How We Work
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We discuss your needs, challenges, and objective.
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You receive a clear outline of services and responsibilities.
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We manage and coordinate tasks professionally and efficiently.
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Flexible support as requirements evolve.
Terms & Conditions.
1. Scope of Services
1.1 We will only provide the services expressly described on our Services page.
1.2 Our Services are limited to administrative, organisational, analytical, research, clerical and business-support functions. We do not provide any regulated or reserved services.
1.3 You acknowledge that we are not solicitors, accountants, tac agents, financial advisers, insolvency practitioners or regulated professionals, and we do not act in any such capacity.
1.4 If your matter requires expertise or activity that we are not authorised to perform, we will notify you and may suggest that you obtain assistance from a qualified and regulated professional.
2. No Legal Advice / No Solicitor-Client Relationship
2.1 All information, templates, documents, notes or guidance we provide are for general, informational and administrative purposes only.
2.2 We do not provide legal advice and do not undertake any reserved legal activities under the Legal Services Act 2007, including:
Conduct of litigation
Exercise of rights of audience
Reserved instrument activities
Probate activities
Notarial services
Administration of oath
2.3 Nothing we provide should be relied upon as legal advice. You must obtain independent legal advice from a qualified solicitor for any matter affecting your legal rights, obligations, property, liabilities or risks.
2.4 no solicitor-client relationship is created by your engagement with us.
3. No Regulated Accounting, Tax or Payroll Services
3.1 We do not act as accountants, tax agents, auditors, or financial advisers and we do not provide regulated accountancy services under the Money Laundering Regulations 2017.
3.2 We may prepare data, calculations or reports for your internal use, but:
we do not submit tax filings, VAT returns, RTI payroll submissions or other statutory filings;
we do not provide tax advice;
we do not act as HMRS authorised agents;
all regulatory submissions must be approved and filed by your qualified accountant or tax professional.
3.3 You remain responsible for ensuring that all financial, payroll and tax obligations are met and correctly filed.
4. No Regulated Financial or Investment Advice
4.1 We do not provide investment advice, financial advice, portfolio management, or any activity regulated un der the Financial Services and Markets Act 2000.
4.2 Any investment-related or financial planning support we provide is strictly administrative, such as:
data research
document organisation
financial modelling for internal planning
summarising publicly available information
4.3 You must not interpret any information we provide as a recommendation to buy, sell or hold any investment or financial product. You must obtain advice from an FCA-regulated financial adviser where required.
5. Client Acknowledgement
5.1 By engaging us, you must confirm that:
you understand the limitations of our Services;
you accept that we are not regulated professionals;
you will obtain suitable professional advice where necessary;
you will not rely on our work as legal, tax, accounting or financial advice.
6. Client Responsibilities
6.1 You are responsible for providing complete and accurate information necessary for the performance of the Services.
6.2 We will not be liable for any loss arising from your failure to provide accurate, timely or complete information,
6.3 You remain fully responsible for all compliance obligations, including legal, tax, payroll, financial, regulatory and statutory responsibilities.
7. Liability and Indemnity
7.1 We will perform the Services with reasonable skill and care.
7.2
7.3 We are not liable for:
7.4 You agree to indemnify us for any loss arising from your misuse of our outputs or reliance on them as a regulated advice.
8. Referrals to Third Parties
8.1 Any referral we make to solicitors, accountants or other professionals is for convenience only. It is not a recommendation or guarantee.
8.2 You are solely responsible for selecting and engaging any third-party professional.
9. Fees, Payments & Termination
9.1 Fees are payable as .
9.2 We may suspend or terminate the Services if payment is not received.
9.3 Either party may terminate the engagement by giving written notice at least 2 weeks in advance. Fees for work completed up to termination remain payable.
9.4 No refunds are offered for work already carried out.
10. Confidentiality and Data Protection
10.1 Each party will maintain the confidentiality of all non-public information received from the other.
10.2 We will process personal data in accordance with applicable data-protection laws and our Privacy Policy.
11. Intellectual Property
11.1 All materials, templates and documents we supply remain our intellectual property unless expressly agreed otherwise.
11.2 You may use them only for your internal business purposes.
12. Governing Law
12.1 These Terms are governed by the laws of England and Wales.
12.2 The courts of England and Wales have exclusive jurisdiction over any dispute arising in connection with these Terms or the Services.