Legals

Terms of Use, Privacy Policy & Cookie Notice

Last updated: 17/05/2025

This page outlines the terms of use, privacy policy, and cookie policy for Wealth Architects Global.

Wealth Architects Global is a trading name of Next Leap Consultancy Ltd, a private limited company registered in England and Wales. For the purposes of this policy, “we,” “us,” or “our” refers to Next Leap Consultancy Ltd trading as Wealth Architects Global. “You” or “your” refers to any user or visitor of our website.

1. Terms of Use

1.1 Use of This Website

By accessing or using this website, you agree to be bound by these terms and conditions. If you do not agree, you must not use this website.

1.2 Intellectual Property

All content on this site, including text, graphics, logos, and branding, is the property of Next Leap Consultancy Ltd unless otherwise noted. You may not copy, reproduce, or distribute any material without prior written consent.

1.3 Information Disclaimer

The content provided on this website is for informational purposes only and does not constitute financial, legal, or tax advice. We recommend you consult a qualified advisor before making financial decisions.

1.4 Limitation of Liability

We are not liable for any direct or indirect loss arising from the use of this website, including reliance on content or links to third-party resources.

1.5 Governing Law

These terms are governed by the laws of England and Wales, and any disputes shall be resolved in the jurisdiction of English courts, unless otherwise required under local consumer protection laws.

2. Privacy Policy

We are committed to protecting your personal data and respecting your privacy.

2.1 What We Collect

We may collect:

• Name, email address, and phone number (via contact forms)

• Information about your visit (via cookies and analytics tools)

• Communication preferences

2.2 Legal Basis for Processing

We process personal data under:

Consent (e.g., newsletter signup)

Legitimate interest (e.g., improving our services)

Contractual necessity (e.g., responding to inquiries)

2.3 How We Use Your Data

Your information may be used to:

• Respond to inquiries or consultation requests

• Deliver insights or marketing emails (if you opt in)

• Monitor site performance and user experience

• Comply with legal or regulatory obligations

2.4 Data Sharing

We may share data with:

• Trusted service providers (e.g., analytics tools, email services)

• Legal or regulatory authorities, if required

We will never sell or rent your personal data.

2.5 Data Retention

We retain your data only as long as necessary for the purpose for which it was collected, or to comply with our legal obligations.

2.6 International Data Transfers

Data may be processed outside the UK or EU (e.g., on cloud platforms). Where this occurs, we ensure appropriate safeguards under UK and EU law (e.g., Standard Contractual Clauses).

2.7 Your Rights

Under the UK GDPR, EU GDPR, and CCPA (if applicable), you may have the right to:

• Access your data

• Correct or delete your data

• Object to or restrict processing

• Request data portability

• Withdraw consent at any time

• Lodge a complaint with a supervisory authority

You can exercise these rights by contacting us at: team@wealtharchitects.global

3. Cookie Policy

3.1 What Are Cookies?

Cookies are small files placed on your device that help us understand site performance and enhance user experience.

3.2 What Cookies We Use

We may use:

Essential cookies (for site functionality)

Analytics cookies (e.g., Google Analytics)

Third-party tools (e.g., embedded Calendly, forms, or videos)

3.3 Cookie Control

You can accept or reject cookies using through your browser settings.

Note: Disabling certain cookies may affect the site’s functionality.

4. Changes to This Policy

We may update these terms and policies periodically. Updates will be posted on this page with the revised date.

5. Contact Us

To ask questions or exercise your data rights, please contact:

Next Leap Consultancy Ltd

24 St Mary’s Street, Stamford, UK

team@wealtharchitects.global

Registered in England and Wales

We work with a select group of families, executives, and founders each year.

If you’ve already made it - and now want to make it count - we should talk.

We work quietly with a small number of families, founders, and executives each year to simplify complexity, protect what matters, and bring clarity to what comes next.

Request a Confidential Consultation

We operate as an independent fiduciary firm, with advisory relationships spanning multiple jurisdictions. Regulatory oversight and local compliance vary by structure.