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T's & C's

Terms & Conditions

Last updated: 11 August 2025

These Terms & Conditions outline the rules and expectations when using our website and engaging with our services. By visiting this site or becoming a Caledonia Portfolio member, you agree to the terms outlined below.

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1. Who We Are

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Caledonia Portfolio is a UK-based property investment business offering strategy, sourcing, property investment sales, and management support for portfolio landlords and individual investors. Our services are provided through our website caledoniaportfolio.com and through direct client relationships. By using our website or engaging with our services, you agree to these Terms & Conditions.

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2. Use of Our Website

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You may use our website for lawful purposes only. You agree not to:

Use the site in away that violates any UK, EU, or international laws.
Attempt to gainunauthorised access to our systems or data.
Copy, reproduce, ordistribute any material without our prior consent.

We reserve the right to update, suspend, or remove website content without prior notice.

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3. Investor Tiers & Services

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We offer various investor tiers, property investment sales, and bespoke consultancy services.

Access to investor tier benefits is granted only upon successful application and payment (where applicable).
We reserve the right to accept, refuse, or terminate investor tier access at our discretion.
Investor tier content is for personal use only and must not be shared or resold.

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4. Sourcing, Investment Sales & Referrals

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When sourcing property, selling investment property, or providing referrals:

We act as anintroducer and do not provide regulated financial advice.

All due diligenceon investment suitability rests with you as the client.

For propertyinvestment sales, we will clearly outline the sale structure, associated fees,and process before any agreement is made.

We are notresponsible for third-party performance, including solicitors, agents, orcontractors.

Fees for sourcing, sales, or referrals will be outlined clearly before engagement.

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5. Payment & Refunds

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All fees are stated in GBP and may be subject to VAT.

Payments must be made in full before services commence unless otherwise agreed in writing.

Refunds are only offered in exceptional circumstances and at our sole discretion.

For property sourcing or investment sales fees, refunds are not available once an introduction to a property or buyer has been made.
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6. Lettings Services

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Where lettings or management services are provided (directly or via partners):

Tenancy agreements, rent collection, and property compliance remain subject to separate management terms.

We are not responsible for any losses arising from void periods, tenant issues, or maintenance works.

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7. Content Disclaimer

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Information on our website, emails, and marketing materials is provided for general information purposes only.
It should not be considered financial, legal, or tax advice. Always seek independent professional advice before making investment decisions.
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8. Liability

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To the maximum extent permitted by law:

We are not liable for indirect or consequential losses, including loss of profit, business, or opportunity.

Our total liability for any claim is limited to the amount you have paid us for the specific service in question.

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9. Intellectual Property

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All content, branding, graphics, and materials on our website are owned or licensed by Caledonia Portfolio.
You may not copy, reproduce, or adapt our materials without written permission.

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10. Governing Law

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These Terms & Conditions are governed by the laws of Scotland.
Any disputes will be subject to the exclusive jurisdiction of the Scottish courts.

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11. Contact Us

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For questions about these Terms & Conditions, please contact:

Caledonia Portfolio
Email: hello@caledoniaportfolio.com
Registered in Scotland
Registered Office Address: 1257 Shettleston Road, G32 7NG

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Caledonia Portfolio is a privately operated investment consultancy based in Scotland. We do not offer regulated financial advice. All information provided on this website is for educational and informational purposes only. Property investment carries risk and past performance is not indicative of future results. Clients are encouraged to seek independent legal and tax advice before entering into any investment arrangement. Caledonia Portfolio Builders - Companies House Number SC695027.