Richard Edwards & Co customer privacy notice

Contact details

Post

509-511, The Cotton Exchange Building, Bixteth Street, Liverpool, L3 9LQ.

Telephone

0151 829 9111

Email

info@richardedwardssolicitors.co.uk

What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients:

• Names and contact details
• Addresses
• Occupation
• Date of birth
• Marital status
• Third party information (such as family members or other relevant parties)
• Payment details (including card or bank information for transfers and direct debits)
• Financial data (including income and expenditure)
• Transaction data (including details about payments to and from you and details of products and services you have purchased)
• Employment details (including salary, sick pay and length of service)
• Health information (such as medical records or health conditions)
• Criminal records data (including driving or other convictions)
• Telematics data and connected car information
• Video recordings
• Audio recordings (eg calls)
• Records of meetings and decisions
• Account access information

We also collect or use the following special category information to provide and improve products and services for clients. This information is subject to additional protection due to its sensitive nature:

• Trade union membership
• Health information
• Sex life information
• Sexual orientation information

We collect or use the following personal information for the operation of client or customer accounts:

• Names and contact details
• Addresses
• Account information, including registration details

We collect or use the following personal information to comply with legal requirements:

• Name
• Contact information
• Identification documents
• Client account information
• Any other personal information required to comply with legal obligations
• Criminal offence data

We also collect or use the following special category information to comply with legal requirements. This information is subject to additional protection due to its sensitive nature:

• Trade union membership
• Health information
• Sex life information
• Sexual orientation information

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for.

Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete.

Your right to erasure – You have the right to ask us to delete your personal information.

Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information.

Your right to object to processing – You have the right to object to the processing of your personal data.

Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you.

Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information to comply with legal requirements:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Where we get personal information from

• Directly from you
• CCTV footage or other recordings
• Legal bodies or professionals (such as courts or solicitors)
• Suppliers and service providers

EEA

We do not send personal data outside the EEA as a matter of course. None of the service providers we use are based outside of the EEA.

Transfers of personal data outside the EEA can arise where we are acting for individuals with interests outside the EEA, such as in the following circumstances.

Where we are acting for individual clients that:

• live outside the EEA
• have assets or relatives based outside the EEA
• work or have worked for businesses that have operations based outside the EEA
• have had accidents outside the EEA
• have a reason to make a claim against a business, individual, trust, estate or organisation based outside the EEA

Where we are we acting for or in conjunction with businesses or organisations that:

• have operations or employees / contractors that based outside the EEA
• buy goods or services from businesses or organisations that are based outside the EEA
• are entering into transactions with business, organisations or individuals based outside the EEA
• have potential legal disputes with a business, individual, trust, estate or organisation based outside the EEA.
• If we are required to transfer personal data outside of the EEA, we will ensure that we do so in a legally compliant manner and take steps to ensure the information is protected in the same way as if it was being used in the EEA. If you are affected, you should discuss this with us and we will explain the particular safeguards that we will put in place.

How long we keep information

We will always retain your personal information in accordance with applicable law and data protection regulation and for no longer than is necessary. In determining the retention period, we take account of factors such as the purpose for which it was collected, how long we need to keep it in the event of any claims or related litigation and in order to comply with any relevant legal obligations on us.

Who we share information with

Others we share personal information with:

• Insurance companies, brokers or other intermediaries
• Professional or legal advisors
• Regulatory authorities
• External auditors
• Organisations we’re legally obliged to share personal information with
• Suppliers and service providers
• Professional consultants

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: ico.org.uk/make-a-complaint

Last updated June 2025