Privacy Policy
Last Update (31-12-2025)
Secure Wealth Ltd (“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,
share, and protect your personal data when you interact with us, use our website, or engage with
any of our services.
Please read this Privacy Policy carefully and note that by visiting our website, completing our forms, or contacting us, you acknowledge that you have read and understood this Privacy Policy.
Please read this Privacy Policy carefully and note that by visiting our website, completing our forms, or contacting us, you acknowledge that you have read and understood this Privacy Policy.
1. Who We Are
Secure Wealth Ltd
Trading as Secure Wealth Property Group
Company number: 15788570
Registered office: 650 Anlaby Road, Hull, HU3 6UU
Website: www.securewealth.co.uk
Data protection contact: Email Us
Secure Wealth Ltd is registered with the Information Commissioner’s Office (ICO) for data protection purposes.
Important regulatory clarification
Secure Wealth Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). We do not provide regulated mortgage, financial, legal, or tax advice. Where appropriate and with your consent, we may introduce you to FCA-authorised third-party mortgage brokers who provide regulated advice independently. Those firms act as separate Data Controllers in relation to the advice they provide.
2. Our Role as Data Controller
For the UK General Data Protection Regulation (“UK GDPR”) and the Data Protection Act 2018, Secure Wealth Ltd is the Data Controller of your personal data when you interact with us. This means we
determine how and why your personal data is processed and are responsible for ensuring it is handled
lawfully.
3. Personal Data We Collect
We may collect and process the following categories of personal data:
The information you provide to us is listed below.
- Name, email address, telephone number
- Residential or correspondence address
- Employment or business status
- Investment preferences or property interests
- Information submitted via forms, calls, emails, events, or consultations
- Proof of funds or compliance-related information (where relevant)
The Information that may be collected automatically
When you visit our website, we may collect:
- IP address
- Device type, browser type, operating system
- Pages visited, time spent on pages
- Referral sources
- Cookie and tracking data
The Information from third parties
We may receive personal data from:
- Mortgage brokers and solicitors (where you consent)
- Marketing platforms (e.g., LinkedIn, Meta, Google, X, TikTok)
- Public sources such as Companies House or social media profiles
- Professional partners involved in property or compliance services
4. Why We Process Your Personal Data (Lawful Basis)
We only process your personal data where we have a lawful basis to do so under UK GDPR.
| Purpose | Lawful Basis |
|---|---|
| Responding to enquiries | Legitimate interests |
| Providing property-related services | Contract |
| Introducing you to FCA-authorised brokers | Consent / Legitimate interests |
| Compliance, Anti Money Laundering checks and record-keeping | Legal obligation |
| Marketing communications | Consent |
| Website analytics and optimisation | Consent |
| Business operations and improvement | Legitimate interests |
Where processing is based on consent, you may withdraw your consent at any time.
5. Mortgage Introductions & Third-Party Advice
Where you request mortgage support, company formation support, solicitor introduction, or any
third-party advice, we may introduce you to an FCA-authorised mortgage broker, conveyancer, or
any third-party service provider from our verified panel.
Key points to note:
- Secure Wealth Ltd does not provide mortgage, legal, or financial advice.
- Mortgage advice is provided solely by the broker, who becomes an independent Data Controller.
- Conveyancing is provided solely by the solicitor, who becomes your legal representative on the matter and an independent Data Controller.
- Company formation or business support is provider by a third-party introduced, and such third-party becomes an independent Data Controller.
- We only share your personal data with third parties with your knowledge and consent.
- The third parties' own privacy policy will apply once your data is shared.
- These introducer relationships may generate a referral fee, which does not affect the advice you receive.
6. Marketing Communications
Key points to note:
- UK Property news and updates
- Property investment opportunities
- Landlord resources
- Events, guides, or insights
- Services relevant to your interests
We will only do this where:
- You have given consent; or
- We have a legitimate interest, and you have not opted out
You can unsubscribe at any time by:
- Clicking the unsubscribe link in emails
- Contacting us directly
7. Cookies & Tracking Technologies
Our website may use cookies and similar technologies from time to time:
- Ensure the site functions properly
- Analyse website performance
- Improve user experience
- Deliver relevant advertising (with consent)
Non-essential cookies are only used with your consent. For full details, please see our Cookie Policy.
8. Who We Share Your Data With
All third parties are required to process your data securely and lawfully. We may share your personal data with:
- FCA-authorised mortgage brokers (with consent)
- Solicitors (with consent)
- Limited company formation or business support provider (with consent)
- Professional advisers and service providers
- CRM, analytics, and IT service providers
- Marketing platforms (where consent is given)
- Regulators, courts, or local or national authorities, where legally required
We do not sell your personal data.
9. International Data Transfers
Your personal data is primarily processed in the UK.
Where data is transferred outside the UK:
- We ensure appropriate GDPR safeguards are in place
- This may include adequacy decisions or UK Standard Contractual Clauses
- We conduct transfer risk assessments where required
10. How Long We Keep Your Data
We retain personal data only for as long as necessary:
- General enquiries: up to 24 months if no follow-up is required
- Client records: up to 6 years after last interaction
- Compliance and AML records: as required by law
- Marketing data: until you withdraw consent
11. Your Data Protection Rights
You have the right to:
- Access your personal data
- Correct inaccurate data
- Request erasure
- Restrict processing
- Object to processing
- Withdraw consent at any time
- Complain with the ICO
To exercise your rights, please contact us.
12. Security of Your Data
We use appropriate technical and organisational measures to protect your data, including:
- Secure systems and access controls
- Confidentiality obligations
- Regular security reviews