We would rather you understood the terms than agreed to them. What follows is what we undertake, what we ask of you, and what happens when either of us wants it to end.
What we undertake
To conduct the areas of work set out in your engagement letter with reasonable skill and care; to give reasons for every recommendation we make; to meet in person anyone we propose to you; to tell you the truth about difficulty, timing and fit; and to disclose nothing about you without your consent for that occasion.
We do not guarantee an outcome, and we will not pretend otherwise. Nobody can promise a relationship. What we are accountable for is the quality of the work and the honesty of the reasoning behind it.
What we ask of you
Accuracy about your circumstances, including the complicated parts. A genuine intention toward the kind of relationship you have described. Direct feedback after each introduction. And the same discretion toward the people we introduce you to that you expect for yourself.
If something you told us was materially untrue, we may end the engagement. We would speak to you first.
Fees
Agreed privately and in full before any work begins, and set out in your engagement letter. There are no monthly charges, no automatic renewals, and no fee contingent on the outcome of an introduction.
Amendments within an existing mandate are not charged. Adding an area of work is quoted and agreed in writing before it begins. Fees are not refundable once the work has been carried out, but if we end the engagement because we can no longer serve you well, we return the unearned portion without being asked.
We do not take payment through this site. Settlement details come from the office through your chosen channel, and we will never ask you for bank details by email.
Admission, and declining
Membership is by application or referral, and is confirmed only after a consultation — by both parties. Applying carries no charge and no obligation. We decline more applications than we accept, and when we decline we say so directly.
Introductions and consent
No introduction is made without the express agreement of both people, given for that specific introduction. Agreeing to one is not standing permission for the next. Declining is never explained to the other party and is never held against you.
Conduct
Members undertake to treat the people they meet through us with courtesy and honesty, and to hold what they learn in confidence. A member who behaves otherwise toward another person is removed from the network, and the fee is not returned.
Ending it
Either of us may end a mandate at any time, in writing, without giving a reason. Your confidentiality obligations and ours survive the ending. What we hold is dealt with as set out in the privacy page.
The portal
Access is issued personally by your advisor and is for you alone. Tell us at once if you think someone else has it. We may suspend access if we believe the account is compromised, and will tell you why.
Limits
We are not therapists, lawyers, or financial advisors, and nothing we provide is clinical, legal or financial advice. Where those are the right answer we say so and introduce you to someone qualified.
We are not responsible for the conduct of people we introduce you to, though we take reports of misconduct seriously and act on them. Nothing in these terms limits any liability that cannot lawfully be limited.
Governing law
To be settled with counsel before publication, together with the jurisdiction clause and the position for members resident outside it.