1.      Introduction

Redefining Wealth Limited trading as Wheel of Wealth (“Wheel of Wealth”) is committed to ensuring that your privacy is protected and our use of your data is governed by this Privacy Policy.

Wheel of Wealth is a controller for the personal information that it collects and uses about you and this Privacy Policy informs you of the types of data we process about you, the  reasons for processing your data, the lawful basis that permits us to process it, how long we keep your data for and your rights regarding your data.

2.    Data Protection Principles

The Data Protection Act 2018 is the UK’s implementation of the General Data Protection Regulation (GDPR) which is a Regulation in EU Law. In accordance with the Act, all personal data obtained and held by us must be processed according to a set of core principles. Our Privacy Policy will therefore ensure that:

•           processing is fair, lawful and transparent;

•           data is collected for specific, explicit, and legitimate purposes;

•           data collected is adequate, relevant and limited to what is necessary for the purposes of processing;

•           data is kept accurate and up to date. Data which is found to be inaccurate will be rectified or erased without delay;

•           data is not kept for longer than is necessary for its given purpose;

•           data is processed in a manner that ensures appropriate security of personal data, including protection against unauthorised or unlawful processing, accidental loss, destruction or damage by using appropriate technical or organisation measures; and

•           we comply with the relevant GDPR procedures for international transferring of personal data.

3.     The purpose of this Privacy policy

We take your privacy seriously. This privacy policy describes how and why we obtain, store and process data that can identify you. It should be read, where relevant, in conjunction with any of our other applicable terms and conditions. This Privacy Policy will apply to our collection and use of your personal data unless we expressly state to the contrary elsewhere. We may update this policy from time to time and will indicate on the website when changes have been made.

4.    The information we collect

We shall not share your data with any other third-party except:

a)    where a request has been made by you to be contacted by an accredited partner or

b)   where you have been invited to undertake the Wheel of Wealth questionnaire/assessment by a third-party organisation.

In such circumstances, you give us permission to share your data with the specific third-party involved.

The personal data which we collect and use may include things such as your personal details (name, email address, date of birth, phone number, etc.), information which is relevant to us providing any services to you (such as age and profession) and any details which you submit to us (for instance, when we have a phone call with you or when you allow our website to place cookies on your devices).

Wheel of Wealth stores your data on secure servers managed by a third party. In the unfortunate event of a data security breach, we will notify users whose personal identification information may have been breached.

5.     How we use your data

We may use your personal data:

1.      To provide services to you in accordance with our terms and conditions (such as processing your completed questionnaire and scheduling phone calls with you);

2.     To respond to requests for information from you;

3.     To provide you with newsletters and other information about our services (marketing);

4.    For anonymised statistical and research purposes;

5.     To provide your data to the officially licensed adviser of Redefining Wealth who deals directly with

6.    For the purpose of training our staff and enhancing the service we offer to you;

7.     So you can use, and we can help enhance the use of, our website; and

8.    Any other instances where we are required to do so or where it is reasonable in the circumstances.

We will not sell your data to third parties and We will not transfer your personal information outside of the European Economic Area (EEA).

Messages that you send to Wheel of Wealth by e-mail may not be secure. If you choose to send any messages to Wheel of Wealth via e-mail, you accept the risk that they may be intercepted, misused, and modified by a third party.

We will only keep your data for as long as it is needed and depending upon the type of service that we are providing for you and taking into account and legal obligations that we have to retain data.

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email, text message and/or post with information, news, and offers on our products and services. You will not be sent any unlawful marketing or spam. We will always work to fully protect your rights and comply with our obligations under the Data Protection Legislation and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt-out.

We will always obtain your express opt-in consent before sharing your personal data with third parties for marketing purposes and you will be able to opt-out at any time.

We will only use your personal data for the purpose(s) for which it was originally collected unless we reasonably believe that another purpose is compatible with that or those original purpose(s) and need to use your personal data for that purpose. If we do use your personal data in this way and you wish us to explain how the new purpose is compatible with the original, please contact us.

If we need to use your personal data for a purpose that is unrelated to, or incompatible with, the purpose(s) for which it was originally collected, we will inform you and explain the legal basis which allows us to do so.

In some circumstances, where permitted or required by law, we may process your personal data without your knowledge or consent. This will only be done within the bounds of the Data Protection Legislation and your legal rights.

6.    Our legal basis for using your data

We only use your personal data where such use is permitted by laws that protect your privacy rights. We will process your personal data in the ways described below:

a.     We have your consent (if consent is needed);

b.    We need to use the information to perform a contract with you; or

c.     We need to use the information to comply with our legal obligations;

7.     Your rights

If you no longer wish to receive marketing materials from us, we will need to add you to our ‘do not contact’ list and this will require us to retain a limited amount of your personal data.

Therefore, please note that exercising your right not to receive such materials may be a more appropriate request than asking us to delete all of your personal data as we could validly obtain your contact details in the future.

8.    Wheel of Wealth form and contact us page

The information captured on these pages allows us to make sure you are contacted by the Wheel of Wealth representative that is best placed to handle your enquiry. We capture:

·       Name

·       Email

·       Telephone number

·       Age range

·       Business name if appropriate

We capture both email and telephone number so that if we are unable to reach you on the phone, we can contact you via email to schedule the best time to call you.

In addition, we may collect your IP address and use cookies (see our cookie policy below) unless you configure your web browser not to accept them.

9.    Cookies

Our website uses cookies. Cookies are tiny text files which identify your computer to our server as a unique user when you visit certain pages on the website and they are stored by your Internet browser on your computer’s hard drive. Cookies can be used to recognise your Internet Protocol address, saving you time while you are on the website.

For more information on how we use cookies, please see our cookie policy.

10.  Completing our enquiry form

If you contact us via the web form on our website or submit an enquiry on one of our landing pages, your data will be protected. The main website is hosted on a dedicated server. Google analytics is used to gather user data, such as number of visitors to a page. This data is used to improve our pages so that they meet your needs.

Data collected through form inputs is stored in SurveyAnyPlace.

11.    How we store and process your data

Wheel of Wealth will store your data in the following systems;

·       SurveyAnyPlace
This system is used to generate the survey questionnaire. See terms and conditions.

12.   Sharing of your personal data

As previously stated, we will not share your data with any other third party without your express consent. If requested, we will share your data with our partners and detail will include:

·       Contact details

·       Business name

13.   Marketing opt-in

We will store your name and email address with a data processor to enable us to make sure you receive the service you have requested:

·       SurveyAnyPlace for email communications

Most of the information we hold about you is publicly available information and most of our processing involves electronic communications with you at your request.

14.  Marketing

The information we collect about you is used solely for the purposes for which it was provided. We will never use your data or share it for marketing purposes.

Wheel of Wealth does provide added value communications in the form of regular newsletters and other information.

15.  Changes to our privacy notice

Wheel of Wealth keeps its privacy notice under regular review and places any updates on this web page. This may be necessary, for example, if the law changes, or if we change our business in a way that affects personal data protection.


Any changes will be immediately posted on Our Site and you will be deemed to have accepted the terms of the Privacy Policy on your first use of Our Site following the alterations. We recommend that you check this page regularly to keep up-to-date. This privacy notice was last updated on 17 January 2024.

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