Privacy Policy
AK Wealth is committed to protecting your personal information and ensuring that your personal data is handled securely and responsibly.
Our Privacy Policy contains important information about what personal details we collect, what we do with that information, who we may share it with and why, and your choices and rights when it comes to the personal information you have given us.
We may need to make changes to our Privacy Policy, so please check our website for updates from time to time. If there are important changes, such as changes to where your personal data will be processed, we will contact you to let you know.
Who We Are
AK Wealth is an independent, UK-based financial planning firm helping professionals, business owners, international businesses, families and retirees plan with clarity.
AK Wealth operates in association with pi financial ltd.
For the purpose of data protection law, AK Wealth is the data controller of any personal data you provide through this website.
Information We Collect And Use And Where We Collect Your Information
Information about you that we collect and use includes:
Information about who you are (for example your name and contact details)
Information about your contact with us (for example meetings, phone calls, emails or letters)
We may collect your personal information directly from you from a variety of sources, including:
Phone conversations with us
Emails or letters you send to us
Meetings with one of our employees
We do not use analytics or tracking technologies on this website.
Cookies
This website only uses strictly necessary cookies that are required for the website to function properly. These cookies do not collect personal data and are not used for analytics, advertising, or tracking purposes.
The cookies used on this website are listed below:
Cookie Name: cookie_consent
Duration: 1 year
Description: Stores the user’s cookie preference to remember that the cookie notice has been acknowledged.
Cookie Name: session_cookie
Duration: Session
Description: A temporary cookie required for basic website functionality and security during a browsing session.
These cookies are essential for the operation of the website and cannot be disabled through our systems.
Why We Collect And Use Your Information
We take your privacy seriously and will only ever collect and use information which is personal to you where it is necessary, fair and lawful to do so.
We will collect and use your information only if we are able to satisfy one of the lawful processing conditions set out in data protection laws.
This will be the case where:
You have given us your consent to use your information to send you information about products and services we offer which we believe may be of interest and benefit to you.
We need to process your information to better understand you and your needs so we can send you more relevant communications about the services you have with us.
It is necessary to manage the security and fair usage of our web applications.
If you do not wish us to collect and use your personal information in these ways, it may mean that we will be unable to provide you with our products or services.
Data Sharing, Data Security and Data Retention
We do not sell or share your personal data with third parties, except where required by law or regulatory obligations.
We take appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or misuse.
We take information and system security very seriously and strive to comply with our obligations at all times. Any personal information which is collected, recorded or used in any way, whether on paper, online or any other media, will have appropriate safeguards applied in line with our data protection obligations.
Our employees also protect sensitive or confidential information when storing or transmitting information electronically.
Our security controls are aligned to industry standards and good practice, providing a control environment that effectively manages risks to the confidentiality, integrity and availability of your information.
We will keep your personal information and copies of records we create (for example calls with us) to provide you with our services while you are a client of ours.
We may also keep your information after this period where required to meet our legal or regulatory obligations. The length of time we keep your information for these purposes will vary depending on the obligations we need to meet.
Your Rights
You have a number of rights under data protection law which may be exercised in certain circumstances.
Right to be informed – You have the right to receive clear information about how your personal information is used.
Right of access – You can request a copy of the personal information we hold about you.
Right to rectification – You can request correction of inaccurate or incomplete personal information.
Right to erasure – You can request that your information is deleted where there is no lawful reason for us to continue holding it.
Right to restrict processing – You can ask us to limit how we use your personal information in certain circumstances.
More information about your rights can be found here:
https://ico.org.uk/for-the-public/
If you want to talk to us about any of your rights, please contact:
Pi financial ltd.
Morfe House
Pountney Gardens
Belle Vue Road
Shrewsbury
SY3 7LU
Email: compliance@pifinancial.co.uk
External Links
Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites.
How to Make a Complaint
We always strive to collect, use and safeguard your personal information in line with data protection laws. If you do not believe we have handled your information as set out in this Privacy Policy, please let us know immediately and we will do our utmost to make things right.
Email: compliance@pifinancial.co.uk
Or write to:
The Compliance Director
pi financial ltd
Morfe House
Pountney Gardens
Belle Vue Road
Shrewsbury
Shropshire
SY3 7LU
While we hope that we can resolve any complaints for you, you also have the option to complain to the Information Commissioner’s Office (ICO).
Website: https://ico.org.uk
Contact Us
If you have any questions about our Privacy Policy or the information we collect or use about you, please contact:
FAO Compliance Director
pi financial ltd
Morfe House, Pountney Gardens
Belle Vue Road
Shrewsbury
SY3 7LU
Email: compliance@pifinancial.co.uk
Telephone: +44 (0) 1743 282222
Privacy Policy
Our Privacy Policy contains important information about what personal details we collect; what we do with that information; who we may share it with and why; and your choices and rights when it comes to the personal information you have given us.
We may need to make changes to our Privacy Policy; so please check our website for updates from time to time. If there are important changes such as changes to where your personal data will be processed; we will contact you to let you know.
Who We Are
AK Wealth operates in association with pi financial ltd.
For the purpose of data protection law, AK Wealth is the data controller of any personal data you provide through this website.
Information We Collect And Use And Where We collect Your Information
Information about you that we collect and use includes:
- Information about who you are e.g. your name and contact details
- Information about your contact with us e.g. meetings, phone calls, emails / letters
We may collect your personal information directly from you, from a variety of sources, including:
- Phone conversations with us
- Emails or letters you send to us
- Meetings with one of our employees
We do not collect data via cookies or tracking technologies.
Why We Collect And Use Your Inforamtion
We take your privacy seriously and we will only ever collect and use information which is personal to you where it is necessary, fair and lawful to do so. We will collect and use your information only if we are able to satisfy one of the lawful processing conditions set out in the data protection laws.
This will be the case where:
- You have given us your consent to use your information to send you information about products and services we offer which we believe may be of interest and benefit to you.
- Where we need to process your information to better understand you and your needs so we can send you more relevant communications about the services you have with us
- To manage the security and fair usage of our web applications
If you do not wish us to collect and use your personal information in these ways, it may mean that we will be unable to provide you with our products or services.
Data Sharing, Data Security and Data Retention
We do not sell or share your personal data with third parties, except where required by law or regulatory obligations.
We take appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or misuse.
We take information and system security very seriously and we strive to comply with our obligations at all times. Any personal information which is collected, recorded or used in any way, whether on paper, online or any other media, will have appropriate safeguards applied in line with our data protection obligations.
Our employees also protect sensitive or confidential information when storing or transmitting information electronically.
Our security controls are aligned to industry standards and good practice; providing a control environment that effectively manages risks to the confidentiality, integrity and availability of your information.
We will keep your personal information and copies of records we create (e.g. calls with us) to provide you with our services while you are a client of ours.
We may also keep your information after this period but only where required to meet our legal or regulatory obligations. The length of time we keep your information for these purposes will vary depending on the obligations we need to meet.
Your Rights
You have a number of rights under data protection law which may be exercised in certain circumstances. These are:
- Right to be informed about how and why we are processing your personal information – You have a right to receive clear and easy to understand information on what personal information we have, why and who we share it with – we do this in our Privacy Policy and privacy notices.
- Right of access to personal information relating to you – You have the right of access to your personal information. If you wish to receive a copy of the personal information we hold on you, you may make a data subject access request (DSAR).
- Right to request rectification of inaccurate or incomplete personal information – If your personal information is inaccurate or incomplete, you can request that it is corrected.
- Right to request erasure of your personal information – You can ask for your information to be deleted or removed if there is not a compelling reason for pi financial to continue to have it.
- Right to restrict processing of your personal information – You can ask that we block or suppress the processing of your personal information for certain reasons. This means that we are still permitted to keep your information – but only to ensure we don’t use it in the future for those reasons you have restricted.
More information can be found on your rights here https://ico.org.uk/for-the-
If you want to talk to us about any of your individual rights, please contact us at:
Pi financial ltd.
Morfe House
Pountney Gardens
Belle Vue Road
Shrewsbury
SY3 7LU
Email: compliance@pifinancial.co.uk
External Links
Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites.
How to make a Complaint
We will always strive to collect, use and safeguard your personal information in line with data protection laws. If you do not believe we have handled your information as set out in our Privacy Policy, please let us know immediately and we will do our utmost to make things right.
- By email: compliance@pifinancial.co.uk
- Or write to us at: The Compliance Director, pi financial ltd, Morfe House, Pountney Gardens, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU
While we hope that we can resolve any complaints for you, you do have the option to complain to the ICO (whether or not you have exhausted our complaints procedure). Their contact details are:
Contact Us
If you have any questions about our Privacy Policy or the information we collect or use about you, please contact;
FAO Compliance Director
pi financial ltd
Morfe House, Pountney Gardens
Belle Vue Road
Shrewsbury
SY3 7LU
Email: compliance@pifinancial.co.uk
Telephone: +44 (0) 1743 282222 *