Privacy Policy

Last updated: 29 January 2026

1. Introduction

Wealth Builders Together Ltd (“WealthBuilders”, “we”, “us”, “our”) is committed to protecting and respecting your privacy.

This Privacy Policy explains how we collect, use, store and protect your personal data in accordance with UK GDPR and the Data Protection Act 2018.

2. Data Controller

Wealth Builders Together Ltd

Company number: 10944716

Registered in England and Wales

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

We are registered with the Information Commissioner’s Office (ICO).

3. Personal Data We Collect

We may collect different categories of personal data depending on whether you are a prospect, member or client.

• Identity & Contact Data (name, email, phone, address)

• Professional & Context Data (employment or business context, areas of interest)

• Financial, Asset & Family Context Data (assets, liabilities, income sources, property, business or investment interests, pension or long‑term planning structures, household or family circumstances relevant to planning)

• Limited Health‑Related Context Data (high‑level information voluntarily disclosed relating to physical or mental conditions where relevant to planning context)

• Technical & Usage Data (IP address, browser, device, analytics)

• Marketing & Communications Data (preferences and consent records)

We do not request or process medical records, diagnoses or clinical documentation. Any limited health‑related information is recorded only at a high level, is not used for medical assessment or advice, and is processed solely with explicit consent.

4. How We Use Your Data and Lawful Bases

• Service delivery and membership administration – Performance of a contract

• Enquiry handling and support – Legitimate interests

• Marketing communications – Consent / PECR soft opt‑in

• Website analytics – Legitimate interests

• Compliance and record‑keeping – Legal obligation

5. Marketing

You will only receive marketing communications where you have actively opted in or where permitted by law. You can unsubscribe at any time.

6. Cookies

Non‑essential cookies are used only with consent via our cookie preference tool.

7. Sharing Your Data

We may share data with trusted third‑party providers for IT systems, CRM, email, analytics, webinar delivery and professional services. All processors act on our instructions and comply with UK GDPR.

8. International Transfers

Where data is transferred outside the UK, appropriate safeguards are in place, including adequacy regulations or approved contractual clauses.

9. Data Retention

• Enquiry data: up to 24 months

• Marketing data: until consent withdrawn or inactive for 24 months

• Member records: duration of membership plus up to 6 years

• Legal/compliance data: as required by law

10. Your Rights

You have the right to access, correct, erase, restrict or object to processing, request data portability, withdraw consent, and complain to the ICO.

11. Complaints

If you are unhappy with our response, you may complain to the Information Commissioner’s Office (www.ico.org.uk).

12. Changes

We may update this policy from time to time. The latest version will always be published on our website.