Bridgend Wills & Estate Planning Ltd - Privacy Policy

This Privacy Policy Statement sets out how Bridgend Wills & Estate Planning Limited uses and protects any information that you give us when you use this website.

We are committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy policy statement.

Bridgend Wills & Estate Planning Limited may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 01/11/2015.

Privacy Policy – What Information we Collect

We may collect the following information:

  • name and job title
  • contact information including email address
  • demographic information such as postcode, preferences and interests
  • other information relevant to customer surveys and / or offers

Privacy Policy – What we do With the Information we Gather

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Internal record keeping
  • We may use the information to improve our products and services
  • We may periodically send promotional email about new products, special offers or other information which we think you may find interesting using the email address which you have provided
  • From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests

Privacy Policy – Security of Information

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Privacy Policy – How we Use Cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system. Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not.

A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Privacy Policy – Links to External Websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement.

You should exercise caution and look at the privacy policy statement applicable to the website in question.

Privacy Policy – Controlling your Personal Information

You may choose to restrict the collection or use of your personal information in the following ways:

  • whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes
  • if you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held on you please write to:

If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the following address. We will promptly correct any information found to be incorrect.

Maintaining data privacy and data protection is a priority for Bridgend Wills & Estate Planning Ltd This privacy policy sets out the legal basis on which any personal data that we collect from you, or that you provide to us, will be processed by us.

Please read this privacy policy carefully to understand our views and practices regarding your personal data and how we will treat it.

Any questions relating to data privacy with Bridgend Wills & Estate Planning Ltd or this policy should be sent by email to [email protected], or by writing to The Old Post Office, 13 Ewenny Road, Bridgend, CF31 3HN. Alternatively, you can call Bridgend Wills - Gwyn Davies on 01656 360600

What personal Information is held

We may collect and process the following data from you:

Information you consent to provide Bridgend Wills & Estate Planning Ltd that is required to carry out our obligations arising from any contracts entered between you and us, or potential contracts that may be in liaison between you and us.

Information that you consent to provide by filling in forms on our website, or as part of any direct marketing or sales activities. This includes and is not limited to personal information about you such as your name, telephone contact number, geographical address/location, email address and interests.
Note: Clear consent information is supplied at point of collection to provide information on the use of data; and a record of the consent is taken at point of collection.

If you contact us by telephone or in writing, we may keep a copy of your correspondence or communication.

Details of your visits to our website and the resources that you access

If you have provided us with the personal data of another person, there is a clear requirement imposed by Bridgend Wills & Estate Planning Ltd for you to confirm that he/she consents to the processing of his/her personal data and that you have informed him/her of our identity as a Data Controller and the nature of the processing taking place.Records will be retained as evidence of this consent.

How will we use the information we hold about you?

We use information held about you in the following ways:

Performance of a contract - We use information held about you to carry out our obligations arising from any contracts entered into between you and us; and to notify you about changes to our services.

Legitimate Interests - We use information held about you to provide you with information, products and/or services that you request from us or which we feel may interest you if relevant to the products or services currently being supplied as part of a contract with Bridgend Wills & Estate Planning Ltd, or in relation to a previous contract with Bridgend Wills & Estate Planning Ltd whereby you are happy to continue to receive such information;

Consent (Direct Marketing)- We use information held about you to provide you with information on products and/or services that you request from us, or which we feel may interest you where you have consented to be contacted for such purposes.Where consent has been provided to Bridgend Wills & Estate Planning Ltd , it is a recognised right of the Data Subject that this consent can also be withdrawn.Should you wish to withdraw consent, please email [email protected]or by writing to The Old Post Office, 13 Ewenny Road, Bridgend, CF31 3HN. Alternatively, you can call Bridgend Wills - Gwyn Davies on 01656 360600

Consent (Website)- to ensure that content from our Website is presented in the most effective manner for you and your device

We will not share your data with third parties for other marketing purposes unless we have your express consent to do so.

Changes to our Privacy Policy

Any changes we may make to our Privacy Policy in the future will be posted to this page on our website

Your rights relating to Personal Data

You have the right to ask us to cease processing your personal data for marketing purposes. We will seek consent (before collecting your data) if we intend to use your data for such purposes or if we intend to disclose your data to any third party for such purposes. You can also exercise your right to prevent such processing by contacting us at [email protected]

GDPR gives you the right to access information held about you. Your right of access can be exercised at any time.Institute of Professional Willwriters operate both a Data Subjects Rights procedure and a Subject Access Rights Procedure to ensure that all rights exercised by data subjects relating to personal data are managed appropriately.

From time to time, our website may contain links to and from our strategic partner(s), partner network(s), strategic sponsor(s), advertiser(s) and affiliate(s). If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies.

Retention of your information

We take appropriate measures to ensure that any information collected from you is kept secure.

Bridgend Wills & Estate Planning Ltd operate a clear Retention policy and associated Retention Schedule to ensure personal data is kept only for so long as is necessary for the purpose for which such information is used.

If any of your personal data changes, or if you have any questions about how we use data which relates to you, please contact us by email at [email protected] We normally update your personal data within seven (7) working days of any new or updated personal data being provided to us, to ensure that the personal data we hold about you is as accurate and up to date as possible.

Disclosure of your information

We may disclose your personal information to any member of our group, which means our subsidiaries, strategic partner(s) or strategic sponsor(s) our ultimate holding company and its subsidiaries as defined in section 1159 of the UK Companies Act 2006.

As part of our GDPR compliance obligations, we are duty bound to check when personal data may be shared with third parties to ensure that they apply the same or greater controls in terms of data protection.The use of non-disclosure agreements form part of our third-party data sharing controls.

We may disclose your personal information to third parties

in the event that we sell or buy any business or assets, in which case we may disclose your personal data to the prospective seller or buyer of such business or assets; or

if we or substantially all of our assets are acquired by a third party, in which case personal data held by it about our customers will be one of the transferred assets; or

if we are under a duty to disclose or share your personal data in order to comply with any legal obligation or in order to enforce or apply other agreements; or

to protect the rights, property or safety of Bridgend Wills & Estate Planning Ltd , our customers or others.

Bridgend Wills & Estate Planning Ltd has risk assessed where personal information may be transferred outside the EEA.As part of our own due diligence we have identified that personal data held for and by Bridgend Wills & Estate Planning Ltd resides in the EU Bridgend Wills & Estate Planning Ltd. will continue to monitor this for Bridgend Wills & Estate Planning Ltd considering any 3rd party provider changes in the future. Should a requirement for data to be transferred outside of the EU in future, Bridgend Wills & Estate Planning Ltdwill implement controls and safeguards to ensure that equal to or greater data protection measures are enforced and records retained to evidence this.