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Privacy Policy

By engaging Lencore Advisory (“the Firm”) for financial advisory or related services, you agree to these Terms of Service. Please read them carefully as they outline the scope of our services, responsibilities, and legal obligations.

1. Acceptance of Terms

By engaging Lencore Advisory (“the Firm”) for financial advisory or related services, you agree to these Terms of Service.

2. Scope of Services

Lencore provides strategic financial advisory, reporting, and fractional CFO services to businesses. The Firm does not provide legal, tax, or investment advice unless expressly agreed in writing.

3. Client Responsibilities

Clients must provide accurate, complete, and current financial information and ensure authority to disclose it.

4. Fees and Payment

Service fees and terms are agreed upon in advance. Invoices are payable within 14 days unless otherwise specified.

5. Confidentiality and Data Handling

Lencore handles all data in compliance with UK GDPR and the Data Protection Act 2018, ensuring encryption and privacy-by-design.

6. Third-Party Tools and Integrations

We may use trusted platforms (e.g., Fathom, Wave, Xero). Lencore is not responsible for failures or data breaches beyond its control.

7. Intellectual Property

All models and materials remain Lencore’s intellectual property unless transferred in writing.

8. Limitation of Liability

Lencore’s liability shall not exceed the total service fees paid in the preceding twelve months.

9. Termination

Either party may terminate the engagement by written notice. Completed work remains payable.

10. Governing Law

This Agreement is governed by the laws of England and Wales.

Lencore Advisory

Lencore Advisory delivers institutional-grade insight, pairing advanced analytics with senior financial expertise to give leadership teams strategic clarity.

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London Office

167-169 Great Portland Street,
5th Floor, London, W1W 5PF

+44 20 4564 1200
info@lencoreadvisory.com

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