Privacy Policy

Last updated: September 2026

Introduction

We respect your privacy and are committed to protecting your personal data. This privacy notice will tell you how we look after your personal data when you visit our website (regardless of where you visit it from), when you contact us completing our website form or by sending us an email.

Important information

Purpose of this privacy policy.

This privacy notice aims to give you information on how we collect and process your personal data through your use of this website and when you email us, either from the website or directly.

This website is not intended for children, and we do not knowingly collect data relating to children.

It is important that you read this privacy notice together with our cookie policy about collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy notice supplements other notices and is not intended to override them.

Company name: Wealth Wise Partners

If you have any questions about this privacy policy or our privacy practices, please contact: info@wealthwisepartners.org. You have the right to make a complaint at any time by contacting us on the above email address.

The data we collect about you

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We collect the following personal data:

• Enquiry data: your name, email address and the message you send us through the contact form or by email.
• Sign-up data: your first name, last name and email address when you sign up to receive updates.
• Technical data: the standard information your browser sends when you visit any website, such as your IP address, browser type and the pages requested. Our hosting provider records this in server logs to keep the site secure and running. We do not use analytics or tracking cookies. See our cookie policy.

How we use your data

• To reply to your enquiry and, where relevant, to discuss working together.
• To send you the updates you signed up for.
• To keep the website secure and working.

We rely on your consent when you submit a form, and on our legitimate interest in responding to enquiries and running the website. We do not use your data for automated decision-making or profiling.

Who we share your data with

We use a small number of service providers to run this website and to communicate with you: Formspree, which delivers form submissions to our inbox; Vercel, which hosts the website; and Google Workspace, which provides our email. If we use an email tool to send updates, your sign-up details are stored there. Each provider processes your data on our instructions and under its own privacy policy. Where a provider is based outside the European Economic Area, we rely on the safeguards recognised under GDPR, such as standard contractual clauses.

We do not sell your data, and we do not share it with anyone else.

How long we keep your data

We keep enquiry details for as long as needed to respond to you and for our business records. If you sign up for updates, we keep your details until you unsubscribe. Server logs are kept by our hosting provider for a short period.

Your rights

Under GDPR you have the right to ask for a copy of the personal data we hold about you, to have it corrected or deleted, to restrict or object to how we use it, to receive it in a portable format, and to withdraw your consent at any time. To exercise any of these rights, email info@wealthwisepartners.org. You also have the right to complain to the data protection authority in your country.

Marketing

We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising. You can opt out of these communications at any time by clicking on the ‘unsubscribe’ link within the email or by emailing us direct at info@wealthwisepartners.org.

NOTE: This website is intended for the use of Financial Advisers and Planners. It is not intended for use by the general public.