At Black Oak Wealth, we are committed to protecting your privacy and handling your personal data with transparency and care.

 

This Privacy Policy explains how we collect, use, and safeguard your information in accordance with the UK General Data Protection Regulation (UK GDPR).

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Personal Data

Under UK GDPR, personal data refers to any information that can identify an individual, either directly or indirectly. This includes names, contact details, identification numbers, and other data linked to your personal, financial, or family circumstances.

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How We Use Your Information

We collect and use your personal data to:

• Provide tailored Will Writing and Estate Planning services.

• Communicate with you regarding your instructions and our services.

• Maintain accurate records for legal, regulatory, and audit purposes.

• Facilitate secure electronic signing of documents using third-party platforms.

• Improve our services and client experience.
   

We will only use your data for the purposes outlined above, and we will always seek your consent before using it for marketing or other unrelated purposes.

 

​​Why We Collect and Store Personal Data

We collect and store personal data to comply with legal obligations, deliver our services effectively, and maintain accurate records for regulatory and audit purposes.
We may share your data with trusted third parties who help us deliver our services. These parties are required to handle your data securely and only for agreed purposes. We will never share your data without your explicit consent unless required by law.

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Client Identification and Verification

To comply with anti-money laundering (AML) and regulatory requirements, we are required to verify your identity and proof of address before proceeding with any instructions. Verification may be carried out in person or remotely using secure electronic systems that check your details against reliable data sources.

If you share identification or proof of address documents electronically, these are stored securely within encrypted Microsoft 365 systems. Only authorised members of our team have access to these files. We retain this information only for as long as necessary to meet our legal obligations and to provide our services to you.

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Sharing Your Data

We may share your personal data with trusted third-party service providers who assist us in delivering our services. These include:
 

• Electronic signature platforms for secure document signing.

• Identity verification and anti-money laundering screening services
   

These providers process your data only for the purposes of fulfilling our contractual and legal obligations and are required to comply with UK GDPR and maintain appropriate security measures. We only share data necessary for the specific service being provided, and we do not permit these providers to use your data for their own purposes. A current list of providers is available on request.

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Your Rights and Access to Your Data

You have the right to request access to the personal data we hold about you, known as a Data Subject Access Request (DSAR). You may also request that we correct, delete, or restrict how your data is used.

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To make a DSAR, please contact us in writing.

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To protect your privacy, we may ask you to provide valid identification before releasing any information. We’ll let you know which forms of ID are acceptable based on the nature of your request.

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Contact Details

5 Brayford Square, London, E1 0SG
hello@blackoakwealth.uk
07503 175548

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Use of Cookies on This Site

Our website uses cookies to enhance your experience, remember preferences, and gather anonymous usage data. You can manage or disable cookies at any time through your browser settings.
 

We use Google Analytics to understand how visitors use our site. This helps us improve functionality and content. These cookies do not identify you personally.

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For more information on managing cookies, visit aboutcookies.org.

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Links to Other Websites

Our website may contain links to external sites. Please note that we are not responsible for the privacy practices of these sites. We recommend reviewing their privacy policies before sharing any personal data.

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Policy Updates

We may update this Privacy Policy from time to time. Any changes will be posted on our website, and continued use of our services will be subject to the updated policy.

 

Last updated: 25th November 2025