Privacy Notice

Luvo Financial LLP (Luvo Financial), is a business that is registered in England, with the registration number OC399806. We take your privacy seriously and we act in full compliance with all current UK and EC data law and regulations. By using our website and services you are agreeing to us collecting and processing your data in the manner described below.


GDPR Compliance

Luvo Financial complies with The General Data Protection Regulation (GDPR). Where required, before we send you emails regarding our services, we will ask you for your consent, and for an audit trail we will record when you gave consent and from what Email Address.

Collecting and Using Personal Information

If you give us your contact details, including name, email address and contact number during the use of our services, or for any other purpose, then we will hold that data in our CRM system. We use different methods to collect data from and about you, including:

  • Direct interactions. You may give us your Identity and Contact Data by filling in an online form or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you:

ask us to supply you with services;
apply for a role with us;
request marketing to be sent to you; or
give us feedback.

  • Third parties or publicly available sources, such as:

Companies House, or other on-line sources e.g. Endole, LinkedIn

If you opt-in to receive our updates or otherwise consent via using our services, we’ll use that data to send you relevant emails regarding our services and information relating to our specialist Tax related areas. We will do so for a reasonable time period unless you ask us not to – which you can do at any time by unsubscribing, or writing to detail your request for data to be withdrawn. Where you opt out of receiving our marketing messages, this will not apply to personal data provided to us as a result of a service.

We will hold your personal information securely and safely from unauthorised access. If you would like a copy of your personal information or that information deleted, just contact us:

We don’t share your information with anyone outside of the company, and we certainly will not share your details with third parties for them to contact you. In instances where we have received your data for the purposes of a service, we may share or receive your data with / from your Accountant.

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • where we need to perform a service contract we are about to enter into or have entered into with you.
  • where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  • where we need to comply with a legal or regulatory obligation.

Generally, we do not rely on consent as a legal basis for processing your personal data.

Data Collected and Processed

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

Identity Data
Includes first name, last name, job title, job description

Contact Data
Includes company address, email address and telephone numbers

Financial Data
For the purposes of a Tax Relief Claims: payroll information, incl. salary, NIC, pension contributions, Company Accounts and Tax Returns / Tax Comps

Technical Data (website)
Includes internet protocol (IP) address, browser type and version, time zone setting and location

Marketing and Communications Data
Includes your preferences in receiving marketing from us and your communication preferences

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about any criminal convictions and offences.

Where we need to collect personal data whether by law, under the terms of a contract we have with you or to consider your application for a role with us, if you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you. In this case, we may have to cancel a service you have with us or we may not be able to progress your application for a role with us. We will notify you if this is the case at the time.

Legal Requests for Data Access

We will only grant access to personal information if compelled to do so by a UK court or under UK legislation. Requests from other governmental agencies will be declined.

Retrieving and Removing Personal Information

If you wish to see what information we hold about you, want us to correct, update or delete any information that we hold on you, please contact us.

Your Rights

By providing Luvo Financial with your Personal Data (either directly or indirectly) you are then a “Data Subject”. As a Data Subject, you have a number of rights with respect to how we process your Personal Data.

If you wish to exercise any of your rights, please contact us.

1. Right to be Informed
As a Data Subject, you have the right to be informed of the use that your Personal Data will be put to, along with details of the Data Controller and your rights.

2. Right to Access
You have the right to access and obtain a copy of your Personal Data held and processed by us, on request.

You exercise this right through the submission of a formal, written Subject Access Request to the us (email:

3. Right to Rectification
You have the right to request that we correct inaccurate or incomplete Personal Data.

4. Right to Erasure (to be Forgotten)
You have the right to request that we erase your Personal Data from our systems and records.

This is not an absolute right however and does not normally apply to purposes covered by Legal Obligation or which is necessary for the performance of a Contract.

You can withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain services to you. We will advise you if this is the case at the time you withdraw your consent.

5. Right to Restrict Processing

You have the right to request that we stop or restrict the processing of your Personal Data. This could be for example, if your Personal Data is no longer necessary for the purpose of processing.

6. Right to data portability
You have the right to request a copy of the Personal Data which you have provided directly to us, which is automatically processed in a portable format.

7. Right to object
As a Data Subject, you have the right to object to the processing of your Personal Data, where we rely upon Legitimate Interest as the lawful basis for processing.

Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so, within 72 hours.


Changes to this Agreement

We may make changes to this policy as the law and circumstances change. Continued use of our site and/or services will be deemed as acceptance.


May 2018