Terms

Our service

Vista Private Office provides marketing and introduction services only. We introduce people who ask for help with pensions, retirement and financial planning to regulated financial adviser partners, such as JMS Wealth Management.

We do not provide financial advice, investment management or personal recommendations, and nothing on this website should be taken as advice. Any advice you receive will come from the adviser partner, under their own terms and regulatory responsibilities.

Making an enquiry

When you submit an enquiry and confirm you are happy for us to do so, we pass your details to an adviser partner, who may contact you by telephone and email. How we handle your information is explained in our Privacy Policy.

Making an enquiry does not commit you to anything. You are not required to transfer, consolidate or change any pension or financial product.

Information on this website

The information on this website is general and does not take your circumstances into account. No changes should be made to your pensions or investments solely on the basis of information provided through Vista Private Office. The value of investments can fall as well as rise and you may get back less than you invested.

Our responsibility

We are not responsible for advice or services provided by our adviser partners. Nothing in these terms limits any liability that cannot be limited by law.

General

These terms are governed by the law of England and Wales. Vista Private Office is a trading name of [COMPANY NAME], registered in England and Wales under company number [NUMBER]. Contact us at [CONTACT EMAIL].