Privacy Terms and Disclosure

  1. Data Protection

The information you have provided is subject to the General Data Protection Act 2018. (The Act)

By signing this document, you consent to us or any company associated with us, for example, Trust Specialists, Product Providers or Investment Platforms we use to provide you with our services, processing your personal data, both manually and by electronic means.

You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purpose associated with the service we will provide you. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. 

If you chose to work with Morgan Wills & Trusts, your data will be used for the sole purpose of providing Estate Planning, Financial Advice, Administration and Management.

“Processing” includes obtaining, recording or holding information or data, transferring it to other companies associated with us, such as Trust Specialists, Product Providers, the FCA or any other statutory, governmental or regulatory body for legitimate purposes including, carrying out operations on the information or data. 

In the very rare event that a service you require, involves passing your personal information to parties located outside of the European Economic Area (EEA) in countries that do not have Data Protection Laws equivalent to those in the UK, we will take reasonable steps to ensure the privacy of your information.

The information provided may also contain sensitive personal data for the purposes of the Act, including information that relates to your physical or mental health or condition; the committing or alleged committing of any offence by you; any proceedings for an offence committed or alleged to have been committed by you, including the outcome or sentence in such proceedings.

If at any time, should you wish to withdraw consent, for us or any company associated with us, to processing your personal data or sensitive personal data, please contact The Data Protection Officer on 07772023169 or email

or in writing at:

Morgan Wills & Trusts

25 Harwood Drive


S20 7LD

If we provide you with financial advice, your data will be kept in accordance with FCA regulatory expectations, which in some cases mean the duration could be indefinite.

Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data. 

Subject to certain exceptions, you are entitled to have access to your personal and sensitive personal data that is held by us. 
You will not be charged for us supplying you with such data, however we do reserve the right to apply a ‘reasonable fee’ where requests are deemed excessive. We will respond to your request as soon as possible and within the maximum time frame of one month.

  1. Data Processing
  1. Your data will be lawfully and fairly processed in a transparent manner.
  2. Your data is collected on the grounds of explicit and legitimate purposes only.
  3. We will only ask for your data when necessary, explain if data will be shared and how long it will be kept.
  4. Your data will be accurate, kept up to date and erased, without delay, should your data no longer be required for the purposes to be processed.
  5. Your data will only be retained as long as necessary.
  6. Your data will be secure.
  1. Rights of the client

    The points below clearly set out the rights each client is entitled to. Please ask us for an explanation of each, should you wish to have more information.
  1. The right to be informed.
  2. The right of access.
  3. The right to rectification.
  4. The right to erasure.
  5. The right to restrict processing.
  6. The right to data portability.
  7. The right to object.
  8. Rights to automated decision and profiling.


  1. Right to complain


In rare occasions where you believe your data has been wrongfully processed, stored or handled, you have the right to raise a concern with the Information Commissioner’s Office (ICO).  

Details on how to do this can be found here:


  1. Communication and Marketing Preferences


We will never pass your details on to any other 3rd party Marketing Company. Occasionally, we may send you marketing/promotional communications via email, telephone or the post. Recipients will be carefully selected, and information will only be sent where we feel it to be appropriate. This includes our monthly newsletter and invites to free educational seminars.

T: 0777 202 3169


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© 2022 Morgan Wills & Trusts

Morgan Wills & Trusts are a member of the Society of Will Writers and follow their code of conduct. 

Based in Sheffield covering South Yorkshire, Derbyshire and further afield.