Privacy Policy
Last Updated: July 2026
This privacy policy explains how we collect, use, and protect information you provide when using our services or visiting our website.
Information We Collect
When you contact us or use our services, we may collect:
- Personal identification information including your name, address, email address, and date of birth
- Financial information relevant to benefits applications such as income, savings, and housing costs
- Health information where necessary for disability benefit applications
- Employment history and National Insurance records for pension applications
- Documentation you provide to support your benefit claims
How We Use Your Information
We use the information you provide to:
- Assess your eligibility for various benefits programmes
- Prepare and submit applications on your behalf
- Communicate with relevant government departments regarding your claims
- Provide ongoing support and respond to requests for information
- Maintain records of our work for professional and legal purposes
Legal Basis for Processing
We process your personal information based on:
- Your explicit consent when you engage our services
- Our legitimate interest in providing professional assistance
- Legal obligations to maintain proper records of our work
- The necessity of processing for fulfilling our contractual obligations to you
Information Sharing
We may share your information with:
- Government departments and agencies when submitting or managing your benefit applications
- Medical professionals when obtaining evidence to support your claims
- Legal advisers if your matter requires specialist input
We will not sell, rent, or otherwise provide your personal information to third parties for marketing purposes.
Data Retention
We retain your information for as long as necessary to provide our services and meet our legal obligations. Typically, this means:
- Active case files are retained while we are working with you
- Closed case files are retained for seven years following the conclusion of our work
- After this period, files are securely destroyed unless there is a specific legal reason to retain them longer
Your Rights
Under UK data protection law, you have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information in certain circumstances
- Object to processing of your information
- Request restriction of processing
- Data portability where applicable
To exercise any of these rights, contact us at [email protected].
Security
We implement appropriate technical and organisational measures to protect your information against unauthorised access, alteration, disclosure, or destruction. This includes secure file storage, encrypted communications, and restricted access to personal information.
Website Usage
Our website uses cookies to improve your browsing experience. You can control cookie settings through your browser preferences. See our Cookies Policy for detailed information.
Changes to This Policy
We may update this privacy policy periodically. Changes will be posted on this page with an updated revision date. We encourage you to review this policy regularly.
Contact Information
For questions about this privacy policy or how we handle your information, contact us at:
47 Churchill Way
Cardiff CF10 2HE
United Kingdom
Email: [email protected]