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Trust Matters collects and uses your personal data responsibly to provide you with appropriate services relating to your financial planning, wills and trust preparation and funeral services. The Data Protection Act 1998/2018 and the General Data Protection Regulations (GDPR) provide us with a contractual or regulatory right to hold your data to continue to provide services to you. The act also gives you the right to view data we hold on you and for you to request its removal or correction.


We will keep your personal information confidential at all times except to the extent we are compelled to disclose it by law or to third parties as part of the services we provide to you. The transmission of information via the internet is not completely secure therefore whilst we will do our best to protect your personal data we cannot guarantee its security whilst being transmitted and any such action is undertaken at your risk.

Collecting and Using your Data

Presently, it is unlikely that you will be providing us with your personal data when visiting our website.  You may choose to complete our enquiry form via the website and we will use this data to contact you. By submitting this enquiry form you consent to our use of the information for that purpose. We may use the details of your visits to our website for statistical analysis and management information purposes.

From time to time our website may contain links to other websites. Whilst every care is taken to ensure these links are appropriate and secure, if you follow a link to any of these websites, please note that these websites should have their own privacy policies and that we do not accept any responsibility or liability for these policies or the data retention thereafter.


Cookies allow information to be gathered by firms about the use of the website, to identify clients and to improve the browsing experience. Cookies are small files that are sent to and stored on your computer hard drive (or other internet enabled device) when you visit our website. You can refuse or delete cookies and determine if a cookie has been set by clicking on the help button on your browser menu. Trust Matters do not currently use cookies. Our policy will be updated should this situation change in the future.


If you have any questions or comments about our use of your personal information please contact our data protection officer, Graham Hearnden on or by calling 01727 737610.

Future Business

If you choose to undertake business with Trust Matters in future we will ask you to sign a client agreement which contains a comprehensive version of our privacy policy. A copy of the privacy statement can be downloaded here - Trust Matters Privacy Statement

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