Terms of use

Legal Disclaimer

The Blevins Franks Client Portal (the "Portal") is intended to provide personal and general information, to clients of the Blevins Franks Group of Companies, in relation to their business relationship with Blevins Franks.

In setting up the Portal every effort has been made to offer the most current, correct and clearly expressed information possible.  Nevertheless as the data is supplied by a variety of sources, Blevins Franks is not able to guarantee that the information is complete, accurate or up to date at all times.  Should you wish for a copy of a formal valuation of your assets under our advice, please contact us and we will organise for a valuation to be emailed to you.

We take this opportunity to remind you that access to the Portal is entirely at your own risk and you should take appropriate security measures when accessing the Portal.  Should you wish to automatically save your login details on any device used to access the Portal, we ask you to make sure that no one else (other than anyone you are happy to authorise) makes use of such device.  If at any time you think that unauthorised individuals have gained access to your Portal, please contact us immediately so that we may block your account and thereafter provide you with new login details.  Blevins Franks shall not in any event be liable for any damages, of whatever nature, arising out of or in any way connected with the use or misuse of the information of lack of information on the Portal or with the delay or inability to use the Portal.

The information supplied on the Portal is subject to the laws of England and Wales.

The information contained within the Portal is not intended as an offer or solicitation for the purchase or sale of any financial product or service. Neither is the information intended to constitute any form of legal, tax or investment advice and it should therefore be used only in conjunction with appropriate professional advice obtained from your Blevins Franks Partner or Private Client Manager, or a qualified professional source. Blevins Franks expressly disclaims all liability to any person in respect of anything done or omitted to be done wholly or partly in reliance upon the contents of the Portal.

The information within the Portal is confidential and only intended for your use. It may not be shown or copied, all or in part, to any other individual or firm without the express written approval from us.

Privacy Disclaimer

Personal data or information supplied by the user through this Portal will be collected, stored and processed by Blevins Franks, as data controller, in compliance with the provisions of the General Data Protection Regulation, as implemented in our countries of operation, and in line with our terms of business. The personal data or information the user provides to Blevins Franks will be processed for the purpose of identification data, due diligence, operational and administrative purposes. The user expressly accepts that his / her personal data is used by Blevins Franks for purposes described above.  The user can request access to his / her personal data and exercise his / her rights regarding the access and / or the correction and / or cancellation of his / her personal data in accordance with the GDPR by applying in writing to the Data Protection officer of Blevins Franks:


Data Protection Officer

Blevins Franks

28, St James's Square




Email: dpo@blevinsfranks.com

If misleading, inaccurate or otherwise inappropriate information is brought to our attention a reasonable effort will be made to fix or remove it.

The Blevins Franks Group of Companies (referred to as "Blevins Franks") is made up of the following companies:

  • Blevins Franks Financial Management Limited
  • Blevins Franks Wealth Management Limited
  • Blevins Franks France SASU
  • Blevins Franks Trustees Limited
  • Blevins Franks Gamma Limited
  • S.A.M Blevins Franks Strategic Planning