Terms of sale and privacy notice

Last updated: 23 October 2026

1. Who we are

The New Adviser Toolkit is sold by Lewis Papa, a sole trader trading as The New Adviser Toolkit, Unity Business Centre, 26 Roundhay Road, Leeds LS7 1AB. Contact us at hello@newadvisertoolkit.co.uk.

2. What you're buying

A digital PDF guide, The New Adviser Toolkit, for a one-off payment of £29. Payment is taken securely by Stripe. Straight after payment, you'll get a download link on screen and by email.

3. Your right to cancel

By completing your purchase, you ask us to give you immediate access to the digital content and acknowledge that you lose your 14-day right to cancel once the download has started.

4. If something's wrong

If your file is faulty or not as described, email us and we'll repair, replace or refund it as the law requires. This doesn't affect your statutory rights.

5. Using the toolkit

The toolkit is licensed for your own personal use. Please don't copy, share, resell or publish it, in whole or in part. All content is © Lewis Papa.

6. Not financial advice

The toolkit is educational content for financial services professionals. It isn't financial advice and doesn't replace your firm's or network's training, compliance procedures or policies.

7. Privacy notice

Lewis Papa is the data controller for the personal data you give us when you buy. We collect your name, email address and payment details so we can process your order, deliver the toolkit and contact you about your purchase. Our lawful basis is performing our contract with you. Payments are processed by Stripe; we never see or store your full card details.

We'll only send you marketing emails if you've agreed to them, and you can unsubscribe at any time. We keep order records for 6 years for accounting purposes. We never sell your data.

You have the right to access, correct or delete your data, and to object to how we use it. Email hello@newadvisertoolkit.co.uk to make a request. You can also complain to the Information Commissioner's Office at ico.org.uk.

8. The law

These terms are governed by the law of England and Wales.