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Privacy Notice

Privacy Notice: Fiduciam - Financial Planning

Privacy Notice

Wealthwide Dún Laoghaire Ltd. t/a Fiduciam is committed to respecting and protecting your privacy and would like you to feel safe when you give us your personal details. We will always clearly identify ourselves in correspondence and on our website. Our principal business is to provide advice and arrange transactions on behalf of clients in relation to life & pensions/mortgages. To provide you with relevant information, respond to your requests we sometimes request that you provide us with information about yourself.


This Privacy Notice will inform you of the information we gather and how it is used. Wealthwide Dún Laoghaire Ltd t/a Fiduciam maintains the same privacy practices with respect to data that is collected off-line and on-line and this notice also covers both those methods of data collection and use. Wealthwide Dún Laoghaire Ltd t/a Fiduciam complies with EU General Data Protection Directive (GDPR) for the collection, use, and retention of all personal data.


Our Data Privacy Policy is available on request.

What information we gather


In general, you may visit our website without identifying yourself or revealing any personal information. Wealthwide Dún Laoghaire Ltd t/a Fiduciam collects domain information from your visit to customise and improve your experience on our website.


This website may collect certain information from your visit, including the date and time of your access, the pages you have accessed, the name of the Internet Service Provider and the Internet Protocol (IP) address by which you are accessing the Internet, and the Internet address from which you linked to our site, if applicable. We use this information to better understand how our website is being used so that we can improve its performance.


Some portions of this website may request that you give us information about yourself, from which we are able to identify you, such as your name, email or other address. Some of the ways in which we may collect information from you are:


  • Subscription to newsletters or other Wealthwide Dún Laoghaire Ltd t/a Fiduciam content-related correspondence
  • Event registrations for seminars, conferences, etc.
  • White paper or other downloads


Use of the information we gather


When we collect information about you, we intend to tell you why we are asking for the information and what we intend to do with it. You will have the option of not providing the information, in which case you may still be able to access other parts of this website, although you may not be able to access certain services. In certain areas of our website, we may, where appropriate, enable you to ‘opt in’ to certain uses of your information e.g. personal data and direct marketing. Data will not be held for longer than is necessary, credit card transactions will be held for the duration of the transaction and general client details will be held while you are a customer in line with industry regulation, guidelines and legal requirements.


The information we collect about you or your computer is used to run the website, respond to your requests or process any transactions you have requested. It may also be used to verify your identity, send you relation to an Wealthwide Dún Laoghaire Ltd t/a Fiduciam product or service that you are using or that we believe may be of interest to you after you have chosen to ‘Opt in’.


Sharing information with third parties


In certain instances, we may make your information available to third parties with whom we have a relationship where that third party is providing services to you at the request of Wealthwide Dún Laoghaire Ltd t/a Fiduciam. We will only provide those third parties with information that is necessary for them to perform the services and we take measures to protect your information.


The information we collect may be used, stored and processed in the EU, UK, United States, Switzerland or in any other country in which Wealthwide Dún Laoghaire Ltd. t/a Fiduciam does business. By providing the information via the website, you are consenting to the transfer of the information outside of your country to any country (including countries which may not have adequate levels of protection).


Wealthwide Dún Laoghaire Ltd t/a Fiduciam may disclose information it has collected about you on the website if required to do so by law or when necessary to protect the rights of Wealthwide Dún Laoghaire Ltd t/a Fiduciam or its employees.


Data security


Wealthwide Dún Laoghaire Ltd t/a Fiduciam’s intent is to strictly protect the security of your personal information; honour your choice for its intended use; and carefully protect your data from loss, misuse, unauthorised access or disclosure, alteration or destruction. We have taken appropriate steps to safeguard and secure information we collect online, including the use of encryption when collecting or transferring sensitive data such as credit card information.


However, you should always take into consideration that the internet is an open forum and that data may flow across networks with little or no security measures, and therefore such information may be accessed by people other than those you intended to access it.


How to update and/or amend the personal information you have provided


You are entitled to know whether we hold information about you and, if we do (subject to certain limitations), to have access to that information and have it corrected if it is inaccurate or out of date. To exercise your Right of Access or to update your details under our Right of Rectification or Erasure please email your request to the contact address below with proof of identity.


Business Relationships


This website contains links to other websites. Wealthwide Dún Laoghaire Ltd t/a Fiduciam is not responsible for the privacy practices or the content of such websites. Wealthwide Dún Laoghaire Ltd t/a Fiduciam uses pixels, transparent GIF files and other methods to help manage online advertising.


Your rights as a data subject


At any point while we are in possession of or processing your personal data, you, the data subject, have the following rights: · * Right of access - you have the right to request a copy of the information that we hold about you.


  • Right of rectification - you have a right to correct data that we hold about you that is inaccurate or incomplete.
  • Right to be forgotten - in certain circumstances you can ask for the data we hold about you to be erased from our records.
  • Right to restriction - of processing where certain conditions apply to have a right to restrict the processing.
  • Right of portability - you have the right to have the data we hold about you transferred to another organisation.
  • Right to object - you have the right to object to certain types of processing such as direct marketing.
  • Right to object to automated processing, including profiling - you also have the right to be subject to the legal effects of automated processing or profiling. 
  • Right to judicial review - in the event that Wealthwide Dun Laoghaire Ltd t/a Fiduciam refuses your request under rights of access, we will provide you with a reason as to why.


Contacting Us

If you have any questions or comments about our privacy notice or practices, please contact us. Wealthwide Dún Laoghaire Ltd t/a Fiduciam may modify or update this privacy notice from time to time at any time without prior notice. You can check the “Last Updated” date below to see when the notice was last changed. We encourage you to check this notice often so that you can continue be aware of how we are protecting your personal information. Your continued use of the website constitutes your consent to the contents of this privacy notice, as it may be modified from time to time.




This Privacy Notice was last updated on the 21st of May 2018


Data Protection Officer


Mr. Conor Croke Fiduciam


Financial Planning, Lioscarran mews, 32a Dale Road, Stillorgan, Co. Dublin. A94 TW68 Phone: 01-6629970 Email:

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