Privacy & Data Protection Policy

Privacy Policy.

At Leadenhall Wealth Management Ltd we are committed to ensuring that the data you share with us is treated responsibly. We want you to be confident that the way we use, store, and protect your data is done effectively and with the respect it deserves.

If you wish for a formal copy of our detailed Data Protection Notice, please get in touch with us directly at our registered address or via email.

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Changes to this policy

This privacy policy is subject to change at any time. Leadenhall Wealth Management Ltd will communicate any major changes to this policy on its websites or using other direct client notification methods, where appropriate. Any changes to this policy will be communicated prior to them becoming effective.

Website Analytics & Publishing

We use a third-party service to publish our website. We use a standard service to collect anonymous information about users' activity on the site, for example the number of users viewing pages on the site, to monitor and report on the effectiveness of the site and help us continuously improve user experience without identifying individual visitors.

Using our web-based 'Contact' services

If you use the 'Contact' feature of our website, we will receive an electronic communication which may contain your name, email address, telephone number, and inquiry message. This information is strictly used to address your specific financial advisory inquiry and will not be shared with any other organisations for marketing purposes.

Use of data processors

Data processors are third parties who provide specific operational aspects of our advisory services (such as our secure Personal Finance Portal provider). We maintain rigorous contracts with our data processors. This legally binds them to act only on our explicit instructions. They cannot do anything with your personal information unless instructed by us, will not share your personal information with external parties, and must hold it securely for the period we instruct.

What we do with the information you provide to us

All information you provide will only be used for the explicit purpose it was collected for, or to fulfil statutory, legal, or Financial Conduct Authority (FCA) regulatory compliance requirements. We will never share or sell any information you provide to third parties for marketing purposes. The information will be held securely by us and/or our authorised data processors whether stored electronically or in physical archive format.

How we look after your information and how long we keep it

We deploy appropriate technological and operational security protocols to protect your personal information against unauthorised access, alteration, or unlawful disclosure. We retain your records only for the duration necessary to deliver contracted advisory services or as required by FCA regulatory mandates and UK statutory law.

Transmission of data across the internet inherently involves security considerations. Although we maintain stringent encrypted measures to protect your information, transmission prior to reaching our systems cannot be unconditionally guaranteed.

Consent & Your Right to Opt-Out

We will collect your explicit consent for processing any Personal Data other than for the core provision and execution of your contracted financial services. You maintain the absolute right to withdraw consent or opt-out of additional communications at any time by contacting us directly.

Your Statutory Rights Under UK GDPR

Under UK data protection legislation, you possess enforceable individual rights regarding the personal information we hold concerning you:

• Right of access to copies of your personal data
• Right to rectification of inaccurate or incomplete records
• Right to erasure ("right to be forgotten") subject to statutory FCA record-keeping rules
• Right to restriction of processing under specified conditions
• Right to data portability to another authorised financial firm
• Right to object to processing of personal data

You can read more about these statutory rights on the official Information Commissioner's Office (ICO) website: "Is my information being handled correctly".

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Use of Cookies by Leadenhall Wealth Management

When somebody visits our website, we collect standard internet log information using Cookies. Our cookies are not used to identify you personally; they are utilized to ensure the site operates correctly, maintain secure sessions, and allow us to evaluate traffic patterns. You can delete or block these cookies at any time, though certain interactive features may require cookies to function.

What are cookies?

A cookie is a small text file that a website saves on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences (such as display preferences) over a period of time, so you do not have to re-enter them whenever you return.

How to control cookies

You can control and/or delete cookies as you wish—for comprehensive instructions, visit aboutcookies.org (opens in a new tab) . You can delete all cookies already on your computer and configure most web browsers to prevent them from being placed.

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How to contact our Data Protection Team

If you would like further information about this privacy policy or wish to exercise your data governance rights, please contact us: