At Grafton Wealth Management (UK) Ltd, we are committed to protecting your privacy and ensuring the confidentiality of your personal information.

Who Are We?

Grafton Wealth Management (UK) Ltd is authorized and regulated by the Financial Conduct Authority (FCA).

What Data Do We Collect and Why?

We collect personal information necessary for providing financial advice and administering the products or services you seek. This includes data collected when you use our website, contact us, visit a financial adviser, or conduct transactions with us. The information gathered is used for:

• Provision of financial advice and services.
• Legal and regulatory compliance.
• Improving our services and business processes.
• Communicating with you.

For advisory services, we may need to collect sensitive information, such as health details, for which we will obtain your explicit consent.

Data Sharing and Security

We are committed to keeping your data safe and secure. When sharing your data with other businesses to fulfill the purposes mentioned above, we ensure they adhere to our instructions and maintain data security. We will never sell your data or send you communications about unrelated services without your consent.

Data Retention

We retain personal data only as long as necessary to fulfill the purposes for which it was collected or as required by law.

Your Rights Under Data Protection Laws

Under the UK GDPR, you have the following rights regarding your personal data:

1. Right to Access: You can request details of the personal information we hold about you.
2. Right to Rectification: You can ask us to correct inaccurate or incomplete data.
3. Right to Erasure: You have the right to request the deletion of your personal data, subject to legal obligations.
4. Right to Restrict Processing: You can request a restriction on how your data is processed in certain circumstances.
5. Right to Data Portability: You can request to receive your personal data in a structured, commonly used format or have it transferred to another data controller.
6. Right to Object: You can object to the processing of your data where we rely on legitimate interests as the legal basis.
7. Right to Withdraw Consent: If we rely on your consent for processing, you may withdraw it at any time.
8. Right to Lodge a Complaint: If you believe we have not handled your data properly, you can lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk.

To exercise these rights, please contact us at the details provided below.

Contact Us

If you have any questions or concerns about our privacy practices or your personal data, please contact us at:

Grafton Wealth Management (UK) Ltd
Old Railway Station
West Grafton
Marlborough
Wiltshire
SN8 3BY

Phone: 01488 505070

We are dedicated to maintaining the highest standards of data protection and appreciate your trust in us.

Important Compliance Notes

• The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
• Equity Release will reduce the value of your estate and can affect your eligibility for means-tested benefits.
• Inheritance Tax Planning & Estate Planning are not regulated by the Financial Conduct Authority (FCA).