Legal Information

Our client agreement documents will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

This will normally take place at the first meeting.


The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

While we will use all reasonable endeavours to ensure the accuracy of any information placed on this website, we make no representations or give any warranties of any kind with respect to this site or its contents and we disclaim all representations, except where fraudulently made, and warranties.

This website is designed to provide you with general information only and does not attempt to give you advice on any particular financial area or to recommend any particular financial product to you.

If you have any doubt as to whether a particular financial product is suitable for you, you should contact us for advice.

Where we have provided links to third party websites for further information, you should be aware that we are not responsible for the accuracy, availability or functionality of these sites, and thus cannot be held liable, directly or indirectly, for any loss however caused, by your use of these linked sites.

Neither Berry Financial Planning nor its representatives can be held responsible for the accuracy of the contents or information contained within the linked site(s) accessible from this page.

Privacy Statement


Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information that you choose to provide them. We cannot be responsible or liable for any direct or indirect loss, however caused, by your use of these linked sites.

These Terms shall be governed by and construed in accordance with English Law and the English Courts shall have jurisdiction over any disputes between us.

The majority of this site may be accessed without having to provide any personal or identification details whatsoever. However, in order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.

If you wish us to provide advice you can telephone us to arrange a meeting or complete an enquiry form, to provide us with basic personal and contact details, and in some cases further personal data such as health and medical conditions.

By providing us with your personal data:

  1. You agree that the information we hold about you can be held on computer (whether local or web based) and/or paper files.

  2. Where stored on computer, we undertake to password protect your data giving access only to ourselves and third parties who may need to maintain the database.

  3. We aim to take all reasonable and appropriate steps to protect the personal information that you provide to us from unauthorised access or disclosure.

  4. You agree that any information which you give us, including sensitive personal data as defined by the Data Protection Act 1988 such as health and medical records may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant, product providers and anyone whom we may use to process your application on our behalf) for the purpose or processing your application and for the ongoing administration of your policy but for no other purpose. Your information may also be accessed by Network Direct Limited Limited and the Financial Conduct Authority for investigative work and fraud prevention agencies if requested to do so in order to meet our responsibilities under the Financial Services and Markets Act 2000 and general United Kingdom law.

  5. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, email or telephone to bring to your attention additional products or services which may be of benefit to you or comments and news features which may be of interest to you.

  6. In accordance with the Privacy and Electronic Communications Regulations 2003 we agree that any consent given by you under paragraphs 4 and 5 above may be withdrawn by you at any time by contacting us by email or in writing to Berry Financial Planning at:

    Berry Financial Planning
    Bispham Village Chambers
    335 Red Bank Road
    FY2 0HJ

    Tel: 01253 59 49 39
    Fax: 01253 200 333
    Email: Contact us page