At Surrey Oakmont (“We” and “Us”) are committed to protecting your privacy. This Policy explains why we collect personal information, how we use it, any concerns you may have over disclosure of your information to third parties and how we keep your information secure. We may review and/or amend this Policy to ensure it is kept up to date but will ensure that this document/Page is updated accordingly. By using our website (www.surreyoakmont.co.uk), you are confirming your agreement and consenting to the practices outlined in this Policy.
If you have any questions about this Policy or how we look after your personal information, these should be sent by email to or by writing to The Data Controller, Surrey Oakmont, The Substaion, Bridge Road, Bagshot, Surrey, GU19 5AR.
Information that we collect about you:
We only collect the information that we actually need. Some of that is information that you actively give us when you sign up for an account, register for an event, ask for customer support, or buy something from us. We store your name and contact information, but we don't store credit card numbers (except with your permission and in one of our secured payment gateways).
We collect information about you when you engage us for estate planning / legal services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
When you visit one of our websites or use our software, we automatically log some basic information like how you got to the site, where you navigated within it, and what features and settings you use. We use this information to improve our websites and services and to drive new product development.
How do we collect information from you?
We will collect and process the following information about you:
Information you give us: We obtain information about you when you use our online contact us form on our websiteor by corresponding with us via telephone, email, face-to-face or other methods. The information you provide us with may include name, address, telephone number, date of birth, email address, family information, financial and credit information.
Information We collect: Every time you visit our website, we automatically collect the following information: Internet Protocol (IP) address, operating system, zone setting, browser type and information regarding what pages are accessed and when. If you contact us, we may keep a record of that correspondence and we will retain any information that you provide to us during the course of any work we carry out on your behalf.
How is your information used?
We may use your information to:
carry out obligations arising from any contracts entered into by you and us
dealing with entries into a competition or prize draw
seek your views or comments on the services we provide
notify you of changes to our services
activities, promotions of our associated companies goods and services
process a job application
send communications which you have requested and that may be of interest
We will hold your personal information on our systems for as long as is necessary for the relevant activity, or as long as is set out in any relevant contract you hold with us.
Who has access to your information?
Our company is hosted on the Wix.com platform. Wix.com provides us with the online platform that allows us to sell our products and services to you. Your data may be stored through Wix.com’s data storage, databases and the general Wix.com applications. They store your data on secure servers behind a firewall.
All direct payment gateways offered by Wix.com and used by our company adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council, which is a joint effort of brands like Visa, MasterCard, American Express and Discover. PCI-DSS requirements help ensure the secure handling of credit card information by our store and its service providers.
We will not sell or rent your information to third parties:
We will not share your information with third parties for marketing purposes.
Third Party Service Providers working on our behalf: We may pass your information to our third party service providers, agents subcontractors and other associated organisations for the purposes of completing tasks and providing services to you on our behalf. However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own direct marketing purposes. Please be reassured that we will not release your information to third parties beyond Surrey Oakmont for them to use for their own direct marketing purposes, unless you have requested us to do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention of fraud or other crime.
Third Party Product Providers:
When you make payments using a debit/credit card to Surrey Oakmont your payment is processed by a third party payment processor, who specialises in the secure online capture and processing of credit/debit card transactions. If you have any questions regarding secure transactions, please contact us.
You have a choice about whether or not you wish to receive information from us. If you do not want to receive direct marketing communications from us and our exciting products and services, then you can select your choices by ticking the relevant boxes situated on the form on which we collect your information.
For our existing clients who have an existing contract (e.g. ongoing Will document storage) with Surrey Oakmont, we will ensure that you are kept up-to-date with our products and services as there is a legitimate interest in place for you to receive this information.
For new clients, we will not contact you for marketing purposes by email, phone or text message unless you have given your prior consent. We will not contact you for marketing purposes by post if you have indicated that you do not wish to be contacted.
You can change your marketing preferences at any time by contacting us by email: or telephone on 01483 363030.
How you can access and update your information:
The accuracy of your information is important to us. We’re working on ways to make it easier for you to review and correct the information that we hold about you. In the meantime, if you change email address, or any of the other information we hold is inaccurate or out of date, please email us at: or write to us at: The Data Controller, Surrey Oakmont, 10-12 High Street, Bagshot, Surrey GU19 5AE.
You have the right to ask for a copy of the information we hold about you (we may charge for information requests to cover our costs in providing you with details of the information we hold about you).
Security precautions in place to protect the loss, misuse or alteration of your information:
When you give us personal information, we take steps to ensure that it’s treated securely. Non-sensitive details (your email address etc.) are transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems.
We may analyse your personal information to create a profile of your interests and preferences so that we can contact you with information relevant to you. We may make use of additional information about you when it is available from external sources to help us do this effectively. We may also use your personal information to detect and reduce fraud and credit risk.
Use of 'cookies':
It is possible to switch off cookies by setting your browser preferences. Turning cookies off may result in a loss of functionality when using our website.
Links to other websites:
In addition, if you linked to our website from a third party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.
Review of this Policy:
We keep this Policy under regular review. This Policy was last updated in January 2019.