Client Terms

1. Our role

Estate Advice Group helps people submit an enquiry and may connect them with independent estate planning advisors. We do not guarantee that an advisor will be available, suitable, affordable or able to help.

2. Not legal, tax or financial advice

Estate Advice Group does not provide legal, tax, financial or regulated equity release advice. Any advice is provided by the independent advisor or firm you choose to engage.

3. Information you provide

You agree to provide accurate information and not to submit anything abusive, unlawful or deliberately misleading. You should avoid including unnecessary sensitive information.

4. Sharing your enquiry

To help match you with advisors, we may show anonymised enquiry details to approved professionals and share fuller details where appropriate. We do not sell your personal details as a general mailing list.

5. Independent advisors

Advisors are responsible for their own advice, services, availability, fees, qualifications, authorisations, insurance, compliance and client relationships. You should check that any advisor is suitable for your needs before proceeding.

6. No guaranteed outcome

We cannot guarantee response time, acceptance by an advisor, suitability, savings, tax outcomes, legal outcomes, lending approval or any other result.

7. Complaints

If you are unhappy with the platform, contact us using the complaints process. If your complaint relates to an advisor’s advice or service, you may also need to use that advisor’s own complaints process or contact their regulator or professional body.