Our Commitment to You
At Hexagon Life Planning Services Ltd, we are committed to providing exceptional service and support to every client. Here’s our promise to you:
01
Personalised Face-to-Face Consultations
We believe that every client is unique, and so are their needs. That’s why we offer personalised face-to-face visits to understand your specific situation and provide tailored advice.
02
Comprehensive Written Advice
After our consultations, you’ll receive a detailed written plan outlining our advice and recommendations. We ensure you have a clear and actionable roadmap to follow, from start to finish.
03
Start-to-Finish Guidance
We stand by you every step of the way. From the initial consultation to the final outcome, we provide continuous support, answering your questions and making sure you feel confident and informed throughout the process.
04
Lifetime Support
Our commitment to you doesn’t end when our work together is complete. We offer lifetime support to all our clients, ensuring that you have access to our expertise whenever you need it.
05
Transparent & Honest Communication
We value transparency and honesty. You can expect clear communication and straightforward advice, ensuring you always understand your options and the steps we recommend.
06
Proactive Follow-Up and Check-Ins
Our commitment to you doesn’t end when our work together is complete. We offer lifetime support to all our clients, ensuring that you have access to our expertise whenever you need it.
Your Privacy Matters
At Hexagon Life Planning Services Ltd, we are committed to protecting your privacy. Our privacy policy outlines how we collect, use, and safeguard your personal information. We believe in transparency and want you to feel confident in how we handle your data.
What information do we collect?
We may collect and process the following types of personal data:
Identity Information
Name, title, date of birth and identification documents.
Contact Information
Address, telephone numbers and email addresses.
Family Information
Information about your family members, beneficiaries, executors, attorneys or trustees.
Financial Information
Information relating to assets, property, business interests, investments and liabilities.
Estate Planning Information
Information necessary to prepare wills, trusts, powers of attorney and related planning structures.
Technical Data
When you use our website, we may collect limited technical data such as IP address, browser type and pages visited.
How do we use your information?
We process personal data for the following purposes:
To Provide Our Services
To prepare estate planning documents such as wills, trusts and powers of attorney and to provide related advice.
To Fulfil Our Contract With You
To carry out our obligations when you instruct us to provide services.
To Comply With Legal Obligations
To comply with regulatory and legal requirements including anti-money laundering regulations.
For Administrative Purposes
To maintain records, manage our business operations and communicate with you.
For Legitimate Business Interests
To improve our services and maintain appropriate records of client matters.
Data Retention
We retain personal information only for as long as necessary to fulfil the purposes for which it was collected.
In most cases, client records will be retained for a period consistent with legal and professional requirements relating to estate planning matters.
How do we protect your data?
We implement robust security measures to protect your personal information from unauthorized access, loss, or misuse. Our team is trained to handle your data with the utmost care.Your rights regarding your data
Under data protection legislation you have the right to:
- request access to the personal data we hold about you
- request correction of inaccurate information
- request erasure of your data in certain circumstances
- request restriction of processing
- object to processing where applicable
- request transfer of your data to another organisation
To exercise these rights, please contact us using the details below.
Complaints
If you have concerns about how your personal information has been handled, please contact us first so that we can investigate the matter.
If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO).
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Website: www.ico.org.uk
How to contact us
If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:
Hexagon Life Planning Services Ltd
5 Church House
Park Road
Ormskirk
L39 3AJ
Email: info@hexagonlps.co.uk
Telephone: 0800 610 1131
"...the whole process of drafting was outlined expertly, with no hidden costs, a clear set of steps and timeline provided from the onset and no additional fuss."
- Phil Jones
