Privacy Policy

Privacy Policy


The protection of your personal data is a very serious matter for us.

This should this be the case for any business which collects user data in the course of business but for us it runs deeper than that. We specifically set this business up to help consumers to get their wealth working. We want to provide as simple and effective way of doing that to our users. From time to time we may share your details with carefully selected finance and professional services firms who we feel will add value based on your previous visit to our website and your stated requirements. They may make contact to offer you their services directly. If you wish not to receive these direct contacts please let us know by writing to [email protected]

Your Data

There is an important distinction between what we call ‘personal details’ and simply other information that your provide us. Your ‘personal details’ is information that identifies you. In our case if you use us to search for a wealth manager we ask for your Name, Email and Phone number is you choose to use us to search for a wealth manager. We have to ask you for that so that we can a) tell you who your best-matches are b) communicate with you to refine your matches if needed c) introduce you to the chosen wealth managers if you choose to pursue that.

The rest of your information is anonomised information which by itself if non-identifiable to you and which carries no value. However we look at all the anonomised data that we collect to work out interesting trends that we think will be of use to our users or to the wealth professional industry. We may publish this analysis. All with the aim of providing useful information to help wealth work better – both that of the consumers but also the services offered by the professionals.

So ‘personal details’ are kept secure and confidential as per our Terms and Conditions. More general data we may bulk together and analyse. ‘Personal details’ are never within this.

Legal Statement

The law of England and Wales applies to these terms and conditions and any disputes will be subject to the exclusive jurisdiction of the English courts. and its associated companies fully respect your right to privacy. In order for us to carry out our services to you it will be necessary for us to use your personal information (“information”). Please read our Privacy Policy carefully before continuing with this website. Your continued use of this website indicates your agreement to the Privacy Policy and any changes to it. As we may change our Privacy Policy from time to time, please check this page regularly.

How We Process Your Data

We will process your information for limited purposes that will include: responding to your requests; asking you for feedback; providing our services in accordance with our terms and conditions; developing and improving our services to you and to other customers; and, occasionally, informing you by email or telephone about services that may be of interest to you.

You may tell us if you do not wish to receive marketing material by emailing us at [email protected] We will process this information fairly and lawfully and will store this information in accordance with the relevant data protection legislation.

The information that we will use will depend upon the information that you give to us and the information that is necessary to collate in order to carry out our services for you. In all circumstances the information will be adequate, relevant and not excessive and will be processed in line with your rights. We do not collect any personally identifiable information from users of our ‘public’ area of our website. All we do is to gather information on the numbers of visitors to certain areas and the manner in which the website is navigated. However, in order to effectively operate the Search area of the website we may ask for personal information about yourself, and this will be processed in accordance with this Privacy Policy.

From your data we collate generic statistics which we use to improve our website and we provide you with information about products and services which may be of interest to you. This does not affect your right to opt-out from receiving marketing material.

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