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Privacy Policy

We are committed to protecting our customer's privacy in accordance with the General Data Protection Regulation (GDPR).  You can read more about GDPR on the Information Commissioner's Office (ICO) website by clicking on the below link.

Key Points

We are committed to the protection of our clients' privacy.

We will not sell or rent our clients' information to third parties under any circumstances.

We will not share our clients' information with third parties for marketing purposes.

Our clients have the right to ask for a copy of the information we hold about them.

Our Privacy Policy explains when we collect personal data, why we require it, how we utilise it, how we try to keep it secure and the conditions under which we may disclose it to a third party authority.

You acknowledge that by using our website or services, you are agreeing to the terms of our Privacy Policy.


Our Network (The On-Line Partnership Group Ltd) which acts as our Principal for regulatory purposes also complies with the GDPR.

ICO Registration


The Woodham Partnership Limited is registered with the Information Commissioner's Office under registration reference Z117072X


Like many other websites, our website uses cookies. 'Cookies' are small pieces of information sent by an organisation to your computer and stored on your hard drive to allow that website to recognise you when you visit. They collect statistical data about your browsing actions and patterns and do not identify you as an individual. This helps us to improve our website and deliver a better, more personalised service. It is possible to switch off cookies by setting your browser preferences. Turning cookies off may result in a loss of functionality when using our website.

How we store client data


We store our client personal data in both paper and electronic formats. 


Paper files are retained within our secure alarmed premises.  Occasionally, a client file containing personal data may be taken outside of our premises, such as visiting a data subject's home or when working away from the office.

Our electronic files containing personal data are stored/backed-up in two locations:

1. Internal Server, sited on our premises.

2. Sharepoint, which operates from a UK-based servers, which complies with EU-US Privacy Shield Framework 

Third parties

We will not sell or rent your information to third parties under any circumstances.

 We may share personal data with third parties, such as paraplanning services firms, technical or research software providers, product providers or investment companies, which assist us in providing suitable financial advice. 

We do not usually transfer any personal data outside of the EU except when we need to perform pre-contractual measures (credit and ID checks) or because the checks we request are necessary for important reasons of public interest.

Other companies who may access your data

Ahead4 ( are our trusted and chosen IT partners. Naturally, in order for Ahead4 to support our business with an IT service, they are required from time-to-time, to access our systems with our authority.  Ahead4 takes Data Protection very seriously. They are UK based and you can read about their own Privacy Policy here and the steps they have taken to comply with GDPR. 


Links to other websites

Our website may contain links to other websites run by other organisations. This privacy policy applies only to our website‚ so we encourage you to read the privacy statements on any other websites you visit. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.  In addition, if you linked to our website from a third party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.


Review of this Policy

We keep this Policy under regular review. We are committed to continuous implementation of technical and organisational measures to ensure we are doing the best we can at all times.  Supervision of our commitment to the protection of our client data is the responsibility of our senior management.


This Policy was last updated in January 2024.

Should you have any questions regarding this Privacy Policy and/or our data handling methods we request you email the Data Privacy Officer (DPO) or by writing to him at 51 Trinity Row, South Woodham Ferrers, Essex CM3 5DE.

You may also contact us via telephone 01245 329333.

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