Privacy Policy
Last updated: 3 November 2026
Who is responsible for your information?
Everwealth Ltd is the controller of the personal information you provide to us. Our registered business address is 6 The Square, Martlesham Heath, Ipswich, Suffolk, IP5 3SL. Contact us about privacy at advice@everwealthfp.co.uk or on 0345 257 5752.
This notice covers our website and enquiries. If you become a client, also read the Data Protection and Privacy Notice in your Client Agreement, which explains the information needed to provide financial advice.
Visiting this website or submitting an enquiry does not itself give consent to marketing or non-essential cookies. A privacy acknowledgement confirms that you have read this notice; it is not marketing consent.
Information we collect
When you contact us, we collect details you provide, such as your name, phone number, postcode, email address and enquiry. Your postcode helps direct your enquiry to an appropriate adviser. Please do not include health information, account numbers or other sensitive financial details in a website message. We will explain how to provide information needed for advice separately.
Our website providers also process technical information such as IP addresses and browser details for website delivery and security. Optional tracking is subject to the cookie choices described below.
Why we use information and our lawful bases
Enquiries: we use your details to respond, understand your request and arrange a conversation. Where you ask us to take steps towards providing a service, we rely on taking steps at your request before entering into a contract. For other enquiries, we rely on our legitimate interest in responding to people who contact our business.
Financial advice: we use relevant personal and financial information to perform our contract with you. We also process and retain information to meet legal and regulatory obligations, including identity checks, regulatory records and complaint handling. The Client Agreement provides further information. Where special-category information such as health information is needed, we explain the applicable conditions and seek explicit consent where required.
Website operation and security: we rely on our legitimate interest in running a secure, reliable website and protecting visitors and our business, where this does not override your rights.
Marketing: an enquiry is not a newsletter subscription. Where consent is sought for newsletters or promotional emails, this is a separate, optional choice. You can withdraw that consent using the unsubscribe link or by contacting us. This does not stop us replying to an enquiry or sending necessary service communications.
Non-essential cookies: where consent is required, this must come from your positive choice through the consent controls, not continued browsing.
Who we share information with
We share information where necessary with providers supporting our website, forms, email, contact management and consent controls, including Wix and Usercentrics. Optional analytics may involve Google Analytics.
For advice, information may also be shared as needed with ValidPath Ltd, our regulatory principal, compliance and administration providers, pension, investment, insurance and platform providers, and relevant professional advisers. The Client Agreement describes these categories. We may disclose information where required by law or a regulator, or to establish, exercise or defend legal claims.
Some providers may process information outside the UK. International transfers must meet applicable UK data protection requirements, such as adequacy regulations or appropriate contractual safeguards. Contact us for information about safeguards relevant to your data.
How long we keep information
Retention depends on the purpose and applicable legal or regulatory requirements; there is no single account-closure period for all data.
Enquiry correspondence is retained as needed to deal with your enquiry and resulting discussions, considering whether you become a client and whether a complaint or legal claim requires records to be retained.
Client and advice records are retained as needed to provide the services under our Client Agreement and for any further period required by relevant laws or regulations. The nature of the advice, regulatory record-keeping duties and any complaint or claim affect that period. Ending our relationship does not necessarily mean records can immediately be deleted.
After a marketing unsubscribe, a limited suppression record may be retained to respect your choice. Data no longer needed for its purpose or a legal requirement should be securely deleted or anonymised. You can ask us which retention period applies to your information.
Cookies and similar technologies
Essential cookies support security, fraud prevention and reliable delivery. Other technologies may support analytics, additional functionality or marketing. Non-essential cookies requiring consent must remain disabled until you choose to allow them. You should be able to accept or reject optional cookies and change your choices through the site's consent controls.
The consent controls provide information about detected services and their purposes. Wix's standard cookie information is available at Wix cookie information. This section provides our website cookie information; there is no separate Cookie Policy to follow.
Your rights and choices
Depending on the circumstances, you can request access, correction, erasure or restriction of your information, object to processing based on legitimate interests, and request a portable copy of eligible data. These rights are not absolute; legal or regulatory duties may require us to retain some information.
Where we rely on consent, you can withdraw it at any time without affecting earlier lawful processing. You can object to direct marketing at any time. Contact advice@everwealthfp.co.uk to exercise your rights or raise a concern. We will respond in accordance with applicable data protection law.
You can also complain to the Information Commissioner's Office at ICO complaints information or on 0303 123 1113.
Security and updates
We use organisational and technical measures to protect information. No internet service can guarantee absolute security; contact us to agree an appropriate method for sensitive information.
We update this notice when relevant arrangements change and show the date here. Where new consent or further information is required, we address that separately. Continued browsing is not consent to a revised notice.