Footers

Our Policies

31st August 2016

Our Policies

Gilbert Stephens Financial Services Limited is authorised and regulated by the Financial Conduct Authority (Number 579899). 

Our Equality and Diversity policy

The firm’s statement of principle on equal opportunities is:

‘The firm is committed to a policy of treating all employees, job applicants, clients, professional advisers and associated third parties equally. No individual shall receive less favourable treatment on the grounds of:

(a) Race, colour, nationality, ethnic or national origins

(b) Religion or belief

(c) Sex or marital/civil partner status

(d) Sexual orientation

(e) Gender reassignment

(f) Age (or perceived age)

(g) Disability (past or present)

(h) Trade union membership (or non-membership)

(i) Part-time or fixed term status

(j) No employee or potential employee shall be disadvantaged by any conditions of employment that cannot be justified as necessary on operational grounds.

(k) The firm aims to encourage, value and manage diversity and is committed to equality for its entire staff. The firm wishes to attain a workforce which is representative of the communities from which it is drawn.”

The firm’s full Equal Opportunities Policy is available on request. Please make your request by phone – 01392 42 42 42 or email This email address is being protected from spambots. You need JavaScript enabled to view it.

Web complaints handling statement

Gilbert Stephens Financial Services Limited is committed to high quality financial advice and client care. If you are unhappy about any aspect of the service you have received please contact Terry Bastyan on 01392 42 42 42 or .  This email address is being protected from spambots. You need JavaScript enabled to view it. Alternatively you can writ to us at our office address 17 Southernhay East, Exeter EX1 1QE. A copy of our complaints policy is available on request.

Terms And Conditions

31st August 2016

Terms And Conditions

Gilbert Stephens Financial Services Limited Disclaimer.

This website and its contents from time to time (“this Site”) are available to users only on the terms appearing below.

Gilbert Stephens LLP

This site belongs to Gilbert Stephens LLP which is a limited liability partnership registered in England and Wales under no: OC352723.

Its registered office is at 17 Southernhay East, Exeter, EX1 1QE. A list of its members is open for inspection at each office. It is authorised and regulated by the Solicitors Regulation Authority (no: 536070). Persons referred to as partners in the LLP are its equity members.
Information and Disclaimers

Gilbert Stephens LLP uses reasonable care to make sure that the information appearing on this Site is accurate and up-to-date. However, errors and omissions do occur and despite our best efforts, the information may not be complete or up-to-date. Therefore the user should not take the accuracy of the information for granted. Any specific facts should be checked directly with Gilbert Stephens LLP. None of the material contained in this Site (nor any omission from it) can be relied upon as a statement or representation of fact, and does not and will not form part of any contract.

Gilbert Stephens LLP has no control over the use to which the information may be put by the user and accordingly shall not be liable for any loss, cost or liability, of whatever nature (including, without limitation, any loss of profits or opportunity or direct, indirect or consequential loss or damage) arising out of or in connection with use of such information.

The statutory rights of a client dealing with Gilbert Stephens LLP are unaffected.
Privacy

The information that you enter will be stored on a computer. It will not be disclosed to third parties. If you do not wish to receive further information about our products and services please contact us.
Hypertext Links

Gilbert Stephens LLP cannot and has not reviewed all of the sites linked on this Site, and shall not be liable for their content. Users link to other sites at their own risk and use such sites according to the terms and conditions of use of such sites.

Transmitted Material

Any material or information transmitted to or posted to this Site by users will not be disclosed to any individual or organisation. Do not post or transmit to or from this Site any unlawful, defamatory, obscene, scandalous, inflammatory, pornographic or offensive or damaging material (including, without limitation, any computer “virus”) or any other material which could give rise to any civil or criminal liability in the territory to which this Site relates.

Viruses

Gilbert Stephens LLP uses reasonable care to ensure that it does not create, replicate or transfer any computer viruses. However, viruses unfortunately exist, they are not always easy to identify and new and previously unknown viruses are continually being created and transferred. Accordingly, no guarantee can be given that this website and any software, email or program from Gilbert Stephens LLP is virus free. Users and recipients are advised to take their own precautions, as Gilbert Stephens LLP accepts no liability in this regard.

Copyright

Gilbert Stephens LLP gives permission to copy materials appearing on this Site and any related graphics provided that any such copies are only used in Gilbert Stephens LLP commercial interests and the copyright notice shown below appears in all copies. This permission may be withdrawn at any time and for any reason.

© 2016 Gilbert Stephens LLP

Where third party material appearing in this Site is used, copied or repeated the prior written consent of the owner of the copyright in that material must be obtained and the copyright notice pertaining to that third party material must appear on all copies.

Trademarks

The trade marks and logos (“Trademarks”) used and displayed on this Site are unregistered trademarks of Gilbert Stephens LLP and others and may not be used in any advertising or other publicity materials in relation to the display of any information or materials obtained from this Site without the prior written consent of the Trademark owner.

Regulated by the Solicitors Regulation Authority (no: 536070) and authorised and regulated by the Financial Services Authority (no: 521029).

Equality & Diversity

Gilbert Stephens LLP is committed to promoting equality and diversity in all of its dealings with clients, third parties and employees. Please contact us if you would like a copy of our equality and diversity policy.

Cookies

To make sure our website functions correctly we use cookies.

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site.

Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about webpage traffic and improve our website in order to tailor it to your needs. We only use this information for statistical analysis purposes.

A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

How to delete cookies

Please be aware that deleting cookies will impact on the functionality of our website

Our site will not use cookies to collect personally identifiable information about you. However, if you wish to restrict or block the cookies which are set by our website, or indeed any other website, you can do this through your browser settings. The Help function within your browser should tell you how.

Or you can visit www.aboutcookies.org which contains information on how to remove cookies from all the major browsers.

Cookies used within our website

This is a list of the cookies set by our website, and what each is used for.

  • Session hash – Used to authenticate users on the website
  • Google Analytics – Used to understand how users navigate through our website, the service is provided by Google Inc. We then use the information gathered to compile reports to improve the functionality and user experience of our website. All information collected is anonymous.

Professional Indemnity Insurance

We are covered by professional indemnity insurance in respect of the work we do for you in England and Wales.

Our insurer is:

Collegiate Management Services Limited (By AmTrust Europe Ltd), 2nd Floor, 18 Mansell Street, London E1 8FE