Privacy policy

1Who we are

Wealth Connected Limited (“Wealth Connected”, “we”, “us”, or “our”) is a UK-based financial technology company providing a platform for professional-to-professional referrals in the high-net-worth (HNW) advisory space. We act as both a data controller and data processor under the UK General Data Protection Regulation (UK GDPR).

2What data we collect

We collect personal and professional data input by registered professional intermediaries (e.g. lawyers, accountants, wealth managers) when they use our platform. This may include:

• Professional user data: name, role, firm, contact details, regulatory status
• Referral data: information about the referred party (e.g. client needs, service type, suitability criteria)
• Platform usage data: login activity, referral history, preferences
• Technical data: IP address, browser type, device information

We expect all professional users to have appropriate legal grounds to share any third-party data (e.g. client information) with us.

3How we use your data

We use data to:

• Facilitate and manage professional referrals
• Match professionals based on expertise and client needs
• Improve our platform and services
• Comply with legal obligations
• Ensure platform security and integrity

We do not use personal data for profiling or automated decision-making that produces legal or similarly significant effects.

4Legal basis for processing

We process data under the following lawful bases:

• Legitimate interests – to operate and improve our platform
• Contractual necessity – to deliver services to registered users
• Consent – where required for optional features or communications
• Legal obligation – where applicable under UK law

5Data sharing

We may share data with:

• Other verified professionals within the platform (as part of the referral process)
• Trusted service providers (e.g. hosting, analytics)
• Legal or regulatory authorities if required by law

We do not sell or monetise personal data.

6Data retention

We retain data only as long as necessary for the purposes outlined above, or as required by law. Typically, this is up to 7 years after the end of a user’s relationship with us.

7Your rights

Under UK GDPR, you have the right to:

• Access your personal data
• Request correction or deletion
• Object to or restrict processing
• Withdraw consent (where applicable)
• Lodge a complaint with the ICO: www.ico.org.uk

8Contact us

For privacy-related queries:

Email: admin@coniferwealth.com
Address: Wealth Connected Limited, AgTech Base, Old Bewick, Alnwick, NE66 4DZ