Our Terms and Conditions: The Rules for Working Together

Effective as of 20 May 2024

This page sets out the basic rules for using our services at Greenwood Financial Coaching. It's important you have a quick read through so we all know where we stand. Think of it as a straightforward guide to how we do things here in Bristol, making sure everything runs smoothly for both of us.

Who We Are

Greenwood Financial Coaching is a company registered in the UK. We operate from 20-22 High St, Bristol BS1 2AW, UK. We offer coaching services for beginners interested in property and stock market investing. Our goal is to give you practical, easy-to-understand guidance.

Using Our Services

When you book a session or work with us, you agree to these terms. Our coaching is for your personal use to help you learn about investing. Please don't share our materials or advice for commercial purposes. We expect a respectful and open relationship, just like we offer to you.

Booking and Payments

All our prices are listed clearly on our website. When you book a session or a coaching pack, payment is due upfront or as agreed in writing. We accept payments through secure online methods. If you have any problems with payment, please get in touch straight away so we can sort it out.

Cancellations and Rescheduling

We understand things come up. If you need to cancel or reschedule a session, please let us know at least 48 hours beforehand. If you give us less notice, we might not be able to offer a refund or reschedule that session. For coaching packs, unused sessions expire after the agreed period (e.g., 3 or 6 months as per your plan).

Our Role: Coaching, Not Financial Advice

It's important to be clear: we are coaches. We teach you how to understand property and the stock market. We give you tools and knowledge so you can make your own decisions. We do not provide specific financial advice, recommend particular investments, or act as regulated financial advisors. Any decisions you make about investing your money are entirely your responsibility. Always consider getting independent financial advice before making big financial choices.

Your Responsibility

You are responsible for your own financial decisions. The information we share is for educational purposes only. Investing always carries risks, and the value of investments can go down as well as up. We cannot guarantee any specific results or returns on your investments. We're here to guide you, but the choices and the results are yours.

Our Website and Materials

The content on our website and any materials we give you during coaching sessions (like worksheets or guides) are our property. Please don't copy, reproduce, or distribute them without our written permission. They're there to help you learn, not for widespread commercial use.

Limitation of Our Liability

We do our best to provide helpful and accurate coaching. However, we cannot be held responsible for any losses or damages that might come from your investment decisions, or from relying on information you learned from us. Our liability to you will not be more than the amount you paid us for our services.

Your Personal Data

We take your privacy seriously. We collect and use your personal information according to our Privacy Policy. You can find the full details on our Privacy Policy page. By using our services, you agree to how we handle your data as described there.

Changes to These Terms

We might need to update these terms from time to time. If we do, we'll put the new version on this page and update the 'Last Updated' date. It's a good idea to check back every now and then to see if anything has changed.

Governing Law

These terms are governed by English law. Any disagreements or issues will be dealt with in the courts of England and Wales.

Getting in Touch

If you have any questions about these terms, please don't hesitate to contact us:

Email: [email protected]
Phone: +44 117 496 0221
Address: Greenwood Financial Coaching, 20-22 High St, Bristol BS1 2AW, UK

Ready to Get Started with Your Investments?

Take the first practical step towards building your future right here in Bristol. We're here to help.

Book Your First Chat