loader image

Terms and Conditons, Privacy Policy, and Cookie Notice

Terms and Conditions

Eclipse Financial Planning is a trading style of Rosemount Financial Solutions Limited who is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Access to and use of this site, ‘this site’ being defined as the content made available via this website is provided by Eclipse Financial Planning subject to the following terms of use.

Jurisdiction for use
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Accordingly, this site is intended for use by those who can access it from within the UK. By using this site, you agree to be legally bound by these terms, which shall take effect immediately on your first use of this site.

Governing Law
This site is governed by the laws of the country of the UK within which you reside and any dispute or action arising out of this site shall be determined in accordance with such laws.

Changes
Eclipse Financial Planning may change these terms at any time by posting changes online.

If you do not agree to be legally bound by all the following terms, please do not access or use this website.

Availability
This site’s content, including the information, names, images, pictures, logos and icons regarding or relating to Eclipse Financial Planning and its products and services, is provided “AS IS” and on an “IS AVAILABLE” basis without any representations or any kind of warranty made (whether express or implied by law) to the extent permitted by law, including the implied warranties of satisfactory quality, fitness for a particular purpose, non-infringement, compatibility, security and accuracy.

Accuracy and Validity
Whilst we take all reasonable steps to ensure that the information contained within these pages is accurate and up-to-date, Eclipse Financial Planning does not warrant that the functions and information content contained in this site will be uninterrupted or error free, that defects will be corrected, or that this site or the server that makes it available are free of viruses or bugs. It is your responsibility to ensure that your computer is virus protected.

Liability
Under no circumstances will Eclipse Financial Planning be liable for any of the following losses or damage (whether such losses were foreseen, foreseeable, known or otherwise): (a) loss of data; (b) loss of revenue or anticipated profits; (c) loss of business; (d) loss of opportunity; (e) loss of goodwill or injury to reputation; (f) losses suffered by third parties; or (g) any indirect, consequential, special or exemplary damages arising from the use of this site regardless of the form of action.

Third Party Websites
This website may also contain hypertext links to websites operated by third parties. The responsibility for the operation and content of those websites shall rest solely with the organisation identified as controlling the third-party website and will be governed by separate terms and conditions. Eclipse Financial Planning provide links for convenience, but the inclusion of any link does not imply endorsement in any way of the site to which it links. Eclipse Financial Planning is not responsible for the accuracy of the information contained within the sites.

Cookie Notice

Some of our web pages utilise “cookies” and other tracking technologies. A “cookie” is a small text file that may be used, for example, to collect information about web site activity. Some cookies and other technologies may serve to recall Personal Information previously indicated by a web user. Most browsers allow you to control cookies, including whether or not to accept them and how to remove them.

By using the site, you accept the use of cookies. You may control the cookies used by the Site by modifying the settings in your browser to change your cookie preferences. If cookies are disabled, this may mean that the Site will not work effectively. For more detailed information about cookies and how they can be managed and deleted please visit allaboutcookies.org.  Tracking technologies may record information such as Internet domain and host names; Internet protocol (IP) addresses; browser software and operating system types; clickstream patterns; and dates and times that our site is accessed. Our use of cookies and other tracking technologies allows us to improve our web site and your web experience. We may also analyse information that does not contain Personal Information for trends and statistics.

 

We use cookies to:

  • Make our website work as you would expect
  • Remember your settings between visits to our site
  • Improve the speed and security of the site
  • Make continuous improvements to our website

Cookies are not used to:

  • Collect personally identifiable information
  • Collect sensitive information
  • Pass data to advertising networks
  • Pass personally identifiable data to third parties

 

Disabling cookies

If you are not happy with the use of cookies on our site then you may disable them from within your browser settings, however, this may impact the functionality of our site and certain things may not work as expected.

For more information about disabling cookies please see the following guides depending on which Internet browser you are using:

Mozilla Firefox: http://support.mozilla.com/en-US/kb/Cookies

Internet Explorer: http://support.microsoft.com/kb/196955

Google Chrome: http://support.google.com/chrome/bin/answer.py?hl=en&answer=95647

Safari: http://support.apple.com/kb/PH5042

 

Cookies used on our site

Our site, like most websites, includes functionality provided by third parties. An example of this might be an embedded YouTube video. Disabling these cookies will likely break the functionality of the services offered by the third parties.

We also use cookies to compile visitor statistics such as how many people have visited our site, which pages are visited the most, which technology is being used to access our site (e.g. whether a mobile device or desktop PC and which browser is being used) and how long people spend on our site.  These statistics aid in the continuous improvement of our site.  These analytics are completely anonymous and no personally identifiable information is recorded.  These cookies are provided by Google Analytics.

It may be that you are concerned cookies related to so called spyware.  In this instance, rather than disabling cookies in your browser (which would limit functionality), it may be preferable to install some anti-spyware software which would automatically block or delete cookies that may be considered a threat or invasive.

This website uses cookies. We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services. You consent to our cookies if you continue to use our website.

Cookies are small text files that can be used by websites to make a user’s experience more efficient.

The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies, we need your permission.

This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.

You can at any time change or withdraw your consent from the Cookie Declaration on our website.

Learn more about who we are, how you can contact us and how we process personal data in our Privacy Policy.

Your consent applies to the following domains: eclipsefinancialplanning.co.uk

Privacy Policy

Customer privacy

At Eclipse Financial Planning we respect your privacy and the confidentiality of your personal information.

Who are we?

Eclipse Financial Planning is a trading style of Rosemount Financial Solutions Ltd which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who is part of the Quilter Group of companies.

For further details on the companies in our group, please visit: https://www.quilter.com/about-us/our-brands/

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice, we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions.

Please write to:

The Office of Data Protection
Quilter Financial Planning Ltd
Senator House
85 Queen Victoria Street
London
EC4V 4AB

QFPDataGuardian@quilter.com