Privacy Policy

1. Who we are

This policy explains how Proxera Wealth (“we”, “us”, “our”) collects, uses and protects personal data when you visit this website, apply for a portfolio review, or otherwise get in touch with us. Proxera Wealth is the human advisory arm of Proxera.

Data controller: Proxera Wealth, [registered company name], company number [company registration number], registered office [registered address]. Contact: info@proxera.co.uk.

2. The data we collect

Depending on how you interact with us, we may collect:

• Contact details you give us: name, email address, phone number.
• Information you share about your goals, budget and existing portfolio when you apply for a review or complete our tools.
• Correspondence between you and our team, including emails, calls and meeting notes.
• Technical and usage data such as IP address, browser type and pages visited, collected automatically when you use this site.

We do not knowingly collect data from anyone under 18.

3. How we use your data

We use personal data to:

• Respond to enquiries and process applications for a portfolio review.
• Understand your portfolio and goals so we can provide relevant advisory services.
• Introduce you, with your consent, to authorised specialists in our private network (mortgage, tax, legal, lettings and insurance professionals).
• Send you updates you have asked for, where you have given consent to marketing.
• Maintain the security and performance of this website.
• Meet our legal and regulatory obligations, including anti-money laundering checks where applicable.

Our legal basis for processing is your consent, the steps needed to enter into or perform a contract with you, our legitimate interests in running and improving our services, or a legal obligation, depending on the activity.

4. Sharing your data

We do not sell your personal data. We only share it where necessary, including with:

• Authorised professionals in our private network (mortgage brokers, solicitors, accountants, letting agents), and only with your instruction or consent.
• Service providers who support our website, systems and communications, under appropriate confidentiality and data processing terms.
• Regulators, law enforcement or other parties where we are required to by law.

5. International transfers

Where any of our service providers process data outside the UK or European Economic Area, we take steps to make sure it is protected to a standard consistent with UK data protection law, such as through standard contractual clauses.

6. How long we keep your data

We keep personal data only for as long as necessary for the purposes it was collected, including to meet legal, accounting or reporting requirements. Enquiry and application data that does not turn into an active client relationship is deleted or anonymised after a reasonable period.

7. Your rights

Under UK GDPR, you have the right to:

• Access the personal data we hold about you.
• Ask us to correct inaccurate data.
• Ask us to delete your data, in certain circumstances.
• Restrict or object to how we use your data.
• Ask for your data in a portable format.
• Withdraw consent at any time, where we rely on consent.

To exercise any of these rights, contact us at info@proxera.co.uk. You also have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk.

8. Cookies

This site uses a limited number of cookies to function correctly. See our Cookie Policy for full details.

9. Keeping your data secure

We use appropriate technical and organisational measures to protect personal data against unauthorised access, loss or misuse.

10. Changes to this policy

We may update this policy from time to time. The date below shows when it was last revised. Material changes will be reflected here.

11. Contact us

If you have any questions about this policy or how we handle your data, email info@proxera.co.uk.