Terms and Conditions

Terms of Use

This page sets out the terms of agreement between Matrix-Data Limited ("we", "us") and each visitor to this site ("you") regarding your usage of our site, "My Local Adviser". By using or accessing the site you agree to be legally bound by these terms - if you do not agree to these terms, you must not use this site. We reserve the right to change these terms and any information on the site at any time without notice - changes will take effect immediately upon posting and you will confirm your agreement to be bound by the revised terms by continuing to use the site.

Website purpose

My Local Adviser has been developed by Matrix Solutions (a trading name of Matrix-Data Ltd) to offer consumers free access to contact details for a range of investment advisers in any given area of the UK. You agree that you will use our site solely for your own reference as a personal investor and will not seek to exploit the site or its content for any commercial purpose.

Investment Advisers and Regulation

Under the Financial Services and Markets Act 2000, the giving of advice in relation to certain investments is an activity regulated by the independent watchdog for the financial services industry, the Financial Conduct Authority ("FCA"). Only persons with authorisation from the FCA or those benefiting from an exemption can do so. The majority of advisers on this website are authorised firms. Some advisers are 'appointed representatives' of authorised firms, which means that they are not directly authorised themselves but they have been appointed by an authorised firm to act on its behalf, and so benefit from an exemption.