Privacy Policy
Last updated: 9th April 2026
Davis & Co LLP is committed to protecting your personal information and to being transparent about how we collect, use and store it. This policy explains your rights and our obligations under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Davis & Co LLP is the data controller responsible for your personal information. If you have any questions about this policy or about how we handle your data, please contact us at privacy@davisandco.co.uk.
What information we collect
We collect personal information necessary to provide our professional services, including your name, address, date of birth, National Insurance number, contact details and financial information. Where relevant to the services you have requested, we may also collect information about third parties such as family members, business partners or beneficiaries, which you provide to us.
How we use your information
We use your personal information to provide the professional services you have engaged us to carry out, to comply with our legal and regulatory obligations, and to correspond with you about your matters. We do not sell your personal data to third parties.
Where we are required to do so by law or regulation — for example, in connection with anti-money laundering obligations — we may disclose information to relevant authorities or regulatory bodies.
Legal basis for processing
We process your personal information on the basis that it is necessary for the performance of a contract with you, to comply with a legal obligation, or where we have a legitimate interest in doing so that is not overridden by your rights and interests.
How we store your information
Your information is held securely and retained only for as long as is necessary for the purposes for which it was collected, or as required by law or professional regulation. We maintain appropriate technical and organisational measures to protect your data against unauthorised access, loss or destruction.
Your rights
Under UK data protection law you have the right to access the personal information we hold about you, to request correction of inaccurate data, to request erasure in certain circumstances, to object to processing, and to request restriction of processing. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at ico.org.uk.
To exercise any of these rights, please contact us in writing at privacy@davisandco.co.uk.
Changes to this policy
We may update this privacy policy from time to time. The current version will always be available on this website.
