Privacy Policy

We take your privacy very seriously and are committed to safeguarding your privacy. Please read the privacy policy carefully as it contains important information on how we collect, store, use, and share your personal data.

Our use of your personal data is regulated under the General Data Protection Regulations (GDPR).

What is Personal Data

This is any information relating to you or that can identify you. There is also a special category of Personal Data relating to race, ethnic origin, political opinions, religious beliefs, or trade union affiliation and sexual orientation.

What we do with your data

1. How data is collected

Data is collected in the normal course of running a matter and depends on the instructions we receive from you. The information will be required to enable us to act for you and carry out your instructions.

Data that we collect includes:

  • Name, address and National Insurance number
  • Information to verify your identity
  • Email address and mobile phone number
  • Information in relation to which you are seeking our advice on
  • Financial details
  • Bank / Building Society details
  • Family information and family member information
  • Pension information
  • Employment records and information including wages
  • Medical record

Most of the data we collect comes from you personally. We can also collect data from third parties including:

Your Bank, Building Society, Medical Practitioner, Employer, Consultant, Financial Advisors, Social Workers, or any other person who may hold information on you with your consent and due diligence providers.

2. How we use your data

We can only use your personal data if we have good reason for doing so.

3. Who we share your personal data with

Third parties to carry out your instructions such as Land Registry, Mortgage Advisors, Professional Advisors such as Barristers, Medical Professionals, Accountants, Actuaries Insurance Brokers External Auditors for Panel Accreditation or Auditors Banks.

We may have legal obligations to exchange information with government agencies or to comply with regulatory obligations such as to the Legal Aid Agency.

4. Where your data is held

Your data is held at our offices and at those of any third party that it is shared with.

5. How long we retain your data

We keep your personal data after we have finished acting for you. We will not keep your data any longer than is necessary. We will inform you at the end of the matter who long your data will be kept for.

6. Transferring data out of the European Economic Area (EEA)

We may sometimes need to transfer data out of the EEA. This may be required if you are based outside the EEA or if your information provider is so based.

What are your rights with the data we hold:

1. Your rights

You have the following rights as far as the data we hold for you:

  • Access
  • Rectification
  • To be forgotten
  • Restriction of processing
  • To object to your data being used for marketing purposes

You can contact us to exercise any of these rights by phone on 01792 464444, by post to Smith Llewelyn Floor 3, 11-12 Wind Street, Swansea, SA1 1DP or by email - enquiries@smithllewelyn.com.

2. Keep your personal data secure.

We have appropriate security measures to keep your personal data from being accidently lost or used or accessed unlawfully. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.

3. How to complain

Please contact Barbara Kinsey barbarakinsey@smithllewelyn.com if you have any query or concern about your information.