Privacy Policy

Our Privacy Statement can be read in full below. If you would prefer to download a version, you can do so by clicking here.


In order to provide you with financial and estate planning services we will collect and hold personal data about and on you.  We are also required to comply with the General Data Protection Regulation (Regulation (EU) 2016/679 (the “GDPR)) and as such hereby set out details as to how we process your data and your rights.

Why we need your data:

We need your data in order for us to:

  • Provide financial and estate planning services to you in accordance with this agreement which may include but not limited to taking into account detailed analysis of your personal circumstances and requirements, income and expenditure, assets and liabilities, personal goals and objectives, family situation and resultant cash flow projections; giving you financial planning advice & services and making recommendations as to wills, trust, lasting powers of attorney and other legal documentation.
  • Respond to any legitimate legal requests for information about you pursuant to an order of any court or tribunal having relevant jurisdiction, or as required by law for the purposes of but not limited to combating fraud, money-laundering and criminal activities.
  • Carry out our legitimate business and professional management responsibilities which include, but are not limited to, preparing, verifying and auditing of statutory accounts and tax returns, monitoring and reviewing levels and types of business for marketing and quality control, assessing business risks and standards of services or investigating and resolving complaints. 

General information about your data and your rights:

Where we collect data directly from you, we will undertake:

  • In addition to those third party companies expressly detailed in this agreement, to inform you in writing of the name and contact details of the data controller for that data and their representative.
  • To inform you, where appropriate, of the contact details for any Data Protection Officer appointed by us.
  • To inform you and make clear the purposes for which the data is to be processed and the legal basis for that processing. In the event that the legal basis to be relied on is that of the legitimate interests of the data controller or any third party, we will inform you as to the nature of those legitimate interests.
  • To inform you of the recipients or categories of recipients of data.
  • In the event that the data controller proposes to transfer the data to a country other than those covered by the GDPR, to provide you with details of the safeguards surrounding such transfers and how to obtain a copy of them.
  • To inform you of the period for which we propose to hold the data, or where this is not possible, the criteria which we will apply to data retention.
  • To remind you of your rights whereby you may:
  • request access to data of which you are the data subject
  • object to, or withdraw consent for, the processing of the same
  • obtain rectification of inaccurate data
  • prevent data processing for the purposes of direct marketing
  • object to decisions being taken by automated means and to have the logic behind those decisions clearly explained
  • claim compensation for damages caused by a breach of the Act
  • request data erasure

Where you exercise your right to request (via email or post) access to data of which you are the data subject, we will undertake to respond to you within 30 calendar days of receipt of your request.  There will be no charge for this service unless the request is manifestly unfounded or excessive in which case we reserve the right to charge a fee or refuse to respond.

You may at any time, by giving notice to us in writing, request that we cease to process your data.  We will undertake to comply with any such request as soon as is reasonably practicable.

Where the legal basis for the processing of your data is to adhere to compliance with a statutory or contractual obligation, or the necessary precondition to entering into a contract, including compliance with the requirements of any Regulator, we will inform you as to:

  • Whether you are legally required to provide such data, and
  • The consequences of failing to provide such data

Where we obtain your data otherwise than directly from you, you will have the same or equivalent rights to those set out above.

Save in the circumstance as detailed below, we will inform you which source the data originated from and whether it came from publicly accessible sources.  The information to be provided will be in accordance with the following time periods, whichever shall occur first:

  • As soon as practicable after obtaining the data and in any event within 1 month
  • At the time of our first communication with you using the data
  • When the data is first disclosed to another person

We shall not be obliged to provide you with the information:

  • Where you already have this information
  • Where we are subject to an obligation of professional secrecy prohibiting the disclosure of the information
  • Where disclosure would render impossible or severely impair the achievement of the reasons for which the data is to be processed. In such cases, we will do what we can to protect your rights and freedoms with respect to our processing of the data

You have the right to complain in regard to any aspect of the processing of your data and any breach of the above rights to the relevant supervisory authority, who in the case of the United Kingdom is the Information Commissioners Office, whom may be contacted at:

  • Online:
  • Phone: 0303 123 1113

Holding your data:

We undertake to review the data we hold on you on a regular basis to ensure compliance with data protection law.  In the course of any review, we will:

  • Delete any data which is trivial or transitory in nature, or which in our opinion is no longer required for the purposes set out above.
  • Update the data to ensure that any errors or inaccuracies are corrected.
  • Archive data as detailed below.
  • Subject to the data retention periods, as detailed below, securely delete the data when it is identified that we no longer need to hold it.

We may retain and process your data for the following periods.  In the event that more than one period applies to the same data, we will retain the data to the last such period to expire:

  • We will hold any agreements between you and us for a period of 6 years from the termination or expiry of the agreement unless we have been notified of any claim or circumstance which might give rise to a claim under or by reference to such agreements.
  • We will process data relating to any legal arrangements which we have provided advice on and / or arranged for you. We will process such data throughout the entire period you are and remain a Client of the firm and for a period of not less than 6 years following our ceasing to provide service to you in regard to those legal arrangements.  In the case of life long arrangements such as Wills, Trusts, Probate etc we may process your data until the settlement of your estate or the date of dissolving of any trust.
  • We will hold data as required by any Regulator until the end of any limitation period imposed by that Regulator.
  • We will hold data as required by any relevant third party until the end of any limitation period imposed by that relevant third party, which in the case of HMRC shall be 7 years, unless we are notified that any period is considered “open” by HMRC in which case it will be until we are notified the period is “closed”.
  • We will hold data as required for the purposes of any legal proceedings for a period of 6 years following the conclusion of any such proceedings unless a longer period is required pursuant to any court rule or enactment. Proceedings will be taken to have concluded on the expiry of any period given for appealing any final judgment or on the date of concluding any settlement staying all relevant claims if the proceedings were settled before judgement.
  • Save for the above, we will hold data for a maximum of 50 years from the date we receive the data.

Archiving data:

We will regularly review data and where in our opinion such data has ceased to be Active we will archive it and process it only as Archived Data.  Any data which is deemed Archived Data will only be processed in limited circumstances.

All storage of data, whether Active Data or Archived Data will be in accordance with good industry practice and will be undertaken in accordance with organisational systems and procedures, which will be regularly reviewed, to maintain the security of data.

Data portability:

On the termination or expiry of any agreement to provide services to you and on your written request, we will, subject to our right to retain copies of data for the purposes set out above, agree to return any data you have provided to us in a structured, commonly used machine-readable format, or transfer the same to a new data controller nominated by you.

Whom we may share your data with:

In order to carry out our legitimate business and to provide you with financial and estate planning services, we have entered into agreements with and will share your information with the following companies, for the purposes of Compliance, IT systems security, data management and control and auditing.  Full details of these companies addresses (all UK based) and contact details are available on request:

  • Sansaction Search (Anti Money Laundering, Politically Exposed Persons and Identity checks)
  • Readycrest Ltd (IT Support)
  • Money Penny (Telephone answering service and virtual PA Support)
  • Creative Technologies Ltd (Software and data base provider)
  • Assureweb (Quotation Portal)
  • Voyant (UK) Ltd (Cash Flow modelling software provider)
  • Solidus IRP Ltd (Wills & Trusts documentation specialist)
  • Countrywide Taxation & Trusts Corporation Ltd (legal documentation specialists and Trust Corporation)
  • Affinity Integrated Wealth Management Ltd (for FCA Regulated Advice)
  • Buryfield Grange Limited (Principal regulated firm for Affinity Integrated Wealth Management Ltd).
  • Time4Advice Limited (back office system provider & IT Consultants)
  • DocuSign (electronic documents)
  • Microsoft (software and data storage provider)
  • XperoDo (software provider – report documentation)
  • iPipeline (quotation portal)
  • Zoom (online meetings & recordings)
  • Oii (recording and dictation software)
  • Be Smart Media (website design, maintenance and marketing)
  • The Will Company (legal document drafting)
  • Accsys Accountants Limited (Accountants)
  • World Pay (fee payments)
  • Go Cardless (fee and subscription payments)
  • World Pay (fee payments)
  • Society of Will Writers (professional trade body)
  • Institute of Professional Will Writers (professional trade body)
  • The Society of Trust and Estate Planning Practitioners (professional trade body)

In addition to the above listed companies you will be notified in accordance with the terms of this agreement as to the name and contact details of the data controller for any other third-party entity with whom we share and / or transfer your data and their representative.

Legal Terms:

If any provision, or part thereof, of this agreement is found by any court or administrative body of competent jurisdiction to be invalid, unenforceable or illegal, the other provisions shall remain in force.

In the event of any change in Data Protection Law occurring after the date of this agreement which requires the adoption of revised provisions dealing with data retention or portability, the parties will use all reasonable endeavours to agree such consequential changes to this agreement as may reasonably be required to comply with the requirements of Data Protection Law (“Compliant Terms”) and incorporate the same as an amendment to this agreement.

Special Category Data (Previously known as Sensitive Data):

Special category data is personal data which is more sensitive than Personal Data. This includes your racial or ethnic origin, political opinions, religious or philosophical beliefs.  It also covers the processing of genetic data, biometric data for the purpose of uniquely identifying a natural person, or data concerning health, a person’s sex life or sexual orientation.

Why we need your special category data:

It is almost certain that we will request some or all of the information covered under special category data during our relationship, particularly in relation to health details.

We need your data in order for us to:

  • Provide a full financial plan, and other associated financial and estate planning advice in accordance with this agreement, which may include, but is not limited to, giving you advice and making recommendations as to certain legal documents which are suitable for you. Taking into account your personal situation, goals and objectives, the availability of products and the providers of those products, as well as a detailed analysis of your personal circumstances and requirements.
  • Carry out our legitimate business and professional management responsibilities which include, but are not limited to providing you with suitable advice, with appropriate safeguards and personal data is not disclosed outside without the consent of the data subject

In order for us to lawfully process special category data, we require additional explicit consent from you, due to its sensitive nature, to enable us to process your information.

Please tick here if you consent to us asking for this information and processing it on your behalf.

Yes I/we give consent to being asked for Special Category Data to enable the firm to provide me with a Full Financial Plan and legal documentation products. 


From time to time we may wish to contact you with details of financial products and/or financial planning and legal services which we think may be of interest and/or beneficial to you.  If you consent to us contacting you for this purpose then please tick the options below in regard to how you would like to be contacted:

Post                       Email                        Telephone

If you do not tick any of the above options, we will reasonably assume that you do not wish to be contacted by us in regard to additional financial products, planning and legal services.

We will not use your data for marketing purposes of any sort unless you have expressly given us your prior consent.  The use of your data as detailed in the remainder of this agreement is not affected by whether you choose to consent to the use of data for marketing purposes.

Please note that you may withdraw your consent to marketing at any time by giving us notice in writing. 

Declaration and Consent:

We take your privacy very seriously and will only use your personal information and data to administer the services we have agreed to provide you with, including but not limited to any legal agreements, financial and estate planning services.

By signing this Client Privacy Statement, you are confirming your agreement to these terms.

By signing this Data Protection and Privacy Notice you are also confirming your marketing preferences as detailed in the ‘Marketing’ section of this agreement whereby you have given your consent, or otherwise, for us to contact you about additional products and services.

You further acknowledge, by signing this Client Privacy Statement, that you have been made aware of, and give your consent to, this firm’s policy on sharing your data with other companies as detailed in the ‘Whom we may share your data with’ section of this agreement.

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Learn more about who we are, how you can contact us and how we process personal data in our Privacy Policy.

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