Privacy Policy

Last updated: 14 May 2026
Document status: Final approved draft
Version: 2.1

1. Introduction

WealthBuilders Together Ltd ("WealthBuilders", "we", "us", or "our") is committed to protecting and respecting your privacy.

This Privacy Policy explains how we collect, use, store and protect your personal data when you interact with our websites, programmes, memberships, events, webinars, communications and digital platforms.

This policy is drafted in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and the Privacy and Electronic Communications Regulations (PECR).

2. Data Controller

The data controller is:

WealthBuilders 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 and process different categories of personal data depending on whether you are a prospect, member or client.

Identity & Contact Data

• Name
• Email address
• Telephone number
• Postal address

Professional & Context Data

• Employment or business status
• Areas of interest relating to wealth-building strategies
• Information voluntarily provided during applications, quizzes, surveys or discovery calls

Financial, Asset & Family Context Data

Information voluntarily provided relating to:

• assets and liabilities
• income sources and financial commitments
• property, business or investment interests
• pension or long-term planning structures
• household or family circumstances where relevant to planning or programme suitability

Limited Health-Related Context Data

In some circumstances, individuals may voluntarily disclose limited information relating to physical or mental conditions affecting themselves or their children or dependants, where this is relevant to planning context or programme suitability.

We do not request, collect or process medical records, diagnoses or clinical documentation. Any such information is recorded only at a high level, is not used for medical assessment or advice, and is processed solely with the individual’s explicit consent.

Technical & Usage Data

• IP address
• Browser type and version
• Device identifiers
• Pages visited, session duration and interaction data

Marketing & Communications Data

• Preferences in receiving marketing from us
• Records of consent and opt-outs

4. How We Use Your Personal Data

We process personal data only where we have a lawful basis to do so.

Some personal data, including high-level financial or contextual information, may be collected prior to a formal contract being entered into. This processing is carried out for the purposes of assessing suitability, responding to enquiries, and providing relevant educational or programme information.

Where we rely on consent, you may withdraw it at any time.

5. Marketing Communications

We will only send marketing communications where:

• you have actively opted in; or
• we are permitted to do so under PECR.

You can unsubscribe at any time using the link in our emails or by contacting us directly.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• ensure our website functions correctly;
• understand how visitors use our site; and
• improve user experience.

Non-essential cookies are only used where you have given consent via our cookie preference tool.

You can manage your cookie preferences at any time via the cookie settings link on our website.

7. Sharing Your Personal Data

We may share your personal data with trusted third parties where necessary, including:

• IT and system administration providers
• CRM and email marketing platforms
• Webinar and event delivery platforms
• Analytics and website hosting providers
• Professional advisers including legal, accounting and compliance support

All third parties are required to:

• process data only on our instructions;
• apply appropriate security measures; and
• comply with UK GDPR.

8. AI-Assisted Communications

We may use AI-assisted tools to help draft, organise, personalise or improve communications, educational content, client support notes and internal administration.

These tools are used to support our team and do not make decisions about you without human involvement.

Where personal data is processed using AI-assisted tools, we take reasonable steps to ensure it is used securely, appropriately and in accordance with this Privacy Policy.

9. International Transfers

Some of our service providers and support resources operate outside the UK.

Where personal data is transferred outside the UK, we ensure appropriate safeguards are in place, including:

• UK adequacy regulations; or
• approved standard contractual clauses and equivalent protections.

10. Data Security

We have implemented appropriate technical and organisational measures to protect personal data against:

• unauthorised access;
• accidental loss;
• destruction or damage.

Access to personal data is limited to those who need it for legitimate business purposes.

11. Data Retention

We retain personal data only for as long as necessary, including:

• Enquiry and lead data: up to 24 months after last interaction
• Marketing data: until consent is withdrawn or inactive for 24 months
• Member records: for the duration of membership and up to 6 years thereafter
• Financial and compliance records: as required by law

Retention periods may vary where legal or regulatory obligations apply.

12. Your Legal Rights

You have the right to:

• access your personal data;
• request correction of inaccurate data;
• request erasure;
• restrict or object to processing;
• request data portability;
• withdraw consent at any time; and
• lodge a complaint with the ICO.

To exercise your rights, contact: This email address is being protected from spambots. You need JavaScript enabled to view it.

13. Complaints

If you are unhappy with how we handle your personal data, please contact us first.

You also have the right to lodge a complaint with:

Information Commissioner’s Office (ICO)
www.ico.org.uk

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The latest version will always be published on our website, with the effective date clearly stated.

15. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal data, please contact:

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