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Terms of Service

Last updated: January 1, 2024

1. Agreement to Terms

By accessing and using Nova Caret's website and services, you agree to be bound by these Terms of Service and all applicable laws and regulations.

2. Description of Services

Nova Caret provides financial planning and advisory services to individuals and families in the United Kingdom. Our services include but are not limited to:

  • Retirement planning and pension advice
  • Investment planning and portfolio management
  • Protection planning and insurance advice
  • General financial planning consultation

3. Regulatory Information

Nova Caret is authorized and regulated by the Financial Conduct Authority (FCA). All advice provided is subject to FCA regulations and guidelines.

4. Client Responsibilities

As a client, you agree to:

  • Provide accurate and complete information
  • Inform us of any material changes to your circumstances
  • Review all recommendations carefully before making decisions
  • Pay fees and charges as agreed

5. Fees and Charges

Our fee structure will be clearly explained and agreed upon before any services are provided. Fees may include initial advice fees, ongoing management fees, and transaction charges.

6. Risk Warnings

All investments carry risk, and the value of investments can go down as well as up. Past performance is not a guide to future performance. You may not get back the amount you invest.

7. Limitation of Liability

Nova Caret's liability is limited to the extent permitted by law and FCA regulations. We maintain professional indemnity insurance as required by the FCA.

8. Complaints Procedure

If you have a complaint about our services, please contact us in writing. We will investigate and respond within eight weeks. If you remain unsatisfied, you may refer the matter to the Financial Ombudsman Service.

9. Data Protection

We are committed to protecting your personal data in accordance with UK data protection laws. Please refer to our Privacy Policy for detailed information.

10. Termination

Either party may terminate the advisory relationship with appropriate notice. Any ongoing obligations will be clearly defined in your service agreement.

11. Governing Law

These terms are governed by English law and subject to the exclusive jurisdiction of the English courts.

12. Contact Information

For questions about these Terms of Service, please contact us:

  • Email: [email protected]
  • Phone: +44 7530 574166
  • Address: Gillespie Rd, Highbury Square, London N5 1LP, United Kingdom
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