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This privacy notice explains how we use any personal information we collect about you.

 

What information do we collect about you?

We collect information about you when you engage us for financial planning, financial advice, mortgage advice and investment management services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.

We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site.

 

Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations.

Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.

 

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

 

Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you.

We won’t share your information for marketing purposes with other companies.

In order to deliver our services to you 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 product and platform providers that we use to arrange financial products for you.

Where third parties are involved in processing your data we’ll 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’ll only act in accordance with our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

 

How long do we keep hold of your information?

In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. In any case, we will not retain your personal data for longer than is strictly necessary due to our regulatory obligation.

You have the right to request deletion of your personal data. We’ll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

 

How can I access the information you hold about me?

You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information please email or write to us using the contact details noted below.

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

 

Marketing

We’d like to send you information about our products and services which may be of interest to you. If you’ve agreed to receive marketing information, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us using the information below.

 

Cookies

We use cookies to track visitor use of the website and to compile statistical reports on website activity.

For further information visit http://www.allaboutcookies.org/

You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.

 

Other websites

Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

 

What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF  

0303 123 1113 (local rate)

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  

Changes to our privacy policy

We keep our privacy policy under regular review. This privacy policy was last updated on 24th April 2018.

 

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you: by email at:

info@wealthmanagement.uk.com

Or write to us at:

Future Life Wealth Management Limited, Future House, 54 Ravenshorn Way, Renishaw, Sheffield, S21 3WY

 

Should you wish to download a PDF copy of our Privacy Notice, please click here.

Our Awards

Derbyshire Times Business Awards 2018 - Lifetime Achievement

Winner of the Lifetime Achievement Awards

Derbyshire Times Business Awards 2018

New Model Adviser Top 100 2018

New Model Adviser Top 100 2018

New Model Adviser Top 100 2018

The Parliamentary Review 2017

Best Practice Representative of The Parliamentary Review 2017

The Parliamentary Review 2017

New Model Adviser Top 100 2017

New Model Adviser Top 100 2017

New Model Adviser Top 100 2017

2017 Treasury Parliament Review

Future Life Wealth Management to represent Finance

2017 Treasury Parliamentary Review

Forward Ladies Awards 2016 - Inspirational Leader Award

Winner of the Inspirational Leader Award

Forward Ladies Awards 2016

Sheffield City Region Awards 2016 – Customer Service

Finalist in Customer Service

Sheffield City Region Awards 2016

Sheffield City Region Awards 2016 – Business Person of the Year

Finalist in Business Person of the Year

Sheffield City Region Awards 2016

Yorkshire Women in Business Awards 2016 – Rising Star

Finalist in Rising Star (Samantha Williams)

Barclays Yorkshire Women in Business Awards 2016

Yorkshire Women in Business Awards 2016 - Diversity Award

Finalist in the Diversity Award

Barclays Yorkshire Women in Business Awards 2016

Yorkshire Women of Achievement in Business 2016

Finalist Yorkshire Women of Achievement in Business 2016

Yorkshire Women of Achievement in Business 2016

New Model Adviser Top 100 2016

New Model Adviser Top 100 2016

New Model Adviser Top 100 2016

Excellence in Professional Services 2015

Excellence in Professional Services 2015

Derbyshire Times Business Awards 2015

Business Personality of the Year 2015

Business Personality of the Year 2015

Derbyshire Times Business Awards 2015

New Model Adviser Top 100 2015

New Model Adviser Top 100 2015

New Model Adviser Top 100 2015

Forward Ladies Shortlisted Women in Business Awards 2015

Forward Ladies Shortlisted Women in Business Awards 2015

Women in Business Awards 2015

New Model Adviser Top 100 2014

New Model Adviser Top 100 2014

New Model Adviser Top 100 2014

Business Personality of the Year 2014

Runner up in the Business Personality of the Year

Derbyshire Times Business Awards 2014

North Regional Shortlist

The North Regional Shortlist

New Model Adviser of the Year 2013

Outstanding Business of the Year 2012

Winner of the Outstanding Business of the Year

The Great South Yorkshire Business Awards 2012

Business Personality of the Year 2012

Runner up in the Business Personality of the Year

Derbyshire Times Business Awards 2012

Small business of the Year 2012

Winner of Small business of the Year

Derbyshire Times Business Awards 2012

Most Promising New Business 2011

Shorlisted for Most Promising New Business

British Chamber Awards 2011

Team of the Year 2011

Shortlisted for the Team of the Year

Derbyshire Times Business Awards 2011

Entrepreneur of the Year 2011

Shortlisted for Entrepreneur of the Year

Derbyshire Time Business Awards 2011

Most Promising Initiative - Financial Advise 2011

Finalist in Most Promising Initiative - Financial Advise

Financial World Innovation Award 2011

Most Promising New Business

Yorkshire and Humberside - Most Promising New Business

Regional Chamber Awards

Best Technology Business Woman of the Year 2011

Winner of Best Technology Business Woman of the Year

Business Women of the Year Awards 2011

Start-Up Business Woman 2010

Winner of Start-Up Business Woman

Women in Business Awards 2010

Sheffield Enterprise Agency Enterprise Award 2010

Winner of the Sheffield Enterprise Agency Enterprise Award

Sheffield Business Awards 2010

National Awards and Summit 2018

Shortlisted Regional Finalist

National Awards and Summit 2018