Last Updated: 15 April 2025

Orca Wealth and That Finance Show (collectively referred to as “we”, “our”, or “us”) are committed to protecting your privacy and handling your personal data with transparency and care. This policy outlines how we collect, use, and safeguard your information when you engage with our services, website, and content.

1. Who We Are

Orca Wealth is a UK-based financial planning firm, and That Finance Show is an affiliated content platform offering educational materials on personal finance and retirement planning. Together, we provide regulated advice and general guidance to help individuals make confident, informed decisions about their money.

2. What We Collect

We may collect and process the following personal data:

Full name and contact information

Date of birth and financial situation

Employment and income details

Pension and investment data

IP address and usage data via cookies and analytics

Responses to questionnaires, forms, or consultations

3. How We Use Your Data

We use your data to:

Provide regulated financial advice (where applicable)

Respond to enquiries or requests

Customise financial plans and recommendations

Improve our website and content

Send relevant updates or newsletters (only with consent)

4. Lawful Basis for Processing

We process your data based on:

Your consent

Our contractual obligations to you

Compliance with legal or regulatory requirements

Our legitimate interests (e.g. improving services)

5. Data Sharing

We never sell your data. We may share it with:

FCA-regulated platforms or service providers

Compliance consultants

Technology partners for CRM, email or analytics (e.g., Google Analytics)

Legal or regulatory authorities, where required

6. Data Retention

We keep client records for as long as required by law (typically 6 years post-engagement). Website user data may be retained for analytics purposes for up to 24 months.

7. Your Rights

You have the right to:

Access, correct, or delete your personal data

Withdraw consent at any time

Lodge a complaint with the ICO (Information Commissioner’s Office)

8. Cookies

Our website uses cookies to improve your experience. By using the site, you consent to our use of cookies. You can manage cookie settings via your browser.

9. Contact Us

To ask questions about this policy or your data, please visit:

https://www.orcawealth.co.uk/contact