Privacy Policy

Last updated: 18th March 2025

Wealthwiseconnect.co.uk is owned and operated by Wealthwise Connect Ltd ("we/us"). We are committed to protecting and respecting your privacy. This Privacy Policy explains what information we collect about you through our website and how we use that information and the procedures that we have in place to safeguard your privacy.

People who send an enquiry on our website

If you choose to connect with a Professional on our website by either sending an enquiry directly to a Professional or using our enquiry form, you will choose to provide us with personal information.

Where you input this information on behalf of a third party (for example where you are seeking Professionals for financial advice on behalf of a relative) you must ensure that you have the authority and consent of the individual to whom the information you have chosen to provide belongs.

We store this information securely. We collect this information so we can find a Professional who can help you with your enquiry. This is the service we provide and when you submit an enquiry, we consider that we have a contractual obligation to provide this service. Where you input information on our website prior to submitting an enquiry we will treat such information as if you have submitted an enquiry and may use the information to contact you to enable you to complete your enquiry.

If the Professional you choose to contact is unavailable, we will do our best to find another local professional who matches your search criteria, and this is all part of the service we offer to consumers who use our service. If a professional wishes to respond to your enquiry, we will pass the information on to them. Your information will not be shared with any other parties.

If we are unable to find you a Professional using our regular matching process, Wealthwise Connect Ltd or a third party working for Wealthwise Connect may contact you to validate and enhance your initial information to submit another enquiry. This will give you a further opportunity to be matched to an appropriate Professional.

Whilst we require all Professionals to comply with all laws and regulations, we do not have any control over or responsibility for how the Professional uses the data you provide to them; however, Professionals are also subject to Data Protection Legislation and are responsible for protecting and using your data in accordance with the Legislation.

You may choose to opt in to receive additional communications from us and whether you choose to do so will not affect the service we provide to you. If you choose to opt in, you can opt out of receiving these communications by using the relevant check boxes on the forms we use to collect your data, in your account, or clicking the unsubscribe link in emails. You can also unsubscribe at any time by contacting info@wealthwiseconnect.co.uk.

People who contact Wealthwise Connect with an enquiry.

If you choose to contact Wealthwise Connect by either sending an email, calling us directly or by any other means, you will choose to provide us with personal information.

We store and process this personal data securely for specific purposes including responding to customer queries, providing customer support, and improving our services through feedback requests.

Each processing activity serves to support in the resolution of your query, while improving the user experience and service delivery.

How we store your information

We take your online security seriously, whether you are a consumer visiting our website or a Professional advertising on our website. Full details of how we protect the information you provide us are given below:

For consumers who send an enquiry on our website or register an enquiry form, the secure server software encrypts all information you input.

We comply with the standards, procedures and requirements laid down in all UK Data Protection Legislation to ensure that your personal information is kept secure and processed fairly and lawfully.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to or from our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

Your Agreement

By subscribing or otherwise using wealthwiseconnect.co.uk, you agree to your information being gathered and used in the ways described in this policy.

If we change our privacy policy we will post the changes on this page and may place notices on other pages of our website, so that you may be aware of the information we collect and how we use it at all times. Continued access to and use of the website will signify that you agree to any such changes.

Your Rights

Under the Data Protection Laws, you have a number of important rights free of charge. In summary, those include rights to:

access to your personal information and to certain other supplementary information that this Privacy Notice is already designed to address

require us to correct any mistakes in your information which we hold

require the erasure of personal information concerning you in certain situations

receive the personal information concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit those data to a third party in certain situations

object at any time to processing of personal information concerning you for direct marketing

object to decisions being taken by automated means which produce legal effects concerning you or similarly significantly affect you

object in certain other situations to our continued processing of your personal information

otherwise restrict our processing of your personal information in certain circumstances

For further information on each of those rights, including the circumstances in which they apply, contact the Information Commissioner’s Office.

If you would like to exercise any of those rights, please email:

dataprotection@wealthwiseconnect.co.uk

Filing a Complaint

We hope that we can resolve any query or concern you raise about our use of your information.

The Data Protection Laws also give you right to file a complaint with a supervisory authority. The supervisory authority in the UK is the Information Commissioner who may be contacted at ico.org.uk or telephone: 0303 123 1113.

Website Disclaimer

This website contains information on Independent Financial Advisers, Financial Advisers, Mortgage Advisers and Accountants who provide advice and services in the UK. The information is directed only at persons in the UK.

Wealthwise Connect, wealthwiseconnect.co.uk and the owners of any other website through which this information can be obtained do not endorse or approve any of the independent financial advisers, financial advisers, mortgage advisers, care providers, solicitors or accountants listed in the directory or any advice that they may provide. While wealthwiseconnect.co.uk undertakes a number of checks to ensure that information provided through its search is correct, it is your responsibility to satisfy yourself that the advisor you see is independent and appropriate for the business you are transacting and/or any service you are seeking. Any decision to transact business with or take up the services is made by you on the basis of your own enquiries.

The materials contained in www.wealthwiseconnect.co.uk are provided for general information purposes only and do not constitute professional advice. Wealthwise Connect Ltd and wealthwiseconnect.co.uk do not accept any responsibility for any loss, which may arise from reliance on information contained in this site and accept no responsibility for information provided by third parties as any links to third party sites are provided solely as a convenience to users and at your own risk.

Wealthwise Connect Ltd and wealthwiseconnect.co.uk give permission for the downloading, printing, and temporary storage of one or more of the documents or pages retained on this website for personal use or internal business use for the purpose of finding professional advisers for your business only, and for no other purpose. The reproduction or transmission of the contents of this website is prohibited without the prior written consent of Wealthwise Connect Ltd.

How to contact us

We welcome your views about this site and our privacy policy. If you would like to contact us with any queries or comments, please email dataprotection@wealthwiseconnect.co.uk