TERMS OF BUSINESS

TERMS OF BUSINESS

Our Terms of Business document outlines the services we will provide. It is an important document, so please ensure that you take time to read it carefully.

If there is anything in this document that you are unsure about, please don’t hesitate to get in touch with your adviser.

WHO WE ARE

Roots Finance Group Limited. Registered Office: Jason Works, Clarence Street, Loughborough, Leicestershire, LE11 1DX. Registered in England & Wales number: 12781027.

THE SERVICES WE PROVIDE

Roots Finance Group Limited is a holdings company that owns Roots Mortgages Limited and Roots Insurance Brokers Limited. Roots Insurance Brokers Limited trades as Roots Contractor Insurance and Roots IR35 Status Services. Roots Finance Group Limited does not offer a service or offer any products.

OTHER IMPORTANT INFORMATION

IF YOU ARE NOT HAPPY WITH OUR SERVICE

Our number one priority is to provide customers with the highest level of service. However, we know that sometimes things don’t go as planned.

Customer feedback helps us understand where things have gone wrong and gives us the opportunity to put them right. It also helps us to understand where we need to improve our products and services.

If you have a complaint about your adviser; mortgage advice you have received from your adviser, please contact us:

  • In writing: Complaints Department, Roots Finance Group Limited, Jason Works, Clarence Street, Loughborough, Leicestershire, LE11 1DX.
  • By phone: 0333 444 88 44.
  • Email: compliance.department@rootsfinancegroup.co.uk

PERSONAL DATA COMPLAINT

If your complaint is related to how your personal data has been processed and you are not satisfied with the response from us, you have the right to complain to the Information Commissioners Office (ICO) who is the regulator for data protection in the United Kingdom.

THE LAW THAT WE OPERATE UNDER

All of our agreements provided are governed and construed in accordance with the laws of England and Wales, in relation to any

COMPLAINTS POLICY  |  COOKIES POLICY  |  PRIVACY POLICY  |  TERMS OF BUSINESS  |  WEBSITE TERMS AND CONDITIONS

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Roots Mortgages Limited is an Appointed Representative of Mortgage Advice Bureau Limited & Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority. ​Roots Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority. Firm Reference Number: 930814.

Roots Contractor Insurance and Roots IR35 Status Services are trading names of Roots Insurance Brokers Limited.

Roots Mortgages Limited. Registered Office: Jason Works, Clarence Street, Loughborough, Leicestershire, LE11 1DX. Registered in England & Wales number: 12496599.
Roots Insurance Brokers Limited. Registered Office: Jason Works, Clarence Street, Loughborough, Leicestershire, LE11 1DX. Registered in England & Wales number: 12676044.
​Roots Finance Group Limited. Registered Office: Jason Works, Clarence Street, Loughborough, Leicestershire, LE11 1DX. Registered in England & Wales number: 12781027.