- We keep to a minimum the information we hold about you
- We use your data to provide our services to you, respond to your enquiries, manage our relationship with you, meet our legal obligations, and improve our website
- We delete your data when it is no longer needed for these things
- Generally, we do not give your information to third parties, but there are some exceptions
- You have lots of privacy rights
- We take security seriously
- We record calls
- We are happy to answer your questions about any of this
This page was last updated on 22nd September 2019
📄 Want more detail?
To see more about how we use your personal data, read the notice or notices which apply best to your relationship with us:
- I am a client
- I am a prospective client
- I am a professional advisor, working with you (whether working for the same client or not)
- I am a customer or employee of a client (or someone else whose data we are processing to advise our client)
- I am just browsing your website
- I am a journalist, a supplier, or someone who doesn't fit into any of the other categories
🎤 Call recording
We record our calls, as we find that it can be useful to listen again to conversations, particularly the more technical ones, to help understand what we have been told. By being able to do this automatically, we save you having to repeat yourself. That way, we can hopefully ask more relevant and useful questions.
Calls are recorded and stored on our own systems.
We delete each recording as soon as we have decided that we will no longer need to listen to it again. In most cases, this is immediately after the call takes place.
Occasionally — for example, a call with an insurance provider, or with a party who is not a client — we may retain a recording, as evidence that a particular conversation took place, or of what was said.
If we have a phone call relating to a client's matter where the client is not present, we may share the call recording with that client by their preferred communications mechanism (which may include unencrypted email).
Here's our legitimate interests assessment for our call recording.