Terms & Conditions
Calver Wealth Management will be acting as data controller of your personal information, jointly with St. James’s Place Wealth Management.
Calver Wealth Managements ‘book a phone consultation’ uses the software provided by the company Harmonizely. Harmonizely’s platform facilitates online scheduling of meetings within our website https://harmonizely.com/terms. Harmonizely do not have access to any data which is filled in via the Calver Wealth Management website.
No representation or warranty, express or implied, is given by or on behalf of Calver Wealth Management or any other persons to the accuracy and fairness of the information or opinions contained herein and no liability is accepted for any such information or opinions.
Calver Wealth Management is an appointed representative of St. James’s Wealth Management plc, St. James’s Place House, 1 Tetbury Road, Cirencester, GL7 1FP which is authorised and regulated by the Financial Conduct Authority (FCA).
The St. James’s Place Wealth Management Group guarantees the advice by its representatives when recommending any the products services provided by companies in the Group.
If you do not agree to all the Terms of this Agreement, then you may not access or use any of our Services.