Privacy Policy

1. Introduction

Nine Edge Wealth Limited is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you interact with us, use our website, or engage with our services.

Nine Edge Wealth Limited is not authorised or regulated by the Financial Conduct Authority. Where regulated financial advice is provided, this is delivered by R M S Financial Limited or Wealth Professional, both FCA-authorised and regulated firms within the Nine Edge group.

2. Who is responsible for your data

For the purposes of UK data protection law:

• Nine Edge Wealth Limited is the data controller for personal data collected through its website, corporate communications, and non-regulated business activities.
• Wealth Professional is a data controller for personal data collected and used in connection with regulated financial advice and related services.
• R M S Financial Limited is a data controller for personal data collected and used in connection with regulated financial advice and related services.

Where appropriate, personal data may be shared securely between Nine Edge Wealth Limited and Wealth Professional to support services, comply with legal and regulatory obligations, or manage group operations.

3. The information we collect

We may collect and process the following types of personal data:

• Personal details such as name, address, email address, and telephone number
• Information provided through enquiries, meetings, correspondence, or online forms
• Website usage and technical information (see our Cookie Policy)

Where regulated advice is provided by R M S Financial Limited or Wealth Professional, additional personal and financial information will be collected and processed by them in accordance with their own Privacy Policy.

4. How we collect your information

We collect information:

• Directly from you when you contact us or use our website
• Through group interactions where services are introduced or supported
• Via website analytics and cookies

5. How we use your personal data

We use personal data to:

• Respond to enquiries and manage relationships
• Provide information about our services and the Nine Edge group
• Support operational and business management
• Meet legal and regulatory obligations applicable to Nine Edge Wealth Limited
• Improve our website and communications

Personal data used for the purpose of providing regulated financial advice is handled by Wealth Professional under their own privacy arrangements.

6. Lawful basis for processing

We process personal data under one or more of the following lawful bases:

• Legitimate interests – to operate and manage our business and group relationships responsibly
• Legal obligation – where required to comply with applicable laws
• Consent – where required, such as for marketing communications

Different uses of personal data may rely on different lawful bases. Where consent is relied upon, it may be withdrawn at any time.

7. Sharing your information

We may share personal data with:

• Wealth Professional, where relevant to group services or introductions
• Professional advisers and service providers supporting our business
• Regulators or authorities where legally required

All recipients are required to protect your data and use it only for lawful purposes.

8. International transfers

Some service providers may process personal data outside the UK. Where this occurs, appropriate safeguards are in place to protect your information, such as adequacy regulations or contractual protections.

9. Data security

We use appropriate technical and organisational measures to protect personal data from unauthorised access, loss, or misuse. Access is restricted to those who need it for legitimate business purposes.

10. Data retention

Personal data is retained only for as long as necessary for business, legal, or regulatory purposes and is securely deleted when no longer required.

11. Your rights

You have rights under UK data protection law, including:

• The right to access your personal data
• The right to correct inaccurate or incomplete information
• The right to request erasure in certain circumstances
• The right to restrict or object to processing
• The right to withdraw consent, where applicable
• The right to complain to the Information Commissioner’s Office (ICO)

Rights relating to personal data processed for regulated advice should be exercised directly with Wealth Professional.

12. Automated decision-making

Nine Edge Wealth Limited does not carry out automated decision-making or profiling that produces legal or similarly significant effects.

13. Cookies and website use

Our website uses cookies to enhance functionality and understand how visitors use our site. Further information is available in our Cookie Policy.

14. Contact us

If you have questions about this Privacy Policy or how Nine Edge Wealth Limited handles personal data, please contact:

Nine Edge Wealth Limited
Email: info@nineedge.co.uk
Telephone: 0330 236 9851

For questions relating to regulated financial advice, please refer to the Privacy Policy and contact details provided by R M S Limited or Wealth Professional.

15. Updates to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The latest version will always be available on our website.