Privacy Policy


What is it?

The General Data Protection Regulation is the biggest change to UK data privacy law in 20 years.

It comes into force on 25th May 2018 and introduces significant changes to data privacy in the UK and the EU. It is the most stringent data protection regulation in the world.

The Regulations mean:

  • You have greater control over your personal data
  • You can control who is permitted to contact you, how and what for
  • You can change these permissions at any time
  • Date protection is enhanced with strong financial penalties for breaches of data security

At David Roberton & Co. we are committed to protecting your personal information and we will keep your personal data confidential unless we are required to disclose it by law or regulation.

What personal information do we collect?

We collect information about you when first you use our services and, where necessary, as part of those services:

  • Name
  • Address
  • Telephone number
  • Financial information
  • Email address

Use of personal information

We use your data to provide you with our tax, accountancy and audit services, where applicable.

With whom might we share your information?

Where required by regulation and by law, and otherwise only as and if specifically instructed by you.

We will provide relevant information to H M Revenue & Customs. We will provide information to other persons such as your bank, solicitor, etc., only when instructed to do so by you.

Where is your information processed?

All your information is processed within the UK.

Protection of your information

We have stringent controls in place to help protect personal information and to minimise loss or damage through accident, negligence or deliberate actions.

Where do we obtain our information?

We collect information directly from you and from a variety of sources, including:

  • Discussions with you
  • Letters and emails

Your individual rights

Under GDPR, you have the following rights in relation to how we use your information:

  • Right to be informed
  • Right of access
  • Right to rectification
  • Right to restrict processing
  • Right to data portability
  • Right to object
  • Rights related to automatic decision making including profiling – we do not use any automatic decision making or profiling processes

Privacy Policy

All information is treated as 100% confidential and private. Apart from HMRC, we never share your information with any other person or organisation, unless you specifically instruct us, or authorise us to do so.


Protecting your personal information and keeping it safe in line with data protection laws is very important to us. If you do not believe that we have handled your information as set out in our Privacy Policy, please contact either Roger Cook or Stephen Cook.