Data Management and Privacy Policy

Data management and privacy

It is necessary in the course of the work that we carry out for you that we may store and share personal information about you and your matter. This form explains why and how this may happen and obtains your consent to it.

Data storage

In order to work effectively on your behalf we will record and store personal information regarding your name and address and methods of communication. In addition we may store information required for a specified purpose such as your national insurance number, tax code etc if these are needed.

Information will come into our possession both from you and others regarding the particular matter upon which you have instructed us. This information may be stored in both paper and electronic form.

Data sharing

We may share information which we hold on you for the following purposes:

  • Where we are required to carry out a statutory requirement such as confirming your identity for anti-money laundering purposes.
  • Where it is necessary to deal with third parties in the normal course of your matter e.g. estate agents, financial advisors, accountants, doctors, HMRC (this list is not exhaustive).
  • Where your information is managed for us by a third party supplier such as a case management or accounts software provider. (In any such case we will ensure that they provide us with satisfactory undertakings regarding data security).


Withdrawal of consent

You may at any time withdraw your consent to our holding and dealing with your information. Please be aware however that this may mean that we are no longer able to act on your behalf.


Destruction of information

After we have finished acting on your behalf we will store the papers and electronic data relating to you matter for a minimum of 6 years. This is for a number of reasons including being able to provide additional information to you after the event and keeping information available in case of any subsequent dispute between us. The exact period varies depending on the type of work and further information will be provided to you when your matter is concluded.


Your personal details will continue to be stored electronically. This is to enable us to more easily assist you if you need further support in the future or if we need to contact you to raise a matter linked to the matter in respect of which we acted for you.



Marketing and legal updates

If you agree to receive marketing information and/legal updates from us we will store only that information as is required to maintain contact with you. We will NEVER pass on your information to third parties for marketing purposes.


Requests for information

You may at any time as us to provide you with details of the information we hold on you and we will provide this information within a reasonable time.



If you have any queries regarding anything contained in this document, please contact the firm’s manager of data privacy, John Porter at