Privacy Policy
This policy covers the collection, processing and other use of personal data under the General Data Protection Act 2018.
Please read this Privacy Policy carefully to understand why data is being collected and what we do with that data in our possession.
Type of Information Collected
The personal information we collect will depend on the nature of the services we are providing and what we are contracted to do for you. This may include:
- Contact details (name, address, date of birth, email address)
- Photographic ID and proof of address
- Professional details (job title, experience)
- Banking and financial information
- Details of visits to our website (see Cookies Policy)
- Health/diversity data when necessary for your legal matter
Processing Your Information
We process personal data to comply with legal obligations, fulfill contracts, and provide legal services. Examples include:
- Client data and ID documents
- Financial data, contact and location details
- Due diligence, compliance, and anti-money laundering checks
Other People’s Information Provided by You
Where you give us personal data relating to others (e.g. family or employees), you confirm you have authority to do so. All such data must be complete, accurate, and current.
Your Information May Be Used To
- Verify identity and conduct anti-fraud checks
- Provide legal advice and communicate with you
- Prepare legal documents and court filings
- Comply with legal obligations (e.g., anti-money laundering)
- Refer internally for other services
- Respond to complaints or claims
Information from Others
We may receive data from third parties such as:
- Solicitors, banks, and financial institutions
- Accountants, surveyors, or HM Land Registry
- Government bodies or Companies House
Retention of Your Data
We retain data for as long as necessary to:
- Complete legal work
- Comply with statutory requirements
- Defend against legal claims
Typically, we store data for 6 years from the date of final billing.
Sharing Your Data
We may share your data with the following parties:
- Court, tribunal, or opposing solicitors
- Government (HMRC, HM Land Registry)
- Legal counsel, insurers, banks, or auditors
- Law enforcement, SRA, or our indemnity insurer
- Our bank (Barclays) in pooled client account matters
Security of Your Data
Your data is stored securely with appropriate technical and operational safeguards. Any credentials provided to access data are your responsibility to keep secure.
Your Rights
You have the right to request a copy, correction, or deletion of your personal data. These are handled by our Risk Manager:
Contact: 288 High Street, Sutton, Surrey, SM1 1PQ
Complaints
If you believe we mishandled your data, contact our Risk Manager. You may also contact the UK Information Commissioner’s Office: www.ico.org.uk | Tel: 0303 123 1113
Non-Client Data
We may process third-party personal data when acting on behalf of clients. This may be under legal/regulatory obligation or our client’s legitimate interests.
Data Protection Officer
Our Data Privacy Manager oversees compliance. Contact us with any concerns or questions.
Policy Updates
We may update this policy periodically and will notify you of any significant changes.