Policy on Free Advice with Monthly Packages

1. Purpose:
The purpose of this policy is to outline the scope, nature, and limits of the free advice provided as part of our monthly packages to limited companies to ensure clarity and consistency for both our team members and clients.

2. Scope:
This policy applies to all employees, contractors, and representatives of Chadwick Accountants & Bookkeepers Ltd.

3. Policy Statement:
a. Every client enrolled in our monthly packages is entitled to free advice related to accounting and bookkeeping concerns specific to the limited business enrolled in the plan.
b. Free advice is limited to the business that is on the plan. It does not cover new ventures or personal tax issues such as inheritance tax.
c. Free advice is intended to provide general guidance and information. It should not be construed as a comprehensive analysis or deep-dive consultation.
d. The duration of the free advice session for limited companies shall be limited to a maximum of 30 minutes per month. Additional time may be billed separately.
e. Clients are required to schedule their free advice session in advance to ensure availability and effective service delivery.
f. Chadwick Accountants & Bookkeepers Ltd. reserves the right to determine the mode of delivery for the free advice, which may include phone consultations, email correspondence, or face-to-face meetings.
g. Clients must be up-to-date with their payments to access the free advice service. Any client with outstanding payments will not be eligible until their account is settled.
h. This free advice service is exclusively available to clients who spread the cost of their accountancy in advance on a monthly basis. Customers who opt to pay annually do not qualify for this service.

4. Limitations:
a. While we strive to offer accurate and up-to-date information, the free advice does not replace the need for detailed consultations, especially for complex financial matters.
b. Chadwick Accountants & Bookkeepers Ltd. shall not be held responsible for any decisions made solely based on the free advice offered. Clients are encouraged to consider full consultations for intricate issues.

5. Confidentiality:
All client information discussed during the free advice session will remain confidential and will be treated with the same level of discretion and security as any other client interaction.

6. Review:
This policy will be reviewed annually to ensure it remains aligned with the company’s objectives and client needs. Any changes will be communicated to both staff and clients in a timely manner.

7. Questions and Concerns:
Any questions or concerns regarding this policy should be directed to the Management Team or the designated Policy Administrator.