1. Introduction
These Terms and Conditions govern your use of the CDP Wealth Management website. By accessing and using this website, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these Terms, please discontinue use of the website.
2. About CDP Wealth
CDP Wealth Management is a trading name of Moneywise Financial Services Limited, which is an Appointed Representative of Validpath Limited, authorised and regulated by the Financial Conduct Authority.
The information contained on this website is intended for residents of the United Kingdom unless otherwise stated.
3. Purpose of this Website
This website is provided for general information purposes only and is intended to give an overview of CDP Wealth, our services and our approach to financial planning.
Nothing on this website constitutes financial advice, investment advice, tax advice, legal advice or a recommendation to take any particular course of action.
You should seek professional advice before making any financial decisions.
4. No Advice or Recommendation
The information contained on this website should not be relied upon when making investment, pension, insurance, inheritance tax, trust or other financial planning decisions.
Any examples, illustrations or descriptions are provided for information purposes only and should not be interpreted as personal recommendations or guarantees of future outcomes.
5. Investment Risk
The value of investments and any income generated from them can fall as well as rise and is not guaranteed.
You may not get back the amount originally invested.
Past performance is not a reliable guide to future performance.
The value of any tax benefits will depend on individual circumstances and may be subject to change in the future.
6. Accuracy of Information
Whilst every effort is made to ensure that information on this website is accurate and up to date, CDP Wealth makes no representations or warranties regarding the completeness, accuracy or reliability of any information published on this website.
We reserve the right to amend, update or remove content at any time without notice.
7. Client Area and External Portals
The Client Area and certain links on this website will direct you to external websites, secure client portals or third party systems.
By selecting the Client Area button or accessing any external link, you acknowledge that you are leaving the CDP Wealth website and entering a website operated by a third party provider.
These external websites and portals operate independently from CDP Wealth and are subject to their own terms and conditions, privacy policies and security arrangements.
CDP Wealth does not control and accepts no responsibility for the content, availability, operation or security of any external website, platform or portal.
Users should ensure they are satisfied that they are accessing the correct website before entering personal, financial or login information.
Links to external websites are provided for convenience only and do not constitute an endorsement of any third party products, services or information.
8. Intellectual Property
All content on this website, including text, graphics, images, logos, branding, design elements and downloadable materials, is owned by or licensed to CDP Wealth unless otherwise stated.
You may view, download and print content from this website for your personal, non-commercial use only.
You may not reproduce, distribute, modify, publish or commercially exploit any content without prior written permission.
9. Acceptable Use
You agree not to:
- Use the website in any way that may damage, disable or impair its functionality.
- Attempt to gain unauthorised access to any part of the website, servers or associated systems.
- Introduce viruses, malware or other harmful material.
- Use the website for any unlawful purpose.
10. Website Availability
Whilst we endeavour to keep the website available and functioning correctly, we do not guarantee uninterrupted access.
We reserve the right to suspend, withdraw or modify any part of the website without notice.
11. Limitation of Liability
To the fullest extent permitted by law, CDP Wealth, Moneywise Financial Services Limited and their respective directors, employees and representatives shall not be liable for any loss, damage or inconvenience arising from:
- Use of this website.
- Reliance on information contained within this website.
- Temporary unavailability of the website.
- Access to or use of any third party websites or portals linked from this website.
Nothing in these Terms and Conditions shall exclude or limit liability for death or personal injury caused by negligence, fraud or any other liability which cannot be excluded under applicable law.
12. Privacy and Cookies
Your use of this website is also subject to our Privacy Policy and Cookie Policy, which explain how personal information is collected, processed and protected.
13. Changes to these Terms
CDP Wealth reserves the right to amend these Terms and Conditions at any time.
Any revised Terms will be published on this page and will take effect immediately upon publication.
14. Governing Law
These Terms and Conditions shall be governed by and interpreted in accordance with the laws of England and Wales.
Any dispute arising from the use of this website shall be subject to the exclusive jurisdiction of the courts of England and Wales.
15. Contact Details
CDP Wealth Management
Waterloo House
9a Purley Road
Purley
CR8 2HA
Email: office@cdpwealth.com
If you have any questions regarding these Terms and Conditions, please contact us using the details above.