Privacy Policy

DJH Business Advisers

This Privacy Policy sets out how DJH Holding Group Limited (the “Group”) (company number 13871316), obtain, store and use your personal information when you are a client, interact with us, visit our website – or where we otherwise obtain or collect your personal information.

This policy outlines our responsibilities under the General Data Protection Regulations (GDPR) and UK General Data Protection Regulations (UK GDPR). This website is not intended for children.

This privacy policy applies to all companies within the Group and all the products and services they offer. When dealing with one of the Group companies, the controller of your Data will be the Company that you are directly engaged with.

Where this Privacy Policy refers to “we”, “our” or “us” below, this shall mean the particular Company that is the controller of your Data.

Details of the companies included in the Group Privacy Policy are: DJH Accountants Ireland Limited; DJH Business Advisers Limited; DJH Audit Limited; DJH Audit Ireland Limited; DJH Advisory Limited; DJH Leeds Limited; DJH Walsall Limited; DJH Chester Limited; DJH Manchester Limited; DJH Nantwich Limited; DJH Huddersfield Limited; DJH Liverpool Limited; DJH Wirral & Chester Limited; DJH Estate Planning Limited; DJH Bury Limited; DJH Payroll & Tax Centre Limited; DJH Corporate Finance Limited; DJH People & HR Limited; DJH Halesowen Limited; DJH Halesowen Consultants Limited; DJH Derby Limited; DJH Tech Partners Limited. DJH Topco Limited, DJH Midco Limited, The Great Things Together Group

Our Details

The Data Protection Officer (DPO) is listed below, as well as ways to contact them:

Suzy Dawson-Newbury
The Glades
Festival Way
Stoke-on-Trent
ST1 5SQ
Telephone: 01782 279615
Email: GRC@djh.co.uk

How we collect or obtain personal information about you

We collect information about you from different places including:

  • directly from you
  • from a third party acting on your behalf e.g. an intermediary or broker
  • from publicly available sources
  • when we generate it
  • from other organisations
  • through the use of CCTV

Personal information we collect or obtain about you

The information we collect includes:

  • name and contact details, such as address, email, telephone number and DOB, to set you up as a client and perform our onboarding checks and to comply with our regulatory and legal obligations.
  • Special category data where necessary to perform our engagement
  • employment and payroll history
  • taxation information and history
  • information about your circumstances and the matter you have asked us to deal with
  • financial information such as bank details, bank statements and details of investments

It is not often we will process special category data, however, in some circumstances, when you are an employee of DJH or utilising such services which require us to collate and process special category data, we will use it in accordance with the law and will ensure that suitable and specific measures are in place to safeguard your fundamental rights. We process special categories of personal data under Data Protection Laws, where you have provided explicit consent.

Our lawful basis for collecting your personal data

The Data Protection Laws requires us to identify a lawful basis that justifies the requirement for us to process your personal data. As a professional service firm, it is necessary for us to process your personal data for us to fulfil our contract with you.

We have outlined the lawful bases we may rely on below:

  • to fulfil our contract with you
  • where we have legal responsibilities
  • where there is a legitimate interest
  • where we have your consent

When your personal data is processed under legitimate interest, we will always consider the potential impact on the rights of data subjects under Data Protection Laws. Where our interests are overridden by the impact on you, we will not use your personal data for such activities (unless permitted by law).

Where we are relying on consent, you can opt-out at any time by emailing marketing@djh.co.uk.

How is your personal information used

We will use the information to fulfil our contractual service as detailed in our engagement letter, to meet legal and regulatory obligations or for other legitimate purposes such as:

  • to confirm your identity and address
  • to carry out your instructions
  • to improve our services
  • to protect our business and website
  • to prevent fraud and security threats
  • to manage our recruitment process
  • to ensure we meet our legal and regulatory requirements
  • to ensure the health and safety of visitors and colleagues whilst on our premises
  • to offer other services we believe may benefit you unless you ask us not to.

Who we may share your personal data with

  • We will not disclose, sell, or distribute your personal data to third parties unless we have your permission to do so. We may, however, share your data with:
  • Group employees, agents and or professional advisors
  • with our Group companies for the purpose of performing your engagement
  • to inform you of products and services we believe may benefit you – unless you ask us not to
  • with other third-party service providers who provide services to us in relation to performing our engagement with you, protecting our business and website or for the prevention of fraud (including onboarding checks)
  • external 3rd parties who support us with search engine optimisation (SEO) and AI-powered search enhancements, including reporting, analytics, and service improvement initiatives

Joint Venture With DJH Perspective Wealth Management Limited

We have entered into a joint venture with DJH Perspective Wealth Management Limited. As part of this arrangement, DJH Perspective Wealth Management Limited may act as a third‑party data processor on our behalf where their services support the delivery of financial planning, wealth management, or related advisory activities offered through the joint venture.

Where this applies, we may share limited personal data with DJH Perspective Wealth Management Limited so they can provide these services. Any processing carried out by them is performed strictly in accordance with our written data processing agreement, ensuring that your information is handled securely, lawfully, and only for the purposes we instruct.

DJH Perspective Wealth Management Limited will not use your personal data for their own purposes unless you choose to engage with them directly, in which case they will act as an independent data controller and provide their own privacy notice.

We will only disclose personal data to third parties if we are legally obliged to do so, to assist with the performance of our engagement with you or at your request.

Transferring personal data outside the United Kingdom (UK) and European Union (EU)

We may transfer personal data we collect about you outside the UK and EU in order to perform our engagement with you.

Before agreeing to transfer data outside the UK and EU we check to ensure that there are adequacy regulations under the Data Protection Laws in relation to each country which ensures that their regulations will be deemed to provide an adequate level of protection for your personal information for the purpose of the UK and EU Data Protection Legislation.

Where there are no adequacy regulations we have binding contractual agreement with the relevant third parties to ensure that your personal data is treated by those third parties in a way that is consistent with and which respects the UK and EU Data Protection Legislation.

How long we store your personal information

We will keep your information for as long as you have a relationship with us. If you disengage as a client, we will keep it where we are legally required to do so and for legitimate purposes only. We are required under UK tax law to keep your basic personal data (name, address, tax details) for a period of time, and we will do this for a minimum of six years after which time it will be destroyed. The information we use for marketing purposes will be retained until you notify us that you no longer wish to receive communication from us.

How we secure your personal information

We understand your personal data is very important to you and as such we will ensure we have appropriate policies, procedures and technical measures in place to prevent unauthorised access or unauthorised processing of personal data. Our data protection policies and procedures assist in ensuring our compliance with the data protection laws and that your personal data is controlled and processed securely.

If a data breach should occur, we will notify you of any such breach that could result in discrimination, damage to reputation, financial loss, loss of confidentiality or any other significant economic or social disadvantage against an individual.

Our use of cookies and similar technologies

Cookies are small text files that are placed on your computer by websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site. Depending on the browser you use you should be able to control what cookies are placed on your device through the browser settings. You can find out about cookies, how to see what cookies have been set, how to manage and delete them.

We do not store any personal data in the cookies that we use and store your information anonymously.

We use Google Analytics to help us run our website, by monitoring the activity and traffic both to and through our website. By using cookies stored on users’ devices, it creates reports giving us statistical and other information about our website. Details captured during your visit will include, but not be limited to, traffic data, location data, weblogs and other communication data and the resources you access. However, all data collected is anonymous and will not identify you as an individual. Google stores this activity information, and you can view Google’s privacy policy and opt out of being tracked by Google Analytics across all websites.

For our online offer we use DealFront, who provide a web analysis service. The data collected consists of the IP addresses of users of the online offer, and also data regarding their use of our website. They use the data collected on behalf of the operator to evaluate their use of the website to compile reports on website activities and to provide further services relating to website use and Internet use with respect to the website operator.

The companies in which our online offer is called will be passed on to us. In this case, we also receive information on which pages of our online offer are called up by the companies concerned. If the IP addresses are not company-related, only statistical information on use of our website is passed on, which does not permit any conclusions to be drawn regarding the people concerned.

Pay Per Click (PPC) Advertising

We use Pay Per Click (PPC) advertising platforms, such as Google Ads, to promote our services and measure the effectiveness of our marketing campaigns. These platforms use cookies and similar technologies to deliver ads, limit how often you see them, measure ad performance, and help us understand how users interact with our website after viewing or clicking an ad.

Where required by law, we obtain your consent before storing or accessing cookies used for online advertising. This includes technologies used for ad selection, delivery, and reporting, as well as any tracking or profiling associated with personalised advertising.

PPC platforms may collect information such as your IP address, device identifiers, and cookie identifiers to provide aggregated reporting and, where you consent, personalised advertising. Under Google’s EU User Consent Policy, we are required to disclose this use and obtain consent for any ad personalisation that involves personal data.

You can withdraw or change your cookie preferences at any time through our cookie management tool. You may also opt out of personalised advertising directly via:

We only use PPC data in accordance with UK GDPR and PECR requirements and do not use this information to identify you directly unless you voluntarily submit personal data to us.

Call Rail

We use third-party call tracking technology provided by CallRail to understand how visitors interact with our website and to measure the effectiveness of our marketing campaigns. This technology may use cookies, dynamic phone numbers, and other tracking methods to associate phone calls with website visits or advertisements.

Calls to our business may be monitored or recorded for quality assurance, training, and marketing purposes. By calling our phone numbers, you consent to such monitoring and recording where permitted by law.

Call data may include the caller’s phone number, call duration, call recordings, referral source, and related metadata. This information is processed on our behalf by CallRail in accordance with their privacy and security practices.

HubSpot cookies and tracking technologies

HubSpot uses cookies and similar technologies to provide analytics, track user behaviour, support marketing campaigns, and understand how visitors interact with our website.

These cookies may:

  • Recognise returning visitors
  • Track pages visited and interactions with content
  • Attribute marketing activity and conversions
  • Support email engagement tracking (such as opens and clicks)

Where required by law, we obtain your consent before placing non-essential HubSpot cookies on your device.

Managing cookies and opting out

You can manage or withdraw your cookie preferences at any time using our cookie management tool on our website.

You can also control cookies through:

  • Your browser settings
  • Deleting or blocking cookies already stored on your device

If you opt out of marketing or analytics cookies, some website functionality or insights may be limited.

Data Processing by Third Parties

Use of Zapier for Workflow Automation

We use Zapier, a third-party automation platform, to connect and streamline workflows between our internal systems and applications. This helps us improve efficiency and deliver a better service experience.

Zapier may process limited personal data (such as names, email addresses, and other information necessary for workflow automation) solely for the purpose of enabling these integrations. Zapier acts as a data processor on our behalf and does not use your data for its own purposes.

Zapier is committed to maintaining high standards of security and compliance, including GDPR. For more details, please review https://zapier.com/privacy.

We ensure that any data shared through Zapier is handled securely and only for legitimate business purposes.

How we use your personal data submitted via our website

When you submit your details through our website (e.g. via contact forms or newsletter sign-ups), we may use your personal data to:

  • Respond to your enquiry or request.
  • Send you relevant updates or marketing communications, where you have provided consent or where we have a legitimate interest in doing so.
  • You have the right to opt out of marketing communications at any time by emailing marketing@djh.co.uk. We will always respect your preferences and ensure your data is handled securely and lawfully.

Your rights in relation to your personal information

You have a number of rights relating to your information:

  • The right to be informed about the processing of your personal data
  • The right to have the personal data corrected if it is inaccurate and to have incomplete personal data completed
  • The right to object to the processing of your personal data
  • The right to restrict the processing of your personal data
  • The right to have your personal data erased or forgotten
  • The right to request access to your personal data and information about how we process it
  • The right to move, copy or transfer your personal data.

Changes to your information and how to complain

If at any point you believe the information we process about you is incorrect, you can exercise your rights as we have listed above and we will action your requests, subject to our legal responsibilities. If you wish to make a complaint about how we have handled your personal data, then do please contact our data protection officers via the contact details supplied above. If you are not satisfied with how we deal with your complaint or believe we are processing your personal data not in accordance with the data protection laws, you can complain to the Information Commissioner’s Office within the UK or the Data Protection Commission for the Republic of Ireland.

Review of this Policy

We keep this policy up to date and it was last updated in November 2025.