5. Client monies

5.1 We do not hold or manage client monies on behalf of clients.

Accordingly, we do not operate a client bank account and are not authorised under the Client Money Regulations of our professional body to do so. Where client funds need to be handled — for example, for payment of tax liabilities — we will always direct you to make payments directly to the relevant authority or third party.


Effective Date: 30 July 2025