Privacy Policy
Providence Wealth Limited (Company No. 15991169)
At Providence Wealth Limited, we take your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect your personal data when you visit our website, communicate with us, or invest through our services.
1. What Information We Collect
We may collect and process the following personal data:
• Identification Details: Name, date of birth, and contact details (email, phone, address).
• Financial Information: Investment preferences, bank details (if required for transactions), and financial suitability assessments.
• Communication Records: Emails, phone calls, and other correspondence.
• Marketing Preferences: Information on whether you have opted into receiving marketing updates.
• Website Usage Data: IP addresses, browser type, and interactions with our website.
2. How We Use Your Information
We use your data to:
• Process investments and transactions.
• Conduct Anti-Money Laundering (AML) checks using SmartSearch.
• Manage and improve our services.
• Communicate with you regarding your investments or account.
• Comply with legal and regulatory obligations.
• Provide marketing updates.
3. Sharing Your Data
We may share your personal data with:
• Regulatory Authorities: If required by law.
• Third-Party Service Providers: SmartSearch AML verification.
• Business Partners: Where necessary for investment administration.
• Marketing & Analytics Providers: If you have consented to receive promotional materials.
We do not sell or rent your data to third parties.
4. Data Retention
We retain your data for as long as necessary to:
• Fulfil contractual obligations.
• Comply with regulatory and legal requirements.
• Defend against legal claims.
5. Your Rights Under UK GDPR
You have the right to:
✅ Access your personal data.
✅ Correct any inaccurate or incomplete data.
✅ Request deletion of your data (subject to legal obligations).
✅ Withdraw consent for marketing communications at any time.
✅ Restrict processing of your data under certain conditions.
To exercise your rights, contact us at enquiries@providencewealth.co.uk
6. Security Measures
We implement appropriate security measures to protect your data from unauthorized access, loss, or misuse.
7. Cookies & Website Tracking
We use cookies to improve user experience and analyse website traffic. You can manage cookie preferences through your browser settings.
8. Changes to This Policy
We may update this policy from time to time. The latest version will always be available on our website.
9. Contact Us
For privacy-related inquiries, contact:
enquiries@providencewealth.co.uk
