Privacy Policy

This policy sets out how and why we, Independent Wealth Planners UK Limited (referred to as “IWP” “we”, “us” or “our” in this policy) collect and use the personal data which you provide to us, or which we collect about you when you use our website (at or when you otherwise communicate with us.

We are the controller of any personal data we collect about you via our website and we are required to inform you about how we will use your data and your rights. We are committed to safeguarding the privacy of our website visitors in accordance with applicable laws.

We trust that this policy will answer any questions you may have about our use of your data, but if not, please get in touch with us using the contact details provided at the end of this policy.

We may need to update this policy from time to time by updating this page. We will notify you of any significant changes, but would encourage you to come back and review it from time to time.

Ensuring the lawful use of your data

We will only use your personal data where we have a lawful basis to use it.

We will usually only use your data in a way which might reasonably be expected as part of running our business and which does not materially impact your interests, rights or freedoms. For example, we might use technical information about your visit to our website to administer and improve our website. Please contact us using the details at the end of this policy if you would like further information about our use of your personal data in our legitimate interests.

We may sometimes need to use personal data to comply with our legal obligations (for example, to pass on details of people who are involved in fraud to the authorities) or where it is necessary for us to perform our contract with you (for example, to provide you with the services you have requested).

In some cases we may ask for your consent to use your data, for example, where you sign-up to receive our email newsletters.

Further details of how we will use your personal data are provided below.

What information do we collect from you and how do we use it?

The information we may collect about you and how we will use it, depends on how you interact with us. The table below provides some examples of the information we collect and how we will use it.

The personal data we collect from youHow we use itLawful Basis
Personal data needed to identify you and to enable us to communicate with you, such as your name and the name of the organization you work for, your job title/role and your contact details, such as your email address, postal address and telephone number. We may also collect any additional personal data you send to us via the ‘message’ section of our ‘contact us’ page.To enable us to communicate with you about our business and our services and to provide our services to you.


Legitimate business purposes or to fulfil our contract with you.
To allow you to use the functions available on our website.


Legitimate business purposes.
To send you email notifications and/or newsletters and to keep you up-to-date about our news, services & events which we think will interest you.


Where you consent or for legitimate business purposes.
To deal with any enquiries or complaints you may make.Legitimate business purposes


To allow you to complete any surveys we send you (if you wish to) or to comment on or review our events or our services and to help us to improve them.


Legitimate business purposes
Fraud prevention and detectionLegal obligation/legitimate business purposes
To respond to, and to deal with your communication appropriately.Legitimate business purposes.
Information you provide to us when you contact us by telephone, by email or by post.


To administer and improve our website, to ensure it is presented in the most effective manner for you and to give you the best website experience. This includes the use of Google Analytics to analyse the performance of our website, including how many visitors we have, how long they stay on our website and how many pages they visit.


Legitimate business purposes
Technical information about your computer/other device and about your visits to our website (including your IP address, geographical location, browser type, referral source, length of visit and number of page views).For data analysis, testing, research and statistical purposes to help us to improve our services.


Legitimate business purposes
To keep our website safe and secure.Legitimate business purposes
To measure or understand the effectiveness of advertising we serve to you and others, and to deliver relevant advertising to you.


Legitimate business purposes
Information you provide if you email us about a job vacancy, such as your name, contact details, role applied for, education history, qualifications, professional registration details, CV and previous work experience.To process your application for  employment with us.Legitimate Interest

You do not have to give us any of the personal data set out above but, if you do not provide us with certain information (such as your contact details), we may not be able to provide you the services you have requested or deal properly with your enquiry.

Automated decision making

We do not currently carry out automated decision-making using information sourced from our website.


We may collect personal data from you directly when you complete the forms on our website or otherwise communicate with us, such as by email or telephone.

We may also receive information about you from third parties, such as your legal or professional advisers and from other organisations we work with. Other information may be collected from publicly-available sources or information which is published in the media.

Depending on your settings or the privacy policies of social media or messaging services, such as LinkedIn, Twitter or Facebook, we may collect information about you from these sources.

We may combine the information you have given us, with information obtained from other sources, but we will only do this when we have a lawful basis to do so.

Sharing your data

We share your personal data with trusted third parties to allow us to provide our website and our services. This includes third parties providing web hosting and development, IT support and maintenance, marketing services, customer relationship management (CRM), SAAS platforms and event-hosting.  When we do share your data with these third parties we have written contracts in place with them which require them to only use your data for the purpose we specify to them and that your privacy is secure and respected.

We may also share your personal data with our other group companies for the purposes set out in this Policy, such as for sales and marketing.


In addition, we may also disclose personal data about you:

(a) to the extent that we are required to do so by law.

(b) in connection with any legal proceedings or prospective legal proceedings.

(c) in order to establish, exercise or defend our legal rights (including providing information to others for the purposes of fraud prevention and reducing credit risk).

(d) to the purchaser (or prospective purchaser) of any business or asset which we are (or are contemplating) selling.

How long will we keep your personal data?

We will only keep your personal data for as long as we need to for the reason we collected it, as set out in this policy.

We may also keep hold of some of your personal data if we are required to do so for legal purposes, for example, to meet our legal or regulatory requirements or to prevent fraud and abuse.

For further information about how long we keep your personal data, please contact us using the details provided at the end of this policy.

Security of your personal data

We are committed to ensuring that your personal data is secure and we will take appropriate technical and organisational precautions to prevent the loss or misuse of your personal data.  Although, of course, data transmission over the internet is inherently insecure, and we cannot guarantee the security of data sent over the internet.

We will store all the personal data you provide on our secure and firewall protected servers.

Your Rights

You have the following rights in relation to the personal data we hold about you, to request:

  • access to the personal data we hold about you (commonly known as a “data subject access request”) including a copy of it;
  • the correction of the personal data that we hold about you if it is incomplete or inaccurate;
  • the deletion or removal of personal data we hold about you, for example, where there is no good reason for us continuing to process it or where you have exercised your right to object to processing (see below);
  • for our processing of your personal data to be restricted in certain circumstances, for example if you want to establish its accuracy or the reason for processing it;
  • to obtain a copy of the personal data you’ve provided us with and to reuse it elsewhere or to ask us to transfer it to a third party of your choice; and
  • to withdraw any consent you have provided to our use of your personal data. Where you withdraw consent we will stop using your data for the specific purpose, unless we have an alternative legal basis to use it.

We may ask you for proof of your identity before dealing with your request, as a security measure to protect your data.

Right to Object

Where we are processing your personal data on the basis of our legitimate interests, you can ask us to stop processing it and we must do so unless we believe we have an overriding legitimate reason to continue processing your personal data or the processing is for the establishment, exercise or defence of legal claims.

If you are dissatisfied with how we have handled your personal data, you have the right to make a complaint to your data protection regulator (the Information Commissioner’s Office in the UK) and we will work with them to resolve it. We would, however, appreciate the chance to deal with your concerns before you approach the regulator, so please do contact us in the first instance.

How can I unsubscribe from marketing communications?

You may instruct us not to process your personal data for marketing purposes at any time by contacting us using the details provided at the end of this policy or you can opt out of our marketing emails by clicking on the ‘unsubscribe’ link provided in each email.


Third party websites

The website contains links to other websites. We are not responsible for the privacy policies or practices of third party websites. We would advise you to read those privacy policies before accessing third party websites.


Updating information

Please let us know if the personal data which we hold about you needs to be corrected or updated.



If you have any questions, comments or requests about this privacy policy or our treatment of your personal data, you have a complaint or you would like to exercise any of your rights set out above, please use the following contact details:

This policy was last updated on 15 October 2020.