At Personal Wealth Matters, your privacy is important to us. We are committed to protecting your personal information and being transparent about how we use it. This policy explains what data we collect, how we use it, and your rights regarding your information.

1. Who we are

Personal Wealth Matters provides financial and estate planning services, including advice on wills, estate planning, mortgages, and financial matters. Our focus is on building strong relationships and helping you make informed decisions at every stage of life.

2. What information we collect

When you engage with us, we may collect the following information:

• Your name, contact details, and address

• Information about your financial situation

• Details about your estate planning or mortgage needs

• Any other details you choose to share with us to help us provide the best service

3. How we use your information

We use your personal data to:

• Provide financial and estate planning services

• Communicate with you about your inquiries or services

• Improve our services and understand client needs

• Comply with legal and regulatory requirements

We will never sell your data or share it with third parties unless required by law or if it is necessary to deliver our services (e.g., liaising with legal or financial institutions on your behalf, with your consent).

4. Keeping your information safe

We take data security seriously and have measures in place to protect your information from unauthorized access, loss, or misuse. Your data is stored securely, and access is restricted to authorized personnel only.

5. Your rights

You have rights regarding your personal data, including:

• Access – You can request a copy of the data we hold about you.

• Correction – You can ask us to update or correct inaccurate information.

• Deletion – You can request that we erase your data, subject to legal and regulatory requirements.

• Objection – You can object to how we use your data, particularly for marketing purposes.

To exercise any of these rights, please contact us using the details below.

6. Cookies and website tracking

Our website may use cookies to improve your browsing experience. You can manage cookie preferences in your browser settings.

7. Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website, so we recommend reviewing it periodically.

8. Contact us

If you have any questions about this Privacy Policy or how we handle your data, please get in touch:

Personal Wealth Matters
hello@PWMatters.co.uk
03302 233 945

Thank you for choosing Personal Wealth Matters – we’re with you for the journey!