Privacy
Policy

What personal information do we
collect about you?

We will collect or use your personal information when you engage us for wealth management, financial planning/advice, family office services, credit advice and investment management services.

This information will relate to your personal and financial circumstances. It may include:

Personal identifiers – details that help us to confirm who you are, such as:

• Your name, date of birth, address, contact details

• National insurance number

• Identification documents (passport, driving licence)

Financial and professional information – Information that helps us understand your financial position including:

• Your income and regular spending

• Details of your assets, liabilities, pensions & investments

• Tax information

• Bank account details

• Employment information

We may also need to use special category information, but only, where relevant and with your explicit consent. This could include:

• Health information (for example, when providing insurance advice, IHT planning etc)

Communications – to keep accurate records and meet regulatory requirements we may record:

• Emails, notes of telephone call, meeting notes, messages

• Records required to meet the FCA’s requirements

How we collect your personal information

We collect personal information directly from you, our clients, during meetings, calls, emails etc and from other companies such as product providers, where we have been given authority to do so.

How we use your personal information

We use your personal information to help us deliver the services you’ve asked for. This may include:

• Understanding your financial situation so we can give you the right advice

• Providing recommendations that meet FCA rules on suitability

• Applying for or arranging financial products on your behalf

• Carrying out identity, fraud and anti‑money‑laundering checks

• Keeping accurate and compliant records

• Communicating with you about your services, plans, policies or investments

Who we share your personal information with

To provide you with our services, we sometimes need to share your personal information with trusted third parties. These may include:

Financial product providers such as insurers, investment platforms and pension providers

Compliance consultants, auditors and professional advisers who help us meet regulatory requirements

Discretionary investment managers where relevant to your service

IT service providers and secure cloud platforms that support our systems

Regulators and authorities such as the FCA, HMRC and the Financial Ombudsman Service

Identity verification agencies, to verify your identity and identification documents

We never sell your personal information to anyone.

Sometimes a product or service may be administered from a country outside of the UK and Europe. The organisations to whom we may pass your details also have their own obligations to deal with your personal information appropriately. In any event, we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidentiality and security in processing your data equivalent to UK data protection requirements and that they’ll only act in accordance with our agreement with them and our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit, this may include encryption of data and where necessary password protection.

Using artificial intelligence (AI) / automated tools to process your personal information  

We may use AI tools to help us review information more efficiently and provide you with faster, more accurate services. The AI doesn’t make decisions about you on its own — a human always checks the results.

Purpose of AI use

AI tools may be used to:

• Assist with research

• Draft or summarise internal documents (e.g., meeting notes)

• Identify patterns or errors in data

• Enhance compliance monitoring

• Help us deliver our services efficiently while maintaining accurate records

   

We do not use any systems for making automated decisions. 

Human review

Any AI assisted output is reviewed by a human adviser before being used or relied on.

Data sharing and storage 

Your personal information is processed securely in line with UK data protection regulation.  

Where AI tools are used:

• We ensure processing occurs in a secure environment and limit the personal data entered into any AI tool, anonymising personal data where appropriate. 

• We have signed data processing agreements with all suppliers to ensure personal information is protected and cannot be used to improve their own AI products.  Similarly, where personal information may be transferred outside the UK/EEA, appropriate safeguards, including signed data processing agreements equivalent to UK data protection regulation are in place. 

•  We do not use AI tools that use your personal information to train public models.

Your data protection rights

You have several rights under data protection law. This helps you understand and control how your personal information is used.

• Right to be informed - You can ask us to explain how we collect, use, share, and store your personal information.

• Right of access - You can request a copy of the personal information we hold about you, along with details of how we use it.

• Right to rectification -If you think any of your information is wrong or incomplete, you can ask us to correct or update it.

• Right to erasure -In some situations, you can ask us to delete your personal information.

• Right to restrict processing - You can ask us to limit how we use your information in certain circumstances.

• Right to object - You can object to us using your personal information, for example for direct marketing.

• Right to data portability - You can ask us to send your personal information to you, or directly to another organisation, in a structured, commonly used electronic format.

• Rights related to automated decision‑making and profiling - If a decision about you is made without human involvement, you can challenge it and ask for someone to review it.  Artorius does not perform automated decision making and profiling.

We will respond to any request you make about your data protection rights within one month.

To make a request, please contact us using the contact details at the bottom of this privacy notice.

Our lawful bases for processing your personal information

How long do we keep your personal information

We keep the personal information we need to provide our services to you, and we take reasonable steps to make sure it stays accurate and up to date. Some information must be kept minimum periods set by our regulator, the Financial Conduct Authority (FCA):

Investment business - 5 years

Mortgage business - 3 years

Pension transfers and opt‑outs - kept indefinitely

Insurance business - 3 years

We also have to keep identity‑verification documents (required under UK Anti‑money laundering rules) for:

At least 5 years after our relationship with you ends

Up to 10 years if we still have an ongoing relationship

Because these are legal requirements, we cannot delete your information before these time periods have passed.

We may keep your personal information for longer if we have a legitimate business reason to do so.

You can ask us to delete your personal information.  We will do so unless we are required to keep it for legal or legitimate business reasons.

If you would like more information about how long we keep your personal information or how we decide this, please contact us.

Information about connected individuals

We may need to collect personal information about your close family members and dependants to provide our service(s) effectively. If this is the case, you are responsible for ensuring you have their consent to share this information with. We will give them a copy of this privacy policy or ask you to pass it on if that’s more appropriate.

Marketing

We may contact you about our products and services, as well as those from other companies in our group that we think you might find useful. If you’ve agreed to receive marketing from us, you can change your mind at any time. Please let us know using the contact details below.

Cookies.

We use cookies to track visitor use of the website.  We’ll use your information collected from the website to personalise your repeat visits to the site and to compile statistical reports on website activity. For further information visit: http://www.allaboutcookies.org/ You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser.

However, in a few cases some of our website features may not function as a result.

Other websites.

Our websites may contain links to other websites. This privacy policy only applies to Artorius websites so we recommend checking the privacy policies of any other sites you visit.

If you need to make a complaint

If you have concerns about how we use your personal information, you can contact us using the details below. If you are not satisfied with our response, you can also complaint to the ICO. The ICO’s details are below:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

0303 123 1113 (local rate)

Changes to our privacy
policy.

We keep our privacy policy under regular review and we’ll place any updates on our website (and/or) inform you of any changes when they occur. This privacy policy was last updated on 1st June 2026.

How to contact us.

Please contact us if you have any questions about our privacy policy or information we hold about you:
By email at: enquiries@artorius.com

Or write to us at:
Compliance and Risk
Artorius Wealth
2nd Floor
21 Little Peter Street
Manchester
M15 4PS.