Privacy Policy

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About Wake Up Your Wealth LLP

Wake Up Your Wealth LLP is registered in England and Wales (OC404121). Our office address is The Powerhouse 21, 21 Woodthorpe Road, Ashford Middlesex TW15 2RP. We are authorised and regulated by the Financial Conduct Authority (FCA) (Register No: 746535) and registered with the Information Commissioner’s Office (Registration No: ZA227628). As a data controller, we adhere to all relevant data protection regulations.

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Information We Collect

We collect personal data to deliver tailored financial services. This data includes:

• Provided directly by you through forms, emails, or meetings:
  • Name and contact details
  • Financial information
  • Employment status
  • Details about dependents or beneficiaries
• Obtained from third parties, such as:
  • Employers
  • Product providers
  • Legal or financial representatives
  • Identity verification agencies

We may also process special category data (e.g., health or criminal conviction details) with your explicit consent or where required by law.

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How We Use Your Data

Your data is used to:

1. Provide financial advice and services
2. Improve our offerings
3. Meet legal and regulatory obligations
4. Communicate relevant products or services (with your consent)

We may share your data with trusted third parties, including IT providers, compliance consultants, and product providers. These parties process your data securely and only as instructed by us.

We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We will provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.

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Your Rights

You have the following rights regarding your personal data:

1. Access: Request a copy of your data.
2. Correction: Rectify inaccurate or incomplete information.
3. Deletion: Request data erasure, subject to legal obligations.
4. Restriction: Limit how we process your data.
5. Objection: Challenge data processing or marketing communications.
6. Portability: Transfer your data to another organization.
7. Automated Decisions: Challenge decisions made solely by automated means.

To exercise your rights, email greg@wakeupywealth.com or write to us at The Powerhouse 21, 21 Woodthorpe Road, Ashford, Middlesex, TW15 2RP.

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Data Security and Retention

We use industry-standard measures to safeguard your data. Personal data is retained only as long as necessary for:

• Service delivery
• Legal and regulatory compliance (e.g., seven years for most records or indefinitely for pension transfers)

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Cookies

Our website uses cookies to enhance your browsing experience. For more details and to manage preferences, please review our Cookies Policy.

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Policy Updates

We may update this Privacy Policy periodically. Please check our website for the latest version.

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