Privacy Policy

1. Who We Are & Regulatory Status

SIDR Wealth is a trading style of SIDR Private Wealth Limited, registered in England and Wales under company number 17207464, with its registered office at International House, 36–38 Cornhill, London, EC3V 3NG.

SIDR Private Wealth Limited is an Appointed Representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). 2plan is entered on the Financial Services Register (www.fca.org.uk) under reference number 461598. Registered address: 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270. Data Protection Registration Number: Z9770624.

2plan wealth management Ltd and SIDR Wealth act as both Data Controllers and Data Processors in respect of personal information provided by you.

Information We Collect from You

In order to provide you with specific financial advice and services, we will ask you questions that tell us more about you, your financial situation, lifestyle, family circumstances, and attitudes. This is classed as personal data, some of which may be confidential, private, and sensitive in nature.

Under data protection legislation, personal data is defined as any information from which a living individual can be identified. We may collect and process the following data about you:

• Information provided by filling in forms on our website, including requesting further information, registering for services, submitting consultation requests, or reporting a problem with our website.

• Technical data attached to your visit, including your IP address, browser type, traffic data, location data, and web logs.

• In-depth financial and personal details gathered remotely or face-to-face with an approved adviser in relation to financial planning, retirement, pensions, investments, and protection products.

• Records of correspondence: if you contact us by email, letter, or telephone, we keep secure records of that communication. For your protection and quality assurance, telephone calls may be recorded.

• Questionnaires or surveys you agree to complete for research purposes or to help improve our client relationships.

2. Lawful Bases & How We Use Your Information

We require your agreement and legitimate interests to collect and process your details in order to offer you professional financial advice or services. Without this information, we would be unable to provide such advice or service.

We use the information held about you in the following ways:

• To provide you with the advice, proposals, or financial products and services you have requested, and to enable our network of advisers to assess suitability.

• To carry out our obligations arising from any contract entered into between you and us, including providing your information to approved third parties to carry out necessary background checks (Identity Verification, Anti-Money Laundering, Fraud Prevention, and Residency Confirmation).

• To provide necessary personal details to financial product providers, platforms, and investment managers to fulfil proposals or complete product applications.

• To carry out profiling and attitude-to-risk assessments as an integral part of the regulated advice process. You will be provided with the opportunity to review and amend these outputs.

• For quality assurance, training, and maintaining compliance records.

• To satisfy and meet our legal and statutory requirements with the FCA, Information Commissioner’s Office (ICO), or as required by UK law enforcement.

• To notify you about changes to our services, regulatory updates, or terms and conditions.

3. Data Storage & UK Hosting Commitment

For your security, 2plan and SIDR Wealth have made the conscious decision to only manage, host, and process personal information within the United Kingdom.

All information is held in a secure format and encrypted where required to ensure controlled security. Only the minimum relevant and adequate personal data will be collected, and access is strictly restricted to personnel who require it to provide advice and services.

Unless prescribed by law or regulatory requirement, we retain your details for no longer than is necessary for the purposes for which the personal information was collected or for which it is further processed.

Disclosure of Your Information

We may disclose your personal information to any member of the 2plan group of companies in order to fulfil our contractual obligations to you.

Any transferring, sharing, or use of personal data is conducted only with approved and contracted third parties that have provided evidence of their own GDPR compliance (e.g. investment platforms, custodians, product providers, and verification services).

We do not sell personal data to third parties. We may disclose your information if required to comply with any legal duty, or in order to enforce our terms and agreements, or to protect the rights, property, or safety of our clients or others.

4. Your Rights & Subject Access Requests

Under data protection law, you have the right to access personal information we hold about you (Subject Access Request), to have inaccurate information corrected, to request deletion or restriction of processing, and to request that we stop using your personal information for marketing purposes.

You may revoke consent at any time, noting that this may mean detailed financial advice regarding those data can no longer be provided.

To make a Subject Access Request, please write or email with the reference “Subject Access Request” to:

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

If you have concerns about how your data has been handled, you have the right to contact the Information Commissioner’s Office (ICO): website ico.org.uk, helpline 0303 123 1113. You may also contact the FCA: www.fca.org.uk, helpline 0800 111 6768.

Updates to This Policy

We regularly review our privacy policies and any changes will be posted on this website with an updated revision date.

This policy reflects the 2plan Data Protection, Privacy & Cookies Policy and was last reviewed in 2026.