Privacy policy

Last updated: 30th July 2025

This Privacy Policy explains how Pocknells Wealth Management (“PWM”, “we”, “us” or “our”) collects, uses, stores, and protects your personal information when you use our website or contact us.

Who we are

Pocknells Wealth Management is part of the Pocknells Group, offering personal financial planning and investment services.

Our registered office is: The Old Police Station, West Square, Maldon, Essex, England, CM9 5AL.

For questions about this policy or your data, you can contact us at: advice@pocknellswealth.co.uk.

Information we collect

We may collect and process the following personal data:

·       Name, email address, phone number and contact preferences

·       Information submitted through our forms (such as enquiry or sign-up forms)

·       Communication history (emails, messages or notes from calls)

·       Basic technical data (e.g. IP address, browser type) via cookies

We only collect what we need and nothing more. 

How we use your information 

We may use your personal data to:

·       Respond to enquiries or requests

·       Provide you with information about our services

·       Set up and manage client relationships

·       Improve our website or communication channels

·       Send occasional updates or invitations you've agreed to receive

We never sell your information. Ever.

Legal grounds for processing 

We only keep your data for as long as necessary, whether to provide a service, meet legal obligations or for internal record-keeping.

If you’d like us to delete your data you can request this at any time.

Sharing your data

We only share your data with trusted partners who help us operate our business  such as IT providers or platforms we use to send emails or manage our website. They only process data on our behalf and under strict confidentiality agreements.

We’ll never share your data with third parties for marketing purposes without your permission. If you’d like us to delete your data, you can request this at any time.

Your rights

 You have the right to:

·       Access the data we hold about you

·       Ask us to correct inaccurate data

·       Request deletion of your data

·       Withdraw consent at any time (for example, to stop receiving emails)

·       Make a complaint to the Information Commissioner's Office (ICO)

You can exercise these rights by emailing us at advice@pocknellswealth.co.uk.

Cookies

Our website uses cookies to improve your experience and track how it’s used.

You can manage your cookie preferences through your browser settings. For more detail, please see our Cookie Policy.

Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website and marked with a date. 

Still have questions?

Feel free to contact us at advice@pocknellswealth.co.uk. We’re happy to help.