TERMS OF BUSINESS & PRIVACY POLICY

Legacy Planning Services is a provider of (unregulated) will-writing and allied estate planning services. Our primary business is advising clients based primarily in Devon and Cornwall, but also throughout the United Kingdom - or those with assets in the UK. Where best advice includes recommending products and services regulated by the Financial Services Authority, our Consultants are qualified to do this.

OUR OFFICES ARE AT: PO BOX 1032 Mutley Plain. PL5 7MP   Tel: + 44 (0) 7984 044 661   Email: info@legacyplanningservices.co.uk  Website: www.legacyplanningservices.co.uk

Our services are provided in ‘utmost good faith’ and assume full disclosure of relevant personal information when reviewing a client’s will and estate planning needs.  

OUR BUSINESS PHILOSOPHY

We are committed to protecting the privacy of all communications made between us. The following Policy statement sets out the principles applied to managing online visits, enquiries and any communication arising from contact made to us via this website.

GENERAL

In general, viewers may visit the Site without telling us who they are or revealing any personally identifiable information. This information is aggregated to measure the number of visits, average time spent on the Site, pages viewed, etc. We use this data to measure Site effectiveness. E-mail addresses and other personally identifiable information such as first and last name, home or other physical address, telephone numbers and other similar information only become known when a visitor positively and voluntarily provides this data.

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CLICK HERE			OR CALL US NOW
+ 44 (0) 7984 044 661
TO ARRANGE YOUR WILL AND
.ESTATE PLANNING REVIEW
..