Privacy policy

Who we are

LedgerPath Ltd is the data controller for personal data collected through this website. We are a company registered in England and Wales (company number 17284817), with our registered office at Suite A, 82 James Carter Road, Mildenhall, United Kingdom, IP28 7DE.

For any privacy or data protection request, contact us at info@ledgerpath.co.uk.

What data we collect

We collect the information you give us through a capture point on this site, such as the contact form, a request for a model sample, or when you book a call. Depending on the form, this can include:

• Name
• Email address
• Phone number
• Company name
• The message or details you provide

Where website analytics is used, we also process aggregate, non-identifying usage data. See Cookies and analytics below.

How we use your data and our lawful basis

When you submit an enquiry, book a call or request a sample, we use your details to respond to you and to deal with your request. The lawful basis for this is taking steps at your request before entering into a contract, and our legitimate interests in responding to enquiries and running our business.

Where we go on to provide services to you, we process personal data to deliver and administer those services and to meet our legal and professional obligations.

We do not treat consent as the basis for every interaction. Consent applies to optional activities such as marketing, and you can withdraw it at any time.

Consent and marketing

Each capture point on this site includes a consent checkbox and a link to this notice. Optional marketing, such as occasional relevant updates, relies on your consent or another lawful basis where permitted. You can opt out at any time by emailing info@ledgerpath.co.uk or by using the unsubscribe option in any marketing message.

Site enquiries are treated as warm leads and are kept out of any cold outbound sequence.

Who we share your data with

We use third-party providers to operate this site and run our business. Your data may be processed by providers in categories such as:

• Website hosting
• Email
• Booking software
• Customer relationship and records management
• Internal team communication
• Analytics, where used

We share data with these providers only as needed to provide our services and operate the site. We do not sell your data, and we do not share it for third-party advertising. Some providers may process data outside the United Kingdom. Where they do, we take steps to ensure appropriate safeguards are in place.

Identity and anti-money-laundering checks

We do not collect identity documents, proof of address or other client due diligence information through this website. If we are required to carry out identity, anti-money-laundering or client due diligence checks before providing certain services, we will explain what is needed at that stage.

How long we keep your data

We keep personal data only for as long as we need it:

• Enquiry records: up to 24 months.
• Client records: for the period required by law, contract or our professional obligations.
• Marketing contacts: until you unsubscribe or the data is no longer needed.

When data is no longer needed, we delete it or securely dispose of it. We use reasonable technical and organisational measures to protect personal data, and keys and credentials are held in server-side environment variables, never in client code.

Cookies and analytics

This site uses only the cookies needed to operate it, and we do not use advertising cookies. Where we use website analytics, it is privacy-friendly and aggregate, helping us understand overall usage such as page views and conversions rather than identifying you individually.

Your rights and how to exercise them

You have rights over your personal data, including the right to:

• Access the data we hold about you
• Ask us to correct inaccurate data
• Ask us to delete your data
• Object to or restrict certain processing
• Withdraw consent where we rely on it

To exercise any of these, email info@ledgerpath.co.uk. We will respond within the time required by the law that applies to you.

International visitors

This site serves visitors in the United Kingdom and internationally, including the United States, Canada and Australia. Data protection rights vary by jurisdiction. Depending on where you are, different laws may apply, such as the UK and EU GDPR, United States state privacy laws including the California Consumer Privacy Act (CCPA), Canada PIPEDA and the Australia Privacy Act. Whatever your location, you can contact us to exercise the rights available to you under the law that applies.

Not regulated investment advice

LedgerPath provides bookkeeping and finance support and does not provide regulated investment advice. Nothing on this site or in our deliverables is a recommendation to buy, sell or hold any financial instrument.

Changes to this notice

We may update this notice from time to time. The current version is always the one published on this page.

Contact and complaints

For any privacy or data protection request, email info@ledgerpath.co.uk. To understand the terms of using this site, see our terms.

If you are in the United Kingdom and you are not satisfied with how we have handled your data, you can complain to the Information Commissioner’s Office (ICO) at ico.org.uk. If another authority is responsible for your location, you may contact that authority.