Privacy policy.

1. Who is responsible for your information?

Finanze Legacy is a trading name of Finanze Strategy Ltd, company number 14729259, registered office 124 City Road, London, EC1V 2NX. Finanze Strategy Ltd is the controller of information submitted through this website and the introduction records it creates. Its ICO registration is shown as ZB532891 in the Finanze Strategy privacy notice.

For privacy questions or to exercise your rights, use Email us with “Privacy” in the subject, or write to the registered office. Please do not include identification documents or sensitive records in an initial email.

2. What information do we collect?

When you use our enquiry form, we receive your name, email address, optional telephone number, selected topics, your preferred timing and any brief message you choose to provide. We also record that you ticked the referral-permission box, the time and version of that permission, the status of the email notification and our correspondence about the introduction. If selected, we record your optional request for a separate response about Finanze services, with its time and wording version.

The hosting platform may process technical information needed to serve and protect the website, such as IP address, device and browser information and server logs. The form uses a short-lived, keyed hash derived from an IP address to limit repeated submissions; it does not save your raw IP address in the lead record. Our Cookie policy explains browser storage and website technologies.

Please send only enough information to explain your enquiry. Do not upload wills, identity documents, detailed financial records or health information through this initial form. If you choose to tell us something sensitive, we will restrict its use to what is needed to handle your request and apply any additional legal conditions required.

We use Complianz to manage cookie choices and record the relevant preference or consent information. The Cookie policy includes its cookie inventory and controls. Cookie consent is separate from referral consent. Our handling of personal information is governed by the UK GDPR and Data Protection Act 2018, as amended, including applicable changes made by the Data (Use and Access) Act 2025.

3. Why do we use it, and on what basis?

Submitting the estate planning form does not sign you up to marketing or book updates. If you tick the optional Finanze services box, we record that request separately and contact you once with information relevant to it; this is not a subscription to ongoing promotions. Those choices, if offered elsewhere, require a separate explanation and permission where the law requires it.

4. How does the introduction work?

Finanze Strategy Ltd receives the form and creates a private lead record first. If you have checked the required referral-permission box, an authorised person may send the relevant contact details, topics, timing and brief enquiry to RC Legacywise Wills and Trusts Ltd for David Nicklin or his team to follow up. We do not automatically forward submissions to that company.

RC Legacywise Wills and Trusts Ltd is a separate organisation and will be responsible for the information it receives and any services you agree with it. It should provide its own privacy information and engagement terms. We may receive a referral fee if you engage it. If you separately request information about Finanze services, Finanze Strategy may contact you once about that request; no other company receives the details automatically. You may decide not to engage the provider. If you withdraw permission before we have shared an enquiry, tell us promptly at the address above; withdrawal does not undo a disclosure already made lawfully.

5. Who else may receive information?

Access within Finanze Strategy is restricted to people who need to handle the enquiry, maintain records or deal with a complaint. WordPress.com provides website hosting, Microsoft 365 handles enquiry email, and Complianz provides the site’s cookie-management functionality. Hosting, email, anti-spam, security, backup and IT-support suppliers may process information for us under appropriate arrangements; their role depends on the service provided. We may also disclose information to professional advisers, insurers, authorities or courts when reasonably necessary or legally required. We do not sell your enquiry details to unrelated marketers.

Some providers may process information outside the UK. Where a restricted international transfer occurs, we use a lawful transfer route and safeguards as required. Further details about our service providers and international transfer safeguards are available on request.

6. How long do we keep it?

We keep an enquiry only for as long as needed to respond, complete and evidence an authorised introduction, account for any fee, deal with a complaint or claim and meet applicable record-keeping duties. A person who never proceeds need not be kept for the same period as a completed referral. We review older records and securely delete or anonymise information once its purpose ends. Email copies and backups have separate deletion cycles.

7. How do we protect your information?

WordPress access is restricted to authorised users. The form validates entries on the server, checks permission, limits repeated submissions and keeps the lead record private to authorised administrators. We use proportionate access controls, account protection, hosting security and a limited handoff process. No internet or email system is completely risk-free; please avoid sending sensitive documents through this form.

8. Your choices and rights.

Depending on the circumstances, you can ask for access to your information, correction of inaccurate details, erasure, restriction of use, portability, or object to processing based on legitimate interests. You can withdraw your consent at any time by contacting us. If we have not yet shared your enquiry, we will stop that referral. If it has already been shared, we will stop further consent-based sharing and explain how to contact the partner about its own processing. Withdrawal does not affect processing already carried out lawfully. Some rights have exceptions, including where records are needed for a legal obligation or claim. We normally respond to rights requests without undue delay and within one month. Where the law allows extra time for a complex request or multiple requests, we will explain the extension and reasons within the initial response period.

Contact us using the details above. We may ask for information needed to verify your identity before responding. There is no automated decision about whether to accept your enquiry. You can also complain to the Information Commissioner’s Office if you are dissatisfied with our handling of personal information.

If you raise a data protection complaint with us, we will acknowledge it within 30 days of receipt, investigate it appropriately and without undue delay, and explain the outcome and any action taken. We will keep you informed about progress. You may also complain to the Information Commissioner’s Office.

9. Changes to this notice.

We may update this notice when the service, provider, technology or law changes. The version published on this page will apply to future visits; significant changes to an existing enquiry will be communicated where required.