Privacy Notice: Wealth Ventures Ltd

Last Updated on January 2025

At Wealth Ventures Ltd, we are committed to protecting and respecting your privacy. This Privacy Notice explains how we collect, process, and store your personal data. Please read it carefully to understand our practices and your rights regarding your personal information.

By visiting our websites or using our services, you accept and consent to the practices described in this notice.

Data Controller:

Wealth Ventures Ltd

Mynshull House, 78 Churchgate, Stockport, Cheshire, England, SK1 1YJ

Registered in England and Wales (Company No. 10559033)

For the purpose of data protection legislation, the data controller is Wealth Ventures Ltd.

What Information Do We Collect from You?

We may collect and process the following types of personal data:

1. Information You Provide to Us

  • When you complete forms on our website or communicate with us by phone, email, or otherwise.

  • This may include your name, address, email address, phone number, and payment details.

  • Please keep us informed of any changes to ensure accuracy.

2. Information from Your Use of Our Site

  • IP address, device type, browser, geographical location, and connection details (e.g. ISP).

  • Your activity on our website, including pages visited and interactions with content.

3. Information Collected Through Our Services

  • Notes, progress reports, and feedback from coaching sessions.

  • Support requests and communication history.

4. Call & Video Recordings

  • We may record phone calls and Zoom/video calls for training, quality assurance, and documentation purposes.

  • Recordings are stored securely and retained for no longer than necessary.

Why Do We Collect This Information?

We use your data for the following purposes:

  • To assess and enter into a contract with you.

  • To deliver coaching programs, digital services, and customer support.

  • To improve our services and the performance of our website.

  • To send service-related communications (e.g. event info, billing, updates).

  • With your consent, to send you marketing and promotional content.

  • To ensure the safety and security of our platforms.

  • To comply with legal and regulatory obligations.

Legal Basis for Processing

We rely on the following legal bases under UK GDPR to process your personal data:

  • Consent – e.g. for email marketing or newsletter subscriptions.

  • Contract – to deliver services you have purchased.

  • Legitimate Interests – to operate and grow our business in a fair, balanced way.

  • Legal Obligation – where we are required to retain or disclose information.

How Long Do We Keep Your Information?

We retain your personal data for up to 6 years after the end of our relationship, unless we are required by law to keep it longer or delete it sooner.

Who Might We Share Your Information With?

We may share your information with the following:

  • Service Providers: payment processors, CRMs, scheduling tools, email platforms.

  • Analytics and IT Providers: to improve functionality and user experience.

  • Legal and Regulatory Bodies: where we are required to comply with laws or respond to legal claims.

  • Business Transfers: in the event of a sale, merger, or acquisition of the business.

We only work with trusted third parties under appropriate data protection agreements.

International Data Transfers

If we transfer personal data outside the UK or European Economic Area (EEA), we ensure appropriate safeguards are in place. These may include:

  • UK-approved Standard Contractual Clauses (SCCs)

  • Transfers to countries with adequacy decisions under UK GDPR

How We Keep Your Data Secure

  • All personal data is stored on secure servers with encrypted backups.

  • Access to data is limited to authorised personnel only.

  • We use firewalls, password protection, and secure data transfer protocols.

  • Clients are responsible for maintaining the confidentiality of any login credentials.

Your Rights Under UK GDPR

You have the right to:

  • Access your personal data.

  • Request correction of inaccurate or incomplete data.

  • Request deletion of your data (“right to be forgotten”).

  • Restrict or object to the processing of your data.

  • Receive your data in a portable format.

  • Withdraw consent at any time where processing is based on consent.

  • Lodge a complaint with the Information Commissioner’s Office (ICO) if you believe your data rights have been violated.

To exercise your rights or submit a Data Subject Access Request (DSAR), please contact us at:

📧 Support@jakeadamdavey.com

Changes to This Privacy Notice

We may update this Privacy Notice from time to time to reflect changes in our practices or legal obligations. The most recent version will always be available on our website.

Contact Us

If you have any questions or concerns about this Privacy Notice or how your data is handled, please contact us:

Wealth Ventures Ltd

📧 Email: support@jakeadamdavey.com

Jake Davey

Founder of jakeadamdavey.com & Director of Wealth Ventures Limited

Copyright 2017-2024 - Jake Davey, Wealth Ventures Limited - All Rights Reserved