Privacy Policy

Last updated: 9th December 2025

1. Who We Are

Bowman Estates Planning (“we”, “us”, “our”) provides asset and wealth protection services to individuals, families, and businesses.

Business Name: Bowman Estates Planning
Location: Poole, Dorset
Email: simon@bepltd.org
Telephone: 07557 667912

We are the data controller for personal information processed through this website and through any direct communications with us.

2. Information We Collect

a) Information you provide directly

You may provide personal data when you:

• Enquire about our asset or wealth protection services

• Request a consultation

• Provide documents or details relating to your current financial/estate circumstances

• Contact us via phone, email, or website form

This may include:

• Full name

• Email address

• Telephone number

• Address

• Financial or estate planning details (as required for service delivery)

• Any other information voluntarily supplied during enquiries

b) Information collected automatically

When visiting our website, we may automatically collect:

• IP address

• Browser and device information

• Pages visited

• Time spent on the site

• Referring website/source

• General location (region/country)

Collected using cookies and similar technologies.

3. How We Use Your Information

We process your data to:

• Respond to enquiries about our asset and wealth protection services

• Provide assessments, consultations, and service proposals

• Maintain accurate client and advisory records

• Communicate with you regarding ongoing work or required documentation

• Improve our website and service offering

• Meet legal, regulatory, and compliance obligations

We only collect information necessary to provide high-quality estate and wealth planning services.

4. Legal Basis for Processing

Under UK GDPR, we rely on the following legal bases:

• Contract: providing consultations, assessments, or services you have requested

• Legitimate interests: communication, business improvement, customer service

• Consent: non-essential cookies and optional marketing communication

• Legal obligation: compliance with financial, tax, or regulatory requirements

5. Data Retention

We retain personal data only for as long as necessary:

• Enquiry information: up to 12 months

• Client records and planning documentation: up to 6 years (or longer if legally required)

• Cookie data: see Cookie Policy

Data is securely deleted or anonymised when no longer needed.

6. Sharing Your Information

We may share your data with:

• Secure IT and web hosting providers

• Email service providers

• Professional advisers where appropriate (legal, tax, compliance)

• Regulators or authorities if required by law

We never sell personal data.

Any service providers used must keep your information secure and confidential.

7. International Transfers

If any service provider stores or processes data outside the UK/EEA, we ensure appropriate safeguards such as:

• Adequacy decisions

• Standard Contractual Clauses

This ensures your data remains protected.

8. Your Rights

Under UK GDPR, you have rights including:

• Access to your data

• Correction of inaccurate information

• Deletion of your data (where applicable)

• Restriction of processing

• Objecting to processing based on legitimate interests

• Withdrawing consent (e.g., cookies or marketing)

• Data portability

To exercise your rights, contact: simon@bepltd.org

If you are dissatisfied with how your data has been handled, you may contact the Information Commissioner’s Office (ICO) — www.ico.org.uk

9. Marketing Communications

We may send updates about services or relevant information only if you have opted in.

You may withdraw consent at any time by emailing us.

10. Cookies

Our website uses cookies to ensure the site functions correctly, improve performance, and support optional analytics or marketing features.

Non-essential cookies are only used with your consent.
See our Cookie Policy for full details.

11. Security

We use appropriate measures to protect your personal data, including:

• Secure hosting and backups

• Controlled access systems

• Encryption where appropriate

• Regular software and security updates

While we take every precaution, no online system can guarantee total security.

12. Third-Party Links

Our website may contain links to external sites. Their privacy practices are independent from ours, and we recommend reviewing their policies.

13. Changes to This Policy

We may update this Privacy Policy as needed.
The latest version will always appear on this page.

14. Contact Us

For privacy-related questions or requests, contact:

Bowman Estates Planning
Email: simon@bepltd.org
Telephone: 07557 667912
Location: Poole, Dorset

Cookie Policy

Last updated: 9th December 2025

1. Introduction

This Cookie Policy explains how Bowman Estates Planning (“we”, “us”, “our”) uses cookies and similar technologies on our website.

For questions, contact: simon@bepltd.org

2. What Are Cookies?

Cookies are small text files stored on your device when you visit a website. They help us:

• Ensure the website operates properly

• Improve performance and user experience

• Understand visitor behaviour

• Remember preferences

• Support optional marketing features

Cookies may be session-based, persistent, first-party, or third-party.

3. Types of Cookies We Use

a) Strictly Necessary Cookies

Required for:

• Website security

• Core functionality

• Form submissions

• Basic navigation

These cannot be disabled.

b) Analytics / Performance Cookies

(Used only with consent)

These help us understand:

• How visitors use the website

• Which pages are most viewed

• How users navigate

• Any errors or performance issues

Example tools: Google Analytics (if enabled).

c) Functional Cookies

(Used only with consent)

These improve website usability by remembering:

• Preferences

• Saved inputs

• Enhanced features

d) Marketing / Advertising Cookies

(Used only if enabled)

These allow:

• Delivery of relevant adverts

• Measurement of marketing campaign performance

Most professional service websites use few or none of these unless ads are running.

4. Cookies Used on This Website

Cookies may include:

• CookieYes consent cookies

• Analytics cookies (if enabled)

• Functional cookies associated with plugins

• Third-party cookies from embedded content

A live list appears in the cookie banner under “Cookie Settings”.

5. Managing Cookies

You may:

• Accept all cookies

• Reject non-essential cookies

• Adjust individual preferences

Most browsers also allow you to block or delete cookies.

Disabling some cookies may impact site performance.

6. Third-Party Cookies

Some cookies may come from:

• Analytics services

• Embedded content (maps, videos, tools)

• Advertising platforms (if used)

Third-party providers have their own cookie policies.

7. Updates to This Policy

We may update this policy when our website changes or when legal requirements are updated.
The latest version will always appear on this page.

8. Contact Us

For questions regarding this Cookie Policy, contact:

Bowman Estates Planning
Email: simon@bepltd.org
Telephone: 07557 667912
Location: Poole, Dorset