Privacy Statement - Archer Legacy

Privacy Statement
Last updated: 28/07/2025

This Privacy Statement explains how Archer Legacy Planning (“we”, “us”, “our”) collects, uses, discloses, and protects your personal information when you visit our website https://archerlegacyplanning.co.uk, or interact with us in any other way.

We are committed to protecting your privacy and ensuring your personal data is handled in accordance with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who We Are

Archer Legacy Planning
Website: https://archerlegacyplanning.co.uk
Email: contact@archerlegacyplanning.co.uk
Phone: 03334 439 300
Data Controller: Yes

2. What Information We Collect

We may collect and process the following types of personal data:

Contact information – name, email address, phone number, postal address.
Identification details – such as date of birth or government ID if required for legal or financial planning purposes.
Financial information – only where relevant to the services you request.
Usage data – including IP address, browser type, pages visited, and interactions with our site.
Any other personal data you voluntarily provide via forms, email, or calls.

We do not collect or store special category data unless you explicitly provide it for service-related purposes (e.g. wills, trusts, estate planning).

3. How We Use Your Information

We process your data for the following lawful purposes:

To provide legacy planning and related services at your request.
To respond to your enquiries or requests submitted via our website or email.
To comply with our legal obligations (e.g. anti-money laundering checks).
For internal record keeping and administrative purposes.
To improve the performance and security of our website.

4. Legal Bases for Processing

We rely on the following lawful bases:

Consent – when you explicitly give permission, e.g. signing up for a newsletter.
Contractual necessity – when processing is required to deliver services to you.
Legal obligation – to comply with applicable laws and regulations.
Legitimate interest – for internal business operations that do not override your rights.

5. Sharing Your Data

We do not sell or rent your personal data. We may share your data only with:

Trusted service providers (e.g. IT, hosting, legal or financial service partners).
Regulatory or government authorities where required by law.
Professional advisors (e.g. solicitors or financial planners) where necessary to fulfill your service.

All third parties are contractually bound to protect your data and only process it for specified purposes.

6. Data Retention

We retain your data only as long as necessary for the purposes we collected it, or to meet legal and regulatory obligations. When no longer needed, your data will be securely deleted or anonymised.

7. Your Rights

You have the right to:

Access the personal data we hold about you.
Request correction of inaccurate or incomplete data.
Request deletion of your data, under certain conditions.
Object to or restrict our processing.
Withdraw your consent at any time (where consent is the lawful basis).
Lodge a complaint with the Information Commissioner’s Office (ICO): https://ico.org.uk

To exercise any of these rights, contact us at: [Insert contact email]

8. Cookies and Analytics

We may use cookies to enhance your browsing experience and collect anonymous usage statistics. You can control cookies through your browser settings. For more detail, see our [Cookie Policy].

9. Data Security

We take appropriate technical and organisational measures to protect your data from loss, misuse, unauthorised access, disclosure, or alteration.

10. Changes to This Statement

We may update this privacy statement from time to time. When we do, we will revise the “Last updated” date. We encourage you to review this page periodically to stay informed.