Please read through our privacy policy below

Privacy policy statement

Donald Wealth Management is an independent financial advisory company. This privacy policy explains how we use any personal information we collect about you when you use our services.

Important subjects:

What information do we collect about you?

How will we use the information about you?

Marketing Access to your information and correction

Cookies

Other websites

Changes to our privacy policy

How to contact us

What information do we collect about you?

We collect information about you once you have agreed to use our services and subsequently when we place an order to execute transactions for products or services. We may also collect information about you if you voluntarily complete customer surveys or provide feedback, for example. If and when we use our website to collect information about you the information may be collected using cookies.

How will we use the information about you?

We collect information about you to provide you with advice, periodically process your orders, manage your account and, if you agree, to contact you about products and services we think may be of interest to you. When you provide information through our website, we use that information collected from the website to personalise your repeat visits to the website. If you have agreed, we will pass on your relevant personal information other firms party to transactions. We may be required to share your information with our regulators, compliance consultants, credit reference agencies and fraud prevention agencies (including for tax and anti money laundering purposes).

Marketing

We would like to send you information about products and services of ours which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date. You have the right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, refer to the contact section below.

Access to your information and correction

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the address below. We may make a small charge for this service. We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.

Cookies

This website uses cookies. Cookies are text files placed on your computer, smartphone or other device to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org. You can set your browser not to accept (restrict or block) cookies and the above websites tell you how to remove cookies from your browser. To learn about controlling cookies on the browser of your mobile device please refer to your handset manual. N.B. Restricting or blocking cookies may mean some of our website features do not function as a result.

Types of Cookies

The length of time a cookie stays on your device depends on its type. We use two types of cookie on the Donald Wealth Management website:

Session Cookies

A session cookie is stored in temporary memory and only exists during the time you use the website. This means that it is not retained after the browser is closed. Session cookies enable the website you are visiting to keep track of your movement from page to page so you don’t get asked for the same information you’ve already given to the site.

Persistent Cookies

Persistent (or permanent) cookies stay on your device after you have visited our website. These cookies help us to identify you as a unique visitor but do not contain information that could be used to identify you to another person. Persistent cookies also help our website to remember your information, preferences and settings when you visit them in the future.

We use 4 types of persistent cookie on the Donald Wealth Management website. These are generated by:

  •         Wordfence – this is a WordPress security plugin. We use it to verify that activity on the site is human, and this helps prevent hacking by bots
  •         YouTube – because YouTube videos are embedded on our website, the YouTube cookie is added to your device when you click to play the video
  •         Google Analyticsuses cookies to help us analyse how our visitors use the site. Find out more about how these cookies are used on the Google privacy site
  •         General Cookies – this type of cookie is generated when you click on images and links. They help to track what you viewed on the website, giving you faster and more convenient access to the information you need when you revisit the website.

Other websites

Our website contains links to other websites. This privacy policy only applies to our own website so when you link to other websites you should read their own privacy policies.

Changes to our privacy policy

We keep our privacy policy under regular review and we will place any updates on this web page. This privacy policy was last updated on 11 December 2017.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you:

By email … reception@donaldwm.co.uk

By post … Donald Wealth Management, Stable End, 12 Heather Court Gardens, Sutton Coldfield, West Midlands, B74 2ST.

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