Privacy & Cookie Policy

1. Purpose

This notice is to give you information on how we collect and process your personal data, which can, in certain circumstances, include information that we may obtain from our website.

This policy is designed to accord with the General Data Protection Regulations (GDPR).

2. Personal Data we collect about you

We set out below some examples of the personal data that we may collect in the course of advising and acting for you.

We collect most of this information from you, however we can collect it from public registers such as those held by Companies House or HM Land Registry.

Very occasionally, we may collect data from a third party, such as client due diligence providers or from your bank or building society or, possibly, your employer or your doctors or medical health providers. It may also be the case that we collect data from our website. We may use cookies on our website and our cookies policy is contained at the end of this privacy policy. We also may collect information from our technology systems such as case management and time recording systems, phone systems, and automated monitoring of our website and other systems.

3. Personal Data we may collect

  • Your name and address

  • Information that would allow us to check your identity, such as your passport or driving licence

  • Electronic details, such as your email address and telephone numbers including mobile telephone number

  • Financial details relating to yourself relevant to your instructions, such as the source of your funds and offers of mortgage from lenders

  • Information relevant to the advice and representation that you are seeking from us

  • National Insurance and Unique Tax Reference Numbers

  • Bank and Building Society details

  • Possibly details of your Linked In profile

  • Details of your spouse, partner or dependents

  • Your medical records, for example if acting in a personal injury or clinical negligence claim

  • It may be relevant that we need to see your employment records, such as absence from work, salary record, conduct and grievance procedures

  • Your pension arrangements, for example relevant to a breakdown of a relationship

  • Your employment status including benefits.

All of the above personal data will only be collected where it is required to enable us to provide the services to you that you have requested us to provide.

4. How and why we use your personal data

We can only use your personal data if we have a proper reason to do so. Proper reasons would include:

  • To comply with our legal and regulatory obligations

  • Where you have given consent

  • For legitimate reasons or legitimate reasons of a third party

  • For the performance of our contract with you and to take steps, at your request, before entering into a Contract.

A legitimate interest is where we have a business reason to use your information, provided that it is not overridden by your own rights and interests. Examples are as follows:

What we use your personal data for

Our reasons

To provide legal services to you

To perform our contract with you or to take steps at your request before entering into a contract

Conducting checks to identify our Clients and verify their identity. Processing to comply with professional legal and regulatory obligations that apply to our business

To comply with our legal and regulatory obligations

Gathering and providing information required by or in relation to audits required or investigations by regulatory bodies

To comply with our legal and regulatory obligations

Ensuring business policies are adhered to, such as covering security and interest use

For our legitimate interests or those of third parties. This is to ensure that we follow our own procedures so that we can deliver the best service to you

Operational reasons, such as improving efficiency/training within the firm

For our legitimate interests or those of third parties in order to deliver the best service for you

To ensure the confidentiality of commercially sensitive information

For our legitimate interests and those of third parties and to comply with our legal and regulatory obligations

To collect statistical analysis to help us manage our practice

For legitimate reasons and those of third parties to be as efficient as possible and provide the best service for you

Preventing unauthorised access and modifications to systems

For our legitimate interests and those of third parties so as to prevent illegal activity which could damage us and yourself and to comply with our legal and regulatory obligations

Updating and enhancing Client records

For the performance of our contract with you and to comply with our legal and regulatory obligations and for our legitimate interests and those of third parties

To compile and submit statutory returns

To comply with our legal and regulatory obligations

In the future we may start to market our services to existing or former Clients or third parties who have previously expressed an interest in our services

For our legitimate interests and those of third parties

Credit reference checks

For our legitimate interests

External and internal audits and quality checks

For our legitimate interests and those of third parties


5. Who we share your data with

We may share your data with professional advisers who we instruct on your behalf, or who you wish us to instruct on your behalf, such as barristers or medical experts, tax advisers or other forms of experts.

We may need to share your personal data with third parties, where necessary, to carry out our instructions.

We may have to disclose and exchange information with law enforcement agencies and regulatory bodies in order to comply with our legal and regulatory obligations.

6. Promotional communications

We may use your personal data to send you updates by email or post about legal developments that might be of interest to you or relevant to yourself, including information about our services. You do have the right to opt out of receiving any promotional information at any time by emailing us with your request to opt out.

7. Data retention

We may keep your personal data after we have finished advising you. If we do, it will be for one of the following reasons:

  • To keep records required by law or our professional governing body

  • To respond to any questions or complaints made by you or on behalf of yourself

  • To show that you have been treated fairly

We will, however, not retain your data longer than necessary.

Your personal data will be held at our office or in third-party storage facilities which are secure.

As often as possible, we may anonymise or pseudonymise your personal data so that it can no longer be associated with you.

8. Transferring your personal data out of the European Economic Area (EEA)

We will not transfer your personal data outside the EEA.

9. Your rights

You do have the following rights which you can exercise without any cost to yourself:

  • Access – this is a right to be provided with a copy of your personal data

  • Rectification – this is a right to require us to correct any mistake in your personal date

  • To be forgotten – this is a right to require us to delete your personal date in certain circumstances

  • Restriction on processing – this is a right to require us to restrict processing your personal data

  • Data portability – this is the right to receive the personal data you provided to us in a structured or machine-readable format and/or transmit that data to third parties

  • To object – this is the right to object at any time to your personal data being processed for direct marketing and, in certain other situations, to our continued processing of your personal data

  • Not to be subject to automated individual decision making – this is a right not to be subject to a decision based solely on an automated process resulting from profiling or not that produces legal effects concerning you, or similarly significantly affects you

If you wish to exercise any of these rights then please contact a partner in the firm.

For further information on your rights, please see:

Guidance from the UK Information Commissioner’s Office (ICO) on individuals’ rights under the GDPR. The ICO’s contact details are as follows:

Information Commissioner’s Office,

Wycliffe House,

Water Lane,


Cheshire. SK9 5AF

Telephone – 0303 123 1113 (local rate) or 01625 545 745

Website –

10. Keeping your data secure

We do have appropriate security measures to prevent personal data from being accidentally lost or used or accessed unlawfully.

We limit access to your personal data to those that have a genuine business need to access it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.

We have procedures for dealing with suspected security breaches and will notify you and the regulator of a suspected data security breach. You can also get information from ‘get safe online’ on how to protect your information and your computers and devices against fraud, identity theft, viruses and many other online problems. You can access this by visiting

11. How to complain

We hope that we are able to resolve any query you may have about our use of your data.

The GDPA also gives you a right to lodge a complaint with the ICO, which can be contacted at

12. Cookies

A cookie is an element of data that a website can send to your browser, which may then store itself onto your computer.

If our website uses cookies, by using our website you agree that we can place cookies on your computer. You can usually modify your browser settings to prevent this happening, however by disabling cookies, or certain types of cookies, you may hinder your user experience on this and other websites or prevent them from working entirely.

Some cookies used on a website are ‘essential’ in order to enable you to move around the website and use its features, such as accessing secure areas of the website. Without these cookies, services you have asked for cannot be provided.

We may also use ‘non-essential’ cookies. These cookies can be used to remember changes that you have made. They may also be used to provide services you have asked for.

Please also note that some cookies may be placed by third-party service providers such as Google.

Please note: We only use cookie information for functionality and statistical analysis purposes and this in no way gives us access to your computer or any personal information about you.

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