Privacy & Cookies

Who handles your information

Aetas Wealth and Insight Financial Associates

Aetas Wealth is a trading style of Insight Financial Associates Limited, which is authorised and regulated by the Financial Conduct Authority under registration number 458421. Personal information you share with Aetas Wealth is handled in line with the Insight Financial Associates privacy policy and the Data Protection Act 2018.

The full Privacy & Cookies Policy that governs our regulated business is published by Insight Financial Associates and applies to Aetas Wealth as a trading style of that firm.

For a copy of the full Privacy & Cookies Policy, please contact us and we will provide it on request.

Information we hold

When you contact us through this website, by phone or in person, we collect and hold personal information so that we can give you advice and meet our regulatory obligations. This typically includes:

• Your name, contact details and address
• Information about your financial circumstances, goals and plans
• Records of meetings, correspondence and the advice we have given
• Identification documents, where required for anti-money-laundering checks

We hold this information securely, share it only where necessary to provide our services or meet our regulatory obligations, and retain it for as long as required by law and regulation.

Cookies on this website

When you first visit this site you are shown a cookie consent banner. Strictly necessary cookies needed for the site to function may be set without consent. We only load analytics cookies after you accept them.

If you accept, we use Google Analytics 4 and Microsoft Clarity to understand how visitors use the site so we can improve it. These tools set cookies and collect usage data such as pages viewed, approximate location and device type. If you decline, no analytics or tracking cookies are set. You can change your choice at any time by clearing this site's cookies in your browser, which will make the banner appear again.

Your rights

Under data protection law you have a number of rights, including the right to access the information we hold about you, ask for it to be corrected, or ask for it to be deleted in certain circumstances. The full list and how to exercise each one is set out in the Insight Financial Associates Privacy Policy.

To make a request or ask a question about how your information is handled, contact us at dataprotection@aetas-wealth.com.