Privacy Policy

Last updated: September 2026

 

At Sure Wealth, we take your privacy and the security of your personal information seriously.

 

This Privacy Notice explains how we collect, use, store and protect your personal information when you enquire about or use our estate planning services, visit our website or otherwise interact with us.

 

1. Who we are

 

Sure Wealth is a trading name of Strathmore UK Investments Limited, a company registered in England and Wales under company number 09214967.

 

For the purposes of UK data protection law, Strathmore UK Investments Limited trading as Sure Wealth is the data controller responsible for your personal information.

 

Contact details

 

Sure Wealth

St James House

27–43 Eastern Road

Romford

Essex

RM1 3NH

 

Email: enquiries@surewealth.co.uk

Telephone: 020 3551 1090

If you have any questions about this Privacy Notice or how we use your personal information, please contact us using the details above.

 

2. The information we collect

 

The personal information we collect will depend upon your relationship with us and the services you ask us to provide.

 

This may include:

 

• your name, address, date of birth and contact details;
• copies of identification documents, such as your passport or driving licence, and proof of address;
• information required for identity verification and compliance checks;
• information about your family and personal circumstances;
• details of your assets, liabilities, income, pensions, investments, businesses and other financial arrangements;
• information about your Will, beneficiaries, Executors, Trustees, Attorneys, guardians and other people connected with your estate planning;
• information relating to trusts, companies and other legal arrangements;
• correspondence, meeting notes, instructions and records relating to the services we provide;
• payment, invoicing and transaction information; and
• information you provide when making an enquiry, completing a questionnaire or assessment, subscribing to our communications or using our website.

 

In some circumstances, the nature of estate planning means that you may also provide us with more sensitive information, known as **special category data**. This may include information relating to your physical or mental health or other sensitive personal circumstances.

 

We will only collect and use personal information that is reasonably necessary for the purposes for which it is required.

 

3. Information about other people

 

As part of your estate planning, you may provide us with personal information about other individuals, including family members, beneficiaries, Executors, Trustees, Attorneys, guardians and professional advisers.

 

We will use this information only where reasonably necessary in connection with your instructions, the preparation and administration of your estate planning documents, or our legal and regulatory obligations.

 

Where appropriate, you should make those individuals aware that their information has been provided to us and direct them to this Privacy Notice.

 

4. How we obtain your information

 

We normally obtain personal information directly from you.

 

We may also receive information from:

 

• your spouse, partner or other family members where appropriate;
• professional advisers or other representatives acting on your behalf;
• our legal and professional partners;
• identity verification or compliance providers;
• publicly available sources and registers; and
• third parties where you have authorised them to provide information to us or where we are legally permitted or required to obtain it.

 

5. How we use your information

 

We may use your personal information to:

 

• respond to enquiries and communicate with you;
• understand your circumstances, objectives and estate planning requirements;
• provide Will Writing and Estate Planning Services;
• prepare Wills, Lasting Powers of Attorney, trusts and other estate planning documentation;
• provide inheritance tax and estate planning information and advice within the scope of our services;
• verify your identity and undertake appropriate compliance checks;
• administer your client relationship and maintain appropriate records;
• process payments and invoices;
• communicate with professional advisers and third parties involved in implementing your planning;
• comply with our legal, regulatory, professional and insurance obligations;
• establish, exercise or defend legal claims;
• administer and improve our services and business; and
• where permitted, provide you with relevant updates, newsletters and information about our services.

 

We will not use your personal information for purposes that are incompatible with the purpose for which it was originally collected unless permitted or required by law.

 

6. Our lawful basis for using your information

 

Under UK data protection law, we must have a lawful basis for processing your personal information.

 

Depending upon the circumstances, we may process your information on one or more of the following bases:

 

Contract: where processing is necessary for us to enter into or perform our contract with you and provide the services you have requested.

 

Legal obligation: where processing is necessary for us to comply with a legal or regulatory obligation.

 

Legitimate interests: where processing is necessary for our legitimate business interests, including administering our business, maintaining appropriate client records, protecting our legal position and improving our services, provided those interests are not overridden by your rights and interests.

 

Consent: where we specifically ask for your consent. Where we rely upon consent, you may withdraw that consent at any time.

 

Where we process special category data, we will also identify an appropriate additional condition for processing that information in accordance with applicable data protection legislation.

 

7. Identification and compliance information

 

As part of providing our services, we may ask you to provide evidence of your identity and address.

 

This may include copies of passports, driving licences, utility bills or other appropriate identification documents.

 

We use this information for client identification, fraud prevention, compliance and other legitimate legal or professional purposes associated with providing our services.

 

Identification documents and related information will be stored securely, and access will be limited to those who reasonably require it.

 

8. Who we may share your information with

 

We treat your personal information as confidential.

 

Where necessary to provide our services or comply with our obligations, we may share relevant information with:

 

• solicitors, legal drafting providers and other legal professionals;
• accountants, tax advisers and other professional advisers;
• financial advisers and insurance professionals where you have asked us to involve them or where another appropriate lawful basis exists;
• identity verification and compliance providers;
• HM Revenue & Customs, the Office of the Public Guardian, courts, government agencies, law enforcement authorities or other public bodies where required or permitted by law;
• professional bodies, insurers, auditors and compliance providers;
• IT, document management, CRM, cloud storage, payment and other technology providers that support our business; and
• other parties where you have specifically authorised us to share information.

 

Where third-party service providers process personal information on our behalf, we require appropriate safeguards to protect that information.

 

We do not sell your personal information.

 

9. How we protect your information

 

We take appropriate technical and organisational measures to protect personal information against unauthorised access, alteration, disclosure, loss or destruction.

 

Access to personal information is restricted to individuals and service providers who have an appropriate reason to access it and who are subject to appropriate confidentiality and data protection obligations.

 

No method of storing or transmitting information can be guaranteed to be completely secure, but we take reasonable and proportionate measures having regard to the nature and sensitivity of the information we hold.

 

 

10. How long we keep your information

 

We do not keep personal information for longer than is reasonably necessary.

 

How long we retain information depends upon the nature of the information, the services we have provided, applicable legal, regulatory, tax, accounting and professional requirements, our insurance obligations and whether the information may be required to establish, exercise or defend legal claims.

 

Different categories of information may therefore be retained for different periods.

 

In particular:

 

Enquiries and prospective clients

 

Information relating to an enquiry may be retained for a reasonable period following our last meaningful contact, including for administration, record keeping and to respond appropriately if you contact us again.

 

Client files and estate planning records

 

Client records may be retained following completion or termination of our engagement where necessary to meet our legal, professional, regulatory or insurance obligations or to establish, exercise or defend legal claims.

 

Wills, trusts and other estate planning records

 

Certain estate planning records may need to be retained for an extended period because the documents, instructions or advice may remain relevant throughout a client's lifetime and, in some circumstances, following their death.

 

Identification and compliance records

 

Identification documents and associated compliance information will be retained for as long as reasonably necessary to meet applicable legal, regulatory and professional requirements.

 

Financial and accounting records

 

Financial records will be retained for the periods required under applicable tax, accounting and company law requirements.

 

Marketing information

 

Where we are permitted to send you marketing communications, relevant information may be retained while you remain subscribed or while we otherwise have a lawful basis to contact you. If you opt out, we may retain limited information on a suppression list so that we can continue to respect your preference.

 

When personal information is no longer required, it will be securely deleted, destroyed or anonymised as appropriate.

 

11. Email and electronic communications

 

Where you communicate with us by email or another electronic method, your correspondence may form part of your client record.

 

This means, for example, that an email containing identification documents or other personal information will not necessarily be deleted immediately after the information has been processed.

 

Information forming part of the client record will be handled securely and retained in accordance with our data retention practices.

 

If you have concerns about sending particularly sensitive information electronically, please contact us so that we can discuss an appropriate method of providing it.

 

12. Marketing communications

 

We may occasionally send you relevant information about estate planning, changes in the law, educational content, events or services provided by Sure Wealth.

 

We will only send electronic marketing communications where permitted by applicable data protection and electronic communications legislation.

 

Where consent is required, we will obtain it before sending those communications.

 

Where permitted by law, we may contact existing clients or individuals who have previously expressed an interest in our services about similar services, provided the applicable requirements have been met.

 

You can unsubscribe from marketing communications at any time by using the unsubscribe facility contained in our communications or by contacting us.

 

Opting out of marketing will not prevent us from contacting you about work we are carrying out for you or other important service-related matters.

 

We do not sell your personal information to third parties for marketing purposes.

 

13. Cookies and our website

 

Our website may use cookies and similar technologies to operate effectively, understand how visitors use the website and improve the user experience.

 

Some cookies are necessary for the operation of the website. Other cookies, including certain analytics or advertising cookies, will only be used where permitted by applicable law and, where required, after obtaining your consent.

 

Further information about the cookies used on our website is available through our cookie settings or cookie notice.

 

14. International transfers

 

Some of the technology and service providers we use may process or store personal information outside the United Kingdom.

 

Where personal information is transferred internationally, we will take appropriate steps to ensure that it receives an appropriate level of protection in accordance with UK data protection law.

 

This may include relying upon applicable UK adequacy regulations or appropriate contractual and other safeguards.

 

15. Your rights

 

Depending upon the circumstances, you may have the right to:

 

• request access to the personal information we hold about you;
• request correction of inaccurate or incomplete information;
• request deletion of your personal information;
• request restriction of the way we process your information;
• object to certain processing;
• request transfer of your information in certain circumstances;
• withdraw consent where we rely upon consent; and
• object to direct marketing at any time.

 

These rights are not absolute and may be subject to legal exemptions.

 

If you wish to exercise any of these rights, please contact us using the details at the beginning of this Privacy Notice.

 

We may need to verify your identity before responding to a request.

 

16. Complaints

 

If you have concerns about how we have handled your personal information, please contact us in the first instance so that we have an opportunity to address them.

 

You also have the right to complain to the Information Commissioner's Office (ICO), the UK's independent regulator for data protection.

 

Further information is available from the Information Commissioner's Office.

 

17. Changes to this Privacy Notice

 

We may update this Privacy Notice from time to time to reflect changes to our services, business practices, technology or applicable law.

 

The latest version will be published on our website, and the date at the top of this Privacy Notice will show when it was last updated.