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1.    About Us

Homestead Associates, trading as Charlotte Wells & Co, comprises Charlotte Wells and individual Associates who are engaged to provide Expert Witness medico-legal reports for and on behalf of the company.


Name:                      Charlotte Wells & Co


Address:                   50 Stratford Road, Shipston-on-Stour, CV36 4BA


Phone:                      07976 375206



Data controller:        Charlotte Wells

ICO Number:            ZA644208


2.    What Information Do We Collect

The type of personal information we collect from clients, customers and associates is kept to a minimum and may include:


  •  Name, address, email address and contact telephone numbers

  •  Personal and family details

  •  Details regarding your lifestyle and social circumstances

  •  Financial details

  •  Education, training, and employment details

  •  Medical records, doctors’ notes, and treatment records

  •  Age, gender, race, and religious background

  •  Other personal data relevant to instructions to produce an independent medico-legal report, including data specific to the       instructions in question

  •  VAT number and company registration number

  •  Bank account information

  •  Medical qualification, registrations, and membership to professional bodies

  •  Insurance information 

  •  Work experience


We will only process and share your data in accordance with the lawful bases set out in the Data Protection Legislation:


  •  To undertake expert witness work effectively

  •  Operate Charlotte Wells & Co efficiently

  •  Provide information in relation to our services and new associates

  •  Market appropriately about the services we provide


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No personal data is stored in the cookies, and they are stored only for the duration of your visit to our web pages.


3.    How We Use That Information

We share personal data internally strictly on a need-to-know basis.  We may share your personal data with other parties associated to the legal claim you are party to. 


If required, we may share information with HMRC.


We implement technical and organisational measures to ensure that we secure personal data in a manner that takes account of the potential risks involved for your rights and interests.


4.   How we get the personal information and why we have it

Most of the personal information we process is provided to us directly by our clients and associates in order for us to undertake expert witness work efficiently.


Under the General Data Protection Regulation (GDPR), the lawful bases we reply on for processing this information are:


(a)    Your consent.  You are able to remove your consent at any time by contacting us using the details above.

(b)   We have a contractual obligation.

(c)    We have a legitimate interest.


5.    How Long Do We Keep Your Information For?

To make sure we meet our legal data protection and privacy obligations, we only hold onto your information for as long as we need it for the purposes we acquired it for in the first place.


In most cases, this means we will keep your information for as long as you continue to use our services, work with us as an associate, or for the duration of your case and for a reasonable period afterwards.  After that we will delete it, other than where we lawfully need to keep any data (7 years for accounting records and VAT reporting).


6.    Your Rights

Under data protection law, you have rights including:


Your right of access – you have the right to ask us for copies of your personal information


Your right to rectification – you have the right to ask us to rectify personal information you think is inaccurate.  You also have the right to ask us to complete information you think is incorrect.


Your right to erasure – you have the right to ask us to erase your personal information in certain circumstances.


Your right to restriction of processing – you have the right to object to the processing of your personal information in certain circumstances.


Your right to data portability – you have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.


You are not required to pay any charge for exercising your rights.  If you make a request, we have one month to respond to you.


Please contact us on the details above if you wish to make a request.


7.    Information Security

Charlotte Wells & Co recognises that it is important to protect personal information from misuse and abuse, and about privacy in general.


We review our technical, physical, and managerial procedures and rules to protect your personal data from unauthorised access, accidental loss and/or destruction. 


Please be aware that communications over the internet, such as emails/webmails, are not secure unless they have been encrypted.


Our facilities and services are constantly monitored and reviewed for security and integrity purposes, and in the event of a data breach at any level this will be reported immediately, and certainly within 72 hours upon noticing the breach, with full disclosure of any breach and its likely impact on personal data stored on the facility.


8.   How to complain


If you have any concerns about our use of your personal information, you can make a complain to us at:


Charlotte Wells:




Post:            50 Stratford Road, Shipston-on-Stour, Warwickshire, CV36 4BA


You can also complain to the ICO if you are unhappy with how we have used your data.  The ICO’s address:


Information Commissioner’s Office

Wycliffe House

Water Lane


Cheshire SK9 5AF


Helpline number: 0303 123 1113


ICO website:



9.    Changes to this privacy notice

This privacy policy was published in December 2020


We continually review our privacy practices and accordingly may change this privacy policy from time to time.

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