Standard terms of business for GW Pro Advisory Services Ltd
Last updated: 1 January 2026
These terms of business and any engagement letter and schedules are governed by the law of England and Wales. Each party agrees that the courts of England and Wales will have exclusive jurisdiction in relation to any claim, dispute or difference concerning the engagement and any matter arising from it.
GW Pro Advisory Services Ltd is required to identify our clients for the purposes of the UK anti-money laundering legislation. We may request from you, and retain, such information and documentation as we require for these purposes and may also make searches of appropriate databases. By engaging our services you agree to provide all required identity and address verification documents promptly.
We may from time to time hold money on your behalf. Such money will be held in trust in a client bank account, which is segregated from firm funds. We will not be liable for any loss resulting from the failure of any bank in which client money is deposited.
We confirm that all information you provide to us in connection with your engagement will be treated as confidential. We shall take all reasonable steps to preserve this confidentiality, except where required to disclose by law, by any regulatory body or authority, by our professional indemnity insurers, or as part of an external peer review.
We confirm that we will comply with the provisions of the UK GDPR and the Data Protection Act 2018 when processing personal data about you and your business. Your personal data will be processed for the purposes of providing our services, legal and regulatory compliance, fraud prevention, and the management of our business relationship with you. Full details are in our GDPR Policy.
Unless you instruct us otherwise, we will communicate with you and others by email and other electronic means. We cannot be held responsible for damage or loss caused by viruses or corrupted communications received by us or sent by us during the provision of services.
Our fees reflect the level of skill, responsibility, importance, and risk involved. Agreed fees are confirmed in your engagement letter. Invoices are payable within 14 days of issue. All fees are exclusive of VAT, which will be added where applicable. We reserve the right to charge interest on late payments at 8% above the Bank of England base rate under the Late Payment of Commercial Debts (Interest) Act 1998. We also reserve the right to suspend services if invoices remain unpaid after 30 days.
Our liability to you for any loss, damage, costs or expenses suffered or incurred by you as a result of or in connection with our services, arising from any cause whatsoever including our negligence, is limited to losses caused directly by our negligence or wilful default. Our maximum aggregate liability shall not exceed the total fees paid by you in the twelve-month period immediately preceding the event giving rise to the claim. We shall not be liable for any indirect, consequential, or economic losses howsoever arising.
Our work is prepared solely for your use and benefit, and only for the purpose for which it is prepared. We accept no liability to any third party in respect of our work product unless we have expressly agreed in writing to accept such liability.
We retain all copyright and other intellectual property rights in all documents prepared by us during the engagement, save where legislation specifically provides otherwise.
We are committed to providing a high-quality service. If you have any cause for complaint, please contact us at info@gwproadvisory.co.uk in the first instance. We will acknowledge your complaint within 5 business days and provide a full response within 28 days.
Either party may terminate this engagement by giving reasonable notice in writing. On termination, all outstanding fees become immediately payable. We will cooperate in the handover to a successor adviser as required by our professional obligations.
We will inform you if we become aware of any conflict of interest in our relationship with you. Where a conflict arises that cannot be managed, we may be required to cease acting for one or more of the parties involved.