Privacy Policy

Introduction Steve Lavelle Wills and Trusts is committed to protecting your privacy and handling your personal data responsibly. This Privacy Policy explains how we collect, use and protect your information when you visit this website or engage our services. Steve Lavelle Wills and Trusts is a trading style of SL Wealth Services Limited. Who We Are SL Wealth Services Limited Company Number: 16809157 Registered Office: 9a Abbotsford Road Crosby Merseyside L23 6UX Registered in England and Wales Information We Collect We may collect and process the following information: •Personal details such as your name, email address, phone number and postal address • Information you provide when contacting us or completing forms • Information relevant to the services you enquire about or instruct us to provide • Technical data such as IP address, browser type and website usage (via cookies)

How We Use Your Information Your information is used to: • Respond to enquiries and communicate with you • Provide wills, trusts, estate planning and related services • Maintain accurate records and comply with professional obligations • Improve the performance and content of this website • Meet legal, regulatory and compliance requirements • Lawful Basis for Processing We process personal data under the following lawful bases: • Your consent • Performance of a contract or steps taken prior to entering a contract • Compliance with legal or regulatory obligations • Legitimate interests, where appropriate and proportionate Data Sharing We do not sell or rent your personal data. Your information may be shared with trusted third parties where necessary, such as: • Professional advisers (e.g. accountants, solicitors) with your consent • Regulatory or legal authorities where required by law • All third parties are required to handle your data securely and lawfully. Data Security We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss or misuse. Data Retention Personal data is retained only for as long as necessary to fulfil its purpose, including meeting legal, regulatory and professional requirements. Your Rights Under UK data protection law, you have the right to: • Access the personal data we hold about you • Request correction of inaccurate or incomplete data • Request erasure of your data, where applicable • Restrict or object to certain types of processing Request data portability Withdraw consent at any time, where processing is based on consent To exercise any of these rights, please contact us using the details below. Cookies This website may use cookies to improve functionality and user experience. You can control cookies through your browser settings. Contact Details If you have any questions about this Privacy Policy or how your data is handled, please contact: Email: steve@slwillsandtrusts.co.uk Phone: 07915 153476 We are registered with the Information Commissioner’s Office (ICO). Changes to This Policy We may update this Privacy Policy from time to time. Any changes will be published on this page. Governing Law This Privacy Policy is governed by the laws of England and Wales.

Frequently asked questions

A few of the things people often ask before getting started and if your question isn’t here, I’m always happy to help directly.

Book Your Consultation

Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.

Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.

Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.

I provide estate planning services across the North West of England, with in-person appointments available locally. I’m based in Crosby and also work with clients remotely where appropriate.

No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.

Costs depend on the service you need, but pricing is always explained clearly upfront so there are no surprises.

This Firm complies with the Institute of Professional Willwriters Code of Practice. The Chartered Trading Standards Institute has approved the Code of the Institute of Professional Willwriters. Steve Lavelle Wills and Trusts is a trading style of SL Wealth Services Limited. Company No 16809157. Registered Office 9a Abbotsford Road, Crosby, Merseyside L23 6UX. Registered in England & Wales.

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Contacts

07915 153476