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Data Requests & Complaints

Under the new GDPR guidelines, you can request the reasons why personal data is being processed, the description of the personal data held, who has received or will receive your personal data and/or the details of the origin of your data if it was not collected from you.

By getting in touch to request such data, we will require proof of identification, we will get back to you in 28 days with your data or a timeline as to when you should receive the requested data. We are entitled up to 3 months to respond with your data, but will do our very best to get back to you before then. There is no fee to request access to your data, however, you may incur a small admin fee if your requests are unfounded, excessive or repetitive.

If you would like to request the personal data that we, 1st Line Future Planning hold on you, or you would like to request the removal of such data, please contact us by:

Email: [email protected]
Phone: 0800 009 6494
Mail: The Courthouse, Margaret Street, Ammanford, Carmarthenshire, United Kingdom, SA18 2NP

 

We will aim to respond within 2 working days of receiving your request.

Alternatively, if you have a complaint, please contact us to discuss the matter.

Get in touch with us

Complete our enquiry form to the best of your ability and our estate planning team will be in touch to find out your situation. 

Enquiry Form