Privacy policy

Template text. This page must be checked and completed by the firm (and its compliance support or network, if it has one) before the site goes live.

This policy explains how [Company name] Ltd, trading as Ayerman Wealth (“we”, “us”), uses personal information when you visit this website or contact us. We are the data controller for that information. Our Information Commissioner’s Office registration number is [ICO number].

Information we collect through this website

Analytics. We use Cloudflare Web Analytics to understand how many people visit the site and which pages they read. It does not use cookies, does not track you across other websites and does not identify you personally.

Booking a meeting. When you book a meeting, you’re taken to Calendly, a third-party scheduling service. The details you enter there (such as your name, email address and any notes) are collected by Calendly and shared with us so we can arrange the meeting. Calendly’s own privacy policy also applies.

Contacting us. If you email or call us, we’ll keep a record of the conversation and your contact details so we can respond.

Information we hold if you become a client

[Describe the personal and financial information collected during the advice process, the lawful bases relied on, who it is shared with (for example product providers, platforms, the network and its compliance function, regulators) and how long it is kept for regulatory purposes.]

Your rights

You have the right to ask for a copy of the information we hold about you, to ask us to correct or delete it, to object to or restrict how we use it, and to ask for it to be transferred to someone else. Some of these rights are limited where we have to keep records for legal or regulatory reasons.

To make a request, contact us at [email protected].

Complaints

If you’re unhappy with how we’ve handled your information, please tell us first. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113.