Privacy Policy

As Oaklands Wealth Management Ltd is committed to protecting the privacy of its Website users we ask that you please read our Privacy Policy before providing us with any information about yourself.

Unless you choose to submit personal details via our email contact buttons, by telephone or download one of our investment guides, you are free to browse our website without disclosing any personal information.

We will only collect personal information about you if you send us an e-mail enquiry or download our investment guides.

In order for this to happen, you will need to submit your name and email address on the appropriate pages to contact us or download our investment guides.

If your personal information changes, please let us know and we will correct, update or remove any information that we hold about you on our active databases.

If you choose to supply any Personal Information then we shall treat it in accordance with the requirements of the Data Protection Act. Please be assured that except for the reasons listed below, we will never disclose your Personal Information to others.

When may we disclose your personal information to others?

We may only disclose your Personal Information to others in the following circumstances:

  • Where it is necessary for the provision of information or services to you
  • To prevent crime
  • For credit reference and anti-money laundering purposes
  • Where we are required to do so by legal, statutory or regulatory obligations

Please note that if you communicate with us electronically, including by e-mail, telephone or fax, your communications may be randomly monitored and recorded to protect the interests of our business, clients and for the purposes of maintaining client service standards.

Requests for access to personal information

If you require details of the Personal Information we hold on you, in line with our strict data security and disclosure policy we will require proof of identity from you prior to disclosing such information.

We may charge a small administration fee in relation to any requests for access to personal information. Please direct any such request to the Data Protection Officer, 12A Duke Street, Sutton Coldfield, West Midlands, B72 1RJ. United Kingdom.

Information updates

Please help us to keep your Personal Information current and accurate by contacting us if your Personal Information changes.

Web data transmission

As you may be aware, no data transmission over the internet can be entirely secure. As a result, while we will always use reasonable endeavours to protect your Personal Information, we cannot guarantee the security of your Personal Information and the use of our website and email contact service is at your own risk.

Google Analytics / Mouseflow / Facebook

This website uses Google Analytics, a web analytics service provided by Google Inc. (“Google”). Google Analytics uses cookies (text files placed on your computer) to help us analyse how users use our website.

The information generated by cookies about your use of our website, including your IP address, will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage.

Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google’s behalf. Google will not associate your IP address with any other data held by Google.

This website uses a secondary analysis system called Mouseflow to view user behavior on an anonymous basis to improve the site’s usability. Mouseflow’s policy is available here.

This site uses the Facebook pixel to collect data on visitor behaviour, such as:

  • which pages are visited
  • which device was used to view the website
  • what actions were taken

This information may be used to serve Facebook ads in future.

By using this website, you consent to the processing of data about you by Google, Mouseflow and Facebook in the manner and for the purposes set out above.

User declaration

By providing Oaklands Wealth Management Ltd with any Personal Information you consent to the use of your Personal Information for the purposes and in the manner set out in this Privacy Policy.

Contacting us about your data

If you have any queries regarding the way we handle data collected from you on this website, please Contact the Data Protection Officer, 12A Duke Street, Sutton Coldfield, West Midlands, B72 1RJ, United Kingdom.