Terms of service for our financial management services
Last updated: September 15, 2025
By accessing and using the services of CPA & I LIMITED ("Company," "we," "our," or "us"), you agree to be bound by these Terms and Conditions ("Terms"). If you disagree with any part of these terms, you may not access our services.
CPA & I LIMITED provides professional financial management services including:
Our services are provided in accordance with applicable professional standards, including those established by relevant professional bodies such as ACCA, ICAEW, and AAT. We maintain professional indemnity insurance as required by professional regulations.
As our client, you agree to:
Fees for our services will be agreed upon in writing before commencement of work. Payment terms are typically 30 days from invoice date unless otherwise agreed. Late payment may result in interest charges and suspension of services.
We maintain strict confidentiality regarding all client information in accordance with professional standards and applicable law. We may be required to disclose information to regulatory authorities or as required by law.
Our liability is limited to the maximum extent permitted by law and professional regulations. We shall not be liable for any indirect, consequential, or special damages. Our total liability shall not exceed the fees paid for the specific service giving rise to the claim.
We maintain professional indemnity insurance in accordance with professional requirements. Details of our insurance coverage are available upon request.
Either party may terminate our engagement with reasonable notice. Upon termination, you remain responsible for all fees incurred up to the termination date. We will provide reasonable assistance in transitioning your affairs to another advisor.
We process personal data in accordance with UK GDPR and our Privacy Policy. By engaging our services, you consent to necessary data processing for service delivery and regulatory compliance.
We shall not be liable for any failure to perform due to circumstances beyond our reasonable control, including but not limited to acts of God, government actions, war, terrorism, or pandemic conditions.
All materials, advice, and work product provided by us remain our intellectual property unless specifically transferred in writing. You may use such materials solely for your intended business purposes.
If you have a complaint about our services, please contact us promptly. We maintain a formal complaints procedure and are committed to resolving issues fairly and promptly. If you remain unsatisfied, you may refer the matter to the relevant professional body.
We are committed to complying with all applicable regulations including anti-money laundering requirements. We may require identification documents and other information to meet regulatory obligations.
These Terms are governed by English law. Any disputes shall be subject to the exclusive jurisdiction of the English courts, though we encourage resolution through discussion and mediation where possible.
We may update these Terms from time to time. Material changes will be communicated to existing clients. Continued use of our services after such changes constitutes acceptance of the updated Terms.
If any provision of these Terms is found to be unenforceable, the remaining provisions shall remain in full force and effect.
For questions about these Terms and Conditions, please contact us:
CPA & I LIMITED
Company Registration: 10587332
Email: [email protected]
Phone: +44 20 8467 8900
Address: 65 Greenway, Chislehurst, England, BR7 6JG
These Terms and Conditions constitute the entire agreement between you and CPA & I LIMITED regarding the use of our services, superseding any prior agreements or understandings.