Privacy notice
How we look after your information
Wealthwise Connect Ltd is the data controller for the personal information you give us. This notice explains what we collect, why, who we share it with and your rights. Last updated 9 November 2026.
Who we are
Wealthwise Connect Ltd (company number 16376546) is a financial information and introducer service. We are not an authorised financial adviser and we do not give financial advice. Our registered office is 18th & 19th Floors, 100 Bishopsgate, City of London, London EC2N 4AG, and our northern hub is The Powerhouse, West Dock Street, Hull HU3 4HH. Our ICO registration number is ZB887134. For anything to do with your personal data, email dataprotection@wealthwiseconnect.co.uk or call 020 3821 9306.
What we collect
When you book a consultation or make an enquiry on this website we collect your name, email address, telephone number, region, the areas you'd like help with and, where relevant, a rough indication of the amounts involved, so that we can match you with a suitable adviser. If you tell us when suits you, we keep that too.
When you request one of our guides through an advert on Facebook or Instagram, Meta passes us the details you enter on its form: typically your name, email address, telephone number and your answers to the form's questions. We use them to send you the guide and, where you've asked, to offer a complimentary consultation.
When a business enquires about employee benefits or corporate planning we collect the contact's name, role, work email and phone number, the company name, its size and what the business is interested in.
When an adviser applies to join our panel we collect their name, role, firm, FCA firm reference number, contact details, specialisms, regions and capacity, and we check the firm on the Financial Services Register.
When we're in touch with you we keep notes of calls and messages, which adviser we introduced you to and whether the consultation took place. Consultation confirmations and reminders are sent by text message and email; replies to those texts are recorded against your booking.
When you visit this website our hosting provider briefly records technical data such as your IP address and browser type to keep the site secure and to stop automated abuse. The website sets no cookies. See "This website and cookies" below.
We do not collect special category data and we ask you not to send it to us.
Why we use it, and the lawful basis
- To match and introduce you to an adviser and to arrange, confirm and remind you of your consultation. Lawful basis: performance of a contract, or taking steps at your request before entering one.
- To call or message you after you book, enquire or request a guide, to confirm what you need and that we've understood it. Lawful basis: our legitimate interest in making a good introduction. You can opt out at any time: reply STOP to any text, or tell the caller. We keep a suppression list of numbers not to contact.
- To share your details with the adviser we introduce you to. Lawful basis: your consent, given when you book. If the first adviser cannot help we may introduce an alternative from our network.
- To follow up where we could not make a match, so that we or a trusted partner can complete your enquiry. Lawful basis: legitimate interest.
- To send you the guide you requested and related updates and insights, only where you've asked for them. Lawful basis: consent. Every email includes an unsubscribe link.
- To deal with business and adviser enquiries and, where we go ahead, to manage that relationship. Lawful basis: legitimate interest and, later, performance of a contract.
- To keep our systems secure and to improve our service, using security logs, feedback and aggregated, non-identifying statistics. Lawful basis: legitimate interest.
Who we share it with
The adviser we introduce you to, so they can prepare for your consultation. We tell you the adviser's name, firm and FCA registration before the call.
Service providers who process data on our behalf, under contracts that stop them using it for their own purposes. At the time of writing these are: website hosting and form handling (Vercel, served from its London region), our CRM (Airtable), workflow automation (Make, hosted in the EU), email and calendars (Microsoft 365), telephony and text messaging (Zoom Phone and Twilio), and WhatsApp for consultation confirmations. If you reached us through an advert, Meta also holds the form you completed under its own privacy policy.
Nobody else, unless the law requires it. We do not sell personal data.
Some of these providers are based in, or store data in, the United States. Where personal data leaves the UK we rely on the UK's adequacy regulations (including the UK-US Data Bridge) or the International Data Transfer Agreement, so that it has the same protection it would have here.
How long we keep it
We keep enquiry and introduction records for up to six years after our last contact with you, so that we can deal with any question about an introduction. If you ask us to stop contacting you we keep the minimum needed to honour that request. Marketing consents are refreshed or deleted after two years without contact. Website security logs are kept by our hosting provider for a short period and then deleted.
This website and cookies
This website sets no cookies, advertising or otherwise, and loads no third-party scripts. To understand how the site is used we rely on privacy-friendly analytics from our hosting provider that count visits and page views without cookies and without identifying individuals; the figures we see are aggregated. If you start the booking form, your answers are kept in your browser's session storage until you finish or close the tab, so a refresh doesn't lose them; nothing is stored once the form is sent. If any of this changes we will update this notice and, where required, ask for your consent first.
Your rights
You can ask for a copy of the information we hold about you, ask us to correct or delete it, restrict or object to how we use it, ask for it in a portable format, and withdraw consent at any time. Email dataprotection@wealthwiseconnect.co.uk and we will respond within one month.
If you are unhappy with how we've handled your data you can complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113. We'd welcome the chance to put things right first.
Security
Information you submit through this website is encrypted in transit. Access to our systems is restricted to the people who need it and protected by multi-factor authentication. No transmission over the internet is completely secure, so we cannot guarantee the security of information you send to us, but once received we apply strict procedures to protect it.