Terms & Conditions

Welcome to Personal Wealth Matters! We’re here to support you on your financial journey, offering guidance on wills, estate planning, mortgages, and financial advice. Before using our website and services, please take a moment to read these Terms & Conditions. By using our site, you agree to these terms.

1. Who we are

Personal Wealth Matters provides financial and estate planning services with a personal touch. We aim to build strong, lasting relationships with our clients, guiding you through every stage of life’s financial decisions.

2. Our services

We offer advice and assistance with wills, estate planning, mortgages, and financial matters. Any information provided on our website is for general guidance only and should not be considered financial or legal advice. For tailored advice, we encourage you to speak with one of our professional advisors.

3. Using our website

  • The content on our website is for informational purposes only.

  • We do our best to keep everything up to date, but we can’t guarantee accuracy at all times.

  • Any reliance on the information is at your own risk.

  • We may update or remove content without notice.

4. Your responsibilities

  • If you engage with our services, it’s important to provide accurate and truthful information.

  • You should seek independent legal or financial advice before making significant decisions.

  • Keep your personal details safe and secure when using our site.

5. Privacy and data protection

We take your privacy seriously. Any personal information you provide is handled in accordance with our Privacy Policy. We will never share your details with third parties without your consent, except where required by law.

6. Links to other websites

Our website may contain links to external sites. These are provided for your convenience, but we are not responsible for their content or accuracy.

7. Limitation of liability

While we strive to offer the best guidance possible, Personal Wealth Matters cannot be held liable for any loss, damage, or decisions made based on the information or services we provide.

8. Changes to these terms

We may update these Terms & Conditions from time to time. Any changes will be posted on our website, so we recommend checking back occasionally.

9. Contact us

If you have any questions about these Terms & Conditions, please get in touch:

Personal Wealth Matters
hello@PWMatters.co.uk
03302 233 945

Thank you for choosing Personal Wealth Matters – we’re with you for the journey!