Legal and Regulatory

Information about PFP and the use of this website

Please read the following information carefully, as you will be legally bound by it. By accessing these pages, you shall be deemed to have accepted, and agreed to be bound by, the terms of this Notice, which will be governed by and construed in accordance with English law, unless otherwise stated.

For ease of use the website structure reflects the individual trading divisions with each having its own sub-site. Any reference to "we", "us" or "our" means the trading division, unless otherwise indicated.


1.    Copyright
All material on this web site is Copyright © 2009 PFP Group LLP. Information accessed on this web site is protected under Copyright Law. You may not copy, re-publish or re-distribute the information contained on the Web Site for commercial purposes or gain, except with the express agreement of PFP Group LLP.


2.    LLP registration and trading information
The PFP Group is made up of the partnerships detailed below.

PFP Group LLP - registered No OC318066
PFP Benefit Solutions LLP - registered No OC323162
PFP Wealth Planning LLP – registered No OC330409
PFP Wealth Management LLP – registered No OC330707
PFP
Strategic Planning LLP – registered No OC349559

In each case, they are registered in England & Wales and the registered office is 3 Windsor Court, Clarence Drive, Harrogate, North Yorkshire, HG1 2PE.


3.    FSA Authorisation
Both PFP Wealth Planning LLP and PFP Wealth Management LLP are authorised and regulated by the Financial Services Authority. Our member numbers are 473706 and 473710 respectively. This information can be verified on the FSA website www.fsa.gov.uk or in writing at 25 The North Colonnade, Canary Wharf, London E14 5HS.  

The remaining partnerships do not undertake any investment or insurance business or services and do not require to be authorised. Whilst there is commonality of central services each business has separate business models and operational procedures.


4.    Partner Details
As at November 2009 the following partnership details apply:

Ross Hyett, Patrick Finnegan, Doug Pritchard, Brian Smyth & David Wadsworth are partners in PFP Group LLP, PFP Wealth Planning LLP, PFP Wealth Management LLP & PFP Benefit Solutions LLP
David Wadsworth is also a partner in PFP Strategic Planning LLP
Barry Fromson is a partner in PFP Group LLP & PFP Strategic Planning LLP
Tim Price is a partner in PFP Wealth Management LLP

 

5.    Intellectual Property Rights
The trade marks, images, logos, trade names or similar on this website which identify PFP Group or third parties and their products and services are proprietary marks of PFP Group and/or the relevant third parties. No licence is granted to you in these terms and conditions to use any such marks.


6.    Content of site
Whilst considerable care has been taken to ensure the information contained within this web site is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information. Some information is provided under licence by Taxbriefs Limited which was founded in 1975 to provide specialist reference sources and publications to the financial services industry.

The PFP Group accept no responsibility for any information contained in any web site accessed via a hypertext link from this web site. The content, accuracy and opinions expressed in such web sites are not checked, analysed, monitored or endorsed by us.


7.    Jurisdiction for use
The pages of this website are prepared and issued in the United Kingdom and are intended for the information and use of United Kingdom residents only.


8.    Data Protection
The PFP Group takes its data protection and client confidentiality obligations seriously. Each of the businesses is registered with the Information Commissioner as required by the Data Protection Act, as follows:

PFP Group LLP - registered No Z9412031.
PFP Benefit Solutions LLP - registered No
Z9672415.
PFP Wealth Planning LLP – registered No
Z1093215
PFP Wealth Management LLP – registered No
Z1093186

PFP Strategic Planning LLP – registered No Z1978368

 

 

9.   Arranging Custody (PFP Wealth Management)

In accordance with its regulatory permission, PFP Wealth Management has entered into an agreement with SEI Investments (Europe) Limited for them to provide custody services. An extract of this agreement and a 'Questions and Answers' document are available for your information.