Privacy Notice

This privacy notice explains how Transform Finance Solutions Limited (“we”, “us”) collects, uses, and protects your personal information in the course of providing fractional Finance Director services, including billing, marketing, and general client communications.

Contact Details:

Transform Finance Solutions Limited
41 The Jumps, Marston Mortaine, Bedford, MK43 0FB
07488 393 147
mark.austin@transformfinancesolutions.co.uk

What information do we collect and why?

We collect and process personal information for the following purposes:

How your information is collected

We collect information you provide directly (e.g., via forms, email, phone), and from publicly available sources or referrals (with your consent, where applicable).

Who we share your information with and why

We only share personal data with third parties where necessary to deliver our services, comply with legal obligations, or as instructed by you, including:

Accountants, cloud software providers (e.g., invoice or CRM tools), IT support
Regulatory authorities where required by law (e.g., tax auditors)
Marketing platforms (for email newsletters, only after obtaining your consent) All third parties are contractually bound to safeguard your data and use it solely for the specified purposes.

How long we keep your information

Personal information is kept only as long as necessary for our business purposes and legal obligations:

Billing records: 6 years after the end of the financial year
Client files: 6 years after termination of the business relationship
Marketing data: until you opt out, withdraw consent, or after 2 years with no response
Other correspondence: up to 2 years unless required longer for legal reasons

Your data protection rights

Under data protection law, you have rights including:

To be informed about how we use your data
To access your personal data and request copies
To ask for correction of inaccurate data or completion of incomplete data
To request deletion in certain circumstances (“right to be forgotten”)
To object to processing or restrict how your data is used
To withdraw consent to marketing at any time
To request your data in a portable format

To exercise your rights, please contact us using the details above. We will respond within one month.

How we keep your data secure

We use robust technical and organisational measures such as encryption, password protection, regular security reviews, staff training, and secure third-party processors to keep your data safe.

International transfers

We do not transfer your personal data outside the UK or EEA. If this ever changes, we will implement required safeguards.

How to complain

If you have concerns about our use of your data, please contact us first. If you remain dissatisfied, you can complain to the ICO:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire SK9 5AF
Helpline: 0303 123 1113
www.ico.org.uk/make-a-complaint

Last updated: 20th September 2025