We make every effort to ensure we accurately represent our products and services and their potential for helping individuals and business owners.

PRIVACY POLICY & TERMS AND CONDITIONS

We make every effort to ensure we accurately represent our products and services and their potential for helping individuals and business owners.

Disclaimer

Examples of client gains, income generated and other results are not necessarily average or typical. They are also not intended as representations of your potential growth.

Furthermore, results may vary slightly as with any product or service. Each individual's results will depend on their ambitions, background, dedication, motivation and desire.

Significant financial risk is possible with any supplier if you don't do your own due diligence and get suitable professional advice. In addition, we make no guarantees or implications of specific results.

Terms & Conditions

Refer a Friend Scheme

Regarding referrals given to us by someone for an individual or company that require the services offered by SHMS Accountants

Once the referral has started to use SHMS Accountants' services, on receipt of the first payment by the company or individual referred, 20% of the NET invoice value up to a maximum of £125 (or any promotional time-based value higher than £125) will be paid to the referrer within the first 2 weeks of the month following payment of the first invoice.

If the referred company or individual pays SHMS Accountants on a monthly payment plan then the 20% commission will be based on the first 12 months' aggregated NET invoice value up to a maximum of £125 (or any promotional time-based value higher than £125).

20 Day Turnaround Guarantee

SHMS Accountants guarantee that within 20 working days of receipt of the books and records from a customer, we will henceforth provide at least a draft accounting report for all of these services, based on the documents provided:

Self-assessment.
VAT returns.
Payroll.
Limited company accounts.
Companies House returns.
Management accounts.
CIS returns.
Any other ad-hoc work agreed to be completed.

Should we not provide at least a draft accounting report based on the information provided, consequently the client will receive the following:

If paying for services on a monthly payment plan, the whole of 1 month's fees will be refunded.
There will be a 10% reduction in the invoice for the work, if paying by invoice.
If the work has been paid for in advance, there will be a refund of 10% of the payment made.

Payments

SHMS Accountants clients who pay on a monthly fixed fee basis do so on the understanding that the work quoted for is based on all 12 payments being received for the work referred to.

This applies to the first 24 months of the fixed fees being paid. If a client leaves part way through either of the first two 12 month periods, SHMS Accountants reserves the right to invoice for the balance of the 12 month period not fully paid for, unless agreed otherwise.

If the client was to leave after 24 months then the work will cease in the month the payments stopped, unless agreed otherwise, and no further payments will be required.

Anti-Spam Policy - Effective Date 08/05/2018

SHMS Ltd is strongly opposed to spam.

We provide free special reports and newsletters, no obligation meeting requests and other products and services. These are also only provided to those who sign up to them or choose to receive them. If you would like to sign up to our mailing list, contact us and we will add you.

Mailing lists can be opted out of at any time and SHMS never share or sell lists to third parties.

Every email you receive from us has simple instructions on how to unsubscribe. Alternatively, c lick here to update your preferences or unsubscribe.

If you have any questions regarding our email policy, please get in touch with us via any of the following methods:

Our contact page.
Live chat.
Telephone at 01489 584400.
Email at info@shmsgroup.com.
In writing to: SHMS Ltd, SHMS House, 20 Little Park Farm Road, Fareham, Hampshire, PO15 5TD.

Privacy Policy - Effective Date 18/3/2024

SHMS Accountants Ltd Privacy Policy

At SHMS Accountants Ltd, we are committed to protecting and respecting your privacy in accordance with the Data Protection Act 2018 and the General Data Protection Regulation (GDPR) Article 13(1). This notice sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

Data Controller: SHMS Accountants Ltd is the data controller responsible for your personal data. Our contact details are stephen@shmsgroup.com or 01489 584400, should you have any questions or concerns regarding your personal data.

Purpose of Processing: We process your personal data for the purposes of providing accounting, taxation, and related advisory services. This includes but is not limited to personal identification, financial analysis, compliance and regulatory reporting.

Legal Basis for Processing: The legal basis for processing your personal data is for the performance of our contract with you, to comply with our legal obligations, and for our legitimate business interests in managing and improving our services.

Recipients of Personal Data: Your personal data may be shared with regulatory authorities, our service providers, and as required by law. We ensure all third parties respect the security of your personal data and comply with the relevant data protection laws.

Data Retention: We retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

Your Rights: Under the GDPR, you have rights including the right to access, correct, erase, restrict, transfer, or object to the processing of your personal data. If you wish to exercise any of these rights, please contact us.

Changes to Our Privacy Notice: Any changes we may make to our privacy notice in the future will be posted on our website and, where appropriate, notified to you by email.

This privacy notice was last updated on 18 March 2024.

What Information We Collect

The term "information" refers to any date about you collected through our websites. This includes your email address and other details you give us.

Any information given to us will be retained and used solely for the purposes of fulfilling your request for information (on any of our products or services, free or paid for).

Security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures. These procedures safeguard and secure the information we collect online.

How We Use Cookies

A cookie is a small file which asks permission to be placed on your computer's hard drive. Once you agree, the file is then added. Cookies help analyse web traffic and let you know when you visit a particular site.

The use of cookies is an industry standard. Therefore, you'll find them on most websites. For example, we may use cookies on the site to verify the subscriber's login status. They are not used to store personal information, or to retain historical or transactional data. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes. This works by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. As a result, we only use this information for statistical analysis purposes. Consequently, once this has been completed the data is then removed from the system.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser settings to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Cookies and Tags For Remarketing

Remarketing cookies and tags are placed on our web pages to enable third-party vendors to show our ads on other websites. These ads will be shown to people who have previously visited our websites. Third-party vendors include Google, and show our online display ads. We do not share any personal information or details that you have given us.

How do I change my cookie preference settings?

Some cookies are essential for the full functionality of this site. They allow us to maintain user sessions and prevent any security threats.

Preference cookies help us store your settings and browser preferences like language so they you have a better and more efficient experience on future visits to the website. If you would like to change your cookie preferences, you can do so by clicking on the Cookies Policy tab at the bottom of your screen. This will display the consent notice again and you can choose to either re-consent or reject the cookies. You can also do this in your browser settings.

Links to Other Websites

Our website may contain links to other websites of interest. Once you have used these links to leave our site,we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites. Those sites are not governed by this privacy statement so you should exercise caution while visiting these sites. We recommend you look at the privacy statement applicable to the website in question.

Controlling Your Personal Information

SHMS Ltd will not sell, distribute or lease your personal information to third parties. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

Your personal information has been collected in a number of ways; namely marketing lists and you signing up or using contact forms on our website.

Where we process your data, this is done with the upmost security. Should we send you marketing material, this is with the reasonable expectation that you have a legitimate interest in what we are sending you and it will be beneficial for you to receive. Should we need to move or transfer your data at any point, you will be informed.

You have the right to withdraw your consent at any time, where relevant. On all marketing emails sent to you, there are "unsubscribe" and "update your preferences" options so you can let us know what you want to receive from us. For other marketing methods, you can reply, contact us on the website or phone or let us know in person that you no longer wish to be contacted by us.

Right Of Access

Should you wish to be informed of what personal information we have about you, you can contact us and we will provide this free of charge. If a request is particularly excessive or repetitive, there will be a charge based on the administrative costs of providing the information.

IP Addresses

An IP address is a number that is automatically assigned to your computer whenever you're surfing the web. Web servers, the computers that serve web pages, automatically identify your computer by its IP address. The company collects IP addresses for purposes of system administration, to report aggregate information to third parties and to track the use of the site.

When visitors request pages from the site or click on a link in a mailing sent through the service, our servers log the visitors' IP addresses. We reserve the right to use IP addresses to identify a visitor or list member when it will enhance the user's experience or if we feel it is necessary to enforce compliance with the site's policies or to protect the company, the site, its visitors, the service, our Internet Service Provider partners, the list members or others.

Change of Control/Asset Transfer

As the Company develops, we may buy other businesses or their assets or sell all or parts of our business assets. Customer information is generally one of the business assets involved in such transactions. Thus, in the event that the assets of the Company in whole or in parts are acquired by a third-party, customer information, including any visitor information collected through the site or the service, would be one of the transferred assets.

In the event of a corporate change in control or sale of all or parts of our business assets our users will be notified in accordance with the "Changes to This Policy" section of the policy if their personal information is provided to the new corporate entity or asset purchaser.

Legal Compliance

The Company reserves the right to disclose information in special cases. These cases include when we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be causing injury to or interference with (either intentionally or unintentionally) the Company's rights or property, other visitors, list members, or anyone else that could be harmed by such activities. The Company also reserves the right to disclose member information when we believe in good faith that the law requires it.

Changes to This Policy

From time to time, we may change terms of this Privacy Policy. We will notify you of any material changes to this Policy by posting a notice on the homepage of the site for a reasonable period of time after such changes are made. We will also notify you that this Privacy Policy has been updated by changing the "Effective" date. You are encouraged to check this page periodically for any changes. Your continued use of the site and participation in following the posting of changes to these terms will mean you accept those changes.

Contacting Us

We value your opinions. If you have comments or questions about our Privacy Policy, you can contact us by the methods listed below.

Phone: 01489 584400.

Email: info@shmsgroup.com.

Live chat: in the bottom right corner on desktop or at the bottom of the page on mobile.

Post: SHMS Accountants, SHMS House, 20 Little Park Farm Road, Fareham, Hampshire, PO15 5TD.