Privacy Policy
Privacy Policy
Last updated: 09th June 2026
This Privacy Policy explains how holmfield. Wealth Management, a trading style of holmfield Wealth Management (UK) Limited, collects, uses, stores, shares, and protects personal information.
We are committed to handling personal data fairly, lawfully, securely, and transparently.
1. Who we are
holmfield. Wealth Management is a trading style of holmfield Wealth Management (UK) Limited.
holmfield Wealth Management (UK) Limited is registered in England and Wales under company number 16525395.
Registered office:
The Business Box
3 Oswin Road
Leicester
LE3 1HR
United Kingdom
holmfield Wealth Management (UK) Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.
holmfield Wealth Management (UK) Limited is listed on the FCA Financial Services Register under reference number 1052575.
ICO registration number: ZC124626
2. Contact details
If you have any questions about this Privacy Policy, how we use your personal data, or your data protection rights, please contact:
David Sharp
holmfield. Wealth Management
Email: David.Sharp@holmfield.co.uk
Address: The Business Box, 3 Oswin Road, Leicester, LE3 1HR, United Kingdom
3. What personal data we collect
We may collect and use personal information including:
your name;
email address;
telephone number;
postal address;
job title or business details;
information submitted through website forms;
appointment booking information;
marketing preferences;
website usage information;
IP address, device information, browser type, and cookie data;
details of your enquiry;
records of communications with you;
information required to provide financial advice or related services, where you become a client.
If you become a client, we may also collect more detailed personal information, including:
financial circumstances;
employment details;
income and expenditure;
assets and liabilities;
family and household circumstances;
pension, investment, mortgage, protection, or insurance details;
tax-related information;
identification and verification documents;
health information, where relevant to the advice or service being provided;
attitude to risk, objectives, preferences, and financial planning needs;
records required for regulatory, compliance, legal, or professional purposes.
4. How we collect personal data
We may collect personal data when you:
visit this website;
complete a contact form or enquiry form;
book an appointment;
request information;
download documents;
subscribe to updates or marketing;
email, call, message, or write to us;
meet with us;
become a client;
provide information to us through third-party systems used to support our services.
We may also receive information from third parties where appropriate, including:
product providers;
pension providers;
investment platforms;
mortgage lenders;
insurance providers;
2plan wealth management Ltd;
professional advisers;
introducers;
compliance providers;
identity verification providers;
anti-money laundering providers;
publicly available sources.
5. Website forms and third-party software
This website may be hosted, operated, or supported using third-party software and service providers.
When you submit information through website forms, booking tools, newsletter forms, chat tools, or similar features, your information may be processed through third-party systems before reaching us.
These third-party services may support functions such as:
website hosting;
website security;
contact forms;
appointment booking;
email delivery;
analytics;
marketing communications;
customer relationship management;
document storage;
compliance monitoring;
spam prevention;
technical support.
This means that personal data submitted through this website may be processed by third-party providers acting on our behalf or providing services to us.
We only use third-party providers where we consider it appropriate to do so and where they are expected to handle personal data securely and lawfully.
6. Why we use personal data
We may use personal data to:
respond to enquiries;
arrange meetings or calls;
provide information about our services;
assess whether we may be able to assist you;
provide financial advice and related services;
verify your identity;
carry out anti-money laundering checks;
meet legal and regulatory obligations;
maintain client records;
process and manage client relationships;
communicate with you;
send updates or marketing where permitted;
improve our website and services;
monitor website performance and usage;
protect our business, systems, website, and clients;
handle complaints, disputes, or regulatory enquiries;
maintain appropriate professional, compliance, and insurance records.
7. Lawful basis for processing
We process personal data under one or more lawful bases, including:
Consent
We may use consent where you choose to provide optional information, agree to receive marketing communications, or where we need explicit consent to process certain types of personal data.
Contract
We may process personal data where necessary to take steps before entering into a client agreement or to provide services to you.
Legal obligation
We may process personal data where necessary to comply with legal, regulatory, tax, anti-money laundering, FCA, record-keeping, or reporting obligations.
Legitimate interests
We may process personal data where it is necessary for our legitimate business interests, provided your rights and interests do not override those interests.
This may include responding to enquiries, managing client relationships, operating our website, keeping business records, improving our services, protecting our systems, and communicating with clients or prospective clients.
Special category data
Where we process special category data, such as health information, we will only do so where we have a lawful basis and an additional condition under data protection law. This may include your explicit consent or where processing is necessary for legal, regulatory, or insurance-related reasons.
8. Marketing
We may send marketing communications where you have consented to receive them or where we are otherwise permitted by law to do so.
You can opt out of marketing communications at any time by using the unsubscribe link in an email or by contacting us directly.
We will not sell your personal data to third parties for marketing purposes.
9. Facebook, Instagram and other advertising forms
We may advertise our services on Facebook, Instagram, Meta platforms, or other online advertising platforms.
Some adverts may include lead forms, instant forms, contact forms, enquiry forms, booking forms, or similar features. If you choose to complete and submit one of these forms, the information you provide may be shared with us by the relevant platform so that we can respond to your enquiry.
By submitting a form, you are asking us to contact you about the enquiry, appointment, service, offer, guide, consultation, or information referred to in the advert or form. We may use the contact details you provide to respond to you, follow up on your enquiry, arrange a call or meeting, provide relevant information about our services, and assess whether we may be able to assist you.
Submitting a form does not mean that you have agreed to receive all marketing communications from us. We will only send marketing communications where you have consented to receive them or where we are otherwise permitted by law to do so. Where required, we will give you a clear opportunity to opt out when your details are collected and in future marketing communications.
Information submitted through advertising forms may be processed by the advertising platform, such as Meta, and by third-party systems we use to manage enquiries, customer relationship management, email communications, appointment booking, analytics, marketing, and compliance.
You can ask us not to contact you for marketing purposes at any time by using any unsubscribe link provided or by contacting us directly.
10. Sharing personal data
We may share personal data where appropriate with:
2plan wealth management Ltd;
product providers;
investment platforms;
pension providers;
mortgage lenders;
insurance providers;
compliance consultants;
professional advisers;
software providers;
website, hosting, email, CRM, and IT providers;
identity verification providers;
anti-money laundering providers;
analytics providers;
regulators, including the Financial Conduct Authority;
complaint or redress bodies where applicable;
law enforcement agencies, courts, or public authorities where required;
third parties involved in a business sale, restructuring, merger, or transfer.
We will only share personal data where we have a lawful reason to do so.
11. International transfers
Some third-party providers, including website, software, analytics, hosting, communication, or storage providers, may process personal data outside the United Kingdom.
Where personal data is transferred internationally, we will take reasonable steps to ensure that appropriate safeguards are in place, such as adequacy regulations, approved contractual clauses, or other lawful transfer mechanisms.
12. How long we keep personal data
We only keep personal data for as long as necessary.
The retention period will depend on the type of data, the reason it was collected, legal requirements, regulatory requirements, and whether you become a client.
For financial advice and regulated services, we may need to keep records for extended periods to comply with FCA rules, legal obligations, professional indemnity requirements, complaints handling requirements, and regulatory expectations.
Website enquiry data that does not lead to a client relationship will usually be kept for a shorter period, unless there is a legal, regulatory, or legitimate business reason to keep it for longer.
13. How we protect personal data
We take reasonable technical and organisational steps to protect personal data against unauthorised access, loss, misuse, alteration, or disclosure.
However, no website, email system, or internet-based service can be guaranteed to be completely secure. You should take care when sending sensitive information online.
14. Cookies and analytics
This website may use cookies and similar technologies to operate the website, improve performance, analyse usage, remember preferences, support security features, and assist with marketing or communications.
Some cookies may be set by third-party providers, including Wix or analytics tools.
You can usually control cookies through your browser settings. Some website features may not work properly if cookies are disabled.
Where required, further information may be provided through a cookie banner, cookie settings tool, or separate Cookie Policy.
15. Your data protection rights
Under UK data protection law, you may have rights including the right to:
access your personal data;
correct inaccurate personal data;
request deletion of your personal data;
restrict processing;
object to processing;
request data portability;
withdraw consent where processing is based on consent;
complain to the Information Commissioner’s Office.
These rights are not absolute and may depend on the circumstances.
16. Complaints about how we use personal data
If you have any concerns about how we use your personal data, please contact us first so that we can try to resolve the matter.
Privacy and data protection concerns should be sent to:
David Sharp
Email: David.Sharp@holmfield.co.uk
You also have the right to complain to the Information Commissioner’s Office, the UK regulator for data protection matters.
17. Changes to this Privacy Policy
We may update this Privacy Policy from time to time.
The latest version will be posted on this website with a new “last updated” date.