Website Privacy Policy

The policy: This privacy policy is for this website; and served by thewealthworks Limited, The Flour Mill, High Beeches Lane, Handcross, Haywards Heath, West Sussex, RH17 6HQ, United Kingdom and governs the privacy of its users who choose to use it. It explains how we comply with the GDPR (General Data Protection Regulation), and the PECR (Privacy and Electronic Communications Regulations).

The purpose of this policy is to explain to you how we control, process, handle and protect your personal information through the business and while you browse or use this website. If you do not agree to the following policy you may wish to cease viewing / using this website, and/or refrain from submitting your personal data to us.

Policy key definitions:
“I”, “our”, “us”, or “we” refer to the business, thewealthworks Limited.
“you”, “the user” refer to the person(s) using this website.
Cookies mean small files stored on a user’s computer or device.

We and this website comply to the GDPR (General Data Protection Regulation). We will update this policy accordingly after the completion of the UK’s exit from the European Union.

Key principles of GDPR:
Our privacy policy embodies the following key principles; (a) Lawfulness, fairness and transparency, (b) Purpose limitation, (c) Data minimisation, (d) Accuracy, (e) Storage limitation, (f) Integrity and confidence, (g) Accountability.

Processing of your personal data for sales and marketing purposes
Under the GDPR we control and/or process any personal information about you electronically using the lawful bases of legitimate interests and/or consent. We may also use the information we collect about you to fulfil our legal and regulatory obligations.

Under the GDPR we use the legitimate interests lawful basis to send you details of products that are relevant to your business activities and which are necessary to achieve our legitimate business interests. Any email marketing messages we send using the legitimate interests lawful basis will be minimal and infrequent.

Under the GDPR we use the consent lawful basis for anyone subscribing to our newsletter or marketing mailing list. We only collect certain data about you, as described in ‘Information we collect’ below. Any email marketing messages we send are done so through an EMS, email marketing service provider. An EMS is a third party service provider of software / applications that allows marketers to send out email marketing campaigns to a list of users.

Email marketing messages that we send may contain tracking beacons / tracked clickable links or similar server technologies in order to track subscriber activity within email marketing messages. Where used, such marketing messages may record a range of data such as; times, dates, IP addresses, opens, clicks, forwards, geographic and demographic data. Such data, within its limitations will show the activity each subscriber made for that email campaign.

Any email marketing messages we send are in accordance with the GDPR and the PECR. We provide you with an easy method to withdraw your consent (unsubscribe) or manage your preferences / the information we hold about you at any time. See any marketing messages for instructions on how to unsubscribe or manage your preferences.

Your information may be subjected to automated processing based on your geodemographic data, previous behaviour on our website and/or interactions with our email marketing messages. The purpose of the automated processing is for the segmentation of personal records to enable us to send you details of the most relevant offers and/or product information.

We will continue to process your information under this basis until you withdraw consent or it is determined your consent no longer exists.

Information we collect
We collect personal information that you voluntarily provide to us when expressing an interest in obtaining information about us or our products and services, or otherwise contacting us. The personal information that we collect depends on the context of your interactions with us, and the products and features you express an interest in.

The personal information we collect can include publicly available information, information from social media profiles and personal information provided by you. We collect first name, last name, and nickname; business email; business phone number; business address, corporate affiliations, and business associates; and other similar data. All personal information that you provide to us must be true, complete and accurate, and you must notify us of any changes to such personal information.

 We automatically collect certain information when you visit, use or navigate our website via cookies and similar technologies This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our website and other technical information. This information is primarily needed for our internal analytics and reporting purposes and to help us improve the content and relevance of our website.

Use of cookies
This website uses cookies to better the users experience while visiting the website. As required by legislation, where applicable this website uses a cookie control system, allowing the user to give explicit permission or to deny the use of /saving of cookies on their computer / device.

What are cookies? Cookies are small files saved to the user’s computer’s hard drive that track, save and store information about the user’s interactions and usage of the website. This allows the website, through its server to provide the users with a tailored experience within this website.

Users are advised that if they wish to deny the use and saving of cookies from this website on to their computers hard drive they should take necessary steps within their web browsers security settings to block all cookies from this website and its external serving vendors or use the cookie control system if available upon their first visit.

Further details about the use of cookies and the information collection via cookies on can be found in our Cookie Policy

Information shared with third-parties
We will never disclose, sell, rent or freely give away your personal information to any third party other than in accordance with this policy and only under the circumstance that: we sell any or all of our business to the buyer; where we are legally required by law to disclose your personal information; or to further fraud protection and reduce the risk of fraud.

We may share your data with third party data processors, such as service providers, contractors or agents who perform services for us or on our behalf and require access to such information to do that work. Examples include: data analysis, email delivery, hosting services, customer service and marketing efforts. We may allow selected third parties to use tracking technology, which will enable them to collect data about how you interact with the website and email marketing over time. This information may be used to, among other things, analyse and track data, determine the popularity of certain content and better understand online activity. Unless described in this Policy, we do not share, sell, rent or trade any of your information with third parties for their promotional purposes. We have contracts in place with our data processors. This means that they cannot do anything with your personal information unless we have instructed them to do it. They will not share your personal information with any organisation apart from us. They will hold it securely and retain it for the period we instruct.

Before entering into a contract with any third party, we will confirm that those parties are compliant with the GDPR and if any data is stored outside of the EEA then they are covered by one of the approved protections such as the EU-US Privacy Shield Framework, European Commission’s Standard Contractual Clauses, Binding Corporate Rules or Canadian Personal Information Protection & Electronic Documents Act.

We only share and disclose your information with the following third parties:

Communicate and Chat with Users
MyLiveChat and GetResponse

Content Optimization
GetResponse integration, Zapier Integration and Google Site Search

Retargeting Platforms
Google Ads Remarketing and Google Analytics Remarketing

Web and Mobile Analytics
Google Analytics, Google Ads and Google Tag Manager

EMS and CRM platforms
Get Response and ReallySimpleSystems

Contact & Communication With Us
Personal information submitted via the contact form on the website is transmitted directly to thewealthworks and is treated as strictly confidential. A copy of the information is not stored on the website. Users contacting us through this website do so at their own discretion and provide any such personal details requested at their own risk.

By providing your personal data to us, you agree to the storing and processing of the data provided. We do our utmost to ensure that all reasonable steps are taken to make sure that your data is stored securely. However, sending information via the internet is not totally secure and on occasion such information can be intercepted. We cannot guarantee the security of data that you choose to send us electronically.

External Website Links
Our website contains links to other websites that are not owned or controlled by thewealthworks. Although we only look to include quality, safe and relevant external links, users are advised to adopt a policy of caution before clicking any external web links mentioned throughout this website. (External links are clickable text / banner / image links to other websites, similar to; thewealthworks or Please be aware that we are not responsible for the privacy practices of such other websites or third parties. We encourage you to be aware when you leave our website and to read the privacy policies of each and every website that collects Personal Data.

Shortened URL’s; URL shortening is a technique used on the web to shorten URL’s (Uniform Resource Locators) to something substantially shorter. This technique is especially used in social media and looks similar to this (example: Users should take caution before clicking on shortened URL links and verify their authenticity before proceeding.

We cannot guarantee or verify the contents of any externally linked website despite our best efforts. Users should therefore note they click on external links at their own risk and we cannot be held liable for any damages or implications caused by visiting any external links mentioned.

Social Media Policy & Usage
We adopt a Social Media Policy to ensure our business and our staff conduct themselves accordingly online. While we may have official profiles on social media platforms users are advised to verify authenticity of such profiles before engaging with, or sharing information with such profiles. We will never ask for user passwords or personal details on social media platforms. Users are advised to conduct themselves appropriately when engaging with us on social media.

There may be instances where our website features social sharing buttons, which help share web content directly from web pages to the respective social media platforms. You use social sharing buttons at your own discretion and accept that doing so may publish content to your social media profile feed or page. You can find further information about some social media privacy and usage policies in the resources section below.

Your Individual Rights
Under the GDPR your rights are as follows:
the right to be informed;
the right of access;
the right to rectification;
the right to erasure;
the right to restrict processing;
the right to data portability;
the right to object; and
the right not to be subject to automated decision-making including profiling.

You also have the right to complain to the ICO [] if you feel there is a problem with the way we are handling your data.

We are registered with the ICO under the Data Protection Register, our registration number is: Z474729X

To enforce any of your individual rights under the GDPR, contact our Data Protection Officer, Gill Pickworth via stating the nature of the subject access request in the subject line.

We handle subject access requests in accordance with the GDPR

Contact Us
If you have any questions about this Privacy Policy, please contact us by calling 01444 401333 or emailing

Resources & Further Information

Last updated: 20 March 2020

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