Please read these terms before using our website or services. These set out your rights and
obligations when using our site or making enquiries.
April 16, 2026
Acceptance of Terms
By using this website and our services, you accept these terms. If you do not agree, please
do not use this website. Continued use indicates acceptance of our most recent terms which
may be updated from time to time.
Definitions
Key terms used within these terms and conditions are as follows.
Service Usage
Our services are intended for UK residents over the age of 18 seeking personal financial
planning support. Use for any other purpose is unauthorised.
Eligibility
You must be at least 18 years old and legally capable to enter into binding contracts under
UK law.
Proof of eligibility may be requested at any time.
Your Responsibilities
As a user, you must keep your information accurate and follow all applicable laws and
website guidance.
Prohibited Uses
You may not use this site or service to:
Intellectual Property Rights
All content, branding, and materials on this website are protected by law. You may view and
print content for personal reference, but may not copy, adapt, or use it for commercial
purposes without written consent.
User-Provided Content
By submitting content, you grant us a right to use it to provide the requested service,
subject to our privacy policy.
Your Privacy and Security
We handle your information in accordance with our Privacy Policy and comply with UK data
protection standards. Refer to our separate Privacy Policy for more details.
View Privacy Policy
Legal and Service Disclaimers
Information provided here should not be considered specific financial advice. Consult a
qualified adviser before acting.
Liability Limitations
To the extent permitted by law, we exclude liability for losses arising from your use of our
website or services, except for losses directly caused by our negligence.
Indemnity
By using this website, you agree to indemnify us for any losses resulting from your breach
of these terms or unlawful actions.
Dispute Resolution & Complaints
If a disagreement arises, we encourage informal resolution with our team prior to
escalation.
Applicable Law and Jurisdiction
These terms are governed by the laws of England and Wales. Legal claims must be brought in
the UK.
Termination
We reserve the right to suspend or terminate your access for violations of these terms or
legal requirements, with or without notice.
Changes
Terms may change periodically. Any updates will be posted here with a new effective date.
Severability
If any part of these terms is found unenforceable, the remainder will remain in effect.
Entire Agreement
These terms constitute the entire agreement between you and us regarding the website and
services.
Contact for Terms & Complaints
For questions regarding these terms or complaints, please use the details below.