Whateley Wealth Management Ltd have a robust Privacy and Cookie Policy, a link to the full policy document can be found on the right hand side of the screen.

In general you may use the Whateley Wealth Management Ltd website without telling us who you are - or providing us with any personal information.

Any information that you do provide to us on the website will be held within the UK, in accordance with the General Data Protection Regulation (GDPR) 2016 and UK Data Protection Act 2018.

If you choose to enter detailed information on the specific advice area forms, or the general enquiry form, we may transfer that information within Whateley Wealth Management Ltd.  However, no information would be transferred to any third party (such as pension, mortgage or protection providers) until such time as you choose to formally engage our services to act on your behalf, after reading and signing our Client Agreement.  No data you enter on the website is stored on the website.

Under no circumstances would your data be sold to any third party.

Please read  our Privacy and Cookie policy document in full as it explains what information we collect and why - as well as explaining your rights in terms of the data we hold.