Privacy Policy Alera Accounting & Advisory Limited Last updated: April 2026

Alera Accounting & Advisory Limited is a data controller under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. We are committed to handling your personal data responsibly and transparently.

Who we are

We are a chartered certified accountancy practice based at Maple House, Cardiff Gate Business Park, Cardiff, CF23 8RD. Our Data Protection Officer is Alex Finch, contactable at hello@alera.uk.

What data we collect and why

We collect personal and financial information — such as contact details, identity documents, income, tax, and company information — to provide professional accountancy and advisory services, meet our legal obligations (including anti-money laundering requirements), and administer our client relationships. Where you have opted in, we may also contact you with newsletters and service updates.

Who we share it with

We may share your data with HMRC, Companies House, our software providers (including Xero and Engager), our professional indemnity insurers, and other third parties where required by law or with your permission.

How long we keep it

We retain client records for seven years from the end of the relevant tax year, in line with standard professional practice.

Your rights

Under UK GDPR you have the right to access, correct, or erase your personal data, to restrict or object to its processing, and to data portability. You also have the right to withdraw any consent given and to complain to the Information Commissioner's Office at www.ico.org.uk.

This is a summary notice

This page provides a summary of our data protection practices. Our full privacy notice — covering all data categories, lawful bases, retention periods, and your rights in detail — is available on request by emailing hello@alera.uk.