Privacy Policy for Wealth Management Info. Last Updated: December 2023.
Thank you for visiting the Wealth Management Info website. Your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect the information you provide through our website.
Our Details
Evolving Solutions Ltd trading as Wealth Management Info.
Our registered address is: Wealth Management Info, 7 Bell Yard, London, England, WC2A 2JR.
Our email address is info@wealthmanagementinfo.co.uk.
Information Collection
Personal Information
We may collect personal information, such as your name, email address, phone number, and other contact details when you voluntarily submit an enquiry through our web form. This information is used for the purpose of responding to your inquiries, providing financial services, and improving our website’s user experience.
Log Data
Like many websites, we collect information that your browser sends whenever you visit our site. This may include your computer’s Internet Protocol (IP) address, browser type, browser version, the pages you visit, the time and date of your visit, and the time spent on those pages.
Use of Information
We use the collected information for communication purposes, providing services, and enhancing user experience. By submitting an enquiry via our web form, you agree that we may pass on your information to third parties (e.g. to wealth management organisations) for the purpose of fulfilling your request or providing relevant services.
By submitting an enquiry to Wealth Management Info, you accept future communications from third parties may occur and if you wish to stop these, you will need to contact these companies directly (not Wealth Management Info).
Third-Party Disclosure
We may share your personal information with third parties, including financial partners and service providers, to facilitate the services you’ve requested or to improve our offerings. We ensure that any third parties with whom we share your information adhere to strict confidentiality and data protection standards.
Google Analytics
We use Google Analytics, a web analytics service provided by Google Inc. (“Google”). Google Analytics uses cookies to analyze how users interact with our website. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators, and providing other services relating to website activity and internet usage.
Google Analytics Advertising Features
We have enabled the following Google Analytics Advertising Features:
- Remarketing with Google Analytics
- Google Display Network Impression Reporting
- Google Analytics Demographics and Interest Reporting
- Integrated services that require Google Analytics to collect data for advertising purposes, including the collection of data via advertising cookies and identifiers
These features allow us to collect data about our website traffic through Google advertising cookies and anonymous identifiers, in addition to data collected through standard Google Analytics implementation. We may use this data to improve user experience, provide targeted content, and optimize our marketing efforts.
Opt-Out
You can opt-out of Google Analytics Advertising Features through Ads Settings, Ad Settings for mobile apps, or any other available means (for example, the NAI’s consumer opt-out). You can also prevent data from being collected and used by Google Analytics by installing Google’s Opt-out Browser Add-on.
Cookies
We use cookies to enhance your experience on our website. You can set your browser to refuse all or some browser cookies, but this may limit your ability to use certain features on our site.
Security
We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, please be aware that no data transmission over the Internet or method of electronic storage is 100% secure.
Certainly! It’s important to note that I’m not a legal expert, and you may want to consult with one to ensure that your privacy policy meets all relevant legal requirements. However, here’s a general example of a clause you could consider adding to your website’s privacy policy:
Disclaimer of Expertise and Liability:
Wealth Management Info provides information on this website for general informational purposes only. While we strive to offer accurate and up-to-date information, we do not claim to be experts in any field. The content on this site is not intended to substitute professional advice, and users should seek the advice of qualified professionals for specific concerns.
Wealth Management Info does not warrant the accuracy, completeness, or reliability of any information on this website. Users acknowledge that they use the information provided here at their own risk. Wealth Management Info will not be held liable for any errors, omissions, or inaccuracies in the information nor for any actions taken in reliance on the information provided.
It is important for users to independently verify any information obtained from this website and consult with appropriate professionals for advice tailored to their specific situation.
Changes to This Privacy Policy
We reserve the right to update or change this Privacy Policy at any time. Any changes will be effective immediately upon posting the updated Privacy Policy on this page.
Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us by completing the short form here, or emailing info@wealthmanagementinfo.co.uk.