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Cookie Policy

This Cookie Policy provides details on how SIDR Wealth and 2plan wealth management Ltd (“2plan”) obtain and process information about your internet usage through cookies and similar technologies.

By using our website, you confirm that you understand and accept that cookies may be placed on your browser or device as described below. Some cookies are essential for our site to operate correctly.

Official Regulatory Documents (2plan)

Access the official policies and regulatory disclosures below:

2plan Data Protection, Privacy & Cookies Policy (PDF)

Official 2plan wealth management Ltd Cookie Policy within the Data Protection Notice (November 2023).

View PDF

1. What Are Cookies?

Cookies are small text files placed on your browser or the hard drive of your computer when you visit a website. They contain information that is transferred to your computer’s hard drive.

Cookies help us improve our website, ensure core functions operate efficiently, and deliver a more personalised and responsive experience. Without cookies, certain features and navigation flows on our website would not function.

Types of Cookies We Use

In line with 2plan’s Data Protection, Privacy & Cookies Policy, we use two main categories of cookies:

• Session Cookies: Retain information about your activities only during your visit to the site. Once you close your browser, session cookies are deleted and the website will not recognise you the next time you return. Session cookies help websites remember information provided as you move from one page to another, ensure essential functions operate securely, and ensure web pages load as quickly and efficiently as possible.

• Persistent Cookies: Enable the website to remember your preferences and settings (such as font size preferences, cookie consent status, or region selection) so that you receive a more convenient experience on subsequent visits. Persistent cookies can exist for an extended period until they expire or are deleted from your device.

2. Analytics & Performance Cookies

We may keep details of your visits to our website including, but not limited to, traffic data, location data, web logs, and information attached to your IP address. These cookies help us understand how visitors interact with our content and allow us to optimise the website layout and performance.

Where analytical data is collected, it is aggregated and processed to evaluate site traffic and improve our services without identifying individuals.

Third-Party Links & External Sites

Our website may contain links to external websites for your convenience. 2plan and SIDR Wealth are not responsible for any information provided by any other source once you leave our site.

Links to external websites do not imply endorsement of their content or providers. If you follow a link to any other website, you do so at your own risk, and we do not accept responsibility or liability for their privacy or cookie policies.

3. Managing and Controlling Cookies

You can manage or disable cookies through your web browser settings. Most browsers allow you to refuse cookies, delete existing cookies, or notify you when a new cookie is set.

Please note that if you choose to block all cookies (including essential session cookies), you may not be able to access all or parts of our website or use certain interactive features.

For further guidance on managing and deleting cookies, visit www.aboutcookies.org or refer to your browser’s help documentation.

Questions and Contact Information

If you have comments or questions about our Data Protection, Privacy & Cookies Policy, please contact:

The Data Protection Officer 2plan wealth management Ltd 3rd Floor, Bridgewater Place Water Lane, Leeds, LS11 5BZ Email: data.protection@2plan.com

SIDR Wealth

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SIDR Wealth / SIDR Private Wealth Limited

SIDR Wealth is a trading style of SIDR Private Wealth Limited, an appointed representative of 2plan Wealth Management Ltd.

SIDR Private Wealth Limited is registered in England and Wales under company number 17207464.

Registered office:

International House, 36–38 Cornhill, London, EC3V 3NG

2plan Wealth Management Ltd

2plan Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.

FCA reference number: 461598
Company number: 05998270

Registered office:

3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ

View on the FCA Register

Estate-planning disclosure

Will writing, trust arrangements, Lasting Powers of Attorney and certain other estate-planning services are separate from the regulated financial advice provided by SIDR Wealth. These services are not regulated by the Financial Conduct Authority.

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