Legal Disclosures

Before using this website, you should read the following information relating to it. By using this website, you are agreeing to be bound by our terms.

Corfe Wealth Management Limited is an Appointed Representative of Beaufort Financial Planning which is authorised and regulated by the Financial Conduct Authority. Its registration number is 845922.



This website, and all matters arising from it, shall be governed by and in accordance with English law. All users agree to be subject to the exclusive jurisdiction of the English courts.

The information provided on this website, and your subsequent use of it may from time to time be subject to certain statutory or other external regulation, conditions and restrictions. All use of the information by you must comply with such regulations, conditions or restrictions applicable to the area or territory in which you shall use the information. The information contained on this website is therefore subject to the different laws and regulations which apply in those jurisdictions. None of the information published or made available via the Corfe Wealth Management website is intended to be published or made available in any jurisdiction where to do so would result in a breach of any applicable law or regulation.



Information on this site is for your personal use only, and may be reproduced in hard copy solely for your personal use. Information on this site may not otherwise be reproduced or distributed to any person in any way without our prior written permission.


Scope and limit of liability

Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell securities or any other investment or banking product, or to provide any investment advice or service.

Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied upon in making an investment or other decision.

The information on this website is believed to be correct, but Corfe Wealth Management  cannot guarantee the accuracy, timeliness or completeness of any such information. Neither Corfe Wealth Management  nor any connected company accepts responsibility for any direct or indirect or consequential loss suffered by you or any other person as a result of your acting, or deciding not to act, in reliance upon any information contained in this website.


Investment Risk

Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. Past performance is not necessarily a guide to future performance. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down.

Before contemplating any transaction, you should consult your financial adviser.



The research and analysis on this website have been procured, and may have been acted upon, by Corfe Wealth Management  and connected companies for their own purposes, and the results are being made available to you on this understanding.

Corfe Wealth Management, its clients and officers may have a position or engage in transactions in any of the securities mentioned in this website.


Telephone Recording

Telephone calls made to Corfe Wealth Management may be recorded. These recordings may be used to monitor the accuracy of information provided by our callers and the staff of Corfe Wealth Management. Recordings of calls may be used to assist Corfe Wealth Management to comply with regulatory requirements. Corfe Wealth Management staff are aware that conversations may be monitored and recorded.


Links to 3rd Parties

This website contains hypertext links to other websites, which may or may not be regulated by the Financial Conduct Authority. By activating any of these links you understand that you are leaving this website. Any hypertext links are used entirely at your own risk.

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