MARLBOROUGH HOUSE PARTNERS LLP
CLIENT AND WEBSITE USER PRIVACY NOTICE

This privacy notice tells you what you can expect us to do with your personal information.

• Contact details
• What information we collect, use, and why
• Lawful bases and data protection rights
• Where we get personal information from
• How long we keep information
• Who we share information with
• How to complain

1.     Contact details

Post
Marlborough House Partners LLP, Marlborough House, Victoria Road South, Chelmsford, Essex, CM1 1LN, GB

Email
info@marlboroughhousepartners.com

2.     What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients:

• Names and contact details
• Addresses
• Occupation
• Date of birth
• Payment details (including card or bank information for transfers and direct debits)
• Financial data (including income and expenditure)
• Transaction data
• Usage data (including information about how you interact with and use our website, products and services)
• Employment details
• Records of meetings and decisions
• Account access information
• Website user information

We collect or use the following personal information for the operation of client files:

• Names and contact details
• Addresses
• Purchase or service history
• Account information, including registration details
• Information used for security purposes
• Marketing preferences
• Technical data, including information about browser and operating systems

We collect or use the following personal information for the prevention, detection, investigation or prosecution of crimes:

• Names and contact information
• Client accounts and records
• Financial information

We collect or use the following personal information for information updates or marketing purposes:

• Names and contact details
• Addresses

We collect or use the following personal information for research or archiving purposes:

• Names and contact details
• Addresses
• Purchase or client file history

We collect or use the following personal information to comply with legal requirements:

• Name
• Contact information
• Identification documents
• Client file information
• Any other personal information required to comply with legal obligations

We collect or use the following personal information for dealing with queries, complaints or claims:

• Names and contact details
• Address
• Payment details
• Account information
• Purchase or service history
• Call recordings
• Witness statements and contact details
• Photographs
• Customer or client accounts and records
• Financial transaction information
• Information relating to health and safety (including incident investigation details and reports and accident book records)
• Correspondence

3.     Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

• Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.
• Your right to rectification– You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.
• Your right to erasure– You have the right to ask us to delete your personal information. You can read more about this right here.
• Your right to restriction of processing– You have the right to ask us to limit how we can use your personal information. You can read more about this right here.
• Your right to object to processing– You have the right to object to the processing of your personal data. You can read more about this right here.
• Your right to data portability– You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this right here.
• Your right to withdraw consent– When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

4.     Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are: case management and representation, conflict of interest checks, compliance with our regulatory obligations, billing, communication and case updates.

Our lawful bases for collecting or using personal information for the operation of client files are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are: compliance with our regulatory obligations (such as SRA Standards and Regulations), conflict of interest checks and case management and representation.

Our lawful bases for collecting or using personal information for the prevention, detection, investigation or prosecution of crimes are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are: compliance with anti-money laundering regulations and SRA Standards and Regulations.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:

• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are: communication and case updates, compliance with SRA Standards and Regulations.

Our lawful bases for collecting or using personal information for research or archiving purposes are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are: compliance with regulatory obligations including SRA Standards and Regulations.

Our lawful bases for collecting or using personal information to comply with legal requirements are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are: compliance with regulatory obligations including SRA Standards and Regulations.

5.     Where we get personal information from

• Directly from you
• Regulatory authorities
• Legal bodies or professionals (such as courts or solicitors)
• Debt collection agencies
• Publicly available sources

6.     How long we keep information

We retain personal data in line with our internal policies, contractual terms and whenever necessary for us to meet our legal, regulatory and professional obligations.

Please get in touch with us at info@marlboroughhousepartners.com if you have a specific question regarding our data retention periods or for a list of our data processors.

7.     Data processors

During the course of providing our services and operating our business, we may disclose your personal data to:

• Third party service providers of business support functions such as technology, data storage, archiving and client due diligence checks such as KYC.
• External auditors or inspectors.
• Legal or regulatory authorities such as the Solicitors Regulation Authority.

Please get in touch with us at info@marlboroughhousepartners.com if you wish to know more about our data processors.

8.     How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

This Privacy Notice was last updated: 30 April 2025