The General Data Protection Regulation (GDPR) is EU legislation and replaces the UK’s existing Data Protection Act. This document details the personal information that we may collect and how we use it.

The team at Wise Funds are committed to long term relationships with our clients. We also hope to build similar relationships with those that just visit our website. We understand that your privacy is important and that long-term relationships are built on trust and confidence. No matter if you are an existing client or or just a visitor to this site, Wise Funds will not sell, rent or trade the personal information that you provide us as part of your visit, filling in our contact form or posting any comments. In this Privacy Policy, we provide detailed information on when and why we collect your personal information, how we use it, and the limited conditions under which we may disclose it to others and how we keep it secure.


Like many websites, we do use cookies in order to provide you with a better user experience. Specifically, we use cookies for Google Analytics, which help us understand how people use our website so that we can continually improve it. All information gathered is anonymous, unless you willingly pass your details to us by registering or submitting our contact form and helps provide you with a better browsing experience.

If you want to disable cookies you need to change your website browser settings to reject cookies. How you can do this will depend on the browser you use. Further details on how to disable cookies for the most popular browsers are set out below:

  • For Microsoft Internet Explorer:
    • Choose the menu “tools” then “Internet Options”
    • Click on the “privacy” tab
    • Select the setting the appropriate setting
  • For Google Chrome:
    • Choose Settings> Advanced
    • Under "Privacy and security," click “Content settings”.
    • Click “Cookies".
  • For Safari:
    • Choose Preferences > Privacy
    • Click on “Remove all Website Data”
  • For Mozilla Firefox:
    • Choose the menu “tools” then “Options”
    • Click on the icon “privacy”
    • Find the menu “cookie” and select the relevant options
  • For Opera 6.0 and further:
    • Choose the menu "Files”> “Preferences”
    • Privacy


We do not share your personal information with other organisations or persons, unless we have detailed that we do so in this policy, or have your express permission to do so, or under special circumstances for example if required by law to do so.

When you visit our website, we use a third-party service, specifically Google Analytics and Hotjar, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website.


If you visit our offices and use our guest wi-fi we can access data about your device, the volume of data which you use and your usage by access time, frequency and location. However, we do not retain these records.


We do not rent or trade email lists with other organisations and businesses.


We are committed to ensuring that your personal information is kept secure. To prevent unauthorised access or disclosure, we have in place suitable physical, electronic and department procedures to protect the information that we collect from you.


Under GDPR, you have the right to view, amend or delete the personal information that we hold. Contact us either by post by writing to:

The Compliance Officer

Wise Funds Limited

The Great Barn

Chalford Park Barns

Oxford Road

Chipping Norton



Or email us at


This policy was put in place to meet the requirements of GDPR which came into force 25th May 2018. We will review and update this document at the time we make any changes to the data we collect or the way we use the data. However, the review will take place no less than annually from the date it was published.

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