Sherridales Estate Planning provides estate planning services including Wills, Trusts and Lasting Powers of Attorney. When you contact us, request a consultation or submit an enquiry, we may collect personal information including your name, email address, telephone number and any information you choose to provide about your enquiry.
We use your personal information to respond to enquiries, arrange consultations and home visits, provide our estate planning services, communicate with you about those services and maintain appropriate business records. We will only use your information where we have a lawful basis to do so.
We do not sell your personal information. We may share information with trusted service providers where necessary to provide our services, operate our business or comply with legal and regulatory obligations. Where information is shared, we take appropriate steps to ensure it is handled securely and only for the required purpose.
We keep personal information only for as long as necessary for the purpose for which it was collected, including providing our services, maintaining appropriate records and meeting any legal, regulatory or accounting requirements. When information is no longer required, it will be securely deleted or disposed of.
Under UK data protection law, you may have the right to access the personal information we hold about you, ask us to correct inaccurate information, request deletion of your information, restrict or object to certain uses of your information and, where applicable, withdraw your consent. To exercise any of these rights, please contact us using the details below.
If you have any questions about how we use your personal information or wish to exercise your data protection rights, please contact Sherridales Estate Planning by email at info@sherridalesestateplanning.com. You also have the right to raise a concern with the Information Commissioner’s Office (ICO) if you are unhappy with how your personal information has been handled.
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