Privacy Notice
Introduction
At Stepwood Wills and Planning, we are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Notice outlines how we collect, use, and protect your information when you use our services.
Information We Collect
We may collect the following types of personal information:
- Contact Information: Name, address, email address, phone number.
- Identification Information: Date of birth, identification numbers.
- Financial Information: Payment details, bank account information.
- Sensitive Information: Details about your will and testament, including beneficiaries and assets. Please be sure to ensure that those who are named are aware of the use of their data by our company.
How We Use Your Information
We use your personal information for the following purposes:
- To provide our will and testament writing services.
- To communicate with you regarding your requests and our services.
- To process payments and manage financial transactions.
- To comply with legal and regulatory requirements.
Sharing Your Information
We do not share your personal information with third parties except in the following circumstances:
- With your consent.
- When required by law or regulatory authorities.
- With service providers who assist us in delivering our services, under strict confidentiality agreements.
Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
Your Rights
You have the right to:
- Access your personal information.
- Request correction of inaccurate or incomplete information.
- Request deletion of your personal information.
- Object to or restrict the processing of your personal information.
- We are registered with the UK Information Commissioner Office, should you have any complaints we would ask that you contact us in the first instance.
- We will only retain your data as long as necessary.
Contact Us
If you have any questions or concerns about this Privacy Notice or our data practices, please contact us at:
- Email: stephen@stepwood.co.uk
- Phone: 07738 471216