Terms & Conditions

Company Details

Full Company Name: IFA Connect is the website and domain operated by IFA Connect Ltd.
Registered Address: Building 18, Gateway 1000 Whittle Way, Arlington Business Park, Stevenage, Hertfordshire, England, SG1 2FP
Contact Details:

  • Phone / WhatsApp: +447427900981

  • Email: hello@ifaconnect.co.uk
    Company Registration Number: 15993861 (IFA Connect Ltd.)
    Business Activities: Marketing

Description of Services

At IFA Connect, we connect investors with Independent Financial Advisers (IFAs) and financial advisers who are regulated by the Financial Conduct Authority (FCA).

What We Do:

  • Facilitate introductions between investors and FCA-regulated financial advisers.

  • Schedule calls or meetings for investors to discuss their needs with a professional adviser.

  • Offer all consultations free of charge, with no obligation to proceed further.

What We Don’t Do:

  • We do not provide financial advice directly.

  • We do not take responsibility for the advice or services provided by the advisers we introduce.

  • We do not guarantee the performance or suitability of financial advisers or their recommendations.

Service Scope & Responsibilities

  • Our Role as an Intermediary:
    IFA Connect acts as an intermediary to help investors connect with qualified financial advisers.

  • What Clients Can Expect:

    • Speak with one of our team members to discuss your situation.

    • Be scheduled for a free, no-obligation call with an FCA-regulated financial adviser.

Disclaimers

  • Adviser Verification: While we aim to connect clients with trusted FCA-regulated advisers, we do not verify or guarantee their performance or services.

  • Limitation of Liability: IFA Connect is not liable for the advice, services, or outcomes provided by third-party financial advisers.

User Responsibilities

By using our services, clients agree to:

  • Provide accurate and truthful information during the initial enquiry process.

  • Accept that IFA Connect does not provide financial advice directly.

  • Permit IFA Connect to share relevant personal information with financial advisers to provide an overview of their situation.

  • Agree to be contacted by the financial adviser introduced through IFA Connect.

Payment Terms

  • Fees: Neither investors nor advisers are charged fees for the introduction service provided by IFA Connect.

  • Disputes: As our service is free of charge, disputes should not arise. If you have any concerns or complaints, please contact us via the email below.

Termination of Service

  • Clients are under no obligation to proceed with their scheduled call or meeting.

  • If clients wish to cancel or terminate the relationship, they may do so at any time without any penalties or charges.

Data Protection

IFA Connect is committed to protecting your personal data and processing it securely and lawfully, in accordance with the UK General Data Protection Regulation (UK GDPR) and applicable data protection legislation.

  • Data Storage:
    Personal data provided by users is stored securely using third-party systems, including Google Workspace (e.g. Google Docs), which apply industry-standard security measures.

  • Use of Data:
    Your information will be shared only with suitably authorised and regulated financial advisers for the sole purpose of providing an overview of your financial situation and facilitating an introduction.

  • Expat Advice:
    Where you request advice from an expat or offshore specialist, IFA Connect may introduce you to an adviser who is regulated and authorised by a separate regulatory entity outside the UK.

  • Data Security:
    We implement appropriate technical and organisational measures to protect personal data against unauthorised access, accidental loss, alteration, or misuse.

  • Your Rights:
    You have the right to request access to, correction of, or deletion of your personal data at any time, subject to applicable legal and regulatory requirements.

For any data-related queries or requests, please contact us at

  • Email: hello@ifaconnect.co.uk

Complaints Handling

If you have any complaints or concerns regarding our services, you can submit them via:

  • Email: hello@ifaconnect.co.uk

We will address your concerns promptly and aim to provide a satisfactory resolution.

Governing Law

These Terms of Business are governed by and interpreted in accordance with the laws of the United Kingdom.