Privacy Policy

Privacy (transparency) notice pursuant to General Data Protection Regulation Arts 13 and 14

Privacy Policy

As a consultancy business we obtain and process personal data in different ways depending upon the purpose of the processing and the way in which we obtained your personal data.

In many cases your data will be processed within the UK or EU countries. If for any reason we need to send your data elsewhere we will either take all the steps required by data protection legislation or,(unless prevented by eg client confidentiality) inform you of that, any privacy risks involved and what we have done to minimise those risks. You can at any time ask us to tell you what personal data relating to you we hold. You also have the right to ask us to rectify your data if it is inaccurate, erase it or restrict the processing of it. In some circumstances you can ask us to provide it to you in a format which would allow you to transfer it digitally to another. Where we have requested and you have given us consent to process your data you may withdraw that consent at any time. Were our business to be sold all your data would be transferred to the purchaser so that they could use it in the same way as we do now. If you are at all concerned about our processing of your data please let us know by contacting us.

Client Data

We process your data in order to act for you and so that we can contact you, bill you and collect payment from you. We have a legitimate interest in doing that and it is also necessary to allow us to fulfil our contractual obligations to you. We do not need your consent for that processing. If we were to use your data in order to send you marketing material about services other than those that we have previously provided, or discussed with you, we will only do so with your consent. That consent can be withdrawn by you at any time.

All our digital data is stored in the UK. Your data is only shared with those with whom we have to share it for the purposes of your matter or your contract with us—for example HM Land Registry, the Courts, other lawyers and professionals, the other people involved in your transaction such as surveyors and accountants or our payments services provider if you pay by card. We observe client confidentiality.

Any hard copies of your data will be retained in our systems for as long as we hold your file after completion of the matter. Further information on this can be found in your terms of engagement letter and the accompanying terms of business. Digital data will be held indefinitely in case you have any further need of it unless you tell us that you would like us to delete it. We will however hold indefinitely sufficient data about you to know that we have acted for you, in what connection and so that we can conduct conflict searches and contact you if necessary. Without your data we would not have the information necessary to be able to act for you. Most of your data held by us will have come from you. Some may have been obtained from public registers or other people and organisations involved in your matter.

Third Party and individual data

We process your data only where it is necessary in connection with your instructions. We have a legitimate interest in doing that. We do not need your consent for that processing. We will not use your data for marketing purposes unless we first obtain your consent. You can withdraw that consent at any time. All our digital data is stored within the UK. Otherwise your data is only shared with those with whom we have to share it for the purposes of the matter we are conducting for you, for example courts and tribunals, other lawyers, accountants and surveyors or any the other people involved in the matter.

Business Contact Data of individuals

We process your data to enable us to identify or contact you in your role within your organisation and in order to record any information that you provide to us. That contact may include sending you a newsletter or marketing material but only if they are relevant to your role. We may also need to use it in order that we can recommend the goods and services of your organisation to others. We have a legitimate interest in using your data for those purposes. We do not need your consent. You can however at any time tell us that you do not wish us to contact you again at all, or that you do not wish to receive marketing material.

The usual source of your data is you. On occasions we may obtain it from our client, your colleagues, mutual clients or from publicity material published by your organisation or publicly available directories.