Ease Strategic Finance and Advisory (UK) Ltd (“ESFA”) is committed to protecting your personal data and complying with UK GDPR requirements. As the Data Controller, we determine how your information is collected, used, and safeguarded.

What We Collect
We may collect personal information such as your name, contact details, identification documents, financial and business records, and, in limited cases, data required for Anti-Money Laundering (AML) checks.

How We Collect It
Data is provided directly by you when you engage our services or communicate with us, and may also come from trusted third parties such as HMRC, Companies House, banks, or credit reference agencies.

Why We Use It
We process data to deliver our services, meet legal and regulatory obligations (including AML and tax compliance), manage business operations, prevent fraud, and, where you have given consent, send marketing communications.

Who We Share It With
Your information may be shared with regulators, government bodies, auditors, subcontractors, banks, or IT providers where necessary and bound by confidentiality. We never sell your data.

How Long We Keep It
Client records are usually kept for six years after engagement ends, while AML records are retained for five years. Longer retention may apply where legally required.

Your Rights
You have rights under UK GDPR, including to access, correct, delete, restrict, transfer, or object to the use of your data.

How We Protect It
We use encryption, secure storage, limited access, and regular audits to keep your data safe.

Concerns or Complaints
You can contact us directly at hr_admin@easestrategicfinanceltd.org, or raise a concern with the Information Commissioner’s Office (ICO) at www.ico.org.uk.

We may update this notice to remain compliant with legal and professional requirements.