Privacy Policy

Hexagon Wealth Management

GDPR, Privacy & Cookies Policy

Data protection is taken seriously at Hexagon Wealth Management Ltd and safeguarding the privacy of our website visitors and clients is very important to us. This Privacy & Cookies Policy explains how any personal information we collect from you, or that you provide to us, will be processed and used.

It is Hexagon Wealth Management Ltd’s intention to be transparent in providing clear and unambiguous information about who we are and what we do.

Our Website

Our website provides information about Hexagon Wealth Management Ltd and the services we offer.

Hexagon Wealth Management Ltd is not responsible for information provided by third‑party websites once you leave our site. Links are provided for convenience only and do not imply endorsement. If you follow any third‑party links, you do so at your own risk.

By using our website, or by registering for any products or services through it, you confirm that you understand and accept that your personal information may be used in the manner described below.

We may retain details of your visits to our website, including traffic data, location data, and web logs.

Cookie Types and Details

We may collect information about your general internet usage through cookies stored on your device. Cookies help us improve our website and deliver a better user experience.

Session Cookies

Session cookies retain information only for the duration of your visit. Once you close your browser, these cookies are deleted.

Persistent Cookies

Persistent cookies allow the website to remember your preferences or login details for future visits. These cookies remain until they expire or are deleted.

Information We May Collect From You

Hexagon Wealth Management Ltd acts as both a Data Controller and Data Processor for the information you provide.

We may collect personal data including (but not limited to):

Information submitted via website forms
IP address details
Personal and financial information gathered during advice processes
Records of correspondence (email, telephone, written)
Survey or questionnaire responses (where consented)

Some of this data may be classified as sensitive personal data under the UK GDPR.

Use of Your Information

Your information may be used to:

Provide requested products or services
Fulfil contractual and regulatory obligations
Carry out identity, AML, fraud‑prevention and verification checks
Support financial advice and product recommendations
Improve our services and client relationships
Meet FCA, ICO and legal obligations

Unless legally required, we will not retain personal data for longer than necessary.

Disclosure of Information

For security purposes, Hexagon Wealth Management Ltd only processes and stores personal data within the UK.

We may share data with:

2plan Wealth Management Ltd
Approved third‑party providers required to deliver advice or regulatory checks
Regulatory or legal authorities where required by law

All third parties are required to demonstrate GDPR compliance.

Appointed Representative Status

Hexagon Wealth Management Ltd is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

Your Rights

You have the right to:

Access personal data we hold about you
Request correction of inaccurate data
Withdraw consent or restrict processing
Object to direct marketing

How to Contact Us

Subject Access Requests or Data Enquiries

Email: [email protected]
(Please mark emails “Data Protection / Subject Access Request”)

Or write to:

The Data Protection Officer
Hexagon Wealth Management Ltd
7–9 Macon Court
Crewe
Cheshire
CW1 6EA

Telephone: 01270 250900

Regulatory Information

FCA – www.fca.org.uk
Helpline: 0800 111 6768

ICO – www.ico.org.uk
Helpline: 0303 123 1113

The content of this website is directed at UK consumers only and is subject to the UK regulatory regime.

2plan Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 461598.