THE WEALTHY ADVISERS CLUB LTD
Effective Date: 20-04-2026
Introduction
THE WEALTHY ADVISERS CLUB LTD (“we”, “us”, “our”) operates the Wealthy Advisers Club Planner mobile application.
This Privacy Policy explains how we collect, use, store and protect your personal data when you use the App.
By using the App, you agree to this policy.
Information We Collect
We may collect and process the following data.
Account Information
First name and last name
Email address
Login credentials
User Content
Goals and targets
Sales activity and performance data
Notes, reflections and journal entries
Pipeline and case tracking information
Planner entries
Usage Data
App interactions
Feature usage
Performance and diagnostic data
Exported Data
If you use export features, your data may be downloaded by you in formats such as CSV or Excel.
How We Use Your Information
We use your data to provide and operate the app, allow you to plan and track activity, improve performance, provide support and maintain security.
We do not sell your personal data.
Lawful Basis
We rely on contract to provide the app, legitimate interests to improve it and legal obligations where required.
Data Storage and Security
Your data is stored securely and we take reasonable steps to protect it from unauthorised access, loss or misuse.
Data Retention
We retain your data only as long as necessary to provide the service, comply with legal obligations and resolve disputes.
Sharing of Data
We do not sell or rent your data.
We may share data with service providers that support the app and with authorities if required by law.
Your Rights
You have the right to access, correct or delete your data, restrict or object to processing and request a copy of your data.
Account Deletion
You can request deletion of your account within the app or by contacting us.
Your data will be removed unless we are legally required to retain it.
Sensitive Data
The App allows free text input. You should not enter sensitive personal data. We do not intentionally collect sensitive data.
Children’s Privacy
The App is not intended for individuals under 18 and we do not knowingly collect data from children.
Third-Party Services
The App may use third-party services to operate.
International Transfers
Your data may be processed outside the UK with appropriate safeguards.
Changes to This Policy
We may update this policy from time to time.
Contact
THE WEALTHY ADVISERS CLUB LTD
support@wealthyadviserclub.com