Privacy Policy

‍Last updated: 27 April 2026

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Codec Wealth Limited (“Codec Wealth”, “Codec”, “we”, “us”, “our”) is committed to protecting your privacy and handling personal data responsibly, securely and transparently.

‍This Privacy Policy explains how we collect, use and protect your information when you visit www.codecwealth.co.uk, contact us, or enquire about our services.

‍Codec and Codec Wealth Ltd (Company Number 17032534) are trading names of Financial Solutions Group Limited, an appointed representative of Prydis Wealth Limited, which is authorised and regulated by the Financial Conduct Authority (Registration Number 432014). Certain regulated services, systems and client records may therefore also be managed by our principal firm and its approved providers.

‍We process your personal data in accordance with UK data protection law, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

‍1. Who We Are

‍Codec Wealth Limited
Website: www.codecwealth.co.uk

‍For privacy-related enquiries, please contact us using the details on our website.

‍2. Information We Collect

‍Information you provide to us

‍We may collect personal data including:

• name

• email address

• telephone number

• postal address

• information submitted through our website contact form

• details discussed during enquiries or meetings

• any documents or information you choose to provide

If you enquire about regulated financial advice

‍Depending on your request, we may also collect or discuss information such as:

• financial objectives

• income and expenditure

• assets and liabilities

• pensions, investments or insurance arrangements

• family circumstances

• tax position

• attitude to risk

• affordability considerations

Where appropriate, formal client onboarding and regulated records may be handled through our principal firm’s internal systems.

Information collected automatically

When you use our website, we may collect:

• IP address

• browser and device information

• pages visited

• date/time of visits

• website usage data

• cookie and analytics information

3. How We Use Your Information

We may use personal data to:

• respond to enquiries

• arrange consultations or meetings

• assess whether our services may be suitable for your needs

• provide information about our services

• refer or onboard prospective clients through our principal firm where appropriate

• meet legal, regulatory and compliance obligations

• improve our website and services

• maintain security and prevent misuse

• send updates or marketing communications where permitted

4. Legal Bases for Processing

Under UK data protection law, we rely on one or more of the following lawful bases:

• Consent

• Contract or steps prior to entering a contract

• Legal obligation

• Legitimate interests, including business administration, service improvement and fraud prevention

5. Cookies and Analytics

Our website is hosted on Squarespace, which may use essential cookies for security and website functionality.

We also use Google Analytics to understand website traffic and improve user experience.

Where legally required, we request consent before using non-essential cookies. ‍

You can manage cookie preferences through any cookie banner shown on our website and through your browser settings.

6. Sharing Your Information

We do not sell personal data. ‍

We may share information where necessary with: ‍

• our principal firm as part of Appointed Representative activities

• regulated product providers or platforms (where appropriate and authorised)

• website hosting providers including Squarespace

• analytics providers including Google

• IT, cybersecurity or administrative support providers

• legal, compliance or professional advisers

• regulators, law enforcement or authorities where required by law

All third parties are expected to process data securely and lawfully.

7. Call and Meeting Recordings ‍

We may occasionally record telephone calls, video meetings or maintain meeting notes for purposes such as:

• accuracy of records

• training

• quality assurance

• regulatory compliance

• dispute resolution

Where appropriate, we will make you aware of recording arrangements.

8. Retention of Data ‍

We retain data only for as long as reasonably necessary.

Where enquiries become regulated client relationships, records may be retained for longer periods in line with regulatory, legal and compliance obligations, including through our principal firm.

Retention periods may vary depending on the type of service provided.

9. International Transfers

Some third-party service providers may process data outside the UK.

Where this happens, we take reasonable steps to ensure appropriate safeguards are in place.

10. Security

We use suitable technical and organisational measures to help protect personal data from unauthorised access, misuse, loss or disclosure.

However, no internet transmission or storage system can be guaranteed completely secure.

11. Your Rights

Subject to applicable law, you may have rights to:

• request access to your data

• request correction of inaccurate data

• request deletion (where legally possible)

• restrict or object to certain processing

• withdraw consent where relevant

• complain to the UK Information Commissioner’s Office (ICO)

ICO: www.ico.org.uk

12. Third-Party Links

Our website may contain links to other websites. We are not responsible for their privacy practices or content.

13. Changes to This Policy ‍

We may update this Privacy Policy from time to time. Updates will appear on this page with a revised date.

14. Contact Us

For questions regarding this Privacy Policy or your personal data, please contact Codec Wealth using the contact details on our website.

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