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Privacy & Cookies

Protecting Your Privacy – Alfa Wealth

At Alfa Wealth, we are committed to protecting your personal information and privacy. This notice explains how we collect, use, and safeguard your data.

1. What Information Do We Collect?

We collect personal information when you engage us for financial planning or advisory services. This includes:

  • Personal and financial details

  • Special category data (e.g., health information), where necessary

  • Feedback from surveys or voluntary forms

Website Data:
Our website uses cookies, which store information on your device (not our server). Session data may also be temporarily collected by our server during your visit but is deleted automatically when you exit your browser.

2. Why We Collect Your Data

The primary legal basis for processing your personal data is to perform the contract between us. We need this information to:

  • Deliver the services you've requested

  • Fulfil legal and regulatory obligations

Where special category data is required, we will seek your explicit consent.

3. How We Use Your Information

We use your data to:

  • Provide financial planning and advisory services

  • Communicate with you about your accounts or services

  • Respond to feedback and manage client relationships

4. Information About Connected Individuals

We may need to collect information about your family members or dependants to provide advice. You are responsible for ensuring they are aware of and consent to this. We’ll also provide them with a copy of this privacy notice if appropriate.

5. Who We Share Your Information With

We may share your data with:

  • FCA-regulated product and platform providers

  • Professional services (e.g., compliance, legal, or accountancy)

  • Group companies (with your consent)

  • Identity verification and anti-money laundering agencies

Marketing:
With your consent, we may:

  • Send you marketing emails about our services

  • Share your data with our group companies for relevant offers

We never share your information with third-party marketers outside our group.

All third-party processors operate under contract and strict confidentiality, and data is protected in transit by secure methods.

6. How Long Do We Keep Your Information?

We retain your data for as long as needed to provide services and meet regulatory requirements:

  • 5 years for investment services

  • 3 years for mortgage and insurance services

  • Indefinitely for pension transfers and opt-outs

We may keep your data longer if we have a legitimate interest to do so, but never more than 5 years after our relationship ends unless legally required.

You have the right to request deletion, subject to legal and regulatory obligations.

7. Accessing and Managing Your Information

You have the right to:

  • Request a copy of the information we hold about you

  • Ask us to correct or delete inaccurate data

  • Transfer your data to another organisation

  • Withdraw consent for marketing at any time

To make a request, please contact us using the details at the bottom of this notice.

8. Cookies

We use cookies to improve website performance and analyse user behaviour.

Learn more or opt-out at: www.allaboutcookies.org

Note: Some features may not function properly if cookies are disabled.

9. Links to Other Websites

Our website may link to other websites. Please review their privacy policies, as this notice only applies to Alfa Wealth.

10. Complaints

If you are unhappy with how we process your personal data, you have the right to complain to:

Information Commissioner's Office (ICO)
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
📞 0303 123 1113
🌐 www.ico.org.uk

11. Contact Us

If you have any questions or requests regarding your data or this privacy policy:

📧 Email: team@alfawealth.co.uk
📮 Post: Alfa Wealth, Insight House, 7a Alkmaar Way, Norwich International Business Park, Norwich, NR6 6BF

12. Updates to This Policy

We keep this privacy policy under regular review.
Last updated: February 2022

13. Testimonials and Case Studies

Where testimonials or case studies appear on this website, we have obtained written permission from the individuals concerned.

Contact

ALFA WEALTH

9 Cavendish Avenue
London
N3 3QP

Tel 0208 346 9984

Email team@alfawealth.co.uk

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Alfa Wealth are a trading style of Insight Financial Associates Limited who are authorised and regulated by the Financial Conduct Authority (FCA), 458421.
The Financial Conduct Authority does not regulate Wills, Trusts or Tax advice. The value of your investments can go down as well as up, so you could get back less than you invested. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 56.

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