Totality Wealth Ltd is authorised and regulated by the Financial Conduct Authority. At Totality Wealth, we take your privacy seriously. This policy explains what personal information we collect, how we use it, and the steps we take to keep it secure when you use our services or visit our website.

Who we are
Totality Wealth Limited (“we”, “us”, “our”) is the data controller responsible for your personal data. If you have any questions about this policy or how we use your data, please contact us at: [email protected]

The information we collect
We collect and process personal information when you:

  • request information or contact us
  • use our website
  • contact us for financial advice or ongoing services

This may include:

  • Name, address, email address and telephone number
  • Date of birth, gender and identification details
  • Financial information (assets, liabilities, income, tax position)
  • Bank details and tax identifiers
  • Information about your professional or personal circumstances
  • Other information about your financial affairs, tax affairs and liabilities

In certain cases, this may include special category data (for example, health information), where required for financial planning purposes.

We may also collect:

  • Records of correspondence
  • Website usage data such as IP address, browser type and pages visited

How we use your information

We use your personal data to:

  • Provide financial advice and ongoing services
  • Respond to your enquiries
  • Manage our relationship with you
  • Improve our services and website
  • Comply with legal and regulatory obligations

Our lawful bases for processing:

  • Contract: where processing is necessary to provide services to you
  • Legal obligation: to meet FCA and regulatory requirements
  • Legitimate interests: to manage and improve our business
  • Consent: for specific uses such as marketing or non-essential cookies

Where we process special category data, we do so with your explicit consent.

Marketing

We may contact you about services or information we think may be relevant to you.

You can opt out at any time by:

  • Clicking unsubscribe on emails
  • Tick the relevant box on our data privacy policy for clients
  • Contacting us directly

Sharing your information

We may share your data with trusted third parties where necessary, including:

  • Compliance and regulatory support providers
  • Financial product providers and platforms
  • Professional advisers and introducers
  • IT and hosting providers

We ensure all third parties respect the security of your data and process it in accordance with the law.

How long we keep your data

We retain your personal data in line with regulatory requirements, including:

  • Typically at least 5 years for investment business
  • Longer where required for pension or regulatory purposes

Where you contact us but do not become a client, we will usually keep your data for up to 24 months from last point of contact.

Data security

We take appropriate security measures to protect your data from:

  • Unauthorised access
  • Loss or misuse
  • Disclosure

Access is limited to those who need it for legitimate business purposes.

International transfers

Your data is generally stored within the UK or EEA.
Where data is transferred outside these regions, we ensure appropriate safeguards are in place to protect your information.

Your rights

You have the right to:

  • Access your personal data
  • Correct inaccurate information
  • Request deletion (in certain circumstances)
  • Object to or restrict processing
  • Request transfer of your data
  • Withdraw consent at any time

To exercise your rights, please contact us ([email protected]).

Complaints
If you have any concerns about how your data is handled, please contact us first. You also have the right to complain to the Information Commissioner’s Office (ICO): Visit the ICO website

Cookies

How we use cookies

Our website uses cookies to improve your experience and help us understand how the site is used. For more information about cookies visit All About Cookies | Online Privacy and Digital Security

Cookies may include:

  • Strictly necessary cookies: required for the website to function
  • Analytics cookies: help us understand website usage
  • Functionality cookies: remember your preferences
  • Targeting cookies: used to deliver relevant content or marketing

Your choices
We only use non-essential cookies with your consent.
When you first visit our website, you will be presented with a cookie banner allowing you to:

  • Accept all cookies
  • Reject non-essential cookies
  • Manage your preferences

You can change your preferences at any time via our cookie settings.

Third-party cookies
Some cookies may be set by third-party providers (e.g. analytics tools). These providers have their own privacy policies.

Changes to this policy
We may update this policy from time to time. Any changes will be published on our website.

Contact us
If you have any questions about this policy or how we handle your data, please contact: [email protected]
or write to us at Totality Wealth, Forward House, 17 High Street, Henley-in-Arden, Warwickshire, B95 5AA