Privacy Policy – TPD Wealth Management Ltd

Last updated: April 2024

Who we are

TPD Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA number 606559) and registered in England & Wales (Company No. 8505361). Our registered office is The Three Shires, 30 Great Underbank, Stockport, SK1 1NB.
We are the Data Controller of your personal data and are registered with the Information Commissioner’s Office (ICO registration number ZA038221).

What information we collect

We collect personal data when you:
– Use our online quoting tools
– Contact us by phone, email, or website
– Apply for our services

This may include:
– Name, address, date of birth and contact details
– Financial and employment information
– Health or lifestyle data (if relevant for insurance or financial planning)
– Technical data (e.g. IP address, browser, device info, page interactions)

We may also receive data from trusted third parties, such as:
– Credit reference or verification agencies
– Referral platforms
– Your employer or pension provider

Why we collect your data

We use your data to:
– Provide quotes and financial advice
– Arrange products and services on your behalf
– Comply with legal or regulatory duties (e.g. anti-money laundering)
– Improve our website and user experience
– Communicate relevant products or services (with your consent)

Our legal basis for processing your data includes:
– Fulfilling a contract with you
– Complying with our legal obligations
– Pursuing our legitimate interests (e.g. fraud prevention, service improvement)
– Consent (e.g. for marketing or sensitive health data)

Who we may share your data with

We may share your data with:
– Product and platform providers to arrange your financial products
– Third-party processors for compliance, legal, marketing, or IT support
– Law enforcement or regulators if required by law

We do not sell or rent your data to any third party.
All third parties are bound by contracts to safeguard your information and act only on our instructions.

International transfers

Some data may be processed outside the UK/EEA (e.g. via cloud platforms or analytics tools). In these cases, we ensure equivalent levels of protection through:
– UK GDPR-compliant contracts (e.g. Standard Contractual Clauses)
– Adequacy decisions or certification frameworks (e.g. EU-U.S. Data Privacy Framework)

How long we keep your data

We keep your data:
– For at least 6 years after your relationship with us ends (for legal/regulatory reasons)
– Longer if required for legal defence, audit, or compliance
– We anonymise data used for analytics or research where possible

Marketing and communication

We may contact you about services that may interest you. You can opt out at any time by:
– Clicking ‘unsubscribe’ in marketing emails
– Contacting us via email or phone

We will not share your data with other companies for marketing.

Cookies and website tracking

Our website uses cookies and analytics tools to improve performance and monitor usage. These may collect anonymous data such as IP address, device type, pages visited, and session behaviour.

You can manage cookies via your browser settings. For more information, visit aboutcookies.org.

Your rights

You have the right to:
– Request a copy of your personal data
– Correct or update inaccurate information
– Request deletion of your data (in certain cases)
– Object to processing or restrict how we use your data
– Request data portability to another provider
– Withdraw consent at any time (e.g. for marketing)
– Lodge a complaint with the ICO at ico.org.uk

Contact us

If you have any questions or want to exercise your rights, contact:

Data Protection Officer
TPD Wealth Management Ltd
The Three Shires, 30 Great Underbank, Stockport, SK1 1NB
📞 0161 940 0176
✉️ info@tpdwealth.co.uk