Providing Business Consultancy and Accountancy Services
Who are we
Giovanni Todesco
A Chartered Accountant for over twenty years, Giovanni specialises in business consultancy work/project management within the Financial Services sector. With a wide experience in this area for over 20 years, he has provided services to many top named banking institutions.
He also provides accountancy services and book-keeping to sole traders and small limited companies
Hazel Todesco
A Chartered Accountant for over twenty years, Hazel has worked in the audit industry as well as for blue chip companies within their finance departments.
She provides accountancy services and book-keeping to sole traders and small limited companies.
What the business is about
Based in Hertfordshire, Court Park Financial Services Ltd was established in 2009 offering business consultancy and analysis services. Since then, we have expanded our services to offer accountancy and book-keeping services, specialising in small businesses and the self employed.
Professional Indemnity Insurance provided by:
Caunce O'Hara & Co Ltd
82 King Street
Manchester
M2 4WQ
0161 833 2100
Underwritten by Markel International Insurance Company Ltd The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.
General Data Protection Regulations
Privacy Statement – May 2018
Introduction To GDPR
The General Data Protection Regulation (GDPR) will come into force on 25 May 2018. It is an overhaul of the existing EU legislation on Data Protection, and not a new approach. It replaces the UK’s Data Protection Act 1998.
Name of the Data Protection Officer (DPO)
Mrs Hazel Todesco
The Purposes of Processing Personal Data
Court Park Financial Services Ltd is a “processor” of personal information. We will use some, or all, of your personal data to prepare Accounts, Company Secretarial documents, Payroll, Reports and Tax Returns, to communicate with you, and to ensure that our databases are accurate and up-to-date.
Lawful Basis for Processing
The processing of your personal data is necessary for the contract we have with you (Letter of Engagement).
Categories of Personal Data Obtained
In addition to personal data obtained from yourself, we sometimes obtain personal data from HM Revenue & Customs and Companies House to assist in the preparation of Accounts, Company Secretarial documents, Payroll, Reports and Tax Returns. We may also need to obtain personal data for Court Park Financial Services Ltd to comply with the Money Laundering legislation. When appropriate, we will request personal data from a previous Accountant/Tax Advisor to ensure a smooth handover of your affairs and to accurately prepare your accounts, Tax Returns and other documents. Court Park Financial Services Ltd does not purchase information about clients or potential clients. We do not obtain any data from people who access our website.
Recipients of Your Personal Data
Personal data is provided to HM Revenue & Customs and Companies House when we submit Accounts, Tax Returns and Company Secretarial forms. We will not supply your personal data to any other organisation or person unless we receive your specific consent, or there is a legal basis for us to do so and we have a duty to comply.
Retention Periods of Personal Data
Your data will be stored and used from the time you become a client until you cease to be so. It is our normal policy to retain routine personal data in hard copy for at least six years after the end of a financial year/tax year to comply with our Institute’s rules (ICAEW). Important personal data may be kept for longer. Personal data held in electronic format, stored on our computers may last for longer periods.
The Rights Available to Individuals
The GDPR provides the following rights for individuals: -
1. The right to be informed about our processing of your personal data;
2. The right to request access of your data;
3. The right to rectification of inaccurate and/or incomplete data;
4. The right to erasure of your personal data;
5. The right to restrict processing of your data;
6. The right to data portability of your data; and
7. The right to object to processing of your data.
There are rights in relation to automated decision making and profiling. Court Park Financial Services Ltd is not involved in such activities. You have the right to complain to the Information Commissioner’s Office. It has enforcement powers and can investigate compliance with data protection law.
What Personal Data Do We Hold?
We hold personal data such as full names, addresses, marital status, gender, telephone numbers, email addresses, date of birth, national insurance number and/or Passport details, tax reference number and financial details.
Why Do We Hold Personal Data?
We retain your personal data to provide the professional services that we offer, issue invoices and statements, and to maintain our client database.
Where & How Is Personal Data Secured?
We use professional software such as cloud based Quickbooks, plus Microsoft Excel spreadsheets and Word documents. The computers are password protected and have professional anti-virus software installed, which is up-dated regularly and have firewalls. Data is backed up weekly. Current paper-based data held in files and folders are located in a lockable office.
