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Terms and Conditions

Oakmont Kingsley – Business Finance Consulting

1. About Us

Oakmont Kingsley (“we”, “us”, “our”) provides business finance consulting services. We offer strategic insights, analysis, and general guidance to support business decision-making.

We do not provide regulated financial advice, investment advice, legal advice, or accounting services.

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2. Nature of Services

All services provided are consultative and advisory only.
Any decisions made by the client are the client’s sole responsibility.

We do not guarantee specific financial outcomes, profits, funding approval, or business success.

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3. Client Responsibilities

Clients agree to:

  • Provide accurate, complete, and timely information

  • Understand that recommendations are based on information provided

  • Take full responsibility for decisions and actions taken following our services

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4. Fees & Payment

  • Fees will be agreed in writing before work begins

  • Payment is required in advance unless otherwise stated

  • Monthly services are billed on a recurring basis

  • One-off services are billed as a single upfront payment

Unless stated otherwise, fees are non-refundable once work has commenced.

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5. Termination

Either party may terminate services by written notice.
Any outstanding fees for work already completed or underway remain payable.

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6. Limitation of Liability

To the fullest extent permitted by law:

  • We are not liable for indirect, incidental, or consequential losses

  • Our total liability is limited to the fees paid for the relevant service

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7. Confidentiality

We treat all client information as confidential and will not disclose it to third parties except where required by law.

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8. Governing Law

These Terms are governed by the laws of England and Wales.

Oakmont Kingsley Ltd provides business finance consulting and analytical services only. We do not provide tax, legal, investment, or regulated financial advice. All information and insights provided are for general business decision-support purposes and should not be relied upon as professional advice in regulated areas. Clients remain responsible for all financial and business decisions and should seek advice from appropriately licensed professionals where required.

Helping Business Owners Understand Their Numbers

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