Privacy policy

Last Updated: 20 November 2024

WealthWise Media (“we”, “us”, or “our”) are committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use and safeguard your personal data when you visit our website or interact with our services.

By using our website, you confirm that you agree to the terms set out in this policy. If you do not agree, please discontinue use of our website immediately.

1. Information We Collect

We collect and process personal data necessary to provide our services. This includes:

  • Contact Information: Your name, email address, phone number and company details when you complete forms or register on our website.
  • Usage Data: Information such as your IP address, browser type, pages visited and time spent on our site in order to better understand website usage.
  • Cookies and Tracking Technologies: Cookies and similar tools to monitor website activity, optimise user experience and personalise content. For details, please refer to our Cookie Policy.

2.How We Use Your Data

Your personal data may be used for the following purposes:

  • Service Delivery: To provide insights, updates and content tailored to wealth managers, fund selectors and other investment professionals.
  • Communication: To respond to enquiries, deliver newsletters and inform you about events, resources or updates to our services.
  • Website Improvement: To analyse website performance and user behaviour to enhance functionality and user experience.
  • Compliance: To fulfil legal or regulatory requirements under applicable laws, including the UK General Data Protection Regulation (GDPR).

3.Legal Basis for Processing

We process your personal data in accordance with the UK GDPR based on the following legal grounds:

  • Consent: When you opt-in to receive communications or agree to the use of cookies.
  • Contractual Necessity: To perform services or respond to your requests.
  • Legitimate Interests: To improve our services, maintain effective communications and promote our offerings within the investment community.
  • Legal Compliance: To meet our obligations under applicable laws or regulations.

4.Sharing Your Data

We will never sell your personal data. However, we may share your data with the following parties:

  • Service Providers: Trusted third parties that assist with website analytics, email distribution and IT support.
  • Advertising Platforms: Platforms such as Google Ads and LinkedIn, for targeted advertising or retargeting purposes, using limited data (e.g., cookies or tracking pixels).
  • Legal Authorities: When required by law or to protect our rights or the rights of others.
  • Business Partners: When collaborating on services or events, subject to your prior consent.

All data-sharing adheres to UK GDPR requirements, and you can manage preferences through cookie settings or opt-out mechanisms where applicable.

5.Data Security

We employ appropriate technical and organisational measures to safeguard your data against unauthorised access, alteration, disclosure or destruction. However, no online system can guarantee absolute security.

6.Data Retention

We retain personal data only as long as necessary to fulfil the purposes for which it was collected or to comply with legal, accounting or reporting obligations.

Once the relevant retention period has lapsed, we will securely delete or anonymise your data. Our retention practices are regularly reviewed to ensure compliance with all applicable laws.

7.Your Rights Under UK GDPR

You have the following rights regarding your personal data:

  • Access: Request access to your personal data and obtain a copy.
  • Correction: Request corrections to incomplete or inaccurate data.
  • Erasure: Request the deletion of your personal data, subject to legal or contractual obligations.
  • Restriction: Request a restriction on how we process your data.
  • Objection: Object to data processing based on legitimate interests.
  • Data Portability: Request a copy of your data in a structured, machine-readable format.

To exercise your rights, please contact us at info@wealthwise.media. We aim to respond to all requests within one month.

8.Cookies and Tracking Technologies

We use cookies and similar technologies to optimise your user experience, analyse website performance and deliver targeted advertisements. Please refer to our Cookie Policy for more details, including how to manage your preferences.

9.Third-Party Links

Our website may include links to third-party websites. We are not responsible for the privacy practices or content of these sites. We encourage you to review their privacy policies before sharing personal data.

10.Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on this page with the revised effective date. Please review this policy regularly.

11.Contact Us

If you have any questions about this Privacy Policy or our handling of your data, please contact us at:

WealthWise Media
33 The Island, Thames Ditton, England, KT7 0SQ
Email: info@wealthwise.media

By continuing to use our website, you consent to the terms outlined in this Privacy Policy.