Contact Us Today: 0203 837 0099 | 07780 690432
Email: info@balanceconsultancy.co.uk
Probate Advice Line: 0300 303 9000 - Quote ref: 6271

Who We Are

Balance Consultancy gather and process your personal information in accordance with this privacy notice and in compliance with the relevant data protection regulation and law. This notice provides you with the necessary information regarding your rights and obligations, and explains how, why and when we collect and process your personal data.

Balance Consultancy is at Devonshire House, 582 Honeypot Lane, Stanmore Middlesex HA7 1JS (registered office address 10 Hillbury Avenue, Harrow, Middlesex. HA3 8EW). We are registered on the Information Commissioner’s Office Register of Data Controllers under registration number ZA309841, and act as the data controller and data processor. Our designated Data Protection Officer/Appointed Person for the organisation is Shandip Shah and can be contacted at the above address or info@balanceconsutancy.co.uk.

Information That We Collect

We process your personal information to meet our legal, statutory and contractual obligations and to provide you with our products and services. We will never collect any unnecessary personal data from you and do not process your information in any way, other than already specified in this notice.

The personal data that we may collect from you is: –

  • • Name
  • • Date of Birth
  • • Home Address
  • • Personal Email
  • • Business Email
  • • Home Telephone Number
  • • Work Telephone Number
  • • Mobile Telephone Number
  • • Skype Address
  • National Insurance Number
  • • NHS Number
  • Passport Number / Copy
  • Driver’s License Number / Copy
  • Special Category Data (i.e. health/medical information, details about religion, sexuality, gender etc)

We collect information in the below ways: –

Information is collected by email, or information supplied at a face to face meeting or given verbally over the telephone. Balance Consultancy | 020 3837 0099 | info@balanceconsultancy.co.uk | www.balanceconsultancy.co.uk

How We Use Your Personal Data (Legal Basis for Processing)

Balance Consultancy takes your privacy very seriously and will never disclose, share or sell your data without your consent, unless required to do so by law. We only retain your data for as long as is necessary and for the purposes specified in this notice. Where you have consented to us providing you with promotional offers and marketing, you are free to withdraw consent at any time. The purposes and reasons for processing your personal data are detailed below: –

  • We collect your personal data in the performance of a contract to provide a service to ensure that we can undertake to write your Will and/or Power of Attorney.
  • We collect and store your personal data as part of our legal obligation for the purposes of storing your Wills and /or Lasting Powers of Attorney
  • We could use the data about you in the event of legal proceedings after your death or in the event of a dispute.

Your Rights

You have the right to access any personal information that Balance Consultancy holds about you and to request information about: –

  • • What personal data we hold about you
  • • The purposes of the processing
  • • The categories of personal data concerned
  • • The recipients to whom the personal data has/will be disclosed
  • How long we intend to store your personal data for
  • If we did not collect the data directly from you, information about the source

If you believe that we hold any incomplete or inaccurate data about you, you have the right to ask us to correct and/or complete the information and we will strive to update/correct it as quickly as possible; unless there is a valid reason for not doing so, at which point you will be notified.

You also have the right to request erasure of your personal data or to restrict processing in accordance with data protection laws, as well as to object to any direct marketing from us and to be informed about any automated decision-making that we use.

If we receive a request from you to exercise any of the above rights, we may ask you to verify your identity before acting on the relevant request; this is to ensure that your data is protected and kept secure at all times.

Sharing and Disclosing Your Personal Information

We do not share or disclosure any of your personal information without your consent, other than for the purposes specified in this notice or where there is a legal requirement. Balance Consultancy | 020 3837 0099 | info@balanceconsultancy.co.uk | www.balanceconsultancy.co.uk

Safeguarding Measures

Balance Consultancy takes your privacy seriously and we take every reasonable measure and precaution to protect and secure your personal data. We work hard to protect you and your information from unauthorised access, alteration, disclosure or destruction and have several layers of security measures in place to safeguard your data.

Consequences of Not Providing Your Data (if applicable, see Article 13(2)e)

You are not obligated to provide your personal information to Balance Consultancy, however, as this information is required for us to provide you with our services, we will not be able to offer our services without it.

How Long We Keep Your Data

Balance Consultancy retains personal information for as long as is necessary but that could be for the lifetime of a client and beyond due to the nature of our business.

Where you have consented to us using your details for direct marketing, we will keep such data until you notify us otherwise and/or withdraw your consent.

Special Categories Data (if applicable)

Owing to the services that we offer, Balance Consultancy sometimes need to request sensitive personal information from you to allow us to draft and prepare accurate Wills and /or Lasting Power of Attorney. You can modify or remove consent at any time, which we will act on immediately, unless there is a legitimate interest or legal reason for not doing so.

Promotions & Offers (if applicable)

Occasionally, Balance Consultancy would like to contact you by newsletter with details of the services we provide. If you consent to us using your contact details for these purposes, you have the right to modify or withdraw your consent at any time by using the opt-out/unsubscribe options or by contacting Balance Consultancy directly.

If you consent to us contacting you with the above-mentioned marketing and offers, please tick to say how you would like us to contact you: –

Post ☐ Email ☐

Lodging A Complaint

Balance Consultancy only processes your personal information in compliance with this privacy notice and in accordance with the relevant data protection laws. If, however you wish to raise a complaint regarding the processing of your personal data or are unsatisfied with how we have handled your information, you have the right to lodge a complaint with the supervisory authority.

Balance Consultancy
Shandip Shah
Devonshire House, 582 Honeypot Lane, Stanmore. Middlesex. HA7 1JS
020 3837 0099

The Society of Will Writers
Chancery House, Whisby Way, Lincoln. LN6 3TQ
01552 687888 or Email info@willwriters.com

Balance Consultancy takes your privacy seriously and will only process your personal data with your consent and in accordance with the terms stated in our Privacy Policy. If you consent to us collecting and processing your personal data, please sign below: –

Signature: ______________________ Print Name: ________________________

Time: ___________ Date: ___________

I confirm that I have been provided with a copy of Balance Consultancy’s Privacy Policy & Terms & Conditions prior to giving consent ☐