Privacy Policy

Privacy Notice

Churchill Will Writers & Estate Planners is a trading style of Pattison James Associates Ltd, registered in England and Wales under company number 08695533.
Registered office: 7 Portesbery Road, Camberley, Surrey, GU15 3TA.

This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you?

We collect information about you when you engage us for estate planning or legal services. This may include:

• Your personal details and financial circumstances
• Special category data (such as health information), where necessary for the provision of our services
• Information you provide voluntarily, such as survey responses or feedback

Information about connected individuals

To provide services effectively, we may need to gather personal information about your close family members and dependants. It is your responsibility to ensure that you have obtained consent from those individuals before providing their information to us.

Why do we collect and use your personal data?

The main legal basis for processing your data is the performance of our contract with you. We need this information to deliver the services you require and to comply with our legal and regulatory obligations.

Where special category data is processed, we will first obtain your explicit consent (or that of your attorney).

How will we use your information?

We use the information you provide to deliver estate planning and related services you have engaged us for.

Who might we share your information with?

We may share your personal data with carefully selected third parties, including:

• Professional advisers (e.g., legal, compliance, accountancy)
• IT and administrative service providers
• Regulators and law enforcement, where required
• Identity verification agencies, to meet our obligations regarding the prevention of money laundering and financial crime

All third parties are required to process your information securely and in accordance with your rights under data protection law.

How long do we keep your information?

We will retain your data for as long as is necessary to provide our services and meet our legal and regulatory obligations.

You may request deletion of your personal data at any time, and we will comply where this does not conflict with our legal or regulatory duties.

Your rights

Under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, you have the following rights:

1. The right to be informed
2. The right of access
3. The right to rectification
4. The right to erasure
5. The right to restrict processing
6. The right to data portability
7. The right to object
8. Rights related to automated decision-making and profiling

You can exercise these rights by contacting us using the details below. We may request proof of identity before releasing information.

Marketing

We may contact you regarding changes in legislation that could affect your estate planning arrangements.

If you consent, we may also provide information about other products or services that may be of interest to you. You may withdraw consent or opt out at any time by contacting us.

We will not share your information with third parties for marketing purposes.

Cookies

We use cookies to track visitor use of our website and compile statistics on website activity. For further details, please visit www.allaboutcookies.org.

You can configure your browser not to accept cookies. Please note that some website features may not function properly if cookies are disabled.

Other websites

Our website may contain links to other websites. This privacy policy applies only to this website, so when you visit other sites, please read their privacy notices.

Complaints

If you are unhappy with how your personal data is processed, you have the right to lodge a complaint with the UK’s supervisory authority:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Changes to this privacy notice

We regularly review our privacy notice and will update it if changes are made.
This policy was last updated on 12th September 2025.

How to contact us

If you have any questions about this privacy notice or the information we hold about you, please contact us:

Email: [email protected]
Telephone: 01276 903400
Post: Churchill Will Writers & Estate Planners,
7 Portesbery Road, Camberley, Surrey, GU15 3TA