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Privacy Policy

1. Introduction

This Privacy Policy explains how Three Rivers Wealth Management Ltd (“we”, “us”, “our”) collects, uses, stores and protects personal information when you visit or interact with our website www.threeriverswm.co.uk (the “Website”).

By using our Website, you acknowledge and accept the practices described in this Privacy Policy. If you do not agree with this policy, please refrain from using the Website.

 

2. Who We Are

Three Rivers Wealth Management Ltd
Company Number: 16906466
FCA Reference Number: 1048943
Telephone: 020 4600 5920
Website: www.threeriverswm.co.uk

For the purposes of data protection legislation, we are the data controller of any personal information collected through this Website.

 

3. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements or how we operate. Any updates will be published on this page. Continued use of the Website after changes are posted indicates your acceptance of the revised policy. We recommend reviewing this page periodically.

 

4. Information We Collect

We may collect and process the following types of personal information when you contact us or use our Website:

  • Name

  • Email address

  • Telephone number

  • Postal address

  • Any additional information you voluntarily provide via enquiry forms or correspondence

 

5. How We Use Your Information

We use personal information only where it is lawful and necessary to do so. This may include:

  • Responding to enquiries and providing support

  • Communicating with you about our services

  • Marketing and promotional communications (where permitted)

  • Improving our Website and services

If we intend to use your personal data for a purpose not listed above, we will request your consent before doing so, unless we are required or permitted by law to proceed otherwise.

 

6. Sharing Your Information

We do not sell your personal information. We may share your data only in limited circumstances, including:

  • With service providers who support our Website, analytics, or data processing

  • Where required to comply with legal or regulatory obligations

  • To protect our legal rights or respond to lawful requests

Any third parties we work with are required to handle your information securely and only for the purpose for which it was shared.

In the event that Three Rivers Wealth Management Ltd is sold, merged, or restructured, personal information may be transferred as part of that process.

 

7. Data Retention

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, typically between 90 days and 2 years, unless a longer retention period is required for legal, regulatory, or legitimate business purposes.

Anonymous and aggregated data may be retained indefinitely.

 

8. Your Rights

Under UK data protection law, you may have the right to:

  • Access the personal data we hold about you

  • Request correction or deletion of your data

  • Restrict or object to certain processing

  • Request data portability

  • Withdraw consent where processing is based on consent

  • Lodge a complaint with the Information Commissioner’s Office (ICO)

To exercise any of these rights, please contact us using the details above. We will respond in accordance with applicable law.

Please note that withdrawing consent or refusing to provide certain information may limit our ability to provide services to you.

 

9. Cookies

Our Website may use cookies and similar technologies to improve functionality and user experience. For more information, please refer to our Cookie Policy.

 

10. Data Security

We take reasonable and appropriate technical and organisational measures to protect your personal information from loss, misuse, unauthorised access or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

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11. Complaints and Data Protection Queries

If you have any questions, concerns, or complaints about how your personal information is handled, please contact us:

Three Rivers Wealth Management Ltd
Telephone: 020 4600 5920

We will investigate and respond to all enquiries in line with applicable data protection laws.

020 4600 5920

advice@threeriverswm.co.uk

Three Rivers Wealth Management LTD is an Appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) under Reference Number 197107.

 

Three Rivers Wealth Management LTD is Registered in England & Wales. Company number: 16906466

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Three Rivers Wealth Management FCA number: 1048943

Privacy Policy

 

 

 

This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

Three Rivers Wealth Management  

 

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