The Wheeler Brown Website Privacy Notice


This Notice governs the use of personal data which you provide to us via our website. Personal data is any or all data relating to a natural person who is identified, or can be identified, from the data.


Wheeler Brown (“we”, “our”, “us”) respects your privacy. We understand that how your personal data is used and shared online matters to you, and we take the privacy of those who visit our website (“the Site”) very seriously. We will not collect any data other than when you contact us, and we will always process that data in compliance with the law. Our site may contain links to other sites and be aware that if you choose to click on those links, your data may be processed by other organisations hosting those sites. We cannot control or monitor this, and you should have regard to their Privacy Notices.


Please read this Privacy Notice carefully, and ensure you understand it.  When you first use our Site, this is taken to be agreement to this Notice. If you do not accept the Notice, then you should stop using the Site immediately.


Who we are

  • the Site is owned and operated by The Wheeler Brown Partnership Limited, registered in England & Wales, company number 4772252.
  • Our registered office address is 9 Axium Centre, Dorchester Road, Lytchett Minster, Dorset BH16 6FE.
  • we are registered as auditors and regulated for a range of investment business activities in the United Kingdom by the Association of Chartered Certified Accountants.


Your rights

You have certain rights as a data subject under the General Data Protection Regulation (GDPR), which governs the collection, processing and disposal of personal data by organisations such as ours.


In relation to personal data about you, you have the right:

  • to be informed about how and why we collect and use the data
  • to be given access to the data we hold
  • to have any inaccurate or incomplete data rectified
  • to ask us to delete personal data, earlier than we might already dispose of it
  • to prevent us from processing the data further
  • to object to us using the data for particular purposes


We provide contact details at the end of this Notice for you to use if you have any complaint about our processing of your personal data. If you are not satisfied with the way we deal with this issue, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO), which is the body in charge of supervising personal data use in the UK.


What data do we collect?

If you communicate with us by e-mail, we will collect your name and e-mail address and any other content that you send to us in the body of the mail. We do not collect any other personal data by any other method and in particular, we do not place cookies on our Site.


How is your data used?

We will process and store your data securely, and we will only keep it for as long as we need it for the purpose(s) for which it was collected.


In relation to the data we do collect, as laid out in the section above, we may use it as follows:

  • to reply to your email
  • to provide any information or services that you have requested
  • to manage and administer our relationship with you
  • to provide you with any information that we are required to send you to comply with our regulatory and legal obligations
  • to detect, investigate, report and seek to prevent financial crime


You have the right to withdraw your consent to our use of your personal data at any time, and to request that we delete it.


We will not share your personal data for marketing purposes.


How and where do we store your data?

We will only keep your data as long as we need it for the purpose(s) for which it is collected, and/or for as long as we have your permission to hold it.


We (and our service providers) store and process personal data on secure servers within the UK and European Economic Area (EEA). If we do store data outside this area, we will take all reasonable steps to ensure that your data is as safe and secure as it would be within the UK and is treated lawfully and in accordance with the GDPR.


Security of your data

We will keep your personal data secure by the use of appropriate technical and organisational measures to protect against unauthorised or unlawful processing, accidental loss, damage or destruction. We will do our best to protect your personal data, but we cannot guarantee the security of your data which is transmitted to our website, or to third party websites or applications. If you have chosen a password to access any third party websites or applications, then it is your responsibility to keep this password safe and secure.


Other sites, services or applications

If you follow a link from our website to another site, service or application, this notice will no longer apply. We are not responsible for the data practices of third party sites, services or applications and we encourage you to read the privacy notices on those sites, services or applications.


Accessing your data

You are entitled to make a Subject Access Request under the GDPR.  This means that you may request a copy of any personal data we hold about you. You may do this by writing to us at the address at the contact section below. Any access request may be subject to a statutory fee.


Contact Details

If you have any questions about the Site or this Notice, or you wish to make a Subject Access Request, then please contact us as follows, making your request or query clear:


The Data Protection Manager, Wheeler Brown, 9 Axium Centre, Dorchester Road, Lytchett Minster, Dorset, BH16 6FE.


Amending the Notice

We may change this notice from time to time, in response to changes in the law or for operational reasons. Any changes will immediately be posted on the Site and you will be deemed to have accepted the amended Notice if you continue to use the Site afterwards. You should therefore regularly review this Notice.