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Terms & Conditions

Last updated: February 2026

Welcome to Paraplan Partners Ltd. By accessing or using this website, you agree to these Terms & Conditions. If you do not agree with any part of these terms, please refrain from using the site.

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These Terms & Conditions apply to website use only. Separate written terms apply when engaging Paraplan Partners Ltd for paraplanning services.

Purpose of the Website

This website provides general information about the services offered by Paraplan Partners Ltd.


Nothing on this website constitutes:

  • Financial advice

  • Regulated advice

  • A recommendation

  • A substitute for professional judgement

 

All paraplanning services are provided strictly under the terms of a signed Consultancy Agreement between Paraplan Partners Ltd and the financial adviser/firm.

Professional Status

Paraplan Partners Ltd provides paraplanning support only.
We are not authorised or regulated by the Financial Conduct Authority (FCA) and do not provide:

  • Regulated financial advice

  • Suitability assessments

  • Product recommendations

  • Compliance sign‑off

The adviser or advice firm remains fully responsible for all advice issued to their clients.

Accuracy of Information

We aim to keep the information on this website accurate and up to date, but:

  • Content may change without notice

  • No guarantee is given as to completeness, accuracy, or suitability

  • We are not liable for any loss arising from reliance on website content

 

For exact service terms, please refer to your signed Consultancy Agreement.

Intellectual Property

Unless otherwise stated:

  • All content on this website is owned by Paraplan Partners Ltd

  • You may view or print content for personal or business reference only

  • You may not copy, reproduce, distribute, or adapt website content without written permission

 

All report templates, structures, and written materials created during services remain the intellectual property of Paraplan Partners Ltd unless agreed otherwise in writing.

Use of the Website

You agree not to:

  • Use the website for unlawful or harmful purposes

  • Interfere with website functionality

  • Attempt to gain unauthorised access to systems or data

  • Upload or transmit harmful code or content

 

We reserve the right to restrict access to the website at any time without notice.

Links to Third-Party Websites

This website may contain links to third‑party sites.
Paraplan Partners Ltd:

  • Does not control or endorse these sites

  • Is not responsible for their content or accuracy

  • Is not liable for any loss or damage arising from their use

Privacy & Data Protection

We take data protection seriously. Any personal data submitted through the website (e.g., contact forms) is handled in accordance with our Privacy Policy.

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Please see the Privacy Policy for details on:

  • What data we collect

  • How it is used

  • How it is stored

  • Your rights under UK GDPR

Liability

To the fullest extent permitted by law:

  • We are not liable for losses arising from your use of this website

  • We are not liable for errors, interruptions, or delays in site availability

  • We are not liable for indirect, consequential, or financial losses

 

This website is provided on an “as is” and “as available” basis.

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Nothing in these Terms limits liability for fraud or anything that cannot legally be limited.

Governing Law

These Terms & Conditions are governed by the laws of England and Wales.Any disputes will be subject to the exclusive jurisdiction of the courts of England and Wales.

Changes to These Terms

We may update or amend these Terms & Conditions at any time.Changes take effect immediately upon publication on this page.

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