Terms and Conditions

About us

This website is operated for rockwealth Leeds. rockwealth Leeds Ltd is an appointed representative of rockwealth LLP, a limited liability partnership registered in England and Wales.

Regulatory information

rockwealth Leeds Ltd is an appointed representative of rockwealth LLP, which is authorised and regulated by the Financial Conduct Authority (FCA). rockwealth Leeds Ltd's FCA number is 982423. rockwealth LLP's FCA number is 610181.

You can verify our regulatory status by visiting the FCA Register or by contacting the FCA directly on 0800 111 6768.

Use of this website

By accessing and using this website, you accept and agree to be bound by these terms and conditions. If you do not agree to these terms, please do not use this website.

Permitted use

This website is provided for general information purposes only. You may:

• Browse the website and access its content
• Download or print content for your personal, non-commercial use
• Share links to our content

Prohibited use

You must not:

• Use the website in any way that is unlawful, fraudulent, or harmful
• Use the website to transmit any malicious code or harmful data
• Attempt to gain unauthorised access to the website or its systems
• Reproduce, duplicate, copy or resell any part of the website for commercial purposes without our written consent
• Use automated systems to access the website without our permission

Website content disclaimer

The content on this website is provided for general information and educational purposes only. It does not constitute, and should not be construed as:

• Personal financial advice tailored to your circumstances
• An offer or solicitation to buy or sell any financial products
• A recommendation to take any particular course of action
• Tax, legal, or accounting advice

Before making any financial decisions, you should seek professional advice that takes into account your individual circumstances, objectives, and financial situation.

Investment risks

Where we discuss investments on this website, please note:

• The value of investments can go down as well as up
• You may get back less than you originally invested
• Past performance is not a reliable indicator of future results
• Investment returns are not guaranteed
• Currency fluctuations may affect the value of overseas investments

No advice relationship

Use of this website does not create an adviser-client relationship between you and rockwealth LLP. An advisory relationship only exists once we have:

1. Met with you to discuss your circumstances
2. Issued you with our client agreement and terms of business
3. Received your signed agreement and any required documentation
4. Completed our fact-finding and suitability assessment

Accuracy of information

We make reasonable efforts to ensure the information on this website is accurate and up to date. However:

• We do not warrant that the information is complete, accurate, or error-free
• Information may become outdated due to changes in legislation, regulations, or market conditions
• We reserve the right to modify content at any time without notice
• Specific figures, rates, or allowances mentioned are subject to change

For the most current information on tax allowances and regulations, please refer to official government sources such as GOV.UK or HMRC.

Third-party links

This website may contain links to third-party websites. These links are provided for your convenience and information only. We do not:

• Endorse or take responsibility for the content of linked websites
• Control or guarantee the accuracy of information on linked websites
• Accept liability for any loss or damage arising from your use of linked websites

We encourage you to read the terms and privacy policies of any third-party websites you visit.

Intellectual property

All content on this website, including but not limited to text, graphics, logos, images, and software, is the property of rockwealth LLP or its content suppliers and is protected by copyright, trademark, and other intellectual property laws.

The rockwealth name and logo are trademarks of rockwealth LLP. You may not use these without our prior written consent.

Limitation of liability

To the fullest extent permitted by law, rockwealth LLP excludes all liability for:

• Any direct, indirect, or consequential loss or damage arising from your use of this website
• Any loss of profit, business, revenue, goodwill, or anticipated savings
• Any loss or corruption of data
• Any errors, omissions, or inaccuracies in the website content
• Any interruption or unavailability of the website

Nothing in these terms excludes or limits our liability for death or personal injury caused by our negligence, fraud or fraudulent misrepresentation, or any other liability that cannot be excluded by law.

Financial Services Compensation Scheme (FSCS)

As an FCA-regulated firm, eligible clients may be entitled to compensation from the FSCS if we cannot meet our obligations. The FSCS covers:

• Investment advice and arranging: up to £85,000 per eligible person
• This is a last resort scheme and does not cover market losses

For more information, visit www.fscs.org.uk.

Financial Ombudsman Service (FOS)

If you are not satisfied with our services and cannot resolve the matter with us directly, you may be entitled to refer your complaint to the Financial Ombudsman Service:

Complaints procedure

If you wish to make a complaint about our services, please contact us in writing. We have a formal complaints procedure and will:

1. Acknowledge your complaint promptly
2. Investigate your concerns thoroughly
3. Keep you informed of our progress
4. Provide a final response within 8 weeks
5. Inform you of your right to escalate to the Financial Ombudsman Service

Governing law

These terms and conditions are governed by and construed in accordance with the laws of England and Wales. Any disputes arising from these terms or your use of this website shall be subject to the exclusive jurisdiction of the courts of England and Wales.

Changes to these terms

We may revise these terms and conditions at any time by updating this page. You should check this page regularly to take notice of any changes. Your continued use of the website following any changes constitutes acceptance of the revised terms.

Severability

If any provision of these terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

Contact us

If you have any questions about these terms and conditions, please contact us:

For data protection matters, the data controller remains:

Last updated: May 2026