Effective Date: April 2025

This page outlines how ReferWell operates, protects your data, and ensures legal and regulatory compliance.

1. General Disclaimer

ReferWell does not provide regulated financial advice.
We connect accountants and their clients with FCA-authorised financial advice firms. All advice is provided solely by those regulated firms.

2. Privacy Policy

We take data privacy seriously and process your information in accordance with the UK GDPR and Data Protection Act 2018.

We collect and process:

• Contact information submitted via our website

• Communication preferences

• Anonymous website usage data via cookies

We use this data to:

• Respond to enquiries

• Send relevant updates and marketing emails (only if you opt in)

• Improve our website and advertising performance

We never sell your data. Information may be shared only with trusted partners when necessary—for example, when facilitating a referral.

3. Cookies & Tracking

ReferWell uses cookies and third-party tracking technologies (e.g. Google Ads, LinkedIn, Facebook) to:

• Monitor site performance

• Improve user experience

• Run remarketing and advertising campaigns

By using our website, you consent to the use of cookies. You can manage or disable cookies in your browser settings at any time.

4. Email Marketing

If you share your contact details with us, we may occasionally send relevant updates, offers, or content. You can opt out at any time via the unsubscribe link in any email or by contacting hello@referwell.co.uk.

5. Referral Disclosure

ReferWell may receive a referral fee or revenue share from financial advice firms we introduce clients to. This does not affect the cost of advice to the client and we only refer to firms that meet our internal due diligence standards.

6. Complaints

If you have a concern or complaint about how your data or enquiry was handled, please contact us:

hello@referwell.co.uk
We aim to respond within 5 working days.

7. Contact Information

ReferWell is a trading name operated by:

Wealth Guide Ltd
Company No: 16379287
Email: hello@referwell.co.uk
Website:www.referwell.co.uk