Privacy Policy

Introduction

Steve Lavelle Wills and Trusts is committed to protecting your privacy and handling your personal data responsibly.

This Privacy Policy explains how we collect, use and protect your information when you visit this website or engage our services.

Steve Lavelle Wills and Trusts is a trading style of SL Wealth Services Limited.

Who We Are

SL Wealth Services Limited

Company Number: 16809157

Registered Office:
9a Abbotsford Road
Crosby
Merseyside
L23 6UX

Registered in England and Wales

Information We Collect

We may collect and process the following information:

Personal details such as your name, email address, phone number and postal address
Information you provide when contacting us or completing forms
Information relevant to the services you enquire about or instruct us to provide
Technical data such as IP address, browser type and website usage (via cookies)

How We Use Your Information

Your information is used to:

Respond to enquiries and communicate with you
Provide wills, trusts, estate planning and related services
Maintain accurate records and comply with professional obligations
Improve the performance and content of this website
Meet legal, regulatory and compliance requirements

Lawful Basis for Processing

We process personal data under the following lawful bases:

Your consent
Performance of a contract or steps taken prior to entering a contract
Compliance with legal or regulatory obligations
Legitimate interests, where appropriate and proportionate

Data Sharing

We do not sell or rent your personal data.

Your information may be shared with trusted third parties where necessary, such as:

Professional advisers (e.g. accountants, solicitors) with your consent
Regulatory or legal authorities where required by law

All third parties are required to handle your data securely and lawfully.

Data Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss or misuse.

Data Retention

Personal data is retained only for as long as necessary to fulfil its purpose, including meeting legal, regulatory and professional requirements.

Your Rights

Under UK data protection law, you have the right to:

Access the personal data we hold about you
Request correction of inaccurate or incomplete data
Request erasure of your data, where applicable
Restrict or object to certain types of processing
Request data portability
Withdraw consent at any time, where processing is based on consent

To exercise any of these rights, please contact us using the details below.

Cookies

This website may use cookies to improve functionality and user experience. You can control cookies through your browser settings.

Contact Details

If you have any questions about this Privacy Policy or how your data is handled, please contact:

Email: steve@slwillsandtrusts.co.uk
Phone: 07915 153476

We are registered with the Information Commissioner’s Office (ICO).

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be published on this page.

Governing Law

This Privacy Policy is governed by the laws of England and Wales.