Wealth Wizards takes the protection of your data seriously and is committed to safeguarding your personal information. This Privacy Notice explains the data processing practices relating to the websites: wealthwizards.com and any further interactions you may have with our business development teams. Should you provide information by which you can be identified when interacting with us, it will only be used in accordance with this Privacy Notice.
Wealth Wizards collects, uses and retains certain personal data about you. Wealth Wizards is required to comply with data protection regulation, and we are responsible as a data controller of that personal data for the purposes of those laws.
When we mention “Wealth Wizards”, “we”, “us” or “our” we are referring to Wealth Wizards Ltd. There are many ways you can contact us, including by telephone, email and post.
Registered Office:
Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT
Helpline Number: 01926 671 469
Email: thewizard@wealthwizards.com
Company No: 07014133, Data Protection Registration No: ZA547627.
We do not automatically capture or store personal information, other than logging your IP address and session information such as how long your visit lasted, and the type of browser used. This is recognised by the web server and is only used for system administration purposes and to provide statistics, which we use to evaluate how the site is used, in order to do this, we use Heap and Google Analytics. Please read our Cookie Policy for more information. Our Cookie Policy describes what information we gather, how we use them and why we sometimes need to store these cookies. We will also share how you can prevent these cookies from being stored, however this may downgrade or disrupt certain elements of the website’s functionality.
Wealth Wizards collects personal identifiable information (PII) about you through:
In the course of providing our services to you we may collect the following personal data when you provide it:
The elements of your data that we collect may include:
We will only ask you to provide us with a limited amount of personal information needed to provide the service you are interested in, for example where you:
We require this information to understand the latest needs and provide you with a better service, and for the following reasons:
In order to deliver our services effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as the use of Client Relationship Management systems.
Please note, where third parties are involved in processing your data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.
We may also use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you would like us to do so. We may need to disclose your details to our trusted partners and service providers for these purposes.
We reserve the right to fully co-operate with any law enforcement authorities or court order requiring or requesting us to disclose the identity or other usage details of any user of our site.
The table below sets out:
We will not hold your personal data for longer than is required under the terms of our contract for our services with you. Wealth Wizards is subject to regulatory requirements to retain data for specified minimum periods. In addition, we are obliged to treat our customers fairly in the event of a future complaint and therefore we reserve the right to retain data for longer than these specified minimum periods in order to allow us to investigate such complaints and, if necessary, defend a future claim against us.
We will therefore keep your personal information securely for as long as we need to under the terms of our services or for as long as we are required to by relevant regulations. Wealth Wizards regularly reviews the legal and regulatory obligations around the retention of your personal information.
If you would like more information about how long we will keep your information for, please contact us at: thewizard@wealthwizards.com.
Wealth Wizards takes measures to ensure the security of your data, industry best-practice is followed at all stages of the data life-cycle. We are always working to improve the methods employed to secure your data, for example, data is encrypted when in transit across public internet links and stored in an encrypted format in our systems. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
Wealth Wizards has procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.
Unfortunately, sending information via the internet is not completely secure. Although we will do our best to protect your personal data once with us, we cannot guarantee the security of any personal data sent to our site while still in transit and so you provide this at your own risk.
Wealth Wizards will only ever transfer your information to processors based in other countries outside the UK and EEA where we consider that there are adequate safeguards provided for your information, with individual rights standards that meet the GDPR requirements and the use of these processors is necessary in the fulfilment of our obligations to you. We currently engage some US-based processors to provide services such as data analytics and marketing communications. To be clear, we shall only engage with processors based in other countries outside the UK and EEA where we consider that there are adequate safeguards provided for your data.
If personal data is transferred from the UK or a country within the European Economic Area to a country outside the UK or European Economic Area which do not ensure an adequate level of data protection within the meaning of UK Data Protection Laws, Wealth Wizards shall ensure that your personal data is adequately protected. To achieve this, we shall, unless agreed otherwise, rely on UK approved Standard Contractual Clauses for the transfer of personal data from the UK, European Union, the European Economic Area and/or their member states and Switzerland to countries which do not ensure an adequate level of data protection within the meaning of UK Data Protection Laws or any other legally enforceable mechanisms for transfer as may be prescribed under UK Data Protection Laws from time to time.
You have legal rights under data protection regulation in relation to your personal data. These are set out in the table below:
to transfer personal data to another organisation.
You can ask Wealth Wizards to provide your personal data to you in a structured, commonly used, machine readable format, or you can ask to have it transferred directly to another data controller (e.g. another company).
restrict how Wealth Wizards uses personal data.
You can ask us to restrict the use of your personal data in certain circumstances, for example:
• where you think the information is inaccurate.
• where our use of your personal data is no longer required, but you do not want us to erase it.
• where the information is no longer required for the purposes for which it was collected, but we need it to establish, exercise or defend legal claims.
• where you have objected to our use of your personal data, but we still need to verify if we have overriding grounds to use it.
object to how Wealth Wizards uses personal data.
You can object to any use of your personal data, if you believe your fundamental rights and freedoms to data protection outweigh our legitimate interest in using the information.
object to automated decisions.
These rights do not apply where we are authorised by law to make such decisions and have adopted suitable safeguards in the decision making processes to protect your rights and freedoms.
find out more about how Wealth Wizards uses personal data.
If you are not satisfied with the level of information provided in this privacy notice you can ask us:
• What personal data we have about you and where we got your data from.
• What we use your information for and what automated decisions were made.
• Who disclose your information to and whether we transfer it abroad.
• How we protect your information and how long we keep it for.
• What rights you have and how you can make a complaint.
correction or erasure of personal data.
You can ask that we rectify any information about you which is incorrect. Wealth Wizards will be happy to rectify such information.
You can ask us to erase your personal data if you think we no longer need to use it for the purpose we collected it from you.
You can also ask that we erase your personal data if you have withdrawn your consent to us using your information.
access personal data.
You can ask us to confirm whether we have and are using your personal data. You can also ask for a copy of your personal data from us and for information on how we process it.
If you would like to exercise any of the above rights, please email: info@wealthwizards.com or write to: Wealth Wizards Ltd, Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that content. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites, and such sites are not governed by this Privacy Notice. You should exercise caution and look at the Privacy Notice applicable to the website in question.
If you are not happy with the way we are handling your personal data, you have the right to lodge a complaint with the Information Commissioners Office (ICO). It has enforcement powers and can investigate compliance with data protection regulation (www.ico.org.uk). We do however request that you attempt to resolve any issues directly with us before contacting the ICO.
Should you feel you need to lodge a complaint with the ICO you can call or write to:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline Number: 0303 123 1113 (local rate).
We reserve the right to add to or change the terms of this Privacy Notice without prior notice. If Wealth Wizards changes this Privacy Notice, we will post the new Privacy Notice on our website wealthwizards.com and it will become effective from the time of posting. Please view the Privacy Notice on a regular basis to ensure you have read the latest version to understand what we do with your personal data.
Updated 02/10/2024
This website is provided by Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641, and registered in England & Wales Company No 06030782. Wealth Wizards® and MyEva® are registered as a trading styles of Wealth Wizards Benefits Limited with the Financial Conduct Authority.
These terms should be read carefully. Access to this website is on the basis that you agree to these terms.
Our services are intended for customers in the United Kingdom. Services featured on the website do not amount to an invitation to customers outside the United Kingdom.
The website and these terms are governed by the law of England and Wales.
We try to ensure that our website is available for access 24 hours a day, 7 days a week. However it may, on occasions be necessary to close or suspend provision of any of the services on the website for the purposes of repair, maintenance or development. Access to the website or operation of any of the services may be interrupted by circumstances beyond our control.
Wealth Wizards Benefits Limited takes care to ensure that the contents of this website are as clear, accurate and as easy to use as possible, but cannot accept responsibility (to the extent permitted by law) for any interruption or delay in access to the website or for any inaccuracies, incompleteness of information, errors or omissions in respect of information on our website or on any to which our website may be linked. The information is subject to change at any time without notice and Wealth Wizards Benefits Limited does not warrant that any of the services mentioned on the website are available. No warranty is given as to the freedom of this website from errors, defects or viruses.
If you request one of our email services you acknowledge that email is not completely secure or confidential and agree to that risk. We do not routinely encrypt emails. We do adhere to a rigorous Privacy Policy and we make all reasonable endeavours to keep your information confidential.
Parts of our website are provided by third parties. We try to ensure that our sources of information are reputable and that they take due care in preparing the information. However, we do not verify the information ourselves, and we do not guarantee that it is correct. We are also not responsible for any information on this site or any site linked to this site which is being marketed by a third party.
Wealth Wizards Benefits Limited cannot be held responsible for the accuracy of the contents or information contained within any linked sites accessible from this site.
This site and the material and brands on it are the intellectual property of Wealth Wizards Limited and Wealth Wizards Benefits Limited, and all resulting rights are reserved; no right or license is granted to use such intellectual property, save for the purposes of reviewing the website. Wealth Wizards ®, Pension Wizard ®, Retirement Wizard ® Turo® MyEva® and and the wizard hat logo are registered trademarks; the trademarks, trade names, and logos on this website, and the copyright and pending patent applications are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Money Wizard , Protection Wizard and Investment Wizard are trademarks and logos of Wealth Wizards Limited.
Updated on 16 March 2021 (v. 10)
Our Regulated Financial Advisory Business is Wealth Wizards Benefits Limited.
Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641. Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT. Registered company number: 06030782.
Our registered address is:
Wealth Wizards Benefits Limited
Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT
If you’re unhappy with the experience you have with Wealth Wizards Benefits Limited we’d like to put it right for you. Please let us know if you want to make a complaint by writing to us or dropping us an email.
If you’re still unhappy with the outcome of your complaint, you have the right to contact the Financial Ombudsman Service (FOS). The FOS is a statutory body established to provide consumers with a free, independent service for resolving disputes with financial firms. Their decisions are binding on us. You can visit the FOS website for further information.
You may be entitled to compensation from the Financial Services Compensation Scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim. Further information is available from the FSCS.