Privacy & cookies

Sovereign Money Matters Ltd, trading as Sovereign Wealth, is the data controller for the personal information you give us through this website. Sovereign Money Matters Ltd is registered in England and Wales, company number 08287674, with its registered office at Sovereign House, Unit 9 Ebor Court, Malton Way, Adwick-le-Street, Doncaster DN6 7FE.

[To confirm: ICO registration number.]

For any question about your information, contact us at rob.sutherland@sovereign-wealth.co.uk or on 0116 222 0372.

We only collect personal information you choose to give us, for example when you email us, call us or send a message through our contact form. That is usually your name, contact details and what you would like to talk about.

We use it to reply to you and, if you become a client, to provide our services and meet our legal and regulatory obligations. Our full data protection notice for clients is provided at the start of any advice relationship and is available on request.

We will never sell your information. We only share it:

• where it is needed to provide our services to you, for example with the platforms and investment providers you have agreed to use, such as Söderberg & Partners and Pacific Asset Management;
• with companies that run this website for us, such as our website host, under contract;
• where the law or our regulator requires it, or to prevent or detect crime.

We keep enquiries only as long as we need them to respond and follow up. If you become a client, we keep your records for as long as our regulatory obligations require, as set out in our client data protection notice.

This website does not use tracking or advertising cookies, and its fonts are served from our own website rather than a third party. If we add analytics in future, we will update this page and ask for your consent first.

We will never ask for your passwords, send unexpected emails asking you to log in, or ask for card details by email or phone. We will only send money you withdraw to a verified bank account in your name. If in doubt, call Rob on 07852 373284.

You have the right to see the information we hold about you, to have it corrected or deleted, and to object to or restrict how we use it. To use any of these rights, contact us using the details above. You can also complain to the Information Commissioner’s Office at ico.org.uk.