you tell us not to.
We are subject to legal, regulatory and professional obligations. We need to keep certain records to demonstrate that our services are provided in compliance with those obligations and those records may contain personal data.
Personal data processed is kept by us for as long as is considered necessary for the purpose for which it was collected (including as required by applicable law or regulation). In the absence of specific legal, regulatory or contractual requirements, our retention policy period for records and other documentary evidence created in the provision of services is 7 years.
We take the security of your data we hold seriously. We have a policy including procedures and training in place covering data protection, confidentiality and security and regularly review the appropriateness of the measures we have in place to keep the data we hold secure.
We will only share personal data with others when we are legally permitted to do so. When we share data with others, we put contractual arrangements and security mechanisms in place to protect your data. We use third parties located in other countries to help us run our business. As a result, personal data may be transferred outside the countries where we and our clients are located. This includes countries outside the European Union (“EU”).
Under the DPA (2018) and GDPR, Individuals have certain rights over their personal data and data controllers are responsible for fulfilling these rights.
Access to data
You have a right to access your personal data held by us and you can exercise that right by contacting us below. Our aim is to respond to a request promptly and within the legally required limit of 40 days.
Update of personal data
If you wish to update personal data submitted to us, please contact us below. Once we are informed that any personal data held by us is no longer accurate we will make changes based on your updated information.
Withdrawal of consent
Where we hold data based on consent, individuals have a right to withdraw consent at any time. To withdraw consent to our processing of your personal data please contact us below.
This statement is intended to provide information about what personal data we collect about you and how it is used. As well as rights of access and amendment referred to above, individuals may have other rights in relation to the personal data we hold, such as a right to erasure/deletion, to restrict or object to our processing of personal data and the right to data portability. For further information on these rights please contact us below.
If you do want to complain about our use of your personal data, please contact us below with the details of your complaint. You also have the right to register a complaint with the Information Commissioner’s Office (“ICO”). For further information on your rights and how to complain to the ICO, please refer to their website.
Contacting us about your data
If you have any questions about this privacy statement or how and why we process personal data, please contact us at:
Name: Wood & Disney Ltd
Address: Lodge Park, Lodge Lane, Langham, Colchester, Essex, CO4 5NE
What our clients say!
“I have been in the consultancy sector of business for 10 years and have worked with Wood & Disney throughout this time. During this time they have worked with me through the good and bad times to help evolve my business and steer me in the right direction.
With the help of Wood & Disney I moved my records onto QuickBooks Online accounting software. I struggled to find the time to use the system to its full potential therefore I soon offloaded all the hassle onto Wood & Disney who have been able to provide me with far more beneficial real time information which has allowed me to make far better decisions for both myself and my company. I started to notice a real difference as, in a difficult period for the very niche industry, my time was freed up to spend looking for new contracts.
The impact of the more efficient use of cloud technology has had a direct improvement on my ability to plan my cash flow. Wood & Disney have provided me with provisions and forecasts for the company and its VAT and corporation tax liabilities along with my own personal tax liabilities. This has recently enabled me to make a saving of over £20k – fantastic news.
All of this has been with the help and support of Wood & Disney. They are no longer simply my accountants; they are my business advisers and I can trust with ALL my affairs. I have no hesitation in recommending them as accountants and business advisers
Thank you for your continued assistance and I look forward to achieving more together in the future".
Brand Life Consultancy Limited
“All the wood and disney team are friendly. Calls/emails are answered in a timely manner. We do not just feel like a number and it feels like wood and disney really care about us and have our best interests at heart".
Kate Heffernan & Verity Dent
Heffernan Dental Specialists Limited
“After being with Wood & Disney for several years and recently embracing cloud computing and outsourcing payroll to them I would like to say a big thank you to the whole team.
I am constantly delighted with the comprehensive and tailored support that we receive, they are a wonderful bunch of professionals. They provide us with prompt and friendly help and guidance whenever needed which is important when running a small company. They are forward thinking and always take the opportunity to give advice on improving our profitability. I can't think of anyone I would trust more with our accounts".
Paul & Amanda Cartlidge
R. Bullock Precision Engineering Limited
“I have been in the consultancy sector of business for 3 years. During this time I have had contracts which involved me working away from my family for periods of time. As difficult as this was I was happy to complete the work as I knew there was a purpose to this. The real problem I had with working away from home was having to complete my bookkeeping upon my return. This meant I missed out on spending additional time with my family at the weekends.
Wood & Disney introduced me to the use of cloud accounting technology in September 2017. To be honest I was sceptical at first, however I decided to take the plunge and see if this could help me.
I took up the cloud training on Quickbooks Online with Wood & Disney in January 2018.
Since then I am happy to confirm I can now complete my bookkeeping much more efficiently (usually during downtime at the airport), I know exactly;
• How much my company is owed from my customers and can chase them directly via Quickbooks
• How much my company owes to suppliers
• How much is left in my company bank account
I would be happy to confirm that I feel I have got my weekends back and feel more in control of my business than ever!
I have even been able to take the time to look at my company offerings and diversify my services such as drone aerial photography.
All of this has been with the help and support of Wood & Disney.
Thank you for your help and I look forward to what we can achieve together in the future".
Giles & Emma O’Sullivan
Lean Global Consultancy Limited
“I have been working with Wood and Disney for about 4 years now and I am very satisfied with the service I have received from them. They are by far the best accounting company I have worked with. They are not just my accountants; they are very professional business consultants who have been providing me with very useful suggestions on different aspects of my business. They are very competent and experienced in what they do. Brendon and David who have been working with us, are very professional and knowledgeable, and the advice they offered me in relation to claiming my company’s R&D Tax relief has been extremely useful. As such, I have no hesitation in recommending them as a very professional and reliable accounting firm based in Colchester".
Oxborrow Engineering Limited
"Since applying to your team of accountants later last year my husband and I have now realised just how misinformed we were previously. Book keeping, once a miserable task resentfully performed, has now proved to be a fundamental quality experience which has enhanced our autonomy."
"The humanistic approach undertaken by the team is of significance when dealing with people who are not so experienced in the fine art of accounts. Once again thank you, and may our future transactions prove just as satisfactory."
In my view, Wood & Disney isn't just an accountancy firm, but instead act as my business advisors. They support me and my business in planning ahead and assessing what steps I need to take to help grow my business further, in a way that suits me. I would recommend Wood & Disney to anyone looking for plain-speaking help with the financial aspects of managing a growing business. Speak with David or Peter."
“I love that you are not stereotypical accountants. You make the “subject matter” interest (as best as is possible!), and I had fun when we meet! Your engagement process is slick and simple and I’m very clear on what I’ve signed up to and my responsibility in the business relationship. You have quickly earned my trust and I feel assured you will look after Neon Solutions business needs and support us with professional, honest advice when we need it.
I am especially grateful for your patience and support while we have been getting our business off the ground and am looking forward to Neon Solution’s future with confidence – I’m pleased we can share the road to success!”
Neon Solutions Limited