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Privacy Policy 


Morgan Management South Wales. (also referred to as We, Us, Our, Ours within this document)

Morgan Management South Wales takes the protection of your privacy very seriously. We only ever use your personal information to provide service(s) requested by you and to ensure we meet our legal responsibilities.

How information is collected.

Information about you is collected upon your engagement with us enquiring about services through our business website, for example, contacting us about services we offer or submitting questions.  

Type of information collected.

Personal information we may collect could include your name, address, telephone number, email address, personal UTR (Unique Tax Reference) number, personal national insurance (NI) number, bank account details, IP address, information about your history using our website (pages/sections accessed etc as well as when they were accessed) Please be aware that the types of information we collect varies depending on the service(s) agreed to by you. 

How personal information is used.

How we use information collected from you varies based on the service(s) you agree to us providing but all possible ways in which information could be used are as follows:

  • To respond to enquiries made by you.

  • To contact you via an agreed method, (Post/Email/Telephone)

  • To understand exactly what your requirements are and how we can work to meet them.

  • To maintain our client records in accordance with legislation, regulations and other legal obligations.

  • To prevent and detect crime, fraud or corruption.

  • To process financial transactions.

We retain your personal information only for the required amount of time for us to fulfil the purpose behind our original collection; including satisfying any legal, reporting or accounting requirements. This is completed in accordance with all UK data protection laws.

To calculate required retention time, we consider the nature/sensitivity of the personal information we hold, the potential risk of harm caused by unauthorised access or disclosure of personal information we hold, the purpose(s) for which we process the personal information we hold and if we can achieve this purpose(s) through other means. As well as the applicable legal requirements.

Access to your personal information.

  • We will not share your information with third parties for marketing purposes.

  • We will not sell or rent your information to third parties.

  • All staff with access to your information are compliant with the UK Data Protection Act 2018, GDPR regulations and have a duty of confidentiality under ethical and professional standard that this company is required to follow.

Third party service providers.

We do not share your personal information with third parties unless required to do so by law (i.e. court order request or the prevention/detection of illegal activities such as corruption or fraud.)  or at your own request.

On the rare occasion that we should require the assistance of a trusted third-party service provider to deliver the service(s) agreed, we would only disclose information necessary for specific tasks to be completed. We always have a contract in place with any third- party service provider ensuring they keep your information secure and do not use it for their own purposes.

Accessing and updating your personal information.

We commit to regularly reviewing and correcting, where necessary, the personal information we hold about you as maintaining accurate information is important to us. Should any of your personal information change, please be sure to contact us via email or telephone. All of our direct contact information is noted below.

Please also be aware that you have the right to request a copy of all information held by Morgan Management South Wales about you. You may be asked to provide identification or provide security information to ensure your privacy.

Precautions and security in place to protect the loss, misuse or alteration of your information.

We take all responsible precautions to protect any personal information you may submit to us via this website. We cannot, however, be responsible for loss, misuse or alteration of personal information which is intercepted or otherwise accessed by unauthorised persons. We exclude all liability for this.

Once data is received by us, every effort is made to ensure its security within our systems. Note; should you choose or be assigned a password/passcode that enables you to access information, you are solely responsible for ensuring that password/passcode remains confidential.

Your personal information will usually be processed within our offices; 89 Pyle Inn Way, Pyle, Bridgend, South Wales CF336FB. However, to increase efficiency and provide digital/remote services at the standard and level that we do, it is sometimes necessary to access or store information outside of our office address, using a Virtual Private Server (VPS.) Our VPS are exclusive to us, with access only given to authorised persons and the same level of security as our internal systems.   

The security of your personal information is a top priority of ours and something we always take seriously. For these reasons, all our systems and devices have appropriate security and data encryption in place where necessary. Our security complies fully with all relevant legislation, regulatory requirements and Data protection laws in the UK.

Contacting us.

We have various ways in which you can contact us, all of which are detailed in our “contact us” section of this website. Please allow 24 hours maximum for response to a general enquiry or question and avoid repeated submission of the same request or question as this can cause a backlog.


Your choices.

Upon providing your email address through our website, you consent to joining our mailing list where we may occasionally contact you via email with any changes to our policies, legislation or regulations that we are governed by as well as information on services and news that could be relevant to you or your business.

If you do not wish to receive this type correspondence from us, please let us know via one of the methods detailed in our “contact me” section or select ‘unsubscribe’ from the email options.    


Your rights.

Access to your information: You have the right to request a copy of the personal information we hold about you at any time.

Correcting your information: We work to always ensure information we hold about you is accurate, complete and up to date. You may ask us at any time to correct any of your personal information you believe does not meet these standards.   

Deletion of your information: You have the right to request we delete personal information about you, in the following instances:

  • Our use of your personal information is contrary to law or other legal obligation.

  • We are using your information with your consent after you have withdrawn consent. – See ‘Withdrawing consent to use your information’ below.

  • You consider that we no longer require the information for the purpose(s) it was initially obtained.

  • You have validly objected to our use of your personal information – See ‘Objecting to our use of your personal information’ below.


Restricting how we may use your information: In some situations, you my wish to restrict how we use your personal information. This right may apply, for example, where there is no longer a basis for us to be using your personal information but you do not what us to delete the data or we are checking the accuracy of the information about you that we hold or assessing the validity of any objection you may have made to our use of your personal information. Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where other public interest to do so are present.


Objecting to how we use your information: Where we use your information to carry out tasks in the public interest, if you request us to, we will stop using that personal information unless, overriding legitimate grounds to continue are present. (You have the right to request that we stop using your personal information for direct marketing purposes.)


Withdrawing consent to use your information: You have the right to withdraw consent for us to use your personal information at any time and we will stop using any information we hold about you for the purpose(s) for which consent was originally given. Please contact us immediately via any of the channels detailed in our “Contact us” section to exercise any of these rights.

Changes to our privacy notice.

This privacy policy/notice is under regular review and any updates will be published and available at

Last updates to this notice were made 11th April 2024.

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