Terms of Service

Last updated: September 2025

Welcome to www.momentumwealth.co.uk (the “Website”). By accessing or using this Website, you agree to comply with and be bound by the following Terms of Service. Please read them carefully before using our site.

If you do not agree to these terms, please do not use this Website.

1. About Us

This Website is operated by Momentum Wealth (trading as Broadoak Financial Planning Ltd), registered in England and Wales.

2. Website Use

  • You agree to use the Website only for lawful purposes and in a way that does not infringe the rights of, restrict, or inhibit anyone else’s use of the site.
  • You must not attempt to gain unauthorised access to our Website, the server on which it is hosted, or any related systems.

3. Information on This Website

  • The content on this Website is provided for general information purposes only.
  • Nothing on this Website constitutes financial advice or a personal recommendation. For regulated financial advice, please contact us directly.
  • While we make reasonable efforts to keep information accurate and up to date, we cannot guarantee that all content is free of errors or omissions.

4. Intellectual Property

  • All text, graphics, logos, images, and other content on this Website are the property of Momentum Wealth (unless otherwise stated) and are protected by copyright and other intellectual property laws.
  • You may view, download, and print pages from the Website for personal use only. You must not reproduce, distribute, or exploit any material for commercial purposes without our written consent.

5. Third-Party Links

This Website may include links to external websites. These are provided for your convenience only. We are not responsible for the content, accuracy, or practices of any third-party sites.

6. Limitation of Liability

  • We do not accept responsibility for any loss, damage, or inconvenience caused by reliance on material contained in this Website.
  • We do not guarantee that the Website will always be available, uninterrupted, or error-free.

7. Privacy & Cookies

Your use of the Website is also governed by our Privacy Policy and Cookies Policy.

8. Changes To These Terms

We may update these Terms of Service from time to time. Any changes will be posted on this page with the “last updated” date. Continued use of the Website indicates your acceptance of the updated terms.

9. Governing Law

These Terms of Service are governed by the laws of England and Wales. Any disputes will be subject to the exclusive jurisdiction of the courts of England and Wales.

10. Contact Us

If you have any questions about these Terms, please contact us at:

Momentum Wealth

21a Marsland Road, Sale, Cheshire, M33 3HP