LIFE PLANNING – PRIVACY NOTICE
At Life Planning we know you care about how your personal information is used and shared, and we take your privacy seriously. Please read the following to learn more about how we collect, use and disclose information about you.
Who we are
Life Planning, owner Garry R Streeter whose home-office is at: 38 Barley Way Attleborough Norfolk NR17 1YD
Tel: 01953 451930
Email: garry@lifeplanning.today
Life Planning is registered with the Information Commissioner’s Office under registration number ZA340790
What Personal Data do we collect?
Through our website we may request the following categories of personal information: name, email address, telephone number, postal area and nature of enquiry.
How and why we use your information:
We do not sell or rent your information to anyone. We will only use your information when the law allows us to. Most commonly, we will use it in the following circumstances:
Where we have your consent:
We may collect your personal information directly from you when you fill in a form on our website or if via a phone call, email or face to face meeting that you have agreed upon.
We collect this information in order to:
You may withdraw your consent for us to maintain contact by emailing garry@lifeplanning.today
Where we need to perform or are about to enter into a contract:
We may receive your personal information from you in person, over the phone, or from a website form that you fill in. We will contact you by telephone to discuss any issues relevant to your circumstances and to book an appointment. We will contact you by phone to discuss your circumstances and book your appointment. At your home visit or telephone appointment, your legal consultant will collect further information from you about yourself, your estate and the people you wish to include in your Will and other legal documents in order to provide the services you have requested. Where relevant, we may contact HM Land Registry to verify your home ownership.
Where we have your explicit consent:
In certain circumstances we may contact your GP for an opinion regarding your testamentary capacity before providing services to you.
When we’re pursuing legitimate interests:
We may receive your personal information from you over the phone or from a website form that you fill in for more information about our service. We will contact you to discuss any issues relevant to your circumstances and keep in touch to see if you would like to book an appointment. You may ask us to stop processing your information in this manner at any time.
When you interact with our website we do not employ the use of cookies or by any other means collect or retain any technical data about your equipment, browsing actions, patterns and the website that referred you to our website.
We may contact you by telephone, email or SMS to ask you to complete customer feedback forms. We do this in order to improve our customer service and the services that we offer.
Where we have a legal obligation:
Where we are required by law to comply with legal or regulatory requests.
How do we share and disclose information to third parties?
The only third party that we may share your information with is Countrywide Tax and Trust Corporation, purely for purposes of advice on and/or creation of estate planning documentation, and only when we have your express permission to do so.
How long do we keep hold of your information?
We retain your information until you withdraw your consent for us to maintain contact with you, after which it is deleted. If you choose to become a client of ours, we retain your information until the completion of the administration of your estate.
Your data protection rights
You have rights in connection with your personal data that include the following: to withdraw consent where you have given it, to be informed and have access to your personal data, to correct or complete inaccurate data, and in certain circumstances to restrict, request erasure, object to processing, or request portability of your personal data to another organisation. If you wish to contact us regarding your data protection rights, please email garry@lifeplanning.today. The Information Commissioner’s Office (the ICO) is the supervisory authority that regulates personal data in the UK. You can get in touch with the ICO by: