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Privacy Policy

WRT Enterprises (“we”, “us”, “our”) is committed to protecting your personal data.

This policy explains how we collect, use, and share your information.

 

What We Collect

When you use our form, we may collect:

 

  • Name

  • Email address

  • Phone number

  • Postcode

  • Pension / financial information (as provided by you)

  • Any additional information submitted

 

How We Use Your Data

We use your data to:

 

  • Match you with relevant financial advisers

  • Allow advisers to contact you regarding your enquiry

  • Improve our service

 

Legal Basis

We process your data based on:

 

 Consent — by submitting your details and agreeing to be contacted

 

Sharing Your Data

We may share your data with:

 

  • FCA-regulated financial advisers within our network

 

 

These advisers may contact you via:

 

  • Phone

  • Email

  • SMS

 

 

We do not sell your data to unrelated third parties.

 

Data Retention

We retain your data only as long as necessary to:

 

  • Provide our service

  • Meet legal obligations

 

Your Rights

You have the right to:

 

  • Access your data

  • Request correction

  • Request deletion

  • Withdraw consent

 

 

To do so, contact:

 Dan@wrt-enterprises.co.uk

 

 

 

Data Security

We take reasonable steps to protect your data, but no system is completely secure.

 

Cookies

Our website may use cookies and tracking technologies (including Meta Pixel) to improve performance and advertising.

Third-Party Links

We are not responsible for the privacy practices of third-party websites.

 

Updates

We may update this policy from time to time.

 

Contact

For any questions:

 Dan@wrt-enterprises.co.uk

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