This website is used by Metcalf Wealth Managers to inform you of the services we offer. To do this we must obtain certain information from you about your personal and financial circumstances. The information, which you give us, will then be passed by us to potential providers and researchers who will use the information and respond with the terms they have found or that they are prepared to offer. The law requires us to have your consent before we use any personal information you give us or pass it to any third parties. You must therefore agree with us that:
Any information we hold about you can be held on computer and/or paper files. Any information, which you give us, including sensitive personal data such as health and medical records, may be disclosed to selected third parties for the purposes of finding the most appropriate product for you and processing your application. We may disclose information about you to insurance companies and other product providers, researchers and anyone whom we may use to process your application on our behalf, and fraud prevention agencies to prevent fraud; Although we will try to obtain the most competitive product for you we will not send your personal details outside the European Union, Channel Islands or the Isle of Man.
We (and any third party to whom we have passed your information with your consent) may use the information that we, or they, hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services which may be of service to you. We may track the pages visited on this website to bring you such further information.
We agree that any consent given by you may be withdrawn by you at any time by contacting us in writing at Metcalf Wealth Managers, Suite 9, 10 Churchill Square, West Malling, ME19 4YU - client.services@metcalf-ifa.co.uk.
You have the right, at any time, to contact us and ask for a copy of the information that we hold about you. You may be charged a fee for this.
These Terms apply to your use of our website. If you are not over 18 or not living in the United Kingdom you will not be able to use this website and you should not attempt to make an application, although subject to your acceptance of these terms you should feel free to browse. If you do not agree to be bound by the terms set out below you should not use this website.
While we will use all reasonable endeavours to ensure the accuracy of any information placed on this website, we make no representations or give any warranties of any kind with respect to this site or its contents and we disclaim all representations, except where fraudulently made, and warranties. In addition we make no representation or warranties about the accuracy or the information contained on this website.The website may only list the Product Providers with whom we have arrangements and may not cover all Product Providers in the market. These disclaimers do not attempt to disclaim liability for matters, which cannot be excluded under any applicable English law or the rules of the Prudential Regulation Authority or Financial Conduct Authority. We make no warranty that the website will meet your requirements or will be uninterrupted, timely, secure or error-free, that defects will be corrected, or that the site or the server that makes it available are free of any viruses or represent the full functionality, accuracy or reliability of the materials. We will not be liable to you for any loss of content or material uploaded or transmitted through the website. We cannot guarantee that a Product Provider will be able to provide a product at any particular time. We do not accept any liability in the event of withdrawal of any offering of a product or for rejection of your application by the Product Provider for any reason whatsoever.
This website is designed to provide general information only and does not attempt to give you advice on any particular product or to recommend any particular product to you. If you have any doubt as to whether a particular product is suitable for you, you should contact us for advice.
We reserve the right to modify or withdraw, temporarily or permanently, the website or any part of it without notice to you.
We reserve the right at any time to refuse to process a transaction for any reason. We will not be liable to you or any third party by reason of failing to process a transaction.
In the event that there are third party links to other websites for your convenience, you acknowledge and agree that we are not responsible for the availability or functionality of such external sites. We do not endorse the contents of any external sites and are not responsible or liable, directly or indirectly, for any loss however caused to you by your use of any external site.
The information on this website is for residents of the UK only.
These Terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.
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After much searching and initial enquiries with finance / investment management advisors it proved the right decision to go with Metcalf. At all stages confirmation that solution options met with my needs was paramount and always with a relaxed very professional approach. Louisa and the team are extremely knowledgeable.”
I have had a relationship with the Metcalf Wealth Managers team since 2017, and they have been very helpful in amalgamating various personal pension schemes into a SIPP and another longer-term pension structure. The team have also been integral regarding monthly drawdowns from the SIPP in a tax-efficient way, keeping me fully informed on the corresponding paperwork trail as necessary. I fully recommend their advisory services accordingly.
Metcalf Wealth Managers provide a highly professional service in a very friendly and helpful way which I value and appreciate. Louisa is extremely knowledgeable and explains matters properly without being confusing. I trust her guidance, advice and recommendations and I feel that my investments are being well managed and are in very capable hands.
I have been very pleased with the quality of work you carried out on my behalf and would be happy to both recommend you to others and approach you for your assistance again once my finances and/or situation requires it.
CONTACT US
Metcalf Wealth Managers
Suite 9, 10 Churchill Square
Kings Hill
West Malling
Kent
ME19 4YU
T: 01732-780613
Email Us
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Your Guide To Making A Complaint Personal Client Agreement
Metcalf Wealth Managers Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Metcalf Wealth Managers Ltd is entered on the FCA register (www.FCA.org.uk) under no. 229367.
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered office: Suite 9, 10 Churchill Square, Kings Hill, West Malling, England, ME19 4YU. Registered in England and Wales Number: 12939624.
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