Website Terms and Conditions

Last updated: 27th April 2026

These Terms and Conditions govern your use of this website, operated by holmfield. Wealth Management, a trading style of holmfield Wealth Management (UK) Limited.

By using this website, you agree to these Terms and Conditions. If you do not agree, please do not use this website.
 

1. About us

This website is operated by holmfield. Wealth Management, a trading style of holmfield Wealth Management (UK) Limited.

holmfield Wealth Management (UK) Limited is registered in England and Wales under company number 16525395.

Our registered office is:

The Business Box
3 Oswin Road
Leicester
LE3 1HR
United Kingdom

holmfield Wealth Management (UK) Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.

holmfield Wealth Management (UK) Limited is listed on the FCA Financial Services Register under reference number 1052575.

The guidance and information contained on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the United Kingdom.

2. Website use

This website is provided for general information only.

You may use this website for lawful purposes only. You must not use this website in a way that:

breaches any applicable law or regulation;
infringes the rights of any other person;
restricts or prevents anyone else from using the website;
damages, disables, disrupts, or impairs the website;
introduces viruses, malware, malicious code, or harmful technology;
attempts to gain unauthorised access to our systems or data.

We may suspend or restrict access to this website at any time where we consider it necessary to do so.

3. No personal financial advice through the website

The content on this website is for general information and guidance only. It does not constitute personal financial advice, investment advice, mortgage advice, tax advice, legal advice, or a personal recommendation.

You should not rely on website content alone when making financial decisions.

Any advice or recommendation will only be provided after we have taken appropriate steps to understand your personal circumstances, objectives, needs, financial position, and attitude to risk.

4. Financial advice and risk warnings

The value of investments can fall as well as rise, and you may get back less than you invest. Past performance is not a reliable indicator of future results.

Pensions, investments, mortgages, protection products, estate planning, tax planning, and related areas may be affected by changes in law, regulation, tax treatment, market conditions, product provider rules, and individual circumstances.

Some services or areas of financial planning, such as certain forms of tax planning, estate planning, trusts, and some buy-to-let mortgages, may not be regulated by the Financial Conduct Authority.

Where specific risk warnings or regulatory disclosures apply to a product or service, these will be provided as appropriate.

5. UK users

This website is intended for people based in the United Kingdom.

The information on this website is based on the UK regulatory and tax environment and may not be appropriate for people in other jurisdictions.

6. Website forms and enquiries

This website may include contact forms, enquiry forms, booking forms, newsletter forms, document request forms, or similar features.

If you submit information through a form, you confirm that the information you provide is accurate and that you are authorised to provide it.

Submitting a form does not create a client relationship, adviser-client relationship, or obligation for us to provide financial advice.

We may contact you using the details you provide to respond to your enquiry, arrange a meeting, provide information about our services, or take steps requested by you.

Website forms and related functions may be provided or supported by third-party software and service providers, including website hosting providers, form tools, booking tools, email systems, analytics tools, customer relationship management systems, and compliance systems.

Further information about how personal data is handled is set out in our Privacy Policy.

7. Accuracy of information

We aim to keep the information on this website accurate and up to date. However, we do not guarantee that the content will always be complete, accurate, current, or free from errors.

We may update, amend, remove, or replace website content at any time without notice.

8. Third-party links and services

This website may include links to third-party websites, services, documents, software, or tools. These links are provided for convenience only.

We are not responsible for the content, availability, accuracy, security, privacy practices, or terms of any third-party websites or services.

You should review the terms and privacy policies of any third-party websites or services before using them.

9. Intellectual property

Unless otherwise stated, all content on this website, including text, branding, graphics, images, design, layout, and documents, is owned by or licensed to holmfield. Wealth Management.

You may view, download, and print website content for your own personal, non-commercial use.

You must not copy, reproduce, distribute, modify, publish, or use website content for commercial purposes without our prior written permission.

10. Availability and security

We do not guarantee that this website will always be available, uninterrupted, secure, or free from bugs or viruses.

You are responsible for ensuring that your own devices, software, and systems are protected against viruses and other security risks.

11. Limitation of liability

Nothing in these Terms and Conditions limits or excludes liability where it would be unlawful to do so.

To the fullest extent permitted by law, we are not liable for any loss or damage arising from:

use of, or inability to use, this website;
reliance on general information on this website;
errors, omissions, or outdated content;
website downtime or technical issues;
viruses, malware, or harmful technology;
third-party websites, software, or services.

This does not affect any rights you may have as a consumer or client under applicable law or regulation.

12. Complaints

We aim to provide a high standard of service at all times. If you have a complaint about our services, please contact us in the first instance so that we can investigate and respond.

Complaints should be sent to:

David Sharp
Email: David.Sharp@holmfield.co.uk

As a regulated financial advice business, we are subject to the applicable complaints-handling rules and redress arrangements for eligible complainants, including access to the Financial Ombudsman Service where applicable.

13. Changes to these Terms

We may update these Terms and Conditions from time to time.

The latest version will be posted on this website with a new “last updated” date.

14. Governing law

These Terms and Conditions are governed by the laws of England and Wales.

The courts of England and Wales will have jurisdiction, subject to any mandatory consumer rights that may apply.