This Cookie Policy explains how Woodward Financials uses cookies and similar technologies when you visit www.woodwardfinancials.co.uk, including when you use Woodward Investor Intelligence and Investor Intelligence Pro.

It should be read alongside our Privacy Policy and, where applicable, the Investor Intelligence Pro Privacy Notice.

What are cookies?

Cookies are small files placed on your computer, smartphone or other device when you visit a website.

Cookies can enable a website to recognise a device, remember information about a visit and provide functionality such as maintaining a login session or remembering items placed in a shopping basket.

Similar technologies may perform comparable functions even where they are not technically cookies.

The UK’s cookie rules also apply to certain similar technologies which store information on, or access information from, a user’s device.

Why do we use cookies?

Woodward Financials may use cookies and similar technologies to:

• operate and secure our website;
• enable account and subscriber login;
• maintain user sessions;
• operate shopping basket and checkout functionality;
• process subscription journeys;
• remember preferences;
• understand how our website is used, where permitted;
• improve website performance and user experience; and
• support other website functionality that you request.

Some cookies are necessary for the website to function correctly.

Other cookies or technologies may require your consent or offer you a choice about their use.

Types of cookies we use

Strictly necessary cookies

These cookies are required for core website functionality and services requested by the user.

They may be used for purposes including:

• website security;
• login and authentication;
• maintaining subscriber sessions;
• account functionality;
• shopping baskets;
• checkout;
• payment and subscription processes;
• fraud prevention; and
• recording cookie preferences.

For example, Investor Intelligence Pro subscribers need certain technologies to remain logged in and securely access subscriber-only content.

WooCommerce-related functionality may also require cookies to remember basket and checkout information.

Because these technologies are necessary to provide functionality requested by the user, consent may not be required in the same way as it is for non-essential cookies. ICO guidance specifically recognises exemptions for technologies that are essential to providing an online service requested by a user, with examples including shopping baskets and security. [ico.org.uk], [ico.org.uk]

Analytics and performance technologies

Where used, analytics and performance technologies help us understand how visitors interact with our website.

They may provide information such as:

• which pages are visited;
• how visitors navigate between pages;
• how frequently features are used;
• whether website errors occur; and
• general information about website performance.

This information can help us improve the website and our services.

Depending on how an analytics technology is configured and used, consent or another applicable regulatory condition may be required.

Where consent is required, the relevant technology will not be used until the appropriate choice has been made.

Functionality and preference technologies

These technologies can be used to remember choices or preferences and provide enhanced website functionality.

For example, they may help a website remember certain settings between visits.

Whether consent is required depends on the purpose and circumstances in which the technology is used.

Marketing and advertising technologies

Woodward Financials will only use marketing or advertising cookies or similar technologies where appropriate.

These technologies may be used to measure marketing effectiveness, understand interactions with advertising, or provide relevant marketing.

Where consent is legally required, these technologies will not be activated until the visitor has provided the necessary consent.

The ICO states that non-essential technologies require an appropriate consent mechanism unless a relevant exemption applies.

Third-party technologies

Some website functionality is provided using third-party services.

Depending on how our website is configured, these may include providers supporting:

• website hosting;
• website security;
• e-commerce;
• subscription management;
• payments;
• website analytics;
• embedded content; and
• other website services.

For example, Woodward Financials uses WooCommerce and WooPayments technologies to support aspects of the Investor Intelligence Pro subscription, checkout and payment journey.

Some third parties may place or access cookies or similar technologies when providing their services.

Where required, the use of non-essential third-party technologies will be subject to the appropriate consent or preference controls.

Third-party providers may also have their own privacy and cookie information explaining how they process information.

Investor Intelligence Pro

Investor Intelligence Pro includes subscriber-only functionality.

Cookies or similar technologies may therefore be used to:

• authenticate subscribers;
• maintain secure login sessions;
• recognise whether a subscriber is logged in;
• support access to protected Investor Intelligence Pro content;
• operate account and subscription functionality;
• support checkout and subscription payments; and
• protect the website and subscriber-only services.

Blocking cookies that are essential to these functions may prevent parts of Investor Intelligence Pro, My Account or the subscription checkout from operating correctly.

Managing your cookie choices

Where our website uses cookies or similar technologies that require consent or provide a choice, you can manage those preferences through the cookie controls made available on our website.

You can also control cookies using your browser settings.

Most browsers allow you to:

• view cookies;
• delete cookies;
• block cookies;
• restrict third-party cookies; or
• configure how websites can use cookies.

Please be aware that blocking strictly necessary cookies may prevent parts of the Woodward Financials website from operating correctly, including account login, Investor Intelligence Pro access, shopping basket or checkout functionality.

The ICO provides information for users about managing cookies through browser controls. 

Changes to this Cookie Policy

Woodward Financials may update this Cookie Policy where our website, technology, service providers or legal requirements change.

The latest version will be published on this website and the Last updated date will be amended accordingly.

Contact us

If you have questions about how Woodward Financials uses cookies or similar technologies, please contact:

Woodward Financials

Email: clientsupport@woodwardfinancials.co.uk

Website:

Home – Woodward Financials – Independent Financial Advice – Wealth Management

Further information about how we process personal information is available in our Privacy Policy and Investor Intelligence Pro Privacy Notice.