Privacy Statement

At Venari Wealth Ltd, your privacy matters. This notice explains how we collect, use, and protect your personal data in line with UK data protection laws (including the UK GDPR and the Data Protection Act 2018).

Who We Are

Venari Wealth Ltd is a financial advice firm authorised and regulated by the Financial Conduct Authority (FCA No. 1025179). Our registered office is at 128 City Road, London, EC1V 2NX.

If you have any questions about how we handle your data, please contact:
leon.rhoades@venariwealth.com

What Data We Collect

We may collect and process the following personal information:

Name, contact details and date of birth

Financial and employment information

Health or lifestyle details (for protection advice)

Information about your dependants or beneficiaries

IP address or cookies (if you use our website)

How We Use Your Data

We use your data to:

Provide independent financial advice

Prepare personalised recommendations

Communicate with you and answer your enquiries

Meet our legal and regulatory obligations (e.g. FCA, AML)

Manage and improve our services

We will only use your personal data where we have a lawful basis, such as:

Consent

Contractual obligation

Legal obligation

Legitimate interests (e.g. providing relevant updates to clients)

Who We Share Your Data With

We may share your data with:

Product providers, platforms, and insurers (to carry out your instructions)

Our compliance, legal, and IT partners (only as needed)

Regulatory bodies such as the FCA or HMRC, if legally required

We never sell your information or share it with third parties for marketing purposes without your consent.

Your Rights

You have the right to:

Access your data

Request correction of inaccurate information

Request deletion (where applicable)

Restrict or object to processing

Transfer your data to another provider (data portability)

Withdraw consent at any time (e.g. for marketing)

To exercise any of these rights, please contact us.

How We Protect Your Data

We use a combination of encryption, access controls, secure systems, and staff training to protect your data.

Your data is held in the UK or EEA. If we ever need to transfer data outside these regions, we’ll ensure appropriate safeguards are in place.

How Long We Keep Your Data

We retain personal data for as long as necessary to meet our legal, regulatory, and business obligations. This may be up to 6 years or longer in some cases (e.g. to defend a legal claim).

Cookies and Website Tracking

Our website may use cookies and analytics tools to improve your experience. You can control cookie settings in your browser at any time. Full details are available in our [Cookie Policy].

Complaints

If you're unhappy with how we've handled your data, please contact us so we can put it right. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
0303 123 1113
www.ico.org.uk