Privacy Policy
Brennan Wealth Group
Last Updated: 15-08-2026
Brennan Wealth Group respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how we collect, use, store and protect personal information when you use our website, contact us or engage with us for financial advice and related services.
This policy should be read together with our Data Protection Notice, which provides more detailed information about our processing of personal data.
Who We Are
Legal Entity: Brennan Wealth Group
Address: Redgap, Ratcoole, Co. Dublin
Email: [email protected]
For data protection purposes, Brennan Wealth Group is the data controller responsible for personal information processed in connection with our business, except where another organisation is responsible for the processing.
Information We May Collect
Depending on how you interact with us, we may collect information including:
- Name.
- Address.
- Email address.
- Telephone number.
- Date of birth.
- Financial information.
- Employment information.
- Pension information.
- Investment information.
- Insurance information.
- Family and dependant information.
- Business information.
- Information relating to your financial objectives.
- Information relating to your investment experience, risk tolerance and capacity for loss.
- Correspondence and communications with us.
- Information submitted through our website.
- Technical information relating to your use of our website.
We only seek information that is relevant to the services we provide and our legal and regulatory obligations.
How We Collect Information
We may collect information when you:
- Contact us by telephone, email or post.
- Complete a contact or enquiry form.
- Request a consultation.
- Become a client.
- Provide information during the financial advice process.
- Correspond with us.
- Use our website.
- Interact with our communications.
We may also receive information from third parties where this is necessary and lawful, such as product providers, professional advisers or other organisations involved in providing services to you.
How We Use Your Information
We may use personal information to:
- Respond to enquiries.
- Arrange consultations.
- Provide financial advice.
- Assess your financial circumstances and objectives.
- Recommend appropriate financial products or services.
- Administer financial products and services.
- Communicate with you.
- Maintain client records.
- Meet legal and regulatory obligations.
- Prevent fraud and financial crime.
- Manage complaints.
- Improve our services.
- Maintain the security of our systems and website.
Legal Basis for Processing
Depending on the circumstances, we may process personal information because:
- It is necessary to perform a contract with you or take steps at your request before entering into a contract.
- We are required to comply with a legal or regulatory obligation.
- Processing is necessary for our legitimate interests, provided those interests are not overridden by your rights and interests.
- You have provided consent where consent is the appropriate legal basis.
The Irish Data Protection Commission states that privacy notices should explain the purposes of processing and the relevant lawful basis.
Sharing Your Information
Where necessary and lawful, we may share information with:
- Financial product providers.
- Pension providers.
- Investment providers.
- Insurance providers.
- Professional advisers.
- Technology and IT service providers.
- Compliance and regulatory bodies.
- Government authorities.
- Legal or professional advisers.
- Service providers acting on our behalf.
We will only share information where there is a lawful basis for doing so and will take appropriate steps to protect your information.
Data Security
We take appropriate technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.
However, no method of transmitting information over the internet or storing information electronically can be guaranteed to be completely secure.
How Long We Keep Information
We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including to meet our legal, regulatory, accounting and reporting obligations.
Certain financial-services records may need to be retained for specific periods under applicable legislation and regulatory requirements.
Your Data Protection Rights
Subject to applicable legal conditions and exemptions, you may have rights including:
- The right to access your personal information.
- The right to have inaccurate information corrected.
- The right to request erasure.
- The right to request restriction of processing.
- The right to object to certain processing.
- The right to data portability.
- The right to withdraw consent where processing is based on consent.
The Data Protection Commission confirms that GDPR provides individuals with rights including access and rectification, with additional rights depending on the circumstances.
Cookies
Our website may use cookies and similar technologies to operate the website, understand website usage, improve functionality and, where applicable, support analytics or marketing.
Where required, we will seek your consent before placing non-essential cookies on your device.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business, technology, legal requirements or data-processing practices.
The latest version will be published on this website.
The Data Protection Commission recommends that privacy notices are reviewed and updated to reflect an organisation’s actual processing activities.
Contact Us
If you have any questions about this Privacy Policy or how we process your personal information, please contact:
Brennan Wealth Group
Email: [email protected]
Address: Redgap, Ratcoole, Co. Dublin
If you have concerns about how your personal information has been processed, you also have the right to contact the Data Protection Commission, Ireland’s data protection supervisory authority.
Changes to These Terms
We may update these Terms of Business from time to time to reflect changes in our business, services or regulatory requirements.
Where a material change affects you, we will provide you with appropriate notice and an updated copy of these Terms.
Contact Us
If you have any questions about these Terms of Business, please contact:
Brennan Wealth Group
Email: [email protected]
Address: Redgap, Ratcoole, Co. Dublin
If you have concerns about how your personal information has been processed, you also have the right to contact the Data Protection Commission, Ireland’s data protection supervisory authority.