Privacy Policy

Last Updated: January 2026

1. Introduction

This privacy policy explains how we collect and process your personal data through your use of our website https://www.thewealthwithinher.com or any subdomains, including any information you may provide when you purchase a product or service, sign up to our email list, complete a survey, or participate in a consultation.

By providing us with your data, you warrant to us that you are over 16 years of age.

The Wealth Within Her Ltd is the data controller and we are responsible for your personal data (referred to as"we", "us" or "our" in this privacy policy).

Contact Details: The Wealth Within Her Ltd, 36 Cannonbury Avenue, Pinner, United Kingdom, HA5 1TS, Company Number: 16851353 Email: contact@thewealthwithinher.com

If you have any questions about this privacy policy or wish to exercise your data protection rights, please contact us using the details above.

2. What Data Do We Collect?

Personal data means any information capable of identifying an individual. It does not include anonymised data.

We may process the following categories of personal data about you:

Communication Data - includes any communication that you send to us whether through the contact form on our website, email, text, social media messaging, social media posting, or any other communication. We process this data for communicating with you, record keeping, and for the establishment, pursuance or defence of legal claims. Our lawful ground for this processing is our legitimate interests, which are to reply to communications, keep records, and establish, pursue or defend legal claims.

Customer Data - includes data relating to any purchases of goods and/or services such as your name, title, billing address, delivery address, email address, phone number, contact details, purchase details and payment card details. We process this data to supply the goods and/or services you have purchased and to keep records of such transactions. Our lawful ground for this processing is the performance of a contract between you and us and/or taking steps at your request to enter into such a contract.

Survey Data - includes information you provide when completing surveys about your financial situation, challenges, goals, and preferences regarding financial education and coaching services. We process this data to understand our clients' needs, improve our services, and provide personalised support. Our lawful ground for this processing is your consent and our legitimate interests in developing our services.

User Data - includes data about how you use our website and any online services, together with any data that you post for publication on our website or through other online services. We process this data to operate our website, ensure relevant content is provided to you, ensure the security of our website, maintain backups of our website and/or databases, and to enable publication and administration of our website, other online services and business. Our lawful ground for this processing is our legitimate interests, which are to properly administer our website and our business.

Technical Data - includes data about your use of our website and online services such as your IP address, login data, browser details, length of visit to pages on our website, page views and navigation paths, details about the number of times you use our website, time zone settings and other technology on the devices you use to access our website. We process this data to analyse your use of our website and other online services, to administer and protect our business and website, to deliver relevant website content and advertisements to you, and to understand the effectiveness of our advertising. Our lawful ground for this processing is our legitimate interests, which are to properly administer our website and business and to grow our business.

Marketing Data - includes data about your preferences in receiving marketing from us and your communication preferences. We process this data to deliver relevant content and communications to you, and to measure or understand the effectiveness of our communications. Our lawful ground for this processing is our legitimate interests, which are to study how customers use our services, to develop them, to grow our business and to decide our marketing strategy.

We may use Customer Data, User Data, Technical Data, Survey Data and Marketing Data to deliver relevant website content and communications to you (including email marketing, social media advertisements or other display advertisements) and to measure the effectiveness of the communications we serve you. Our lawful ground for this processing is legitimate interests (to grow our business) or your consent where required. We may also use such data to send marketing communications about relevant services such as financial coaching, consultations, workshops, online courses, and educational content. Our lawful ground for this processing is either consent or legitimate interests.

We do not collect any Sensitive Data about you. Sensitive data refers to data that includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data. We do not collect any information about criminal convictions and offences.

Where we are required to collect personal data by law, or under the terms of the contract between us, and you do not provide us with that data when requested, we may not be able to perform the contract (for example, to deliver services to you). If you don't provide us with the requested data, we may have to cancel a service you have requested, but if we do, we will notify you at the time.

We will only use your personal data for the purpose it was collected for or a reasonably compatible purpose if necessary. If we need to use your details for an unrelated new purpose, we will let you know and explain the legal grounds for processing.

We may process your personal data without your knowledge or consent where this is required or permitted bylaw.

We do not carry out automated decision making or any type of automated profiling.

3. How Do We Collect Personal Data?

We may collect data about you by you providing the data directly to us (for example by filling in forms on our site, completing surveys, or by corresponding with us by email or chat). We may automatically collect certain data from you as you use our website by using cookies and similar technologies.

We may receive data from third parties such as:

Analytics providers such as Google
Advertising networks
Payment processing providers
Social media platforms

4. Marketing Communications

Our lawful ground for processing your personal data to send you marketing communications is either your consent or our legitimate interests (namely to grow our business).

You will receive marketing communications from us if you have:

Requested information from us or purchased services from us
Provided us with your details when completing a survey and agreed to receive marketing communications
Provided us with your details when entering a competition or registering for a promotion

You can ask us to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you or by contacting us at any time.

5. Disclosures of Your Personal Data

We may share your personal data with third parties set out below for the purposes outlined in this privacy policy:

Service providers who provide IT and system administration services
Professional advisers including lawyers, bankers, auditors and insurers
Payment processing providers
Email marketing service providers
Analytics and search engine providers
Third parties to whom we may choose to sell, transfer or merge parts of our business or our assets

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We only permit third parties to process your personal data for specified purposes and in accordance with our instructions.

6. International Transfers

We may transfer your personal data outside the UK. Where we do, we ensure a similar degree of protection is afforded to it by ensuring appropriate safeguards are implemented.

7. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know.

We have procedures in place to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

8. Data Retention

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal, regulatory, tax, accounting or other requirements.

9. Your Legal Rights

Under UK data protection laws, you have rights including:

Right to access your personal data
Right to rectification of your personal data if it is inaccurate or incomplete
Right to erasure of your personal data in certain circumstances
Right to restrict processing of your personal data in certain circumstances
Right to data portability to transfer your personal data to another party
Right to object to processing of your personal data in certain circumstances
Right to withdraw consent where we are relying on consent to process your personal data

If you wish to exercise any of these rights, please contact us using the details at the top of this privacy policy.

You also have the right to make a complaint at any time to the Information Commissioner's Office (ICO), theUK regulator for data protection issues (www.ico.org.uk).

10. Cookies

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site. For detailed information on the cookies we use and the purposes for which we use them, see our Cookie Policy.

11. Changes to This Privacy Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new privacy policy on this page and updating the "Last Updated" date at the top of this privacy policy.

12. Third-Party Links

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements.

The Wealth Within Her Ltd Registered in England and Wales Company Number: 16851353 Registered Office: 36 Cannonbury Avenue, Pinner, United Kingdom, HA5 1TS