Privacy Notice
1. Introduction

This Privacy Notice explains how personal data is collected, used, and protected when you use this website or services.

2. Data controller

We are the data controller for the purposes of UK GDPR.

3. Personal data collected

We may collect:

name, contact details, and address

date of birth

family and beneficiary information

information provided in questionnaires or telephone appointments

payment and transaction information

Some of this data may be sensitive personal data.

4. How data is collected

Data is collected through:

online forms

telephone appointments

email communications

website usage

5. Purpose of processing

Personal data is used to:

draft legal documents based on your instructions

communicate with you

process payments

comply with legal and regulatory obligations

6. Lawful basis

Processing is carried out on the basis of:

performance of a contract

legal obligations

legitimate interests

7. Data storage and security

Data is stored securely using Squarespace systems and associated service providers.
Reasonable measures are taken to protect personal data from unauthorised access.

8. Data retention

Personal data is retained only for as long as necessary to provide services and meet legal obligations.

9. Data sharing

Data is not sold.
Data may be shared only where necessary with:

payment providers

regulatory or legal authorities where required by law

10. Your rights

You have the right to:

access your data

request correction

request deletion (subject to legal requirements)

object to processing

lodge a complaint with the ICO

11. Contact

For data protection queries, contact us using the details on this website.