We collect information about you when you request us to provide you with quotes for our services and engage us for financial planning, financial advice and investment management services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data, such as data about your health, if this is necessary for the provision of our services.

We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We'll use the information collected from the website to personalise your repeat visits to the site.

We try at all times to keep all personal data collected and processed accurate and up to date. We check the accuracy of data when it is collected and at regular intervals thereafter. Where any inaccurate or out-of-date data is found, all reasonable steps will be taken to amend or erase that data, as appropriate.

We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We'll provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we'd also be unable to fulfil our legal and regulatory obligations.

Where special category data is required, we'll obtain your explicit consent in order to collect and process this information.

We collect information about you in order to provide you with the services for which you engage us.

Sense Network Ltd, as the regulated principal of our firm, is also a data controller for your personal data. In certain circumstances we or they may inform you about how you can access their privacy notices, which will give further information as to how they use your personal data and how you can exercise your rights in relation to it.

In order to deliver our services to you effectively, we may also send your details to third parties such as those we engage for professional compliance, accountancy or legal services, as well as the product and platform providers we use to arrange financial products for you.

Where third parties are involved in processing your data, 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 confidence in processing your data, and that they'll only act in accordance with our written instructions.

Where it's necessary for your personal data to be forwarded to a third party, we'll use appropriate security measures — such as encryption and password protection — to protect your personal data in transit.

To fulfil our obligations in respect of the prevention of money laundering and other financial crime, we may send your details to third-party agencies for identity verification purposes.

We use Calendly to manage appointment bookings. When you book a call or meeting with us, the details you enter — your name, email address, phone number and any notes you choose to add — are collected and processed by Calendly on our behalf, solely to arrange that appointment. Calendly may process data outside the UK; where it does, appropriate safeguards are in place to protect it.

If you agree, we may email you about other products or services that we think may be of interest to you. We will not share your information for marketing purposes with companies outside our firm.

During the course of our relationship with you, we'll retain personal data which is necessary to provide services to you. We'll take all reasonable steps to keep your personal data up to date throughout our relationship.

We are also subject to regulatory requirements to retain your data for specified minimum periods. These are, generally:

• Five years for investment business
• Three years for mortgage business
• Indefinitely for pension transfers and opt-out business
• Three years for insurance business

These are minimum periods during which we have a legal obligation to retain your records. We reserve the right to retain data for longer where we believe it is in our legitimate interests to do so.

When determining the appropriate retention period, we consider the risks of the processing, our contractual, legal and regulatory obligations, internal retention policies and our legitimate business interests as described in this privacy notice.

You have the right to request deletion of your personal data. We'll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

You have the right to request a copy of the information that we hold about you. If you'd like a copy of some or all of your personal information, please email or write to us using the contact details noted at the end of this notice.

You may make a subject access request ("SAR") at any time to find out more about the personal data which we hold about you. We are usually required to respond to SARs within one month of receipt (this can be extended by up to two months in the case of complex and/or numerous requests, and in such cases you will be informed of the need for the extension). All subject access requests must be sent to our Data Protection Officer.

We do not charge a fee for the handling of normal SARs. We reserve the right to charge reasonable fees for additional copies of information that has already been supplied to you, and for requests that are manifestly unfounded or excessive, particularly where such requests are repetitive.

You also have the following rights in respect of your personal data:

• The right to be informed of the processing;
• The right to rectification;
• The right of erasure;
• The right to restrict processing;
• The right of data portability;
• The right to object to processing;
• The right to understand automated decision-making and profiling.

For more details on how to exercise these rights, please contact us. When your personal data is processed by automated means, you have the right to ask us to move your personal data to another organisation for their use.

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

We'd like to send you information about our products and services that may be of interest to you. If you've agreed to receive marketing information, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.

We use cookies to track visitor use of the website and to compile statistical reports on website activity. For further information, visit 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.

Our website contains links to other websites. This privacy notice applies only to this website, so when you link to other websites you should read their own privacy policies.

You have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is the Information Commissioner's Office:

Information Commissioner's Office
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
0303 123 1113 (local rate) · www.ico.org.uk

We keep our privacy notice under regular review and we'll place any updates on our website and/or inform you of any changes when they occur. This privacy notice was last updated on 13 October 2026.

Please contact us if you have any questions about this privacy notice or the information we hold about you:

By email: edmund@tannerswealth.co.uk
By phone: 0118 405 0444
By post: Tanners Wealth Ltd, Albany House, 14 Shute End, Wokingham, Berkshire RG40 1BJ