Privacy & Cookies Policy

Who we are

Our website address is: https://metispersonalwealth.co.uk

Metis Personal Wealth Advisors Limited is an appointed representative of 2 plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference xxxxxx. Registered office: 22 Frome Gardens, Bingham, Nottingham NG13 8YJ. Registered in England and Wales Number: 11345487.

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We have a website that provides the public with information on our company and what services we provide.

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By using our website or by registering for any of the products and services we offer through it, you are confirming to us that you understand and accept that your personal information may be used by us in the manner described below. We may keep details of your visits to our website including, but not limited to, traffic data, location data, web logs.

If your visit also includes your registration to one or more of our products or services, you may unsubscribe from these at any time.

Content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, links, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

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These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

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We are not responsible for the content served to you when visiting a website from a link we have shared and you should, therefore, refer to the privacy policies and cookie policies on these websites themselves for guidance.

Metis Personal Wealth Advisors Limited are not responsible for any information provided by any other source once you leave the Metis Personal Wealth Advisors Limited site. Any links from our website to other websites are provided merely for your convenience and do not imply our endorsement of the content or the provider. If you follow a link to any of these websites, you do so at your own risk and we do not accept any responsibility or liability for the content of such websites.

What personal data do we collect?

In order to provide you with specific advice and services we will ask you questions that tell us more about you, your situation, lifestyle and attitudes. This is called personal data, some of which will be classed as confidential, private and sensitive.

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The GDPR says that personal data is defined as any data from which a living individual can be identified. Any provision of that type of data should be given freely for the purpose(s) it was intended.

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We ask for your permissions to use your personal information to enable our Advisers to provide you with detailed advice or proposals on the financial products and services you have asked about. This is classed as legitimate interests for processing. It simply means that we require your agreement to collect and process your details in order to provide you with a service or advice. Without it we would not be able to offer such advice or service to you.

Any of the consented personal and confidential detail, which will include any sensitive information you have provided, is only collected specifically for these purposes and is processed lawfully, fairly and transparently in a way which can be scrutinised.

That consent can be revoked by you at any time but it would mean that the more detailed advice that could be provided regarding these data will no longer be available to you.

All information is held and maintained in a secure format and encrypted where required to ensure controlled security. Only the minimum of relevant and adequate personal data will be collected and access is restricted to only those personnel that need to for the provision of the advice and services.

We may collect and process the following data about you:

• Information that you provide by filling in forms on our website. This includes information provided at the time of registering to use our website, subscribing to our products and services, posting material or requesting further products and services. We may also ask you for information when you report a problem with our website.

• Information attached to your I.P. address.

• Personal details that you provide by completing in-depth information gathering, either remotely or face to face with one of our registered and approved advisers in relation to offering you advice on financial products and services you have asked us about.

• If you contact us, we may keep securely a record of that correspondence (including email and phone conversations) including your name, address, telephone numbers, email address and other information which you supply to us.

• We may also ask you to complete, from time to time, surveys or questionnaires which you have agreed to, that we use for research purposes or to improve our relationship with our clients.

Our website uses cookies in order to maintain operational functionality for our website visitors. Please read our section on cookies for more information about how we use cookies.

When a website visitor enquires and submits our enquiry form, we capture the IP address for spam protection. We also ask for the name, email address, contact number and other questions to assist with your enquiry and ensure we can help you to the best of our ability. In submitting this form, you acknowledge that you are giving this information freely for this purpose. This form submission is then emailed to us and stored securely in accordance with GDPR (General Data Protection Regulation (EU) 2016/679) and data protection laws.