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Terms of Use

Last updated: 7 April 2026

Agreement to Terms

These Terms of Use constitute a legally binding agreement between you and SurreymontePro Financial Education Services concerning your access to and use of our website and services.

By accessing or using our website, you acknowledge that you have read, understood, and agree to be bound by these terms. If you do not agree with any part of these terms, you must discontinue use of our website immediately.

Use of Our Website

Permitted Use

You may use our website for lawful purposes only. Specifically, you agree to:

  • Browse information about our services
  • Contact us through provided channels
  • Access educational content we make available
  • Engage our services subject to separate service agreements

Prohibited Activities

You must not use our website to:

  • Violate any applicable laws or regulations
  • Infringe intellectual property rights of SurreymontePro or third parties
  • Transmit harmful code, viruses, or malicious software
  • Attempt unauthorised access to our systems or networks
  • Collect user information without consent
  • Engage in automated data collection without permission
  • Impersonate another person or entity
  • Interfere with website functionality or other users' access

Service Terms

Nature of Services

SurreymontePro provides financial education services. We do not:

  • Provide regulated financial advice
  • Manage investments on your behalf
  • Guarantee specific financial outcomes
  • Sell financial products or earn commissions from providers

Our services focus on education, strategy development, and guidance to help you make informed financial decisions independently.

Service Agreements

When you purchase a specific service, you will enter into a separate service agreement detailing the scope, duration, pricing, and terms specific to that programme. These Terms of Use govern general website use, while service agreements govern the provision of specific educational programmes.

Eligibility

Our services are available to individuals aged 18 and over who are residents of the United Kingdom. By engaging our services, you represent that you meet these eligibility requirements.

Payment and Refunds

Pricing

All prices are stated in British pounds sterling and include VAT where applicable. We reserve the right to modify pricing for future services, but changes will not affect services already purchased.

Payment Terms

Payment is due at the time of service purchase unless alternative arrangements are agreed in writing. We accept payment through methods specified during the purchase process.

Refund Policy

If you are unsatisfied after your first session, we offer a full refund. After the initial session, refunds are evaluated on a case-by-case basis depending on circumstances and the extent of services already provided.

Intellectual Property Rights

Our Content

All content on this website, including text, graphics, logos, images, and software, is the property of SurreymontePro or our licensors and is protected by copyright, trademark, and other intellectual property laws.

You may view and print content for personal, non-commercial use only. You may not:

  • Reproduce content for commercial purposes
  • Modify or create derivative works
  • Distribute or publicly display our content
  • Remove copyright or proprietary notices

Materials Provided During Services

Educational materials, strategies, and analyses provided as part of our services are for your personal use only. You may not share, sell, or redistribute these materials to others.

Your Content

When you provide information to us, you retain ownership but grant us a licence to use that information for the purpose of delivering our services and improving our offerings. We will not share your personal financial information with third parties except as described in our Privacy Policy.

Disclaimers

Educational Purpose

Information on our website and provided through our services is for educational purposes. It does not constitute financial, legal, or tax advice tailored to your specific circumstances. You should consult qualified professionals for advice on specific matters.

No Guarantees

We cannot guarantee specific financial outcomes. Results depend on factors including your implementation of strategies, economic conditions, and individual circumstances. Past client results do not predict future outcomes.

Website Availability

While we strive to maintain continuous website availability, we do not guarantee uninterrupted access. The website may be temporarily unavailable due to maintenance, technical issues, or circumstances beyond our control.

Third-Party Links

Our website may contain links to third-party websites. We do not control or endorse these sites and are not responsible for their content, privacy practices, or availability. Accessing external links is at your own risk.

Information Accuracy

We make reasonable efforts to ensure website information is accurate and current. However, we do not warrant completeness or accuracy of all content. Financial regulations, tax laws, and best practices evolve, and some information may become outdated.

Limitation of Liability

To the fullest extent permitted by law, SurreymontePro shall not be liable for:

  • Indirect, incidental, special, consequential, or punitive damages
  • Loss of profits, revenue, data, or business opportunities
  • Financial losses resulting from decisions made based on our educational content
  • Damages arising from website unavailability or technical issues
  • Actions or omissions of third-party service providers

Our total liability to you for any claims arising from our services shall not exceed the amount you paid for those services.

Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, fraud, or matters where liability cannot be excluded by law.

Indemnification

You agree to indemnify and hold harmless SurreymontePro, its directors, employees, and agents from any claims, damages, losses, or expenses arising from:

  • Your violation of these Terms of Use
  • Your violation of any rights of another party
  • Your misuse of our website or services
  • Your violation of applicable laws or regulations

Confidentiality

We maintain strict confidentiality regarding your personal and financial information. Details are provided in our Privacy Policy. You also agree to maintain confidentiality of any proprietary methodologies, tools, or materials we share during service delivery.

Termination

We reserve the right to suspend or terminate your access to our website or services if you violate these terms or engage in conduct we deem harmful to our business or other users.

You may terminate your relationship with us at any time by ceasing to use our website and services. However, payment obligations for services already provided remain in effect.

Provisions of these terms that by their nature should survive termination will remain in effect, including intellectual property rights, disclaimers, and limitations of liability.

Modifications to Terms

We may revise these Terms of Use at any time by updating this page. Changes become effective when posted unless otherwise specified. Significant changes will be communicated through a notice on our website.

Your continued use of the website after changes take effect constitutes acceptance of the revised terms. We recommend reviewing these terms periodically.

Modifications to Services

We reserve the right to modify, suspend, or discontinue any aspect of our services at any time. We will provide reasonable notice of significant changes to existing clients and honour commitments for services already purchased.

Governing Law and Jurisdiction

These Terms of Use are governed by and construed in accordance with the laws of England and Wales. Any disputes arising from these terms or your use of our website shall be subject to the exclusive jurisdiction of the courts of England and Wales.

Dispute Resolution

In the event of any dispute, we encourage you to contact us first to attempt informal resolution. Most concerns can be addressed through direct communication.

If informal resolution fails, you may pursue formal dispute resolution through the courts as specified above. For consumer disputes, you may also have the right to use alternative dispute resolution services.

Severability

If any provision of these Terms of Use is found to be unlawful, void, or unenforceable, that provision shall be deemed severable and will not affect the validity and enforceability of remaining provisions.

Entire Agreement

These Terms of Use, together with our Privacy Policy and any separate service agreements, constitute the entire agreement between you and SurreymontePro regarding use of our website and services, superseding any prior agreements or understandings.

Waiver

Our failure to enforce any right or provision of these terms does not constitute a waiver of that right or provision. Any waiver must be in writing and signed by an authorised representative.

Assignment

You may not assign or transfer your rights or obligations under these terms without our prior written consent. We may assign our rights and obligations without restriction.

Contact Information

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

SurreymontePro Financial Education Services
42 High Street
Guildford, Surrey
GU1 3DY
United Kingdom

Email: [email protected]

Acknowledgement

By using our website or services, you acknowledge that you have read these Terms of Use, understand them, and agree to be bound by them.

SurreymontePro

Empowering individuals across the UK to achieve financial clarity and build lasting wealth through practical strategies and expert guidance.

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Location: Surrey, United Kingdom

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