Terms of Service

1. About these terms

This portal is operated by Cadence Financial Planning Limited (“Cadence”, “we”, “us”), a company registered in England (no. 14496215) and an appointed representative of Family Capital Limited, which is authorised and regulated by the Financial Conduct Authority. By accessing or continuing to use this portal you agree to these Terms of Service and to our Privacy Policy. If you do not agree, please do not use the portal.

2. Purpose of the portal

The portal lets you securely provide and review the personal and financial information we need to advise you. The portal and its content are provided for that purpose only and do not themselves constitute financial, legal or tax advice.

3. Intellectual property and copyright

All content on this portal - including its text, design, layout, graphics, logos, trade marks, and underlying software and code - is owned by or licensed to Cadence Financial Planning Limited and is protected by copyright and other intellectual property laws.

© Cadence Financial Planning Limited. All rights reserved. You may view and use the portal only for your own onboarding with Cadence. You must not copy, reproduce, republish, distribute, modify, adapt, reverse engineer, or create derivative works from any part of the portal, nor remove any copyright or proprietary notices, without our prior written permission.

4. Acceptable use

You agree to provide accurate information, to keep your sign-in details and secure links confidential, and not to misuse the portal or attempt to gain unauthorised access to it, other users’ data, or our systems.

5. Availability and no reliance

The portal is provided on an “as available” basis. We may change, suspend or withdraw all or part of it at any time. While we take care to keep information accurate, we give no warranty that the portal will be uninterrupted or error-free.

6. Governing law

These terms are governed by the laws of England and Wales, and the courts of England and Wales have exclusive jurisdiction.

7. Changes and contact

We may update these terms from time to time; the current version will always appear here. Questions about these terms can be sent to us at our registered office: Seven Hills Business Centre, South Street, Morley, Leeds, LS27 8AT.