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Falke Financial Planning

Terms and Conditions

Website Terms and Conditions

1. Introduction

These Terms and Conditions apply to your use of the Falke Financial Planning website.

2. About Falke Financial Planning

Falke Financial Planning is a trading style of ADNFC Financial Consultants Ltd, which is authorised and regulated by the Financial Conduct Authority.

Firm Reference Number: 918720.

ADNFC Financial Consultants Ltd is registered in England and Wales No. 11968206.

Registered Office: Unit 3, Ryedale House, Piccadilly, York, North Yorkshire, YO1 9NX.

3. Website Information

The information on this website is provided for general information purposes only and does not constitute personal financial advice.

4. Financial Advice

Any advice provided will be based on your individual circumstances following the appropriate assessment process.

5. Services

Falke Financial Planning provides financial planning, protection, mortgage and property finance, and business owner planning services.

6. Fees

We will charge a fee for our advice. The exact amount will depend on your circumstances and will be agreed with you before any work is undertaken.

Initial discovery call: Free of charge.

Initial wealth-planning implementation fee: typically between 1% and 2%.

Ongoing financial-planning fee: typically 1% per year.

Mortgage advice fee: typically £750, payable when a mortgage offer is issued.

7. Investment Risk Warning

The value of investments can go down as well as up and you may not get back the full amount invested.

8. Mortgage Warning

Your home may be repossessed if you do not keep up repayments on your mortgage.

9. Website Content

We may update website content from time to time. We do not guarantee that all information remains current at all times.

10. Privacy and Cookies

Please refer to our Privacy Policy and Cookie Policy for information about data protection and cookie usage.

11. Contact

Email: rich@falkefp.com
Telephone: 0113 541 7088