Privacy Policy

At Westwood Estate Planning we take the privacy of your personal information very seriously and ensure that it is safeguarded accordingly, whilst we are providing a friendly and professional service. 

This privacy policy aims to give you the information on how Westwood Estate Planning collects and processes your personal data, regardless of the method of collection (face to face, online, telephone, letter or e-mail, as well as from third parties). 

Important Information

Westwood Estate Planning works under the company Westwood Estate Planning Ltd, and this privacy policy is to supplement, rather than override, any previous information given with regards to data holding and processing. Westwood Estate Planning is the controller and the person responsible for your personal information. We will only use your personal data for the purposes for which we collected it

If you have any questions regarding how your information is stored and used, or would like to know about your legal rights to this information, then you are invited to contact Westwood Estate Planning on info@westwoodep.co.uk.

You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk) of which Gary Tonsley is registered with (Owner of Westwood Estate Planning Ltd). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

The data that we collect from you

Personal information or personal data is the information from which some can be identified.
We may collect, use, store and transfer different kinds of personal data about you which we have grouped together follows.

  • Identity Information: This includes first name, surname, maiden name, marital status, title, date of birth and gender, company name, company address.

  • Contact Information: This includes residential address, billing address, e-mail address and telephone numbers.

  • Financial Information: This includes bank account and payment card details.

  • Profile Information: This includes services that you have acquired through Westwood Estate Planning, and your interests and preferences into other services that may be of use in the future. This would also include feedback or testimonials that you may offer. 

  • Marketing and Communication Data: This includes your preference in receiving marketing from us and your communication preferences. 

Where we need to collect personal data by law, or under the terms of a service that we providing for you, and you fail to provide that data when requested, we may not be able to provide you with the service that you are requiring. In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.

How we collect your personal data

This could be during direct interactions, such as during a meeting whereby you are wanting advice on to which services would be of benefit to you. Westwood Estate Planning would then require more personal information if you wanted to go forth and purchase a service from those offered, which would be gathered through the completion of the necessary forms. Other forms of correspondence includes by post, telephone, e-mail or online. 

If you have been referred from a third party, then the information that you gave to them would be passed on to Westwood Estate Planning in order to fulfil the services or enquiries that you were looking for. We would contact you to ensure that we have the correct information, and gather more information, in order to complete the services that you require. 

How we use your data and information

Westwood Estate Planning will only use the information that you give to us when the law allows us to, such as:

  • where we need to complete a contract to enter into a service with you.

  • where we need to refer you to a third party in order to fulfil your service requirements.

  • where we need to comply with legal or regulatory obligations. 

  • to improve the service that we can provide you.

Marketing and follow up interactions

We strive to ensure that you are looked after both now and in the future. We may contact you in the future with services that we deem suitable for you, to see if they would be of interest. 

You are able to opt out of any future marketing correspondence by contacting us to inform us of your decision to do so via e-mail at info@westwoodep.co.uk.

Cookies

Cookies are small data files that a website you visit may save on your computer or handheld device that usually includes an anonymous unique identifier. Our Websites and those of our services may use cookies for user authentication, tracking our audience size and traffic patterns. By browsing our website, you are implying your consent to our use of cookies.

Third-party advertisers may also create and access cookies, which will be subject to their privacy policies – we accept no responsibility or liability for the use of such third parties’ cookies. If you do not wish cookies to be placed on your PC or handheld device, then they can be disabled in your web browser. The option to do so is normally found in your browser’s “security settings” section. Please note that permanently disabling cookies in your browser may hinder your use of our Websites as well as other websites and interactive services.

Disclosures of your personal information

Depending on the services that you are wanting to arrange with Westwood Estate Planning, we will be required to pass on personal information to third parties in order to process of the services that you require. Any company or specialist professionals that are involved in the process or referrals, will only be done so with your understanding and permission. 

Data Security

Westwood Estate Planning have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. Any third parties who we are working in conjunction with will only process your personal data on our instructions and they are subject to a duty of confidentiality.

Data Retention

​By law we have to keep basic information about our clients (including Contact, Identity, Financial and Transaction Data) for 6 years after they cease being customers for tax purposes.

Your legal rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data. 

  • Request access to your personal data.

  • Request correction of your personal data.

  • Request erasure of your personal data.

  • Object to processing of your personal data.

  • Request restriction of processing your personal data.

  • Request transfer of your personal data.

  • Right to withdraw consent.

    ​If you are wanting to look into any of the above, it may be in your best interest to contact Westwood Estate Planning in the first instance at info@westwoodep.co.uk in order to ensure that your request would not obstruct the service that you are looking to acquire.