1. Introduction
At PrimeWealth UK, we are committed to delivering high-quality financial planning and retirement planning services. This Refund Policy explains the conditions under which refunds may be granted and the process for requesting a refund.

By using our services, you agree to the terms outlined in this policy. If you have any questions, please contact us before making a payment.

2. Refund Eligibility
As a provider of professional advisory services, refunds are granted under limited circumstances. The eligibility criteria depend on the nature of the service purchased.

2.1 Non-Refundable Services
The following services are non-refundable once delivered or partially rendered:

Financial planning consultations (whether in-person, online, or via phone).
Customized financial reports or investment strategies prepared specifically for you.
Retirement planning sessions once they have commenced.
2.2 Refundable Situations
We may issue a refund under the following conditions:

If a service was paid for but was not delivered due to an error on our part.
If a duplicate payment was made due to a technical issue.
If the service is canceled before any work has begun.
3. Refund Request Process
To request a refund, please follow these steps:

Submit a Request: Email us at [email protected] with the subject "Refund Request" and provide:

Your full name
Date of payment
Description of the service purchased
Reason for the refund request
Verification: Our team will review the request and may ask for additional information.

Decision Notification: You will receive a response within 7 business days stating whether your request is approved or denied.

Processing Time: If approved, refunds will be processed within 10 business days using the original payment method.

4. Partial Refunds
In some cases, a partial refund may be offered if a service was partially completed before cancellation. The amount refunded will be calculated based on the work completed.

5. Cancellations
5.1 Client Cancellations
If you need to cancel a scheduled financial planning session, we require at least 48 hours' notice to reschedule or refund your payment (if eligible).

5.2 Company Cancellations
If we cancel a service due to unforeseen circumstances, clients will receive a full refund or an option to reschedule.

6. Exceptions & Disputes
Refunds will not be issued if:

A client is dissatisfied with recommendations due to market changes.
A service was fully provided but results did not meet personal expectations.
The refund request is made more than 30 days after the transaction.
If you disagree with a refund decision, you may contact us for further review.

7. Changes to This Refund Policy
We may update this policy periodically. Any changes will be posted on this page with an updated effective date. Continued use of our services after policy changes constitutes acceptance of the updated terms.

8. Contact Information
If you have any questions regarding our Refund Policy, please contact us:

📍 Address: 2/22 Streatham Pl, Brixton Hill, London SW2 4PZ, UK
📞 Phone: +44 208 678 8406
📧 Email: [email protected]