The privacy of everyone who uses this website and the confidentiality of any information shared or provided is completely respected and protected. This statement sets out how personal information is used and your rights around this information and data.

During our work together, we may request detailed personal information about your circumstances, finances, and in some cases, your health or family health history (“Personal Data”).

All relevant legislation, including the Data Protection Act 2018 and the GDPR are adhered to. All personal and identifiable data or information provided by you through using this website or our services is used in accordance with this statement. 

This privacy policy may be updated and where it is, a new version will be posted on this page. Please check this page occasionally to ensure you are happy with it, but you may also be notified of any changes by email. The current version was published on 16th February 2026.

Use and collection of personal information

What information is collected?

The following types of Personal Data may be collected, stored and used: 

• Information about your visits to and use of this website such as browser information
• Information about any communications between you and our company on or in relation to this website
• Data you provide through the site such as a contact form

Your Personal Data includes any information that identifies you directly or indirectly.

Direct identifiers include:

• Name
• Address
• Date of birth
• National Insurance number

Indirect identifiers include:

• Employment status
• Financial information
• Health history
• Any details linked to your cultural or social identity

When advising on investments or insurance, your data may include:

• Title, name, date of birth, gender, nationality, marital status, contact details, identity documents
• Employment details, income, bonuses, benefits, employment history
• Bank details, tax information, loans, credit history, income and expenditure, family circumstances
• Health status, medical reports, treatment history
• Existing investment or insurance policies and their terms

How we collect your personal data

We gather information from multiple sources, primarily directly from you:

You provide information:

• During meetings or calls
• In writing or by email
• When outlining your circumstances, needs, and preferences

We may also obtain data from third parties:

• Credit reference checks
• Your employer
• Publicly available sources such as the electoral roll

Where technology assists in verifying information such as credit status tools, we will only use it with your consent except for electronic ID checks. For these checks, your consent is not required but you will be informed of how the system works and its purpose.

Information about website visits

Information about your computer and your visits to this website may be collected – this may include your geographical location, browser type, referral source, length of visit and number of page views. This may be used in the administration of this website and to improve how it is used. 

Who will see the data?

People working in or for our company who need your data in order to carry out the service being provided, such as responding to an enquiry.

After collecting data from you that you have consented to be used, it may be transferred to other parts of our team, but this will only be where we have a legitimate reason or consent to do so.

All of the service providers (such as the processing of contact forms) used on this website are required to maintain the confidentiality and security of your Personal Data and to use it only in compliance with data privacy laws and for specified and instructed purposes. Each service provider is also responsible for their use of your Personal Data, according to the rules they set in their own privacy policies.

Using your Personal Data

Personal Data submitted on this website will be used for the purposes specified in this privacy policy or in relevant parts of the website. The data you share and provide will be used to carry out the services that you request. You will only be contacted where there is a legitimate reason to do so or where you have provided consent: it will only be used for the purpose for which it is supplied.

In addition to the uses identified elsewhere in this privacy policy, your information may be used to improve the browsing experience by personalising the website or to make other improvements to the website.

At any time you can change your mind or withdraw your consent about the way your Personal Data is used. If you wish to do this, please contact [email protected]. 

For customers, we use Your Personal Data for the following purposes:

Contractual necessity

• When discussing or arranging investments or insurance, both parties enter into a contract for services. We use your data to fulfil this contract.

Legitimate business interests

We may use Personal Data:

• During initial discussions
• After a contract ends
• To respond to product provider or compliance queries
• To request feedback on our services

Legal and regulatory obligations

We may process Your Personal Data to meet obligations set by:

• The Financial Conduct Authority
• Other legal or regulatory bodies

There may be circumstances where Personal Data needs to be disclosed without seeking the consent of the data subject. Where these circumstances occur, legal assistance will be employed where necessary, the request will be verified to ensure it is legitimate and only then would the data be disclosed. This is to the extent that there is a requirement by law to do so.

How Personal Data is handled

We will:

• Store and secure your data: in paper files, mobile devices, computer systems, email, and cloud storage. Access is restricted to employees and consultants where necessary.
• Share data with product providers: we submit your Personal Data to investment or insurance providers in paper or secure digital formats to process enquiries and applications.
• Use your data for service-related matters: such as answering your queries or advising you of updates linked to your policies or products.

Sharing Personal Data

Your information may be shared with:

• Third parties essential to delivering our services, including:
• Investment providers
• Insurance companies
• Compliance advisers
• Product specialists

Sharing occurs only to progress your enquiry or fulfil service obligations.

These parties cannot use your data for marketing purposes.

We do not expect to transfer your data outside the European Economic Area.

How can you control your personal information?

At any time you can change your mind about any personal information you have provided in the past or think may be held. You can contact [email protected] and ask that your information is completely erased. 

Data retention

We keep your data for at least 6 years after the service or advice provided. It may be held longer if required by regulatory bodies.

Third-party websites

The website contains links to other websites. Where you visit one of these websites, please ensure you read their privacy policies as we have no responsibility for any third-party website you visit. 

Processing Special Category Data

When advising on certain insurance products such as life insurance or policies that support you in the event of accident or illness, we may need to process Special Data which includes:

• Ethnic origin
• Health and medical history

If you have children under 13, we may also process their information and Special Data.

Criminal disclosures

Some insurance arrangements require information about past or current criminal convictions or offences.

Use of Special Data

We process Special Data and Criminal Disclosures in the same way as Your Personal Data, strictly for:

Making enquiries to insurers

Assessing product suitability

Insurance intermediaries and insurers must be able to exchange such information to provide appropriate insurance solutions.

Security

We take reasonable steps to keep Your Personal Data secure and protected from unlawful access. Data transmission over the internet is inherently insecure, and therefore no guarantee can be given for the security of data sent over the internet.

Your responsibilities include:

• Avoid sending confidential information through unprotected email
• Password protect attachments
• Use secure postage when sending original documents 

Your rights

Under the GDPR, you have the following individual rights:

• The right to be informed
• The right of access to your Personal Data
• The right to rectification
• The right to erasure
• The right to restrict processing
• The right to data portability
• The right to object
• Rights in relation to automated decision making and profiling

You can also withdraw or change your marketing consent at any time. 

If you have a request regarding your Personal Data, details of how your request can be fulfilled will be provided upon contacting us.

You can find out more about your rights on the ICO website. If you have any questions about these rights in relation to this website or our company, please contact [email protected]. 

General

You have the right to see Personal Data (as defined under the Data Protection Act and the GDPR) that is kept about you. Any request can be emailed to [email protected].

The relevant data will be provided within 28 days, unless there is a legitimate reason as to why it needs to take longer.

If you believe that any information being held on you is incorrect or incomplete, please email [email protected] as soon as possible. Any information found to be incorrect will immediately be corrected.

Should you wish to lodge a complaint, you have the right to do this through the Information Commissioner’s Office:

Phone: 0303 123 1113

Online contact form: https://ico.org.uk/global/contact-us/email 

Post: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

How to contact us

If you have questions, need to exercise any rights, or wish to raise concerns about data use, contact:

 

Engage Wealth Management

First Floor

26 Stroudley Road

Brighton

BN1 4BH

 

If we believe we are legally permitted to refuse or alter your request, we will inform you.

Please notify us immediately if you become aware of unauthorised disclosure of any Personal Data.

 

Cookie Policy

A table of the cookies used on this website is set out below.

Cookies are text files that are sent by a web server to a browser and then stored by the browser. Every time the browser requests a page from the server, a text file is sent back to the server. What this allows the web server to do is identify and track the web browser. To find out more about cookies visit www.allaboutcookies.org.

There are various different uses of cookies but essentially they allow websites to load content and respond to you as an individual based on how you use it. They don’t give you access to your computer and simply give information in the form of data that you have approved can be shared in your settings. 

There are a few ways you can control what cookies you accept or decline. 

When you first visit this website, a cookie banner appears. This allows you to explicitly consent and opt-in to marketing and analytical cookies on this website. If you dismiss the cookie banner, you will not be opted-in automatically. You can also see exactly what tools are used in each of these categories so you can understand what cookies you would be accepting. If you do not wish to accept cookies from this website, you can click on the toggle and select ‘off’ for these cookies. You can also change your preferences at any time – simply click on the cookie banner triangle in the bottom corner of the website and turn cookies off for the category where you wish to reject them. 

Most browsers also allow you to change your settings to let you refuse to accept cookies. For example, in Internet Explorer you can do this by going to ‘Tools’, ‘Internet options’, ‘Privacy’ and then select ‘Block all cookies’ with the sliding selector. You should be aware though that this may make it difficult for you to use certain websites, including this one. Some cookies are needed to simply allow the page to load properly so if you block all cookies, it may cause problems in accessing websites or seeing all of the content.

Furthermore, ‘do not track’ (DNT) is a feature that some browsers offer as a default choice. If you enable it then websites receive a signal requesting that your browsing isn’t tracked. This may be for third party ads or social networks, or possibly analytics companies. If you would like to opt-out of Google Analytics, you can download an opt-out browser add-on to do this: https://tools.google.com/dlpage/gaoptout?hl=en. 

You can also always delete any cookies stored on your computer.

If you need any help regarding cookies on this website, get in touch by emailing [email protected].

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