Daily transactions, reconciled and dashboarded.
HMRC-ready, MTD-compatible, on time.
CT600 prepared, R&D and reliefs claimed.
Director and personal returns, filed clean.
Incorporated cleanly, set up to scale.
Your team paid correctly and on time.
Multi-channel sellers, marketplaces, and DTC brands.
Landlords, developers, and property investors.
Shops, manufacturers, and trades with real overhead.
Artists, labels, agencies, and creative studios.
Consultancies, agencies, and specialist practices.
A short, plain-English description of what we collect, why, and how we look after it.
CM Advisory is a UK-based, ACCA-certified accounting and financial advisory practice. This policy explains what information we collect when you visit our website, contact us, or engage us as a client, and how we look after that information.
For questions about this policy, write to info@cmadvisoryuk.org.
When you fill in our contact form, we collect your name, email, optional company name, the service you are interested in, and the message you send. When you become a client, we additionally collect the financial and identity information needed to perform the engagement and meet our regulatory obligations (including AML / KYC checks).
When you visit our website, we collect basic technical information such as IP address, browser type, and the pages you view. We do not use behavioural advertising cookies.
We use the information you submit through the contact form to respond to your enquiry. We use client information solely to deliver the engagement, prepare statutory filings, and meet our professional and legal obligations.
We never sell your data, and we never share it for marketing purposes.
Client records are held on encrypted, access-controlled cloud accounting platforms with UK / EU data residency where available. Email correspondence is held on a business-grade provider with at-rest encryption.
We keep client records for the period required by HMRC and ACCA — typically six years from the end of the relevant accounting period. Contact-form enquiries that do not lead to engagement are deleted within 12 months.
You can ask us at any time what information we hold about you, request a copy, ask us to correct anything that is wrong, or ask us to delete it (subject to our regulatory retention obligations). Email info@cmadvisoryuk.org and we will respond within 30 days.
