Privacy Policy

WealthWise Advisors Ltd is a UK-based claims management company specialising in financial mis-selling, renewable energy claims, and consumer refund support.

We collect and process the following types of personal data:

• Name, address, and contact details (email, phone number)
• Financial details relevant to your claim (e.g. product purchase history, payment amounts)
• Communication records (emails, call logs, case notes)
• Documentation you provide (invoices, contracts, bank or finance agreements)
• Identification or proof of ownership where legally required
   

We only collect what is necessary to provide our services and comply with legal obligations.

We use your personal data to:

• Process and manage your claim or enquiry
• Prepare complaint letters, legal documents, or financial reports
• Communicate with banks, lenders, and third-party institutions on your behalf
• Submit Subject Access Requests (SARs)
• Provide ongoing customer support
• Comply with applicable legal, regulatory, and contractual obligations
   

We will never sell your data or use it for unrelated marketing purposes without your consent.

We process your data on the following lawful grounds:

• Contractual necessity – To fulfil our agreement with you
• Legal obligation – To comply with laws and regulations
• Legitimate interest – To operate our business effectively and communicate with you
• Consent – Where required, we will ask for your consent before processing
   

We may share your personal information with:

• Financial institutions, service providers, or ombudsman schemes involved in your claim
• Regulatory bodies such as the Financial Ombudsman Service, OFGEM, or HIES (where applicable)
   

We only share what is necessary and ensure third parties also comply with UK data protection laws.

We retain your personal data only for as long as necessary to:

• Fulfil the purpose for which it was collected
• Comply with legal, regulatory, or accounting obligations
• Provide evidence of services rendered in the event of a dispute
   

After this period, your data will be securely deleted or anonymised.

You have the right to:

• Access the personal data we hold about you
• Rectify inaccurate or incomplete data
• Request erasure (in certain circumstances)
• Restrict processing or object to certain uses

We have implemented appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or misuse, including:

• Encrypted storage systems
• Access controls for case files and communications
• Regular security reviews and staff data protection training
   

Our website or emails may contain links to third-party websites (e.g. PayPal). We are not responsible for the privacy practices of these sites. Please review their individual policies before submitting any personal data.

We may update this Privacy Policy from time to time to reflect changes in the law or our services. The latest version will always be available on our website.