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 you (the consumer) free access to contact details for a range of financial 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.

Although periodic checks are made to verify that an authorised firm continues to be registered with the FCA, Matrix Solutions recommends that individuals make their own checks before engaging in communication with an adviser. If you are unsure as to the current regulatory status of any firm or individual, please contact the Financial Services Register directly on 0800 111 6768 or via their website https://www.fca.org.uk/


Not all investments are regulated by the FCA, especially those originating outside the UK, so before making any investment decisions we would encourage you to check the below factors with your chosen financial adviser:

1. Is the potential investment  subject to regulation by the FCA; and

2. Is your investment covered by the Financial Ombudsman Service and the Financial Services Compensation Scheme. (Further details about these schemes can be obtained from www.financial-ombudsman.org.uk and www.fscs.org.uk.)

Our lists cover a wide range of advisers, including independent financial advisers, insurance intermediaries, mortgage intermediaries, and other persons who advise on investments. Some of the advisers are tied agents or multi-tied agents, and some advisers may offer independent advice in relation to some products but advice limited to a certain range of providers in relation to other products - when dealing with an adviser, you should check the basis upon which any advice is given to you.



Matrix-Data Limited is a website publisher and not a financial adviser. Nothing in the content of this website is intended to constitute financial, legal or tax advice. We strongly recommend that potential investors seek advice from an appropriately qualified adviser before entering into any investment.

The firms listed on this site have not been vetted by us and inclusion within My Local Adviser is not an endorsement or recommendation of any adviser by us. We accept no liability for any advice which an adviser may give to you.


Site Content

The information on this site in relation to each adviser is supplied by the adviser concerned and has not been verified by us in anyway. We accept no responsibility for the information on this site relating to the advisers or for the content of any website reached via a link from this site. Whilst making efforts to update the content of this site, we disclaim all liability for any errors, omissions or misleading statements in that content.


To the extent that the information on this site in relation to a particular adviser constitutes a financial promotion, that content has been approved for the purposes of section 21 of the Financial Services and Markets Act 2000 by the adviser concerned (or, in the case of an appointed representative, by the authorised firm which appointed the representative, as noted) for distribution on this site.


The name My Local Adviser and all rights in the design, text, graphics and any other material on this site are the copyright of us. No part of this website may be reproduced, stored in a retrieval system or transmitted in any form or by any means electronic, mechanical recording or otherwise for commercial reward or gain without our prior written permission.


Data Protection and Privacy

Any personal data we receive from you when you submit an enquiry will be retained in accordance with our obligations under the Data Protection Act 1998. We will not pass your details to any third party without first obtaining your permission.



Neither Matrix-Data Ltd nor any of its officers or employees will be liable for any direct or indirect loss, cost, claim or expense arising out of or in connection with the use of this site or reliance on any of its content. Notwithstanding the foregoing, nothing in these terms is intended to limit or exclude liability for death or personal injury resulting from our negligence or that of our employees or agents.


Applicable Law

You agree that these terms shall be governed by the laws of England and Wales and subject to the exclusive jurisdiction of the English courts.


Further Information

All queries regarding the services of an IFA should be made direct to the relevant IFA; Matrix Solutions does not represent or act for any of the IFAs listed on this site.

Any organisation wishing to use My Local Adviser to market the services of IFAs should contact Matrix Solutions directly via the details below, or visit our website – www.matrixsolutions.co.uk


Matrix Solutions
1 London Bridge
4th & 5th Floor West

Tel: 020 7074 1273
Fax: 020 7074 1201 
Email: info@matrixsolutions.co.uk


Key information:


Registered Name:

Matrix-Data Limited.

Registered Address:

1 London Bridge, 4th & 5th Floor West, London, SE1 9BG

Company Number:


Place of Registration:    

Companies House, Crown Way, Maindy, Cardiff, CF14 3UZ