Privacy Policy

Please read the information below as it contains details of how I use the personal data you have given to us and is provided to fulfill my obligation to tell you how your information is being used. This notice may be updated from time to time.

In the course of business, I will collect your personal information such as your name, address, date of birth, contact details including email and telephone numbers. I remain committed to protecting the privacy individuals and am compliant with all relevant data protection legislation, including but not limited to the General Data Protection Regulations (GDPR). uses cookies. This means the website may collect the following information:

  • Your IP Address
  • Which pages you have visited including the response times
  • Any errors generated by you using this website
  • Any searches undertaken

Collecting your data is necessary for me to:

  • Provide legal services and keep in contact with you throughout the process
  • Bill for the services provided and obtain payment of the same
  • Respond to complaints
  • Meet legal and regulatory obligations
  • Improve the functionality of the website by monitoring and recording the information on how it is used
  • Respond to specific requests or general enquiries
  • To generally develop the business

The legal basis for processing your data

  • To fulfil my contractual obligation with you and other contractual obligations including steps taken in anticipation of a contract
  • In order to improve the services and experience when visiting our website in the legitimate interests of individuals
  • In compliance of any legal obligation in responding to any complaint

From time to time I may provide legal updates, newsletters, joining mailing lists and marketing information, if you consent by subscribing to these services your data will be used to send such updates. I will note the right of the individual to unsubscribe from marketing services, mailing lists and newsletters service.

On occasion it is necessary to collect and process data relating to racial or ethnic origin either because it is necessary for business to exercise or defend legal claims or, subject to explicit consent, in order to respond to requests from our regulators for statistical information.

Information provided by you

In certain circumstances we are required to collect information from you in order to comply with our legal or regulatory obligations. This may, for example, include information relating to your identity and source of funds.   I may also be required to collect information from you or from others on your behalf in order to perform a contract with you, such as health records. If you do not provide me with the information which I require I may be unable to act for you.

Your rights

The data protection legislation provides you with the following rights:

Right of access
You are entitled to ask for a copy of any personal data which I hold relating to you. This right is known as a ‘Subject Access Request’. If you wish to make a Subject Access Request you should contact me in writing or by email or verbally.
I will normally send you a copy of the information within one month of your request. However that period may be extended by two further months where necessary, taking into account the complexity and number of the requests. There is usually no charge; in exceptional circumstances I may charge but will discuss this with you if that applies.

Right to rectification
If the information I hold about you is inaccurate you may contact me using the contact details above.

Right to erasure
In certain circumstances you may be entitled to ask me to erase your personal data. For further information, please contact me using the contact details above.
Right to data portability
If you wish to move, copy or transfer the electronic personal data that I hold about you to another organisation, please contact me using the contact details above.

Right to object
You may also object to your data being used for direct marketing.
You may also object to the continued use of your data in any circumstances where I rely upon consent as the legal basis for processing it.
Where I rely upon legitimate interests as the legal basis for processing your personal data, you may object to me continuing to process your personal data but you must give me specific reasons for objecting. I shall consider the reasons you give me but if I consider that there are compelling legitimate grounds for me to continue to process your data I may continue to do so. In that event I shall let you know the reasons for my decision.
If you wish to exercise your right to object to the use of your data under this section of the Privacy Policy, please contact me using the contact details above.

Rights related to automated decision making including profiling
You may object to automated decision making, including profiling, by contacting me using the contact details above.

How long will we retain your information?
I will usually retain your information as follows.

Type of Data Retention Period
Client Files
I need to keep records for a period which varies depending on the nature of a matter but is a minimum of 6 years for regulatory compliance and to ensure my records are adequate for the purposes of obtaining insurance to protect my clients and other parties
Health records (for example, for Court of Protection matters)
I will destroy these securely at the conclusion of the contract: further copies can be obtained if necessary from the original source.
Client Due Diligence Material which includes copies of your Passport, Drivers Licence, Bank Statements and any associated documents and explanations you have given to us to prevent fraud, financial crime and money laundering
5 years after the end of my business relationship with you, or the end of your matter which ever comes later
General personal data which includes your normal personal data, personal identity and personal financial data
Different retention periods apply to different matters but I shall not retain your data any longer than necessary
Website data
1 year


Data security

I have implemented a range of technical and organisational measures to protect your information and ensure confidentiality. I keep these under regular review.

Questions and problems
If you have any questions about this privacy policy and how it affects you, please contact me.
You also have the right to lodge a complaint with the Information Commissioner’s Office at Wycliffe House, Water Lane, Wilmslow SK9 5AF or