Privacy Policy

In this policy Data Protection Legislation means: the Data Protection Act 1988 save as it is superseded by: (i) the General Data Protection Regulation ((EU) 2016/679) (GDPR) and any national implementing laws, regulations and secondary legislation, as amended or updated from time to time, in the UK; or (ii) (in the event GDPR is no longer directly applicable in the UK) any successor legislation to the GDPR or the Data Protection Act 1998 in force in the UK.

Find A Wealth Manager Limited (“We”/”Us”) are committed to protecting and respecting your privacy.

This should this be the case for any business which collects user data in the course of business but for us it runs deeper than that. We specifically set this business up to help consumers to get their wealth working. We want to provide as simple and effective way of doing that to our users.

This policy (together with our terms of use and any other documents referred to on it) sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it. By visiting, you are accepting and consenting to the practices described in this policy.

For the purpose of the Data Protection Legislation, the data controller is Find a Wealth Manager Limited of Sterling House Fulbourne Road, Walthamstow, London, E17 4EE.

Our nominated representative for the purpose of the Data Protection Legislation is Lee Goggin..

Information we collect from you

We collect information about you in order to match you with potential Wealth Managers. We will collect and process the following data about you:


Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

For detailed information on the cookies please visit or For more information about the cookies we use and the purposes for which we use them see our Cookie policy.

How we use your information

We use information held about you in the following ways:

Disclosure of your information

You agree that we have the right to share your personal information with:

We will disclose your personal information to third parties:

Where we store your personal data

All information you provide to us is stored on our secure servers protected by Cisco PIX firewall hardware. We run regular latest patched software versions to avoid any compromise due to known vulnerabilities.

We will store this information for a period necessary to perform functions and obligations under agreements with Wealth Managers.

The Site is maintained by third party security experts and is certified as compliant with [Industry Data Security Standards]. We employ advanced 128-bit hashing encryption to store user login credentials. The Site is protected by an advanced 256-bit encryption Extended Validation Secure Socket Layer (SSL) from Geotrust to ensure that no data can be intercepted by malicious third parties when in transit from the Site to wealth managers with who you are matched.

Where we have given you (or where you have chosen) a password which enables you to access certain parts of our site, you are responsible for keeping this password confidential. We ask you not to share a password with anyone. Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

Your rights

You have the right to ask us not to process your personal data for marketing purposes. We will usually inform you (before collecting your data) and will obtain your prior consent if we intend to use your data for such purposes or if we intend to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing by checking certain boxes on the forms we use to collect your data. You can also exercise the right at any time by contacting us at [email protected]

Our site may, from time to time, contain links to and from the websites of our partner networks, advertisers and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

Access to information

The Data Protection Legislation gives you the right to access information held about you. Your right of access can be exercised by contacting us at [email protected] and requesting a copy of the information we hold for you.

If at any time you believe the information we process on you is incorrect, you may request to see this information and request to have it corrected or deleted.

Data handling complaints

If you wish to raise a complaint on how we have handled your personal data, you can contact our nominated representative at [E-MAIL ADDRESS], who will investigate the matter. If you are not satisfied with our response or believe we are processing your personal data not in accordance with the Data Protection Legislation, you may complain to the Information Commissioners Office (ICO) at

Changes to our privacy policy

Any changes we make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by e-mail. Please check back frequently to see any updates or changes to our privacy policy.


Questions, comments and requests regarding this privacy policy are welcomed and should be addressed to [email protected]