Clear, independent insight on UK savings and bonds.

Privacy Policy

Last updated: 8 January 2026

This Privacy Policy explains how Elevate Wealth Consultancy (“we”, “us”, “our”) collects, uses, stores, and shares personal data when you use elevatewealth.co.uk (the “Website”) and when you contact us.

We are committed to protecting your privacy and handling personal data in a transparent and secure way, in line with the UK General Data Protection Regulation (“UK GDPR”) and the Data Protection Act 2018.

1. Who we are

Data Controller: Elevate Wealth Consultancy
Website: elevatewealth.co.uk
Email: [email protected]

If you have questions about this Privacy Policy or your personal data, you can contact us using the details above.

2. The personal data we collect

We may collect the following categories of personal data:

2.1 Data you provide to us

When you complete a form, contact us, or communicate with us, you may provide:

  • Name

  • Email address

  • Telephone number

  • Information you include in your message (for example, your preferences for deposit amount or investment term)

  • Any other information you choose to share

2.2 Data we collect automatically

When you visit the Website, we may automatically collect:

  • IP address (may be logged for security and fraud prevention)

  • Device and browser information

  • Pages viewed and actions taken on the Website

  • Approximate location (derived from IP address)

  • Referral source (how you found our Website)

  • Cookies and similar tracking technologies (see Section 9)

2.3 Sensitive data

We do not intentionally collect special category data (for example, health data, religious beliefs) or criminal offence data. Please do not provide this type of information to us.

3. How we use your personal data

We use personal data to:

  • Respond to enquiries and provide requested information

  • Operate, improve, and secure the Website

  • Monitor and prevent fraud, abuse, or misuse

  • Analyse Website performance and user interactions

  • Comply with legal obligations

  • Maintain internal records and audit trails

We do not use your data to provide personal financial advice through the Website.

4. Legal bases for processing

Under UK GDPR, we rely on the following legal bases:

  • Consent: where you opt in to non-essential cookies or marketing communications (if offered).

  • Legitimate interests: to respond to enquiries, run and secure the Website, improve services, and prevent fraud, provided your rights do not override these interests.

  • Contract: where processing is necessary to take steps at your request prior to entering into a contract (for example, responding to a service enquiry).

  • Legal obligation: where we must comply with legal or regulatory requirements.

5. Marketing

We will only send marketing communications if:

  • you have opted in (where required by law), or

  • we are otherwise permitted to do so under applicable law.

You can opt out at any time by using the unsubscribe link (if included) or by contacting us at [email protected].

6. Sharing your personal data

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

  • Website hosting and infrastructure providers

  • Form and email delivery services (to receive and respond to enquiries)

  • Analytics and measurement providers (for example, to understand how the Website is used)

  • Security providers (to detect and prevent fraud and abuse)

  • Professional advisers (legal, accounting, or auditing), where needed

  • Authorities or regulators where we are legally required to do so

We do not sell your personal data.

7. International transfers

Some of our service providers may process personal data outside the UK. Where this happens, we ensure appropriate safeguards are in place, such as:

  • UK adequacy regulations, or

  • International Data Transfer Agreement (IDTA) and/or UK Addendum to EU Standard Contractual Clauses, as applicable.

8. How long we keep your data

We keep personal data only for as long as necessary for the purposes described in this Privacy Policy, including to meet legal, accounting, or reporting requirements.

Typical retention:

  • Enquiry data: kept for a reasonable period to manage communication and follow-up, and then securely deleted or anonymised when no longer needed.

  • Technical logs: retained for security and troubleshooting for a limited period.

If you want more information about retention for a specific type of data, contact us.

9. Cookies and tracking technologies

We use cookies and similar technologies to:

  • ensure the Website functions properly

  • analyse Website traffic and performance

  • measure the effectiveness of advertising (if enabled)

You can control cookies through:

  • our cookie banner (where available)

  • your browser settings (you can block or delete cookies)

For more details, please see our Cookie Policy.

10. Your rights (UK GDPR)

You have rights in relation to your personal data, including:

  • Right of access: request a copy of your personal data

  • Right to rectification: correct inaccurate or incomplete data

  • Right to erasure: request deletion of your data in certain circumstances

  • Right to restrict processing: limit how your data is used in certain circumstances

  • Right to object: object to processing based on legitimate interests or direct marketing

  • Right to data portability: receive certain data in a structured, commonly used format

  • Right to withdraw consent: where processing is based on consent, you can withdraw it at any time

To exercise your rights, contact [email protected]. We may need to verify your identity before fulfilling your request.

11. Complaints

If you are not happy with how we handle your personal data, you have the right to complain to the UK regulator:

Information Commissioner’s Office (ICO)
You can find contact details on the ICO website.

We would appreciate the chance to address your concerns first, so please contact us in the first instance.

12. Security

We use appropriate technical and organisational measures to protect personal data. However, no method of transmission over the internet is completely secure. You should also take steps to protect your own information (for example, using a secure network and keeping your devices updated).

13. Children’s privacy

The Website is not intended for children under 16, and we do not knowingly collect personal data from children.

14. Third-party links

The Website may contain links to third-party websites. We are not responsible for the privacy practices of those websites. You should read their privacy policies before providing personal data.

15. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will post the latest version on this page and update the “Last updated” date above.

16. Contact us

For privacy-related questions, requests, or concerns, contact:

Elevate Wealth Consultancy
Email: [email protected]