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Privacy Policy

Last updated: July 2026

1. Introduction

Wealth Pots Ltd ("we", "us", "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at wealthpots.com (the "Site"), use our services, or interact with us in any way.

We are a property sourcing and investment advisory company based in the United Kingdom. We operate in compliance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and the Privacy and Electronic Communications Regulations 2003 (PECR).

By using our Site or providing your personal data to us, you acknowledge that you have read and understood this Privacy Policy.

2. Data Controller

Wealth Pots Ltd is the data controller responsible for your personal data. If you have any questions about this Privacy Policy or our data practices, you can contact us at:

3. Information We Collect

We may collect and process the following categories of personal data:

3.1 Information You Provide Directly

  • Name, email address, phone number, and country of residence
  • Investment goals, budget, and property preferences shared during consultations or via our contact forms
  • Identity verification data required for Anti-Money Laundering (AML) checks as required by law
  • Any other information you choose to provide when contacting us

3.2 Information Collected Automatically

  • IP address, browser type, device information, and operating system
  • Pages visited, time spent on the Site, and referral source
  • Cookie and tracking data (see Section 10 for more details)

3.3 Information from Third Parties

  • Information from booking tools such as Calendly when you schedule a call
  • Information from analytics providers such as Google Analytics
  • Information from advertising platforms such as Meta (Facebook/Instagram)

4. How We Use Your Information

We use your personal data for the following purposes and on the following lawful bases:

  • To respond to your enquiries and provide our services (Legitimate interests / Contract)
  • To schedule and conduct strategy calls (Legitimate interests / Contract)
  • To send you property deal information relevant to your investment goals (Legitimate interests / Consent)
  • To comply with legal and regulatory obligations, including AML requirements (Legal obligation)
  • To improve our website and services (Legitimate interests)
  • To send marketing communications where you have given us consent to do so, or where we have a legitimate interest in contacting you as an existing or prospective client (Consent / Legitimate interests)

5. Marketing Communications

We may send you marketing communications about our property investment services, events, and opportunities where you have given us consent to do so, or where we have a legitimate interest in contacting you (for example, if you are an existing client or have previously expressed interest in our services).

You have the right to opt out of receiving marketing communications at any time by:

  • Clicking the "unsubscribe" link in any marketing email we send you
  • Contacting us directly at [email protected]

Please note that opting out of marketing does not affect service-related communications (such as updates about your investments or account information).

6. Data Sharing and Disclosure

We may share your personal data with the following categories of recipients:

  • Solicitors: Pre-qualified legal firms involved in your property transaction
  • Mortgage brokers and currency brokers: Where you require financing or currency exchange for your investment
  • Letting agents: Trusted agents we introduce for property management
  • Accountants: Professional accountants for tax and compliance advice
  • Regulatory bodies: HMRC, The Property Ombudsman, and the ICO as required by law
  • Service providers: Third-party tools we use to operate our business (e.g., CRM, email, analytics, booking tools)

We will never sell your personal data to third parties for their own marketing purposes. We only share data where it is necessary to provide our services or comply with legal obligations.

7. International Transfers

We primarily store and process your data within the United Kingdom. As we work with international investors, your data may in some cases be transferred to and processed in countries outside the UK. If we need to transfer your personal data outside the UK, we will ensure that appropriate safeguards are in place, such as Standard Contractual Clauses approved by the UK Information Commissioner's Office (ICO), or transfers to countries that have been granted an adequacy decision.

8. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by law. Our general retention periods are:

  • Client and prospective client records: Up to 7 years after the end of a business relationship
  • AML records: A minimum of 5 years after the end of a business relationship, as required by law
  • Marketing contact records: Until you opt out or request deletion
  • Website analytics data: As determined by the relevant third-party provider (e.g., Google Analytics)

When data is no longer needed, it will be securely deleted or anonymised.

9. Data Security

We take the security of your personal data seriously and implement appropriate technical and organisational measures to protect it against unauthorised access, alteration, disclosure, or destruction. These measures include:

  • Secure, password-protected systems and devices
  • Use of reputable third-party platforms with their own security certifications
  • Limiting access to personal data to those who need it to perform their role
  • Regular review of our data handling practices

While we strive to protect your personal data, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security but will notify you and the ICO of any significant data breach in accordance with our legal obligations.

10. Cookies and Tracking Technologies

Our Site uses cookies and similar technologies to enhance your experience. The types of cookies we use include:

  • Essential cookies: Required for the website to function properly
  • Analytics cookies: Help us understand how visitors use our website (e.g., Google Analytics)
  • Marketing cookies: Used to deliver relevant advertising (e.g., Meta Pixel)
  • Functional cookies: Set by third-party tools such as Calendly to enable booking functionality

You can manage your cookie preferences through your browser settings. Most browsers allow you to refuse cookies, delete existing cookies, or be notified when a cookie is set. Please note that disabling certain cookies may affect the functionality of our Site.

For more information about how to manage cookies, visit www.aboutcookies.org or www.allaboutcookies.org.

For full details of the cookies we use, please see our Cookie Policy.

11. Your Rights

Under the UK GDPR, you have the following rights regarding your personal data:

  • Right of access: Request a copy of the personal data we hold about you
  • Right to rectification: Request correction of inaccurate or incomplete data
  • Right to erasure: Request deletion of your personal data (subject to legal obligations)
  • Right to restrict processing: Request that we limit how we use your data
  • Right to data portability: Request transfer of your data to another provider
  • Right to object: Object to processing based on legitimate interests or direct marketing
  • Right to withdraw consent: Withdraw consent at any time where processing is based on consent

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within one month. In complex cases, we may extend this by a further two months, but we will inform you of any extension within the first month.

There is no fee for exercising your rights, although we may charge a reasonable administrative fee if a request is manifestly unfounded or excessive.

12. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from children. If you are a parent or guardian and believe your child has provided us with personal information, please contact us so we can take appropriate action.

13. Third-Party Links

Our Site may contain links to third-party websites, services, or applications that are not operated by us. We have no control over the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policies of any third-party sites you visit. This Privacy Policy applies only to our Site and services.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. We will post any changes on this page and update the "Last updated" date at the top. Where changes are significant, we may also notify you by email or through a notice on our Site.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your data.

15. Complaints

If you are unhappy with how we have handled your personal data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's independent authority for data protection:

  • Information Commissioner's Office
  • Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
  • Website: ico.org.uk

We would appreciate the opportunity to address your concerns before you approach the ICO, so please contact us first at [email protected].

16. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data processing practices, please contact us: