Privacy Policy

1.0 Introduction

We, Home Legal Direct, take the protection of your personal data very seriously and strictly adhere to the rules laid out by the UK General Data Protection Regulation and other data protection laws.

This privacy notice gives you information on how we collect and process your personal data through your use of this site and any data you may provide if you contact us regarding our products and services.

Our site may contain links to other websites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

2.0 Why we Collect your personal information

We collect your personal data for one of the following purposes:

  • To provide you with a quote for the services we provide
  • To contact you when you raised an inquiry with us, via our “Contact us” page
  • To provide you with third-party conveyancer on our panel to match your needs
  • To send marketing communications
  • To provide you with information you have requested
  • To call you to further discuss your quote
  • To share with our third-party partners for their marketing purposes.
  • We need to conduct Identification Documents (ID) and Anti-Money Laundering checks, which will be done by a third-party supplier. To do this, we will be providing your full name, date of birth, and contact information to them. They will then carry out the checks and send us the results.
  • To record our phone conversations with you for quality and monitoring purposes.

3.0 Lawful Basis of Processing Information

We only collect and use personal information about you when the law allows us to. Most commonly, we use it where:

  • the data subject (you) has given consent to the processing activity taking place, or
  • the processing is necessary for the performance of a contract, or
  • the processing is necessary for compliance with a legal obligation to which the controller is subject, or
  • the processing in necessary for the purpose of the legitimate interest pursed by us or our partners.


Where legitimate interest is identified as a lawful basis, we will undertake a legitimate interest assessment which is a three-part test covering:

The purpose test – to identify the legitimate interest

Necessity test – to consider if the processing is necessary for the purpose identified

Balancing test – considering the individual’s interests, rights or freedoms and whether these override the legitimate interests identified.

4.0 What Information we collect and where from

We collect personal information from you, for example, when you request a quote from us, call us or use any of our services we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you (“Personal Data”).The categories of personal information that we may collect, store and use about you include:

  • Full name
  • Date of birth
  • Title
  • Contact number
  • Email address
  • Current address (including postcode)
  • Transaction address (including postcode)
  • Purchasing history information if you are an existing customer
  • Audio recordings of phone calls

4.1 Special Category Data

Home Legal Direct will not collect special category data however, for the purposes of identity and Anti Money Laundry checks, an appointed third party may request the following data:

  • Nationality
  • Biometric data (face matched information)


We will only process special category data where we have an Article 9 exception allowing us to do so, in this case, this processing is necessary for XXXX.

4.2 Third Party Collection of Personal Data

In addition to the information set out in section 4 of this notice, we may collect personal data through third parties such as lead generation companies, where you have received a quotation for our pricing, and when an appointed third-party organisation has performed Identity and Anti Money Laundering checks. The following data may be collected:

  • Identification documents
  • Proof of address documents


We only keep the ID and Anti Money Laundering information on your file for 6 months.

5.0 How Long we Keep Information For

Home Legal Direct will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Notice. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

All personal information collected has a defined retention period, which is in-line with our retention policy. If you would like to find out how long your information is being retained, please see “additional information”, section 15 of this policy.

6.0 Security of personal information

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Your data is secure on dedicated off site servers held within the UK. Your data is stored on a hosted server with ISO27001 certified tier-3 data centre, which is also SSL secure.

We take the responsibility for protecting your privacy very seriously and we will ensure your data is secured in accordance with our obligations under the UK’s data protection laws. We have in place technical and organisational measures to ensure personal information is secured and to prevent your personal data from being accessed in an unauthorised way, altered or disclosed.  We have in place a robust access control policy which limits access to your personal data to those employees, contractors and other third parties who only have a business need to know.

We have ensured that all employees have had information security and data protection training. If you would like more details of the security we have in place, please see “additional information”, section 15 of this policy.

7.0 Your individual rights

In this section, we have summarised the rights that you have under General Data Protection Regulation. Some of the rights are complex, and not all the details have been included in our summaries. Accordingly, you should read the relevant laws and guidance from the regulatory authorities for a full explanation of these rights.
Your principal rights under General Data Protection Regulation are:

  • Right to Object
  • Right of Access
  • Right to be Informed
  • Right to Rectification
  • Right to Erasure
  • Right to Restrict Processing
  • Right to Data Portability


  • The Right to Object
    You can exercise this right if:
         – Processing relies on legitimate interest
         – Processing is for scientific or historical research
         – Processing includes automated decision making and profiling
         – Processing is for direct marketing purposes


  • The Right of Access
         – You or any third party acting on your behalf with your authority may request a copy of the personal data we hold about you without charge.
         – We will ask to verify your identity or request evidence from the third party that they are acting on your behalf before releasing any personal data we hold about you.


  • The Right to be Informed
         – We are required, to provide clear and transparent information to you about how we process your personal data. This privacy notice addresses this right.


  • The Right of Rectification
         – If you believe the personal data we hold about you is incorrect or incomplete you have the right to correct this and you may exercise this right along with the right to restrict processing until these corrections are made.


  • The Right to Erasure
         – If there is no legal basis or legitimate reason for processing your personal data, you may request that we erase it.


  • The Right to Restrict Processing
         – You may ask us to restrict the processing of your personal data. This means we will still hold it but not process it. This is a conditional right which may only be exercised when:
         – Processing is unlawful
         – We no longer need the personal data, but it is required for a legal process
         – You have exercised your right to object to processing and require processing to be halted while a decision on the request to object is made.
         – If you are exercising your right to rectification


  • The Right to Data Portability
    You can request that your personal data is transferred to another controller or processor in a machine-readable format if:
         – Processing is based on consent
         – Processing is by automated means (i.e. not paper based)
         – Processing is necessary for the fulfilment of a contractual obligation


If you have any question about these rights, please see “additional information”, section 15 of this policy.

Where you have given consent for processing, or explicit consent in relation to the processing of special category data, you have the right to withdraw this consent at any time, but this will not affect the lawfulness of processing based on consent before its withdrawal.

9.0 Failure To Provide Personal Information

Where we need to process personal data to comply with a legal obligation, process your instructions, or perform a contract we have with you and you fail to provide that data when requested, we may not be able to carry out your instructions or perform the contract we have or are trying to enter with you. In this case, we may have to cancel our engagement or the contract you have with us but, we will notify you if this is the case at the time.

10.0 Cookies

Our website uses cookies. Please see our cookies policy for full details of the cookies used.

11.0 Automated Decision Making

Your personal data is not used in any automated decision making (a decision made solely by automated means without any human involvement) or profiling (automated processing of personal data to evaluate certain conditions about an individual).

12.0 Transfers To Third Parties

Home Legal Direct transfer data to some third parties to help us deliver the services/products. All third parties are contractually bound to protect the personal data we provide to them. We may use several or all of the following categories of recipients:

  • Web analytics and search engine provider to ensure the continued improvement and optimisation of our website.
  • Payment service providers
  • Search and survey providers
  • Third-party suppliers to perform ID and Anti Money Laundering checks

12.1 Sharing of personal data with third parties for marketing purposes

As part of our services, Home Legal Direct will share your personal data with selected partners for marketing purposes. This will include the data that you provide to us when completing the form on our website, or during interactions with our designated affiliates and service providers. For further information on the personal data categories we collect, please refer to section 4 of this notice.

We want to ensure you that we take all necessary safeguards to protect your data during this process. These safeguards are implemented to ensure the security and confidentiality of your personal data, in compliance with the applicable laws, including GDPR and PECR.

The information we collect from our third-party provider for identification documents and Anti Money Laundering will not be shared with any third parties for marketing purposes.  

If you wish to opt out from sharing your personal data with our selected third parties, you can contact us using the contact information in section 15 of this privacy notice.

13.0 Transfers Outside Of The EEA and UK

Home Legal Direct does not share any personal data outside of the EEA however, should this change, any personal information transferred will be treated with the highest security standards to protect any personal information as required by the Data Protection laws.
Should personal data be transferred outside of the EEA to a country without an adequacy decision, we will ensure appropriate safeguards are in place prior to the transfer. These could include:

  • Standard Contractual Clauses + UK addendum
  • International Data Transfer Agreement
  • Binding Corporate Rules
  • An exception as defined in Article 49 of the EU GDPR


For more information about transfers and safeguarding measures, please contact us using the information in section 15.

14.0 Right to complaint

We take any complaints about our collection and use of personal information very seriously.

If you think that our collection or use of personal information is unfair, misleading, or inappropriate, or have any other concern about our data processing, please raise this with us in the first instance.                                

To make a complaint, please contact us via email on

Alternatively, you can contact us:

By Post: 164 High Street, Rayleigh, Essex, SS6 7BS

By Phone: 0203 868 4519

Alternatively, you can make a complaint to the Information Commissioner’s Office:

By Post: Information Commissioners Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

By Website: Click Here

By Email: Click Here

By Phone: 0303 123 1113 (Local rate) or 01625 545 745 (National rate)

15.0 Additional information

Your trust is important to us. That is why we are always available to talk with you at any time and answer any questions concerning how your data is processed. If you have any questions that could not be answered by this privacy policy or if you wish to receive more in-depth information about any topic within it, please contact us via email on

16.0 Policy Review and Amendments

We keep this Policy under regular review. This Policy was last updated on 29/04/2024.

We reserve the right to update this privacy notice at any time, and we will provide you with a new privacy notice when we make any substantial updates. We may also notify you in other ways from time to time about the processing of your personal information.

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