Privacy & Cookie Policy

Effective Date: 27/08/2026

This Privacy Policy describes how Kingswood Partnership FPL (“we,” “us,” or “our”) collects, uses, and shares your personal information when you use this website (the “Site”), where you can request a free, no-obligation quote for will writing, Lasting Powers of Attorney and estate planning.

We are committed to protecting your privacy and complying with applicable data protection laws.

This policy covers this Site only. Our main website, kingswoodpartnershipfpl.co.uk, is a separate website with its own privacy policy and its own cookie settings.

Information We Collect

When you visit the Site, we automatically collect certain information about your device, including your IP address, web browser, time zone, and some of the cookies that are installed on your device.

We also collect the information you give us in the quote form, or when you contact us directly.

Specifically, we collect the following types of information:

• Device Information: This includes information about the device you use to access the Site, such as your IP address, web browser, operating system, time zone, referring website, and the pages you visit on the Site.
• Quote Request Information: Your first name, last name, email address, telephone number and postcode, together with the answers you give to the questions in the quote form. On the will writing form those questions cover your age range, whether you own your home, your marital status, who the will is for, whether you have children, and whether you would prefer to be seen in one of our offices, by video, or at home. On the Lasting Power of Attorney form they cover who the Lasting Power of Attorney is for, which type you need, and how you would prefer to be seen.
• Contact Information: If you contact us through the Site or by email, we may collect your name, email address, phone number, and any other information you choose to provide.

We do not sell anything on this Site and we do not take payment on it. We do not ask you for payment card details, bank details, or your full postal address.

How We Use Your Information

We use the information we collect to:

• Arrange your quote: We use your name, email address and telephone number to contact you, to arrange your free consultation, and to give you a no-obligation quote.
• Put you with the right adviser: We use your postcode to match you with your nearest Kingswood office, and your answers in the form so that the adviser who calls you already understands what you are asking about.
• Check we can reach you: We check the telephone number you give us against a telephone-validation service, so that a mistyped number is caught while you are still on the page rather than after you have been left waiting for a call that cannot arrive.
• Improve the Site: We use device information to understand how visitors use the Site and to identify areas for improvement. This includes using Google Analytics 4 (GA4) to analyse website traffic and user behaviour.
• Communicate with you: We may use your contact information to respond to your enquiries and to provide information about our products and services (with your consent, where required).
• Comply with legal obligations: We may use your information to comply with applicable laws and regulations.

Cookies

We use cookies and similar technologies on the Site to collect device information and to personalise your experience. Cookies are small text files that are placed on your device when you visit a website. We use the following types of cookies:

• Essential Cookies: These are necessary for the Site to function properly. They let you move through the quote form, remember how far you have got if you come back to it, and make sure a request you have already sent is not sent to us twice.
• Analytics Cookies (GA4): We use Google Analytics 4 (GA4) to collect information about how visitors use the Site. This information helps us understand website traffic and user behaviour, and allows us to improve the Site. GA4 uses cookies to collect data such as IP addresses, page views, and user interactions. This data is anonymised and aggregated where possible. You can learn more about Google Analytics and its privacy practices here: https://policies.google.com/privacy.
• Functional Cookies: These allow the Site to remember your preferences, including the cookie choices you make here.

Analytics cookies are set only if you agree to them. Essential cookies are always set, because without them the form does not work.

Sharing Your Information

We may share your information with the following third parties:

• Service providers: We use a lead-management platform to receive and store your quote request and pass it to the Kingswood adviser who will contact you; that platform uses a telephone-validation service to check the number you give us; and we use Google Analytics to measure how the Site is used. We ensure these providers are contractually obligated to protect your data.
• Legal authorities: We may disclose your information to legal authorities if required by law or legal process.

We do not sell your personal information, and we do not share it with third parties for their own marketing.

Your Rights

You have the right to access, correct, and delete your personal information. You also have the right to object to the processing of your personal information, and to withdraw your consent at any time where we rely on it — including your cookie choices, which you can change using the control above. If you would like to exercise any of these rights, please contact us at enquiries@kingswoodpartnershipfpl.co.uk

If you are not satisfied with how we have handled your information, you can complain to the Information Commissioner’s Office, the UK’s data protection regulator, at ico.org.uk/make-a-complaint.

Data Retention

We will retain your personal information for as long as necessary to fulfil the purposes for which it was collected, unless a longer retention period is required by law.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Effective Date.”

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

The data controller responsible for this Site is Kingswood Partnership Financial Planning Ltd.

This policy is based on the Kingswood Partnership privacy policy of 11/02/2025, rewritten for this website.