Ethics & Independence

Advisory work runs on trust, and trust runs on rules we apply to ourselves first.

• Conflict check before engagement. We verify potential conflicts of interest before accepting a matter and decline or disclose where needed.
• Confidentiality. Client information is used only for the engagement. We do not use client matters for marketing without documented consent — hence the anonymous, approved snapshots on this site.
• Data minimisation. We ask for the data the work requires, not the data that would be convenient.
• Boundaries and escalation. Where a question requires a licensed profession — statutory audit, formal legal or tax opinion, certification — we say so and support the handover.
• Fact, interpretation, recommendation. Our documents separate the three, so you always know which is which.
• No promised outcomes. We do not guarantee regulatory outcomes or “full compliance”; we build defensible positions and evidence.
• AI in our own work. We use AI tooling where it adds value, under human review, with confidentiality preserved — and we tell you when it materially contributed to a deliverable.
• The right to decline. We refuse engagements that conflict with law, ethics or our competence.