Privacy Policy

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Effective Date: [31 May 2025]

Belgravia Capital Wealth Management (“we,” “our,” or “us”) is committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use, store, and protect your personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable privacy laws.

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1. Who We Are

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Belgravia Capital Wealth Management
Website: https://belgravia-capital.co.uk
Email: contact@belgraviacapital.co.uk

We are a UK-based wealth management firm offering financial advisory and estate planning services, including inheritance tax strategies.

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2. What Information We Collect

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We may collect and process the following personal data:

• Identity Data: Full name, title, date of birth, gender.

• Contact Data: Email address, postal address, phone numbers.

• Financial Data: Income details, investment portfolios, pension information, tax information.

• Technical Data: IP address, browser type, device identifiers, and usage patterns (via cookies and analytics tools).

• Marketing Data: Preferences in receiving marketing communications from us.

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3. How We Collect Your Information

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We may collect data when:

• You fill out forms on our website.

• You contact us via email or phone.

• You use our services or attend a consultation.

• You subscribe to our newsletters or request marketing materials.

• You browse our website (cookies and analytics).

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4. How We Use Your Information

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We use your personal data to:

• Provide financial advice and estate planning services.

• Manage client relationships and respond to enquiries.

• Process payments and maintain records.

• Send newsletters and marketing materials (only with your consent).

• Comply with legal and regulatory obligations.

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5. Legal Basis for Processing

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We only process your data when we have a lawful basis, including:

• Consent: When you give us clear permission (e.g. newsletter sign-up).

• Contract: To fulfil our obligations under a service agreement.

• Legal Obligation: For compliance with laws or regulations.

• Legitimate Interests: For running our business and improving our services (provided your rights do not override our interests).

 

6. Data Sharing

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We do not sell your personal data. We may share it with:

• Professional advisers (accountants, lawyers, consultants).

• Regulators and authorities when legally required.

• Technology and cloud service providers who process data on our behalf under strict data protection terms.

 

7. International Transfers

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Your data is generally stored within the UK or European Economic Area (EEA). If transferred outside the EEA, we ensure appropriate safeguards are in place, such as standard contractual clauses.

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8. Data Security

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We use secure servers, firewalls, encryption, and access controls to protect your data. We regularly review our security policies and train staff to handle data responsibly.

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9. Data Retention

 

We retain your personal data only as long as necessary for the purposes outlined in this policy, or to comply with legal and regulatory requirements. Financial records are typically retained for 6–7 years.

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10. Your Rights

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You have the following rights under the UK GDPR:

• Right to access your data.

• Right to correct inaccuracies.

• Right to erasure (in certain cases).

• Right to restrict processing.

• Right to object to processing.

• Right to data portability.

• Right to withdraw consent (where processing is based on consent).

• Right to lodge a complaint with the Information Commissioner’s Office (ICO): https://ico.org.uk

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11. Cookies

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Our website uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and deliver personalized content and advertisements. Cookies are small text files stored on your device (computer, smartphone, or tablet) when you visit our website.

We use several types of cookies:

• Strictly necessary cookies are essential for the operation of our website. These allow you to use features such as secure areas and form submissions. Without them, parts of the website may not function properly.

• Performance cookies collect information about how visitors use our website, such as which pages are visited most often and if users receive error messages. These help us improve how the website works. For example, we use Google Analytics to gather anonymous statistics on user behaviour and website performance.

• Functionality cookies enable the website to remember choices you make, such as your name, language, or region. These cookies improve your experience by personalising content based on your preferences.

• Targeting and advertising cookies may be set by third-party services and are used to deliver adverts more relevant to you and your interests. They also limit the number of times you see an advertisement and help measure the effectiveness of marketing campaigns. These cookies are only activated with your explicit consent.

You can manage or delete cookies at any time through your browser settings. Popular browsers such as Chrome, Firefox, Safari, and Microsoft Edge allow you to control cookies, including blocking certain types or clearing stored data.

Please note that if you disable or reject certain cookies, some parts of our website may become inaccessible or not function properly.

You will be presented with a cookie consent banner when you first visit our site, allowing you to accept or customise your cookie preferences. You can change your preferences at any time by clearing your cookies or revisiting the banner.

For any questions about how we use cookies or your data, you may contact us using the details provided in Section 13 of this policy

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12. Changes to This Policy

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We may update this Privacy Policy from time to time. The latest version will always be available on our website. Significant changes will be notified via email or website notice.

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13. Contact Us

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If you have any questions about this policy or how we handle your personal data, please contact:

Data Protection Officer
Belgravia Capital Wealth Management
Email: contact@belgravia-capital.co.uk
Website: https://belgravia-capital.co.uk