Privacy Notice

Who we are

Whitehall Wealth Management is responsible for the personal information described in this notice. If you have any questions about privacy, contact office@whitehallwm.com.

Information we collect

We may collect your name, contact details and any information you choose to include when you correspond with us. Our website and hosting providers may also process limited technical information needed to operate, secure and maintain the website.

How and why we use it

We use personal information to respond to enquiries, communicate with you, consider whether we can provide services, administer our business, protect our website and comply with legal or regulatory obligations. Depending on the circumstances, we rely on legitimate interests, steps taken at your request before entering a contract, performance of a contract or compliance with a legal obligation.

Sharing and retention

We may share information with trusted technology providers, professional advisers, regulators, public authorities or other parties where required by law. We retain personal information only for as long as reasonably necessary for the purposes described above, including applicable legal, accounting and reporting requirements.

International transfers

Some service providers may process information outside the United Kingdom. Where this occurs, we require appropriate safeguards in accordance with data protection law.

Your rights

Depending on the circumstances, you may have rights to access, correct, erase or restrict the use of your information, object to processing and request data portability. You may also withdraw consent where consent is relied upon. To exercise a right, email us at the address above.

Complaints and updates

You may complain to the UK Information Commissioner’s Office at ico.org.uk. We may update this notice when our services or legal obligations change.