Contact Us & Privacy

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Privacy Notice

This information sets out the legal basis on which any personal information that we collect will be processed. This information may be collected during meetings, by completing the contact form above, in correspondence or in telephone conversations.

 a)    Personal information may be processed by us for a number of legitimate purposes, including:

  • To carry out its obligations under an agreement with our clients.
  • To provide information, products and/or services that are requested from us or which we believes may be relevant.
  • For accounting purposes and statistical analysis.

 b)    We may disclose your personal information to in the following circumstances:

  • To our partner firms and/or sub-contractors who we rely on to be able to provide our services to you, but in doing so it will ensure that they apply the same or greater controls in terms of data protection as we do.
  • In the event of a sale or transfer of our firm to another business
  • To prevent fraud or if required to do so by law.

Otherwise we shall not disclose any personal information to anyone outside of the firm without specific permission.

c)    Whenever we process personal information as outlined above we will ensure that we always keep the Personal Data rights of anyone whose personal information that we are porocessing in high regard and we will take account of these rights. You have the right to object to this processing if you wish and if you wish to do so, please contact us using the form above. Please bear in mind that if you object, it may affect our ability to carry out our obligations under any agreement with you and/or to continue to provide products or services to you.

d)    All personal information will be held by us under appropriate security and within the European Union.

e)    You have a right to request a copy of the personal information provided by you that we process. If you would like a copy of some or all of this personal information, please contact us using the form above.

We want to make sure that personal information that we process is accurate and up to date and you may ask usa to correct or remove information that you think is inaccurate.

f)     We have a legitimate interest in sharing your personal information with our voluntary regulator, the Institute of Professional Willwriters (IPW) to enable them to monitor our compliance with their Code of Practice and to test levels of customer satisfaction. If you DO NOT agree to your information being used for this purpose please contact us using the form above.