Terms and Conditions

Find an Adviser is owned and operated by the Chartered Insurance Institute (CII) on behalf of The Personal Finance Society (PFS). The information is taken from the records of its members held by the CII/PFS.

Except where expressly stated to the contrary, all intellectual property rights in the text, graphics, information, motifs, logos, designs and databases contained in this site including the domain names, organisation and layout of the site and the software used in relation to the site are owned by the CII or its licensors.

The information contained on this website in respect of PFS members is provided without any warranty as to its accuracy. It is not to be treated as recommending any individual member. PFS has tried to ensure the accuracy of the information, but no responsibility is accepted for errors, omissions, misstatements or mistakes. PFS will not be liable for any loss or damage suffered as a consequence of reliance on the information provided. Users of this website should be aware that the information in the individual members' biographies is provided by the members themselves. Care should always be taken when selecting a professional adviser and you should take appropriate steps to verify independently the accuracy of any information contained in this website and confirm for yourself that an organisation or individual is regulated by the Financial Conduct Authority and that they are who they say they are. You should take such legal and/or professional advice as you consider necessary.

The CII and PFS do not accept liability for the advice provided by a financial adviser listed on this site and who contract with the consumer on a direct basis.

The CII and PFS do not accept liability for any third party tools linked to or provided on this website and the PFS accepts no liability for any advice offered by the UK Government's Money Advice Service.

Any links to third party sites are provided solely as a convenience to users of the site, without obligation on the part of CII/PFS and are used by consumers and users of this site at their own risk.

The reproduction or transmission of the contents of this website is prohibited without the prior written consent of the CII/PFS who may be contacted here.

The inclusion of PFS members' details does not constitute an authority by PFS or by the individual members themselves that they can be used for any purpose. Unsolicited mailings to the members listed, use of the information in the online directory to compile mailing lists of PFS members or direct communication with the members themselves for any reason other than to assess their suitability to provide financial planning advice is prohibited.

For information on FAA T&Cs please visit www.thepfs.org/about-us/initiatives/find-an-advisor-faa/adviser-guide/terms-conditions/