It is important that you read this Privacy Notice, together with the terms of business issued to you. Paton & Co Group LLP is committed to protecting and respecting your privacy, and treating the personal information you provide us with correctly and lawfully. Paton & Co Group LLP will be a “controller” of the personal information that you provide to use during the course of us acting for you.
We will ask all clients to supply the following information:
Full name and title
Contact information including email addresses and postal addresses, phone numbers
Photographic identification and proof of address
Depending on the matter, we may also require other information such as:
Date of birth National insurance number
Bank details
Mortgage details
Details of your assets
Pension and insurance details
Details of your children or other family members
Employment information
Directly – most of the information that we collect from you will be provided by you to us at client meetings, in writing by letter or email, over the telephone, or any other means.
From Third Parties – we may also be required to gather personal information from other sources, including:
Accountants and Financial Advisers
Land Agents or Agricultural Advisers
Solicitors
Local Authority
In order to act for you, we require your personal information to carry out transactions or provide you with advice. The legal bases for us using your personal information are:
Contractual Purposes
Legal Obligation
Legitimate Interests
Consent
We may need to share your personal information with other parties in order to carry out the work you have instructed us to do, or to comply with our legal obligations. The third parties include:
Solicitors
Financial Institutions
Surveyors
Land Agents
Expert Witnesses
Registers of Scotland
HMRC
Department for Work and Pensions
Revenue Scotland
Accountants and Financial Advisers
RICS
Mediators or Arbitrators
Insurance Providers
Sheriff Officers
Your personal information is stored on our electronic filing system and on our server based in the UK, and is accessed by our staff. Your information is also stored in paper files until the destruction date.
We will only retain your personal information for as long as necessary, guided by statutory and regulatory requirements.
Transfers to third parties in other countries
Occasionally we may need to transfer your personal information outside the EU. Adequate protection is ensured via EC-approved contractual clauses where required.
You can contact us at:
Peter Graham & Associates LLP
New Elgin Road
Elgin
IV30 6BA
Email: [email protected]
Right of Access
Right of Rectification
Right to Restrict Processing
Right to Data Portability
Right to be Forgotten
Right to Object
Right to Withdraw Consent
If you have any questions, contact:
Tamara Inness
Managing Partner Peter
Graham & Associates LLP
New Elgin Road
Elgin
IV30 6BA
Email: [email protected]
Data Protection Law includes GDPR 2016/679 and UK Data Protection Act 2018.
This Privacy Notice also reflects updates introduced by the Data (Use and Access) Act 2025, which amends the UK GDPR and the Data Protection Act 2018 but does not replace them.
Changes to our Privacy Notice
We may change this Privacy Notice at any time by updating this page.
© Paton & Co, Scottish Borders, Berwick, Moray, Highlands; covering Scotland & Northumberland
Paton & Co Group LLP Registered in Scotland Partnership No. SO303880
Letting Registration Number LARN 1807018
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