Privacy & Cookie Policy

Last updated: 12th January 2026

This Privacy & Cookie Policy explains how Wilson Fitzgerald Limited (“Wilson Fitzgerald”, “we”, “us”, “our”) collects, uses and protects your personal data when you visit our website or contact us.

We are committed to protecting your privacy and complying with applicable data protection laws, including the GDPR and Irish data protection law.

1. Who we are

Wilson Fitzgerald Limited
Website: https://wilsonfitzgerald.ie
Email: {info@wilsonfitzgerald.ie}

For the purposes of data protection law, Wilson Fitzgerald Limited is the “data controller” of the personal data described in this policy.

2. What personal data we collect

The data we collect depends on how you interact with us.

Information you provide directly

When you:

• Fill in a contact form on our website
• Email or phone us
• Book a call or meeting
• Become a client and share documents and records

You may provide:

• Name
• Email address
• Phone number
• Business name and role
• Any information you include in your message or attach (for example, financial information, tax records, payroll and accounting data, documents relating to your business or personal tax position)

Information we collect automatically (website use)

When you visit our website, we may automatically collect:

• IP address
• Browser type and version
• Device and operating system
• Pages visited, time and date of visits, time spent on pages
• Referring website or source
• Cookie identifiers and similar data

This is typically collected using cookies and similar technologies (see “Cookies” below).

3. How we use your personal data

We use your personal data for the following purposes:

To respond to enquiries and provide services

• Handling contact form submissions and emails
• Scheduling and holding calls or meetings
• Providing accountancy, tax and advisory services where you become a client

Legal basis: performance of a contract or steps taken at your request before entering into a contract; legitimate interests (to respond to enquiries and run our practice).

To manage our client relationships

• Setting you up as a client
• Communicating with you about your engagements and deadlines
• Maintaining working papers and records relevant to your affairs

Legal basis: performance of a contract; legal obligation (e.g. professional and regulatory requirements).

To operate and improve our website

• Understanding how visitors use the site
• Maintaining security and performance of the site
• Improving structure, content and usability

Legal basis: legitimate interests (to operate and improve our website and services).

To send occasional updates (if applicable)

If you explicitly opt in to receive updates or newsletters from us, we may use your contact details to send:

• Articles, guides or updates we believe are relevant
• News about our services

Legal basis: consent, which you can withdraw at any time via the unsubscribe link (if used) or by contacting us.

To comply with legal and regulatory obligations

• Keeping records required by law or professional standards
• Responding to lawful requests from regulators or authorities

Legal basis: legal obligation; legitimate interests in maintaining compliance.

We do not use your personal data to make decisions based solely on automated processing that produce legal or similarly significant effects.

4. Sharing your data

We do not sell your personal data.

We may share personal data with:

Service providers

• IT and hosting providers
• Email and communication service providers
• Practice management or document management systems
• Professional advisers (e.g. legal, insurance) where necessary

These parties only process data on our instructions and are required to keep it secure and confidential.

Regulators and authorities

We may disclose personal data where required by law or professional regulation, for example to comply with a legal obligation or respond to a lawful request.

Business transfers

If Wilson Fitzgerald Limited is involved in a merger, acquisition or other restructuring, personal data may be transferred as part of that transaction, subject to appropriate safeguards.

5. International transfers

Some of our service providers or tools may be based outside the European Economic Area (EEA). Where personal data is transferred outside the EEA, we will ensure appropriate safeguards are in place, such as:

• Transfers to countries recognised as providing an adequate level of protection, or
• Standard Contractual Clauses approved by the European Commission, or
• Other safeguards permitted by data protection law.

6. How long we keep your data

We keep personal data only for as long as necessary for the purposes described in this policy, including to:

• Respond to enquiries and manage client relationships
• Comply with legal, tax and regulatory obligations
• Maintain appropriate business and professional records

For prospective clients who do not proceed, we will usually keep correspondence for a limited period (for example, up to 2 years) unless a longer period is required or appropriate.

For clients, we may retain working papers and related records for a number of years after the end of the engagement, in line with professional guidance and legal requirements.

When personal data is no longer required, we will delete or anonymise it.

7. How we protect your data

We take reasonable technical and organisational measures to protect your personal data, including:

• Secure hosting and encrypted connections (HTTPS)
• Access controls and authentication for our systems
• Limiting access to staff and service providers who need it
• Sensible retention and backup practices

No method of transmission or storage is completely secure, so we cannot guarantee absolute security, but we work to minimise risk appropriately for a professional practice of our size.

8. Cookies and similar technologies

What are cookies?

Cookies are small text files placed on your device when you visit a website. They help the site function, remember preferences and understand how visitors use it. We may also use similar technologies such as pixels or tracking scripts.

How we use cookies

On our website, cookies may be used to:

• Ensure core functions work (e.g. navigation, forms, basic security)
• Remember preferences (e.g. if we ever add language or display options)
• Measure usage and performance (for example via analytics tools)

Types of cookies

Strictly necessary cookies

Required for the website to function. These cannot usually be disabled via our site, though you can block them using your browser (which may affect site functionality).

Analytics/performance cookies

Help us understand how visitors use the site so we can improve it (for example, which pages are visited most often). These may be provided by tools such as Google Analytics.

If we use any other categories (e.g. marketing/advertising or embedded third-party content from platforms like LinkedIn), we will handle them in line with this policy and applicable law.

Managing cookies

You can control cookies through your browser settings, including:

• Blocking some or all cookies
• Deleting existing cookies
• Setting preferences for specific sites

If you choose to block certain cookies, parts of the website may not function correctly.

9. Your rights

You have the following rights in relation to your personal data, subject to conditions and exceptions under law:

• Right of access – to request a copy of the personal data we hold about you.
• Right to rectification – to have inaccurate or incomplete personal data corrected.
• Right to erasure – to request deletion of your personal data in certain circumstances.
• Right to restrict processing – to ask us to limit how we use your data in certain situations.
• Right to data portability – to receive your data in a structured, commonly used and machine-readable format,
  where applicable.
• Right to object – to certain types of processing, including direct marketing.
• Right to withdraw consent – where processing is based on your consent, you can withdraw it at any time.

To exercise any of these rights, please contact us at
{info@wilsonfitzgerald.ie}.
We may ask you to verify your identity before acting on your request.

10. Complaints

If you are unhappy with how we handle your personal data, please contact us first and we will do our best to resolve the issue.

You also have the right to lodge a complaint with the Data Protection Commission in Ireland:

Data Protection Commission
6 Pembroke Row
Dublin 2
D02 X963
Ireland
Website:
www.dataprotection.ie

11. Children

Our website and services are aimed at adults and businesses. We do not knowingly collect personal data from children under 18.

12. Changes to this policy

We may update this Privacy & Cookie Policy from time to time, for example to reflect changes in our services or legal requirements. Updates will be posted on this page with a new “Last updated” date.

13. Contact

If you have any questions about this policy or how we handle your data, please contact:

Wilson Fitzgerald Limited
Email: {info@wilsonfitzgerald.ie}