Privacy Policy
Last updated: 1 October 2026 Version: 2.2
1. Introduction
Wealth Builders Together Ltd, trading as WealthBuilders ("WealthBuilders", "we", "us" or "our"), is committed to protecting and respecting your privacy.
This Privacy Policy explains how we collect, use, store and protect your personal data when you interact with our websites, programmes, memberships, events, webinars, calls, communications and digital platforms.
This policy is drafted in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and the Privacy and Electronic Communications Regulations (PECR).
2. Data Controller
The data controller is:
Wealth Builders Together Ltd Company number: 03136968 Registered in England and Wales Registered office: Felcourt Farm, Felcourt Road, East Grinstead, RH19 2RR Email:
We are registered with the Information Commissioner's Office (ICO).
3. Personal Data We Collect
We may collect and process different categories of personal data depending on whether you are a prospect, member or client.
Identity and Contact Data
- Name
- Email address
- Telephone number
- Postal address
Professional and Context Data
- Employment or business status
- Areas of interest relating to wealth-building strategies
- Information you voluntarily provide during applications, quizzes, surveys or discovery calls
Financial, Asset and Family Context Data
Information you voluntarily provide relating to:
- assets and liabilities
- income sources and financial commitments
- property, business or investment interests
- pension or long-term planning structures
- household or family circumstances, where relevant to planning or programme suitability
Limited Health-Related Context Data
In some circumstances, you may voluntarily tell us about physical or mental conditions affecting you or your children or dependents, where this is relevant to planning context or programme suitability.
We do not request, collect or process medical records, diagnoses or clinical documentation. Any such information is recorded only at a high level and is not used for medical assessment or advice.
It is processed solely with your explicit consent. This includes processing by trusted service providers acting on our behalf, such as secure AI and transcription tools, under the safeguards described in sections 7 and 8.
Call and Meeting Data
- Recordings, transcripts and summaries of calls and meetings with us, where you have been told the call is being recorded
Technical and Usage Data
- IP address
- Browser type and version
- Device identifiers
- Pages visited, session duration and interaction data
Marketing and Communications Data
- Your preferences for receiving marketing from us
- Records of consent and opt-outs
Information About Other People
Our planning work often involves information about your family, such as your spouse or partner, children or other beneficiaries. Where you give us this, we handle it under this policy. Please let them know you have shared it with us and point them to this policy.
4. How We Use Your Personal Data
We process personal data only where we have a lawful basis to do so.
|
Purpose |
Lawful basis |
|
Service delivery and membership administration |
Performance of a contract |
|
Preparing planning materials, reports and meeting summaries for you |
Performance of a contract |
|
Enquiry handling and support |
Legitimate interests: responding to your questions and assessing whether our programmes suit you |
|
Marketing communications |
Consent / PECR soft opt-in |
|
Website analytics and improvement |
Legitimate interests: understanding how our website is used so we can improve it |
|
Compliance and record-keeping |
Legal obligation |
|
Fraud prevention and security |
Legitimate interests: protecting our business, systems and clients |
Some personal data, including high-level financial or contextual information, may be collected before a formal contract is entered into. We process it to assess suitability, respond to enquiries and provide relevant educational or programme information.
Where we rely on consent, you may withdraw it at any time.
Do You Have to Give Us Your Data?
You don't have to give us your personal data. However, we need certain information to deliver our services, such as your contact details and relevant financial and family circumstances. Without it, we may not be able to provide some or all of our services.
5. Marketing Communications
We will only send marketing communications where:
- you have actively opted in; or
- we are permitted to do so under PECR.
You can unsubscribe at any time using the link in our emails or by contacting us directly.
6. Cookies and Tracking Technologies
We use cookies and similar technologies to:
- make sure our website works correctly;
- understand how visitors use our site; and
- improve user experience.
Non-essential cookies, including analytics and marketing cookies, are only used where you have given consent through our cookie preference tool. You can change your preferences or withdraw consent at any time using the cookie settings link on our website.
7. Sharing Your Personal Data
We share personal data only where necessary. This happens in two ways.
Service providers acting on our behalf
- IT and system administration providers
- CRM and email marketing platforms
- Webinar and event delivery platforms
- Analytics and website hosting providers
- AI service providers
- Meeting recording and transcription services
- Professional advisers supporting our own business, including legal, accounting and compliance support
These providers must:
- process data only on our instructions;
- apply appropriate security measures; and
- comply with UK GDPR.
Partners you ask us to introduce you to
Where you ask us to, we share relevant information with partners such as SSAS service providers, regulated financial advisers, tax advisers and solicitors. These partners handle your data under their own privacy policies.
8. AI-Assisted Tools and Meeting Recordings
We use AI-assisted tools to help us:
- draft and organise communications and educational content;
- analyse and summarise information you provide, so we can prepare planning materials and reports for you;
- transcribe and summarise calls and meetings; and
- support internal administration.
These tools support our team. They do not make decisions about you without human involvement.
We only use business versions of these tools. Under their terms, your data is not used to train AI models and is processed only to provide the service to us.
We will tell you when a call or meeting is being recorded. You can ask us not to record it.
Our AI Assistant
We use an AI assistant, Lucy, to contact people before and after our webinars and to answer questions from people who get in touch with us. When you message Lucy, you are talking to an AI, not a person.
Lucy provides general information only and does not give financial, tax or legal advice. You can ask to speak to a member of our team at any time. Conversations with Lucy are kept with your other records and handled under this policy.
9. International Transfers
Some of our service providers, including certain AI and software providers, operate outside the UK, including in the United States.
We only transfer personal data outside the UK where the protection it receives is not materially lower than in the UK. We do this by relying on:
- UK adequacy regulations, including the UK–US Data Bridge for certified US organisations; or
- the UK International Data Transfer Agreement (IDTA) or the UK Addendum to the EU standard contractual clauses.
10. Data Security
We have put appropriate technical and organisational measures in place to protect personal data against:
- unauthorised access;
- accidental loss; and
- destruction or damage.
Access to personal data is limited to those who need it for legitimate business purposes.
11. Data Retention
We keep personal data only for as long as necessary, including:
- Enquiry and lead data: up to 24 months after last interaction
- Marketing data: until consent is withdrawn or after 24 months of inactivity
- Member and client records, including call recordings and transcripts: for the duration of membership and up to 6 years afterwards
- Financial and compliance records: as required by law
Retention periods may vary where legal or regulatory obligations apply.
12. Your Legal Rights
You have the right to:
- access your personal data;
- ask us to correct inaccurate data;
- ask us to erase your data;
- restrict or object to processing;
- ask for data portability;
- withdraw consent at any time; and
- complain to us or to the regulator (see section 13).
Your Right to Object
You can object at any time to us using your data for direct marketing. If you do, we will stop.
You can also object where we rely on legitimate interests. We will stop unless we have compelling legitimate grounds to continue, or need the data for legal claims.
To exercise your rights, contact us at
13. Complaints
If you are unhappy with how we have handled your personal data, you have the right to complain to us. Email
When you complain, we will:
- acknowledge your complaint within 30 days;
- look into it without undue delay and keep you updated; and
- tell you the outcome.
If you are not satisfied with our response, you can complain to the Information Commissioner's Office (ICO), which is becoming the Information Commission, at www.ico.org.uk.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The latest version will always be published on our website, with the date it was last updated clearly shown. Where we make significant changes, we will let you know.
15. Contact Us
If you have any questions about this Privacy Policy or how we handle your personal data, please contact us:
Email:
