Our Privacy Policy

Last updated: 21/07/2026

At Foundation Wealth, your privacy matters. This policy explains how we collect, use, and protect your personal information when you use our website or get in touch with us.

We keep things simple, clear, and respectful — just like our advice.

You can view our full Privacy Notice here.

Who we are

Foundation Wealth is a financial planning firm and is a trading name of Grounded Finance Ltd. We act as the “data controller” for any personal information you provide to us.

If you have any questions about this policy or how we use your data, you can contact us at: hello@foundationwealth.co.uk

What information we collect

We may collect and process the following information:

Information you provide directly

  • Your name

  • Email address

  • Phone number

  • Any details you share via contact forms or email

Information collected automatically

  • IP address

  • Browser type and device information

  • Pages you visit on our website

  • Cookies (see below)

How we use your information

We use your information to:

  • Respond to your enquiries

  • Provide information about our services

  • Improve our website and user experience

  • Meet legal or regulatory requirements

We only use your data where we have a valid legal basis, such as:

  • Your consent

  • A legitimate interest (e.g. responding to enquiries)

  • A legal obligation

How we store and protect your data

We take appropriate steps to keep your personal information secure and protected from unauthorised access, loss, or misuse.

We only keep your data for as long as necessary — either to fulfil the purpose it was collected for, or to meet legal and regulatory requirements.

Sharing your information

We do not sell your personal data.

We may share your information with trusted third parties where necessary, such as:

  • IT and website providers

  • Professional advisers or regulatory bodies (if required)

All third parties are required to respect your data and keep it secure.

Cookies

Our website uses cookies to improve your experience and understand how people use our site.

Cookies are small text files stored on your device. They help us:

  • Analyse website traffic

  • Improve functionality

  • Provide a smoother user experience

You can control or disable cookies through your browser settings.

Your rights

Under UK data protection law, you have the right to:

  • Access the personal data we hold about you

  • Request correction of inaccurate information

  • Request deletion of your data (where applicable)

  • Object to or restrict certain types of processing

  • Withdraw consent at any time

To exercise any of these rights, please contact us using the details above.

Third-party links

Our website may include links to other websites. We are not responsible for the privacy practices of those sites, so we encourage you to read their policies separately.

Updates to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, with the updated date shown above.

A note from us

We believe your financial life is personal — and your data should be treated the same way.

If anything in this policy isn’t clear, just ask. We’re always happy to explain.