Wealth Management London

1. Introduction

wealthmanagementlondon.co.uk ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data when you use our platform.

Data Controller: wealthmanagementlondon.co.uk
Registered Address: 1 Canada Square, Canary Wharf, London E14 5AB
Contact: privacy@wealthmanagementlondon.co.uk

2. What Data We Collect

2.1 Information You Provide

When you use our platform, you may provide:

Contact Information: Name, email address, phone number, postal code
Lead Form Data: Asset levels, financial goals, investment timeline, preferences
Firm Account Data: Company name, FCA number, business details, fee structures
Communications: Messages sent via contact forms or support

2.2 Automatically Collected Data

Usage Data: Pages viewed, time spent, search queries, clicks
Device Information: IP address, browser type, device type, operating system
Cookies: Session cookies, preference cookies, analytics cookies
Location Data: Approximate location based on IP address (city level only)

3. How We Use Your Data

3.1 Legal Bases for Processing

We process your data based on:

Consent: When you submit lead forms or contact us
Contract Performance: To provide services to subscribed firms
Legitimate Interests: Platform improvement, fraud prevention, analytics
Legal Obligations: Tax compliance, FCA verification requirements

3.2 Purposes

We use your data to:

Connect investors with appropriate wealth management firms
Send lead inquiries to firms you've expressed interest in
Provide customer support and respond to inquiries
Process payments for subscribed firms
Improve our platform through analytics
Prevent fraud and abuse
Comply with legal obligations
Send service updates (not marketing, unless you opt in)

4. Data Sharing

Important: Lead Sharing

When you submit a lead inquiry for a wealth management firm, we share your contact details and preferences with that specific firm. This is the core purpose of our platform.

4.1 Who We Share With

Wealth Management Firms: When you submit an inquiry, we share your contact information, asset levels, goals, and preferences with the firm(s) you selected.
Service Providers: Stripe (payments), Supabase (database), Vercel (hosting), Brevo (email delivery). These are bound by strict data processing agreements.
Legal Authorities: When required by law or to protect our rights.

4.2 What We Don't Do

❌ We do NOT sell your data to third parties
❌ We do NOT share your data with advertisers
❌ We do NOT send your information to firms you haven't inquired about
❌ We do NOT use your data for unrelated marketing purposes

5. Data Retention

We retain your data for:

Lead Data: 2 years from submission (unless you request deletion)
Firm Account Data: Duration of subscription + 7 years (tax compliance)
Analytics Data: 26 months (anonymized after 6 months)
Support Emails: 3 years

After these periods, data is either deleted or anonymized so it can no longer identify you.

6. Your Rights (UK GDPR)

Under UK GDPR, you have the right to:

✅ Right to Access

Request a copy of all personal data we hold about you

✅ Right to Rectification

Correct inaccurate or incomplete data

✅ Right to Erasure ("Right to be Forgotten")

Request deletion of your data (subject to legal retention requirements)

✅ Right to Data Portability

Receive your data in a machine-readable format

✅ Right to Object

Object to processing based on legitimate interests

✅ Right to Restrict Processing

Limit how we use your data in certain circumstances

✅ Right to Withdraw Consent

Withdraw consent at any time (for consent-based processing)

To exercise your rights: Email privacy@wealthmanagementlondon.co.uk. We will respond within 30 days.

7. Cookies

We use cookies for:

Essential Cookies: Session management, security (cannot be disabled)
Analytics Cookies: Understanding how users interact with our platform (can opt out)
Preference Cookies: Remembering your settings

You can control cookies through your browser settings. Note that disabling essential cookies may prevent the platform from functioning properly.

8. Data Security

We protect your data using:

SSL/TLS encryption for all data in transit
Encrypted databases (AES-256)
Regular security audits and penetration testing
Access controls and authentication
Secure backup systems
Employee training on data protection

However, no system is 100% secure. If you believe there has been a security breach, contact security@wealthmanagementlondon.co.uk immediately.

9. International Transfers

Your data is primarily stored in the UK/EU (Supabase EU region). Some service providers (e.g., Stripe, Vercel) may transfer data to the US under Standard Contractual Clauses (SCCs) approved by the UK ICO.

10. Children's Privacy

Our platform is not intended for individuals under 18. We do not knowingly collect data from children. If you believe we have inadvertently collected data from a minor, contact us immediately.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be notified via email (for registered users) or prominent notice on the platform. The "Last Updated" date will always reflect the most recent version.

12. Complaints

If you're unhappy with how we handle your data, you have the right to complain to:

UK Information Commissioner's Office (ICO)
Website: ico.org.uk
Phone: 0303 123 1113

13. Contact Us

For any privacy-related questions or to exercise your rights:

Email: privacy@wealthmanagementlondon.co.uk
Subject Access Requests: sar@wealthmanagementlondon.co.uk
Address: Data Protection Officer, wealthmanagementlondon.co.uk, 1 Canada Square, Canary Wharf, London E14 5AB

Privacy Policy

Privacy at a Glance

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GDPR Compliant

No Selling

Your Rights