CFM Financial Planning Legal Notice.
Introduction
cfmfinancialplanning.co.uk is owned, provided and maintained by CFM Financial Planning Ltd. Company number 08927586.The registered address is at 12 Earlsbrook Rd, Earlswood, Redhill, RH1 6DP.
CFM Financial Planning are an Appointed Representative of HL Partnership Limited which is authorised and regulated by the Financial Conduct Authority. CFM Financial Planning Ltd. is a company registered in England & Wales with Company number 08927586.
The registered address is at 12 Earlsbrook Rd, Earlswood, Redhill, RH1 6DP. CFM Financial planning are approved by the FCA under FRN 623144 which can be viewed on the FCA register.
In these Terms of Use, “we”, “our” and “us” means CFM Financial Planning and “you” and “your” means any person who chooses to use and access this website.
Access and use of our Website is subject to the following terms and conditions and by accessing and using this Website you agree to be bound by and to act in accordance with these.
If you do not agree to our terms of use then you are not permitted to access and use this Website. In this instance you should cease to use this website and must terminate access immediately.
If you choose breach any of our terms of use, your right to use and access this website shall cease immediately.
Jurisdiction for use
This site is intended for use only by those who can access it from within the UK.
Governing law
This site is governed by the laws of the country of the UK within which you reside and any dispute or action arising out of this site shall be determined in accordance with such laws.
Regulation and Advice.
Any text or descriptions written within this website is for information purposes only and cannot be constituted as advice.
Every person’s circumstances are different and in turn advice should be sought before constructing or purchasing any listed product.
*Wills, Trust and estate planning are not areas of business controlled and regulated by the FSA.
Accuracy and Validity of Information
CFM Financial Planning takes all reasonable steps to ensure that all of the information within these pages is accurate and up-to-date.
From time to time there will be updates to our products and services and whilst we take all reasonable steps to ensure that all information is up to date, we do not accept any liability for any errors or omissions.
If you are in any doubt as to the validity of information available within these pages, please contact us in the first instance so we are able to verify the validity of this information.
Availability
CFM Financial Planning takes reasonable steps to ensure this website is always accessible. We will not be held liable should the website be unavailable for any reason for any period of time. At times, access will be temporarily suspended for routine or emergency updates. We will always endeavour to keep website disruption to a minimum.
We cannot guarantee that this website will always remain free from viruses, internet threats and or defects of any description. We will not be held responsible for any technical issues you encounter as a result of using this website.
It is the responsibility of any user of this website to ensure that their computer is fully protected from internet threats and we take no responsibility should your computer become corrupt as a result of using this website.
Third Party Websites
This website may sometimes provide hyperlinks or redirect you to third party websites. CFM Financial Planning accepts no responsibility for the operation and content of those websites.
All responsibility shall rest solely with the organisation identified as controlling the third party website and will be governed by separate terms and conditions. A link to a website should in no way be taken as an endorsement of that website or products available within that website.
We accept no responsibility or liability for the contents of any linked website and also accept no responsibility for any corruption, viruses or damage to your computer as a result of using these.
Changes
As products, services and legislation change we will update the content of these pages. This notice will also be updated from time to time. Please ensure that you visit this page regularly and refresh your browser so as to ensure that your information is current and correct.
Customer Responsibility
It is your responsibility to ensure that your computer is virus protected. CFM Financial Planning takes no responsibility for any loss or damage you may suffer as a result of accessing or downloading information from this site. From time to time you may be redirected to a third party website. CFM Financial planning accepts no responsibility for third party websites, their content or any loss/damaged caused by these.
Contacts
Should you wish to contact us regarding any product or service, please use the make a booking tab within the website where you will be able to submit your details. If you have questions on a particular product or service and want to see if this is suitable for your needs, please use the contact details to contact us.
Estate Planning.
Some products such as wills, trusts, power of attorney and other estate planning solutions are non-regulated products and do not fall under the jurisdiction of the Financial Conduct Authority.
We are keen to please and endeavour to provide our clients with a tailored service that they can be happy with. We want to provide and excellent customer experience but we are all human and unfortunately mistakes can be made.
If you are unhappy with our service for any reason, please contact us in the first instance. Alternatively you can contact our customer services team by writing to HL Partnership Limited, Pharos House, 67 High Street, Worthing, West Sussex, BN11 1DN, by telephone on 01903 602664 or by email to mail@homeloanpartnership.com
We aim to resolve your complaint within 48 hours. If we are not able to do so, we will provide you with an acknowledgement. After we have had an opportunity to investigate your concerns we will issue you with a final response.
If you are unhappy with a product or service you have obtained from a third party or have any complaint regarding any third party, you should address your complaint directly to that third party. If you require their contact details, please contact our customer services team who will be happy to assist
Privacy Statement
CFM Financial Planning is registered with the UK Data Protection Registrar (no. ZA047805) and endeavours to follow all the guidelines and rules set out in the Data Protection Act 1998. By using this website, you agree to the way in which we process and deal with your personal information.
We are committed to protecting your privacy and take data protection very seriously. We will not disclose your personal details to any third party unless it is required by law, any court, The Financial Conduct Authority, government organisation or The Office of Fair Trading.
When we do need to disclose personal information, such as processing an insurance policy, Key Facts Illustrations or obtaining compliance and regulatory advice, we will do so on a confidential basis and in accordance with the Data Protection Act 1998.
What we use personal data for
We collect personal data to enable us to identify you and to deliver a personalised service tailored to your needs. Personal information is used for several purposes such as administration, to ensure communication between both parties and also to form personalised profiles for us to know our customers. In order to collect customer use profiles, we may use “cookies” to store and track information about your use of CFM Financial Planning
What we won’t do with your personal data
We will not sell, rent or disclose your personal details to any third parties unless specifically requested to do so by you.
If your personal information is required by law enforcement or any government organisation in response to a valid legal request, we reserve the right to charge a fee of £10 for the administration process. All requests for copies of personal information should be made in writing accompanied by the administration charge to:
CFM Financial Planning Ltd.
12 Earlsbrook Rd,
Earlswood,
Redhill,
RH1 6DP