Privacy Policy


This Personal Data Protection Policy sets out the principles and guidelines for the protection of personal data, as defined below, for visitors and users of the website, collected via the website, The concept of personal data means any information relating to a natural person identified or who can be identified, directly or indirectly, by reference to an identification number or one or more elements of its own. 

This Privacy Policy may be altered from time to time and particularly in response to guidance and best practice advice issued by the Information Commissioner's Office with regards to the change in data protection law in the UK on 25 May 2018. We will inform you of changes via our website and if you are a client, we will inform you of any key changes in writing. 

What Personal Information do we Collect and Use? 

The type of Personal Information we collect and process depends on our relationship with you and the context in which we obtain and use it. The list below sets out the Personal Information we will or may collect depending on the circumstances. 

Personal Information we may Collect: 

  • Your full name, title, postal address, and telephone number;
  • Information to enable us to check and verify your identity, e.g., your date of birth, National Insurance number, or passport details;
  • Electronic contact details, e.g. your email address, mobile phone number;
  • Information necessary in relation to the provision of Our Services;
  • Information about your use of our IT, communication and other systems, and other monitoring information, e.g. if you use our secure online client portals or leave a voicemail message.

How Personal Information is Collected and your Responsibilities 

We may collect Personal Information from you in person, via telephone, or email communication from your initial inquiry about Our Services and ongoing throughout the provision of Our Services. This may also include via our Website and secure portal. 

Third parties may pass Personal Information to us to use in the course of providing Our Services in which case they will have your consent to do so.

Visitors to our Website 

We use Google Analytics to collect statistical information about the number of visitors to our Website. This information includes pages visited and content searched. Further information can be obtained from the Google Privacy Policy. We use this information to maintain and improve our website and the services we provide and to analyse and understand what is of interest to our website visitors, so we can improve and tailor the content and this data will not directly or indirectly reveal your identity. We use technology to track the patterns of behaviour of visitors to our Website. This can include using a cookie that would be stored on your browser or the hard drive of your computing device. 

How we use Personal Information 

In general terms, we will collect Personal Information to provide you with our services, manage our relationship with you, and to comply with our legal or regulatory obligations. 

Who we Share your Personal Information with 

We will only share your information with external service suppliers, representatives, and agents that we use to make our business more efficient. 

We only allow our service providers to handle your Personal Information if we are satisfied they take appropriate measures to protect your Personal Information. We also impose contractual obligations on service providers to ensure they can only use your Personal Information to provide services to us and to you. 

We may disclose and exchange information with law enforcement agencies and regulatory bodies to comply with our legal and regulatory obligations. 

Where your Personal Information is Held 

We store your Personal Information in secure data centres provided by external service providers. These service providers may have data centres in different parts of the world. Keeping information secure is a key part of data protection compliance. We have put in place appropriate security measures to prevent your Personal Information from being accidentally lost, used or accessed in an unauthorised way, altered, or disclosed. In addition, we limit access to your Personal Information to those employees, agents, contractors, and other third parties who have a business need to know and they are subject to a duty of confidentiality. 

Your Rights with Respect to your Personal Information 

You are entitled at any time to ask us for a copy of Personal Information we hold about you, known as a data subject access request. You are also entitled to ask that any information we hold about you is supplemented, updated, or rectified. You can exercise this right by contacting us at

The Right to Lodge a Complaint with a Supervisory Authority 

You have the right to file a complaint concerning our processing of your personal data with your national (or in some countries, regional) data protection authority. The EU Commission has a list here:

Cookies and Tracking Technologies 

Technologies such as cookies, beacons, tags, and scripts are used by WealthPoint and our partners, including marketing partners’ affiliates, or analytics service providers and business process service providers. These technologies are used in analysing trends, administering the site, tracking users’ movements around the site, and gathering demographic information about our user base. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis. 

We use cookies to store information about your preferences and allow us to customize our site according to your individual interests, to speed up your searches, and to recognize you when you return to our site. 

Users can control the use of cookies at the individual browser level. If you reject cookies, you may still use our site, but your ability to use some features or areas of our site may be limited. 

You accept this Privacy Policy, including verification of your identity with third parties, when you sign up for access or use our products, services, content, features, technologies, or functions offered on our website and all related sites, applications, and services.