
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:
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: