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Privacy Notice

The legal basis on which any personal information that the Company collects from you, or that you provide to it, will be processed is as follows. This information may be collected during meetings, in correspondence or in telephone conversations. For further information, the Company’s privacy notice can be viewed in full, at:

  1. Personal information may be processed by the Company for a number of legitimate purposes, including:

  • To carry out its obligations under this agreement.

  • To provide you with information, products and/or services which the Company believes may be of interest to you, provided that you have given your consent.

  • For accounting purposes and statistical analysis.

    1. The Company will maintain client files for a period of 6 years after your death, or for a period of 6 years after you have notified us in writing that your document(s) have been revoked, whichever event occurs first.

    2. The Company may disclose your personal information to its partner firms and/or sub-contractors who it relies on to be able to provide its services to you, but in doing so it will ensure that they apply the same or greater controls in terms of data protection as the Company does.

    3. The Company may also disclose your personal information in the following circumstances:

e.    If the Company or substantially all of its assets are acquired by a third party, in which case personal information held by us about our customers will be one of the transferred assets.

f.     To prevent fraud or if required to do so by law.

  1. Other than as provided in sections (a) to (d) above, the Company will not disclose any personal information to anyone outside of the Company without your specific permission.

  2. Whenever the Company processes personal information as described in sections (a) to (d) above it will ensure that it always keeps the Personal Data rights of you and anyone whose personal information that you provide in high regard and will take account of these rights. You have the right to object to this processing and if you wish to do so, please contact the Company at the address below. Please bear in mind that if you object, it may affect the ability of the Company to carry out its obligations under this agreement and/or to provide products or services to you.

  3. All personal information will be held by the Company under appropriate security and within the European Union.

  4. You have a right to request a copy of the personal information provided by you that the Company processes. If you would like a copy of some or all of this personal information, please contact the Company at the address below.

  5. The Company wants to make sure that personal information that it processes is accurate and up to date and you may ask it to correct or remove information that you think is inaccurate.

  6. If you wish to raise a complaint on how your personal information has been handled, please contact us and we will investigate further. If you are not satisfied with our response or believe we are not processing your personal information in accordance with the law, you can complain to the Information Commissioner’s Office (ICO). Their contact details are given at the bottom of this page.

Information Commissioners Office (ICO) Wycliffe House, Water Lane, Wilmslow SK9 5AF

Privacy Notice: Welcome
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