Last updated: 26 August 2026
Acuma Wealth (“we”, “us”, or “our”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store, and protect personal information when you visit or use https://acumawalth.co.uk (the “Website”).
1. Who We Are
The organisation responsible for your personal information is:
Acuma Wealth
Registered address: 20A Magdalen Rd, Exeter EX2 4TD, United Kingdom
Company number: 04220857
Email: info@acumawealth.co.uk
Telephone: 01392 925615
For the purposes of UK data protection law, we are the data controller of the personal information we collect through this Website.
2. Personal Information We Collect
Depending on how you use the Website, we may collect the following information:
- Your name.
- Email address.
- Telephone number.
- Postal or billing address.
- Company or organisation details.
- Information you provide when submitting an enquiry or completing a form.
- Account and login information, where applicable.
- Purchase, booking, or transaction information, where applicable.
- Communications you have with us.
- Technical information, including IP address, browser type, device information, and operating system.
- Information about how you use and interact with our Website.
- Cookie and similar tracking information.
We do not intentionally collect sensitive personal information unless it is necessary, lawful, and appropriate to do so.
3. How We Collect Your Information
We may collect personal information when you:
- Visit or use our Website.
- Complete an online form.
- Contact us by email or telephone.
- Request information, products, or services from us.
- Subscribe to marketing communications.
- Create or use an account.
- Make a purchase or booking.
- Interact with our Website through cookies or similar technologies.
- Otherwise provide information to us.
4. How We Use Your Information
We may use your personal information to:
- Provide and manage our products and services.
- Respond to enquiries and requests.
- Process orders, payments, bookings, or registrations.
- Communicate with you about our services.
- Provide customer support.
- Manage your account, where applicable.
- Improve and develop our Website, products, and services.
- Monitor and analyse Website usage.
- Detect, prevent, and investigate fraud, abuse, and security incidents.
- Comply with our legal and regulatory obligations.
- Send marketing communications where we have a lawful basis to do so.
5. Legal Basis for Processing
Under UK data protection law, we must have a lawful basis for processing your personal information.
Depending on the circumstances, we may rely on:
- Contract – where processing is necessary to provide a product or service you have requested.
- Legal obligation – where we are required to process information to comply with the law.
- Legitimate interests – where processing is necessary for our legitimate business interests and does not unfairly affect your rights.
- Consent – where you have given us permission to process your information for a specific purpose.
Where we rely on consent, you may withdraw your consent at any time.
6. Marketing
Where permitted by law, we may send you information about our products, services, offers, or other updates that may be relevant to you.
You can unsubscribe from marketing communications at any time by using the unsubscribe link included in our emails or by contacting us directly.
We will not send you direct marketing where we are legally prohibited from doing so.
7. Cookies
Our Website uses cookies and similar technologies.
Cookies may be used to:
- Make the Website function correctly.
- Remember your preferences.
- Understand how visitors use the Website.
- Improve Website performance.
- Measure the effectiveness of marketing.
- Provide relevant advertising, where applicable.
Where required, we will ask for your consent before placing non-essential cookies on your device. You can manage your cookie preferences through our cookie consent tool or your browser settings.
8. Sharing Your Information
We may share personal information with trusted third parties where necessary to operate our business and provide our services.
These may include:
- Website hosting and technology providers.
- Payment providers.
- Delivery and fulfilment providers.
- Customer relationship management systems.
- Email and marketing platforms.
- Analytics and advertising providers.
- Professional advisers, such as accountants, auditors, lawyers, and insurers.
- Government authorities, regulators, or law enforcement where legally required.
We require service providers processing information on our behalf to handle personal information appropriately and in accordance with applicable data protection requirements.
We do not sell your personal information to third parties.
9. International Transfers
Some of our service providers may process personal information outside the United Kingdom.
Where personal information is transferred outside the UK, we will take appropriate steps to ensure that the transfer is lawful and that your information receives an appropriate level of protection under applicable data protection legislation.
10. How Long We Keep Your Information
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including to meet legal, accounting, contractual, or reporting requirements.
The exact retention period will depend on the type of information and why we need it.
When information is no longer required, we will securely delete or anonymise it where appropriate.
11. Your Data Protection Rights
Depending on the circumstances, you may have rights under UK data protection law, including the right to:
- Request access to the personal information we hold about you.
- Request correction of inaccurate or incomplete information.
- Request deletion of your personal information.
- Request restriction of processing.
- Object to certain types of processing.
- Request the transfer of your information to another organisation.
- Withdraw consent where processing is based on consent.
- Object to direct marketing.
You may also have rights relating to certain automated decision-making and profiling.
To exercise your rights, please contact us using the details provided below.
12. Data Security
We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration, or disclosure.
However, no method of transmitting or storing information online can be guaranteed to be completely secure.
13. Third-Party Links
Our Website may contain links to third-party websites.
This Privacy Policy does not apply to those websites. We recommend reviewing the privacy policies of any third-party websites you visit.
14. Children's Privacy
Our Website is not generally intended for children under the age of 13, and we do not knowingly collect personal information from children without appropriate consent where required by law.
If you believe that a child has provided us with personal information, please contact us.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our business, technology, legal requirements, or privacy practices.
The updated version will be published on this page with a revised “Last updated” date.