Wealthmax Financial Advisers Limited takes the privacy of personal data seriously and the legal and compliant treatment of this data is at the core of our operations. We therefore ask you to please read the following important information which explains how we collect, store and use your personal data.
Wealthmax Financial Advisers Limited are Financial consultants, offering financial advice to individuals, trustees and their businesses. Wealthmax Financial Advisers Limited (Company No. 10501962) has its registered office at 1000 Great West Road, Brentford, TW8 9DW
By personal data (or personal information), we mean information that relates to you and is used to identify you, either directly or in conjunction with other material we hold.
We collect personal information about you as and when you consent to us doing so by signing our Data Consent forms, or by indicating consent on our online forms. We gather your consent in writing before entering into business relations with you.
The information we collect may include your name, address, email address and phone number. Furthermore, information about your health, lifestyle and finances can be collected depending whether it is necessary for the advice we are providing. We may also ask for evidence of your identity, for example your passport, driving license, proof of residence or income.
We use your personal information for the following:
Any personal information we collect, record, or use in any way, be it on computer, hard copy or in any other form, is secured through our safeguarding processes to ensure that we meet our obligations under the Data Protection Act 1998.
The GDPR enhances your rights surrounding your personal data. This includes:
Wealthmax Financial Advisers Limited
1000 Great West Road, Brentford, TW8 9DW
Tel No: 02036758998
Email Id: firstname.lastname@example.org
We will only share your personal data with third parties when it is necessary for the service you have asked us to provide, and we will have contracts/safeguards in place to ensure that they treat the privacy of your personal data with the same importance as we do. You will be advised of the specific third parties with whom we may share your data. These third parties, amongst others, may include: