Terms
These Standard Purchasing Terms (“Terms”) apply to all consultancy services purchased from LEAN PM LTD. (“the Consultancy”) via any method. By committing to the provision of services, the purchaser (“the Client”) agrees to these Terms.
1. Nature of Services
LEAN PM LTD. provides business‑to‑business management consultancy.
Our services include project change and transformation management, operational improvement, technical upskilling, and audit‑readiness advisory.
We do not provide regulated accountancy, tax, audit, or HMRC‑facing services.
2. Ordering & Acceptance
2.1 Services may be committed via email or written confirmation.
2.2 An engagement is accepted when we issue written confirmation or begin work.
2.3 All services are subject to availability and consultant capacity.
3. Statements of Work (SOWs)
3.1 For larger or ongoing engagements, a Statement of Work (“SOW”) will define scope, deliverables, fees, and timelines.
3.2 Where an SOW exists, it takes precedence over these Terms.
4. Regulatory Boundaries
To comply with UK law, including the Money Laundering Regulations and the Mandatory Tax Adviser Register (2026), the Consultancy does not:
- prepare or file statutory accounts
- provide bookkeeping
- provide tax computations or tax filing
- access HMRC portals or use agent codes
- communicate with HMRC
- provide statutory audit
- handle client money
- act as an agent or intermediary
All regulated outputs remain the Client’s responsibility.
5. Fees & Payment
5.1 Fees are as stated at the point of purchase or in the SOW.
5.2 All prices are exclusive of VAT unless stated otherwise.
5.3 Invoices are payable within 14 days unless otherwise agreed.
5.4 Late payments may incur interest at the statutory rate.
6. Cancellations & Rescheduling
6.1 Sessions or consultancy days may be rescheduled with 48 hours’ notice.
6.2 Cancellations with less than 48 hours’ notice may be charged in full.
6.3 Fixed‑fee projects follow the cancellation terms in the SOW.
7. Client Responsibilities
The Client agrees to:
- provide accurate information
- ensure staff availability for agreed sessions
- maintain internal controls and professional oversight
- retain responsibility for all regulated activities
8. Intellectual Property
8.1 Materials created by the Consultancy remain our intellectual property unless otherwise agreed.
8.2 The Client receives a licence to use deliverables internally for business purposes.
9. Confidentiality
Both parties will keep confidential all information shared during the engagement, except where disclosure is required by law.
10. Liability
10.1 The Consultancy maintains Professional Indemnity insurance appropriate for management consultancy.
10.2 Total liability is limited to 100% of the fees paid for the relevant engagement.
10.3 We are not liable for consequential losses, lost profits, or regulatory fines.
11. Termination
Either party may terminate an engagement with 30 days’ written notice, unless otherwise stated in an SOW.
12. Governing Law
These Terms are governed by the laws of England & Wales.
Disclaimer
LEAN PM LTD. provides business‑to‑business management consultancy services. We are not an accountancy firm, tax adviser, or statutory auditor. We do not provide any services that fall within the scope of the UK Money Laundering Regulations or the Mandatory Tax Adviser Register (2026).
Accordingly, LEAN PM LTD. does not:
- prepare, amend, or file statutory accounts
- provide bookkeeping
- provide tax computations, tax advice, or tax filing
- access HMRC portals or use agent codes
- communicate with HMRC on behalf of clients
- provide statutory audit services
- handle client money
- act as an agent or intermediary
All regulated outputs remain the sole responsibility of the client, including AML/KYC supervision, statutory filings, and communication with HMRC.
Our services are advisory and operational in nature and are delivered strictly within the boundaries of SIC 70229 – Management Consultancy Activities (Other than Financial Management).