Wealth Max Limited · Last updated 28 October 2026
Wealth Max Limited (“Wealth Max”, “we”, “us”) is the controller of the personal information described in this notice. We are authorised and regulated by the Financial Conduct Authority (FRN 1031752) and registered in England and Wales (company number 15906718). Our registered office is Lawton Place, Benover Road, Yalding, Kent, ME18 6AU.
This notice explains how we collect and use personal information about clients, prospective clients, the people connected to our institutional clients (such as directors, trustees, beneficial owners and authorised signatories), and visitors to our website.
For any question about this notice or your information, contact Martin Botha, Chief Executive, at martin@wealthmaxinvest.com or +44 1622 958990.
We collect the information we need to advise you and to meet our legal and regulatory duties. Depending on our relationship, this may include:
Most of this information comes from you. We also receive information from the platforms and custodians that hold your investments, from your other professional advisers with your agreement, and from public sources used for anti-money laundering checks.
If you give us information about another person, such as a family member, please make sure they know you have done so.
UK data protection law allows us to use personal information only where we have a lawful basis. The table shows what we use your information for and the basis we rely on.
Health information is special category data. We use it only with your explicit consent or where UK data protection law otherwise permits, for example to protect your economic well-being as a vulnerable customer.
Information about criminal offences may come to light through anti-money laundering and sanctions checks. We use it only as the law allows for those checks.
We do not make decisions about you based solely on automated processing.
We do not sell your personal information. We share it only where needed for the purposes above, with:
If Wealth Max or its business is ever sold or reorganised, your information may pass to the new owner under the same protections.
Transfers outside the UK. Some of our providers store or access information outside the UK, including in the European Economic Area, Switzerland and the United States. Where they do, we rely on UK adequacy regulations, the UK Extension to the EU-US Data Privacy Framework, or the UK International Data Transfer Agreement or Addendum, so your information keeps an equivalent level of protection.
We keep client records for at least five years after our relationship ends, as anti-money laundering law and FCA rules require, and for up to seven years where the FCA asks us to. This includes recordings of calls. We may keep records longer where we need them to deal with a complaint or legal claim.
If you contact us or apply but do not become a client, we keep your information for up to 12 months and then delete it.
We protect your information with access controls, multi-factor authentication and encryption, and we limit access to the people who need it. We do not hold client money: your investments are held in your own name with your platform or custodian.
You have the right to:
Some rights are limited where we must keep information by law, for example records the FCA requires. To use any of these rights, contact us at martin@wealthmaxinvest.com. We will reply within one month.
If you are unhappy with how we have handled your information, please tell us first. You can also complain to the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113.
Our website uses only the cookies needed for it to work, including those that keep you signed in to the client area. We do not use advertising cookies. Links to booking pages and other websites are covered by those providers’ own privacy notices.
We will update this notice when our practices change. The latest version is always at wealthmaxinvest.com/privacy.
