Privacy
policy

This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you?

We collect information about you when you engage us for financial planning. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.

We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Information relating to usage of our website is collected using cookies.

Why do we need to collect and use your personal data?

The primary legal basis for processing your data is for the performance of our contract with you. The information that we collect is essential for us to carry out the services you require effectively.

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you. We won’t share your information for marketing purposes with companies outside our group.

To deliver our services, we may share your details with third parties such as professional compliance, accountancy, or legal services.

How long do we keep hold of your information?

Your personal data is retained only as long as required under our contract and regulatory requirements.

How can I access the information you hold about me?

You have the right to request a copy of your personal information. You may also ask us to correct or remove any incorrect data.

Marketing

We’d like to send you information about our products and services. You may opt out of marketing communications at any time.

Cookies

We use cookies to track visitor use of the website. You can set your browser not to accept cookies. More information is available at www.allaboutcookies.org.

What can you do if you are unhappy with how your personal data is processed?

You have a right to lodge a complaint with the UK’s Information Commissioner’s Office:

Information Commissioner’s Office
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Phone: 0303 123 1113 (local rate)

Changes to our privacy policy

We keep our privacy policy under regular review. This privacy policy was last updated on 01/01/2024.

How to contact us

If you have any questions about our privacy policy, please contact us:

Oculus Wealth Management Ltd
Tel: +44 (0)1423 369362
Email: info@oculuswealth.com
Address: 2 Grove Park Court, Harrogate, HG1 4DP

Registered Office: Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, England, RH12 4QP

Registered in England – Company Number 8589641

Oculus Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.