Charlton Wills

Privacy Policy

Charlton Wills Limited

Last Updated : 05/03/2026

1. Who we are

Charlton Wills Limited is a will writing and estate planning business providing services including Will writing, Lasting Powers of Attorney preparation, and Trust planning.

Charlton Wills Limited is a registered company in England & Wales with company no: 16909915

Data Controller:
Charlton Wills Limited

Contact details:
Email: info@charltonwills.co.uk
Phone: 01934 550046
Address: 6 Ashcombe Road, Weston-super-Mare, North Somerset, BS23 3DY

For the purposes of data protection law, Charlton Wills Limited is the data controller responsible for your personal information.

2. What Information We Collect

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

Information you provide directly

  • Name
  • Email address
  • Phone number
  • Address
  • Information relating to estate planning requirements

This information may be provided when you:

  • Complete a contact form
  • Book a consultation
  • Communicate with us by email or telephone
  • Become a client

Information collected automatically

When you visit our website we may collect:

  • IP address
  • Browser type
  • Pages visited
  • Website usage data

This information helps us improve the website and user experience.

3. How We Use Your Information

We use your information to:

  • Respond to enquiries
  • Arrange consultations
  • Provide estate planning services
  • Prepare legal documentation (such as Wills or LPAs)
  • Communicate with you about your instructions
  • Improve our website and services
  • Comply with legal and regulatory obligations

We will only process your personal information where we have a lawful basis to do so.

4. Lawful Basis for Processing

Under UK GDPR, we rely on the following legal bases:

Contractual necessity
To provide services you have requested.

Legitimate interests
To respond to enquiries and improve our services.

Legal obligation
Where we must retain records to comply with legal requirements.

Consent
Where you choose to receive communications or download resources.

5. Sharing Your Information

We do not sell your personal data.

However, we may share your information where necessary with:

  • Regulatory or legal authorities where required
  • IT and website service providers
  • LPA registration bodies such as the Office of the Public Guardian where instructed

Any third parties are required to protect your information and only process it for specified purposes.

6. Data Storage and Security

We take appropriate security measures to protect personal information from loss, misuse, or unauthorised access.

These measures include:

  • Secure digital storage
  • Password protected systems
  • Restricted access to client information

While we take reasonable steps to protect your data, no internet transmission can be guaranteed completely secure.

7. Data Retention

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected.

Client records relating to estate planning services may be retained for a number of years to comply with legal and professional requirements.

8. Your Data Protection Rights

Under UK data protection law, you have rights including:

  • The right to access your personal data
  • The right to request correction of inaccurate information
  • The right to request erasure of personal data where appropriate
  • The right to restrict processing
  • The right to object to certain processing activities
  • The right to data portability

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

9. Cookies

Our website may use cookies to improve functionality and analyse how the website is used.

Cookies are small text files placed on your device. You can manage or disable cookies through your browser settings.

Further information may be provided in a separate Cookie Policy.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.

11. Complaints

If you have concerns about how your personal information is handled, please contact us in the first instance.

You also have the right to lodge a complaint with the UK supervisory authority:

Information Commissioner’s Office (ICO)
https://ico.org.uk

12. Contact Us

If you have questions about this Privacy Policy or your personal data, please contact:

Charlton Wills Limited

Email: info@charltonwills.co.uk
Phone: 01934 550046
Address: 6 Ashcombe Road, Weston-super-Mare, North Somerset, BS23 3DY

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Will Storage

Your Will is one of the most important legal documents you'll ever create, so it's essential that it's stored safely and can be easily located when it's needed.

At Charlton Wills, we offer a secure Will storage service, giving you complete peace of mind that your original Will is protected and readily accessible.

Why Store Your Will With Us?

Our secure storage service offers:

  • Safe and secure on-site storage.
  • A waterproof and fireproof safe for maximum protection.
  • Registration with The National Will Register, helping ensure your Will can be located when it's needed.
  • Easy access when your Will is required.
  • Peace of mind that your original document won't be lost or damaged.
  • Confidence that your executors know where to find your Will.

Keeping your Will in a safe place helps ensure your wishes can be carried out without unnecessary delays or complications.

Our Will Storage Service

For just £30 per annum (billed annually), we'll securely store your original Will & accompanying documents in our on-site waterproof and fireproof safe.

Should you need to update your Will or retrieve the original document, our friendly team will be happy to assist.

Why Choose Charlton Wills?

When you leave your Will with us, you can be confident that it's being cared for by experienced professionals who understand the importance of protecting your legal documents.

Whether we've prepared your Will or you're looking for a safe place to store an existing one, our secure storage service offers an affordable and reliable solution. Contact us today to find out more about our Will storage service or to arrange secure storage for your Will.

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