Terms of Service
Last updated: May 21, 2024
1. Agreement to Terms
By accessing or using our services, you agree to be bound by these Terms of Service. If you disagree with any part of the terms, you may not access our services.
2. Description of Services
Meridian Financial Advisors provides financial consulting services, including but not limited to:
- Investment planning and management
- Retirement planning
- Tax planning strategies
- Financial advisory services
3. Professional Conduct
We maintain high standards of professional conduct and adhere to all applicable laws and regulations governing financial services in the United Kingdom. Our advisors are qualified professionals who maintain necessary certifications and licenses.
4. Client Responsibilities
As a client, you agree to:
- Provide accurate and complete information
- Update us about material changes in your financial situation
- Review all statements and reports provided
- Make informed decisions about your financial choices
5. Fees and Payments
Our fees are transparent and will be clearly communicated before any services are provided. Payment terms and conditions will be specified in your service agreement.
6. Disclaimer
While we strive to provide accurate and up-to-date information, we make no representations or warranties about the completeness, reliability, or suitability of the information provided. Any action you take based on our advice is at your own discretion and risk.
7. Limitation of Liability
To the maximum extent permitted by law, we shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of our services.
8. Changes to Terms
We reserve the right to modify these terms at any time. We will notify clients of any material changes to these terms.
9. Contact Information
If you have any questions about these Terms of Service, please contact us at:
Meridian Financial Advisors
123 Canary Wharf
London E14 5AB, UK
Phone: +44 20 7123 4567
Email: legal@meridianwealth.com