Privacy Policy

Effective Date: 01/01/2025

At WealthWaves, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data when you use our services. It applies to all clients, visitors to our website, and anyone who engages with us for tax, accountancy, and other financial services.

By engaging with us, you consent to the collection and use of your data as outlined in this policy

We collect personal data in the following ways:

• Personal Information: This includes your name, address, phone number, email address, date of birth, National Insurance number, and other information necessary for providing tax and accountancy services.
• Financial Information: We may collect financial data such as income, expenditure, bank account details, business records, and other information required to assist with tax preparation and accountancy services.
• Website Data: If you visit our website, we may collect details of your visits, such as IP addresses, browser type, and pages accessed. We also use cookies to improve the user experience.

We use the personal and financial information we collect to:

• Provide you with tax, accountancy, and consultancy services.
• Process payments for our services and manage your account.
• Provide tailored advice and recommendations based on your financial situation.
• Respond to inquiries, communicate with you, and send updates regarding your services.
• Ensure compliance with legal, regulatory, and tax obligations.
• Improve our website and services.

We do not share your personal information with third parties except as necessary for:

• Service Providers: We may share your data with trusted third-party service providers who assist us with administrative tasks (e.g., software providers, IT support, payment processing).
• Legal and Regulatory Requirements: We may disclose your information if required by law, regulation, or in response to lawful requests by public authorities (e.g., HMRC or other regulatory bodies).

We ensure that any third-party providers we use are GDPR-compliant and will protect your information in the same way we do.

We take the security of your personal data seriously and implement appropriate technical and organizational measures to protect it against unauthorized access, disclosure, alteration, or destruction. These measures include:

• Secure data storage and encrypted communication systems.
• Restricted access to personal data within our team, on a need-to-know basis only.
• Regular staff training on data protection practices.

However, please note that no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Under the General Data Protection Regulation (GDPR), you have the following rights regarding your personal data:

• Right to Access: You can request a copy of the personal data we hold about you.
• Right to Rectification: If your information is incorrect or incomplete, you can request that we correct it.
• Right to Erasure: You can request that we delete your personal data under certain circumstances (e.g., when we no longer need it for the purposes it was collected).
• Right to Restriction: You can request that we restrict the processing of your data in certain situations.
• Right to Object: You can object to the processing of your data for direct marketing or for processing based on our legitimate interests.
• Right to Portability: You can request that we transfer your data to another service provider in a structured, commonly used, and machine-readable format.

To exercise any of these rights, please contact us using the details provided below.

We retain your personal data for as long as necessary to fulfill the purposes for which it was collected, including compliance with legal, regulatory, and contractual obligations. Once your data is no longer needed, we will securely delete or anonymise it.

Our website uses cookies to enhance your browsing experience. Cookies are small files stored on your device that help us understand how you use our website. You can control cookie settings through your browser preferences, but please note that blocking or deleting cookies may affect the functionality of our site.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

If you have any questions about this Privacy Policy or how we handle your personal data, please contact us:

Wealth Waves
Email: Info@wealthwavesltd.com
Phone: 07794102051