Privacy Notice

1. Who we are

Solus Wealth ("we", "us", "our") is an introducer service operated as a sole trade by Mr Kamal Zubayr Abdullah of 51K Lewisham Hill, London SE13 7PL.

We are registered with the Information Commissioner's Office under registration number ZC123557.

Solus Wealth is not authorised or regulated by the Financial Conduct Authority and does not provide financial advice. Our role is limited to introducing prospective clients to FCA-regulated wealth advisers.

Data Protection contact: Mr Kamal Zubayr Abdullah · hello@soluswealth.co.uk · 07342 575 462

2. Scope of this notice

This notice explains how we collect, use, share and protect your personal data when you visit soluswealth.co.uk or use our introduction service. It applies to information we hold about you up to the point you are introduced to a wealth adviser firm. Once you are introduced, the receiving firm becomes a separate, independent data controller and their own privacy notice will apply to any data they collect or use.

3. Personal data we collect

We collect only the personal data you provide to us through the chat-based form on our website. This includes:

CategoryExamples
IdentityFull name
ContactEmail address, phone number
EligibilitySelf-declared income or asset bracket (e.g. £100k+ income or assets)
PreferencesArea you would like advice on, age bracket, meeting preference
Consent recordsTimestamp of consent, IP address, browser metadata
TechnicalCookies and similar identifiers (see our Cookie Policy)

We do not ask for or collect special category data (such as health, ethnicity, or biometric data), bank account details, payment information, or government identifiers. If you provide this in the free-text field, please don't — and we will delete it on receipt.

4. How we use your data and the legal basis

We use your personal data only for the purposes set out below, on the legal bases stated.

4.1 Making the introduction

We share your details with one carefully selected, FCA-regulated wealth adviser firm so they can contact you for an initial conversation. Legal basis: consent (UK GDPR Article 6(1)(a)). You provide consent by ticking the box on the form before you submit your details.

4.2 Confirming your eligibility for the introduction service

We use your self-declared income/asset bracket to confirm you fit the eligibility criteria for our introduction service. If you indicate you don't meet the criteria, we won't pass your details on and will instead point you to the free MoneyHelper service. Legal basis: legitimate interests (UK GDPR Article 6(1)(f)) — operating an eligibility filter is necessary for our business and has no material privacy impact.

4.3 Keeping records of introductions made

We keep a record of introductions for accounting purposes and to comply with our written agreement with the receiving adviser firm. Legal basis: legitimate interests (administering our business) and legal obligation (tax and accounting record-keeping under UK law).

4.4 Service communications

We may send you transactional emails to confirm your form submission and let you know when the adviser will be in touch. Legal basis: legitimate interests (operating the service you requested).

4.5 Improving the website

We use anonymous analytics to understand how the website is used. Legal basis: consent via the cookie banner.

We do not use your data to send marketing emails, sell on to third-party marketers, or build advertising audiences from the personal data you submit through the form.

5. Who we share your data with

We share your data with the following categories of recipient, and only as needed for the purposes above.

5.1 The wealth adviser firm we introduce you to

We share your name, contact details, eligibility bracket, and stated area of interest with one FCA-regulated wealth adviser firm so they can contact you. The receiving firm's identity is disclosed to you at the point of introduction. We have a written introducer agreement with the receiving firm that requires them to handle your data lawfully and only for the purpose of arranging an initial conversation.

5.2 Service providers (data processors)

These providers process data on our instructions only and under written data processing agreements that comply with UK GDPR.

5.3 Authorities and legal requests

We will disclose data only if required by law or to protect our legal rights — for example, in response to a court order, regulator request, or fraud investigation.

We do not sell your data to anyone, ever.

6. International transfers

Some of our service providers (Netlify, Google) are based in the United States or process data in countries outside the UK. Where this happens, transfers are protected by the UK International Data Transfer Addendum to the EU Standard Contractual Clauses, ensuring your data has equivalent protection to UK law.

7. How long we keep your data

DataRetention period
Form submissions where you were introduced to an adviser6 years from date of introduction (HMRC tax record retention)
Form submissions where you weren't introduced (e.g. didn't qualify)30 days, then deleted
Transactional email correspondence2 years
Cookie and analytics dataUp to 13 months (per Google Analytics defaults)

You can ask us to delete your data sooner — see Section 9.

8. How we protect your data

We use appropriate technical and organisational measures to keep your data safe, including encryption in transit (HTTPS), encrypted storage on our service providers' infrastructure, restricted access controls (only Mr Abdullah accesses personal data), and timely deletion in line with the retention schedule above. No system is perfectly secure; if a personal data breach occurs that affects you, we will notify you and the ICO as required by law.

9. Your rights

Under UK GDPR you have the following rights in relation to your personal data:

To exercise any of these rights, contact us at hello@soluswealth.co.uk. We will respond within 30 days. There is no fee unless your request is manifestly unfounded or excessive.

If you've been introduced to a wealth adviser firm, requests to access or delete data held by that firm should be directed to them. We can only act on data we still hold ourselves.

10. Complaints

If you're not satisfied with how we've handled your data, please contact us first so we can try to resolve the issue. You also have the right to complain to the Information Commissioner's Office at any time:

Information Commissioner's Office
Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF
Telephone: 0303 123 1113
Website: ico.org.uk

11. Changes to this notice

We may update this notice from time to time. The "Last updated" date at the top of this page reflects the most recent version. Material changes will be highlighted on the website.

12. Contact

Questions about this notice or how we handle your data:

Mr Kamal Zubayr Abdullah
Solus Wealth
51K Lewisham Hill, London SE13 7PL
Email: hello@soluswealth.co.uk
Telephone: 07342 575 462
ICO registration: ZC123557