PRIVACY & COOKIES POLICY
Rise Wealth Limited (“we”, “our”, or “us”) provides independent financial advice and wealth management services in the UK. Protecting your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you interact with our website, in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
When you visit our website or use our services, we may collect the following information:
Personal Information: Your name, email address, phone number, and any additional details you include when completing our enquiry form.
Automatically Collected Information: Your IP address, browser type, operating system, and pages visited on our website. This is collected through cookies and similar technologies (see our Cookie Policy below).
We collect this information when you complete an enquiry form or interact with our website.
We use your personal data to:
Respond to your enquiries and provide the information or services you request
Improve our website, services, and customer support
Comply with legal and regulatory obligations
Communicate with you about our services (where you have consented)
We do not sell or rent your personal data to third parties.
We may share your information with trusted third parties in the following limited circumstances:
Service Providers: With third-party companies who help us operate our website or deliver our services
Legal Obligations: When required by law or in response to valid legal requests
We implement appropriate technical and organisational measures to protect your personal data from unauthorised access, disclosure, alteration, or loss.
We retain personal data only as long as necessary to fulfil the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.
Under the UK GDPR, you have the right to:
Access and receive a copy of the personal information we hold about you
Request correction or deletion of your personal information
Withdraw consent for processing your personal data
Object to certain processing activities
Lodge a complaint with the Information Commissioner’s Office (ICO)
To exercise your rights, please contact us at Lily.Bell@RiseWealthIFA.co.uk.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
This Cookie Policy explains how Rise Wealth Limited (“we”, “our”, or “us”) uses cookies and similar technologies on our website.
Cookies are small text files stored on your device when you visit a website. They help websites function efficiently and provide information to website owners.
Essential Cookies: Necessary for the website to function and cannot be disabled.
Performance Cookies: Help us understand how visitors interact with our website by collecting information anonymously.
Functional Cookies: Enable enhanced functionality and personalisation.
Improve website functionality and user experience
Analyse website traffic and visitor behaviour
You can manage or disable cookies via your browser settings. Disabling cookies may affect website functionality. For more details, visit www.aboutcookies.org or www.allaboutcookies.org.
We may use third-party services, such as Google Analytics, which place cookies on your device to provide insights into website usage and performance. These third parties have their own privacy policies.
If you have any questions about this Privacy Policy or Cookie Policy, please contact us at:
Rise Wealth Limited
Royal House
110 Station Parade
Harrogate
North Yorkshire
HG1 1EP
Email: Lily.Bell@RiseWealthIFA.co.uk
You can also contact the Information Commissioner’s Office (ICO) at www.ico.org.uk for more information about your data protection rights.
