Privacy Policy
Last updated on 28 April 2026
Wealth Architects (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal data responsibly and transparently.
This Privacy Policy explains how we collect, use, store and protect your information when you visit our website, contact us, use our services, attend events, download resources or otherwise engage with Wealth Architects.
By using our website or services, you agree to the practices described in this Privacy Policy.
1. Who We Are
Wealth Architects is a consultancy focused on financial wellbeing, growth advisory, leadership support and people performance solutions for individuals and businesses.
Contact Email: hello@wealtharchitectsco.com
Website: www.wealtharchitectsco.com
2. Information We Collect
We may collect and process the following personal information:
Information You Provide
Name
Email address
Telephone number
Company name
Job title
Billing or payment details
Information submitted through contact forms
Information shared during consultations or enquiries
Event registration details
Survey responses
Information Collected Automatically
When you use our website, we may collect:
IP address
Browser type
Device type
Operating system
Pages visited
Time spent on pages
Referral source
Cookie and analytics data
3. How We Use Your Information
We may use your information to:
Respond to enquiries
Deliver requested services
Schedule meetings or consultations
Send resources, newsletters or updates
Improve our website and services
Analyse website performance and trends
Process payments and administration
Maintain records
Comply with legal obligations
Protect against fraud, misuse or security risks
4. Legal Basis for Processing
Where applicable under UK GDPR or similar laws, we process your information on one or more of the following bases:
Your consent
Performance of a contract
Legitimate business interests
Compliance with legal obligations
5. Marketing Communications
We may send relevant updates, invitations, resources or marketing communications where lawful.
You can unsubscribe at any time by:
Clicking the unsubscribe link in any email
Contacting us directly at hello@wealtharchitectsco.com
6. Sharing Your Information
We may share personal information with trusted third-party providers where necessary to operate our business, including:
Payment processors
Scheduling platforms
CRM systems
Email marketing providers
Website analytics providers
Professional advisers
Contractors or specialist partners supporting service delivery
We do not sell your personal data.
7. International Transfers
Some third-party providers may process data outside the United Kingdom or your local jurisdiction.
Where this happens, we take reasonable steps to ensure appropriate safeguards are in place in accordance with applicable data protection laws.
8. Data Retention
We retain personal data only for as long as reasonably necessary to:
Deliver services
Maintain records
Meet legal, tax or accounting obligations
Resolve disputes
Support legitimate business interests
When data is no longer required, it will be securely deleted or anonymised where appropriate.
9. Data Security
We use appropriate technical and organisational measures to protect your information against unauthorised access, misuse, disclosure, alteration or loss.
While we take reasonable steps to secure your information, no internet transmission or storage system can be guaranteed completely secure.
10. Your Rights
Depending on your location and applicable law, you may have the right to:
Request access to your personal data
Request correction of inaccurate data
Request deletion of your data
Restrict or object to processing
Withdraw consent where applicable
Request transfer of your data
Lodge a complaint with a supervisory authority
To exercise any rights, contact hello@wealtharchitectsco.com
11. Cookies
Our website may use cookies and similar technologies to:
Enable website functionality
Improve user experience
Analyse traffic and usage
Support marketing performance
You can manage cookies through your browser settings.
12. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external websites.
13. Children’s Privacy
Our services are intended for adults and business users. We do not knowingly collect personal information from children.
14. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the revised effective date.
15. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact:
Wealth Architects
hello@wealtharchitectsco.com
www.wealtharchitectsco.com