Standard Terms of Business

Download our current Standard Terms of Business:

Armstrong Watson Standard Terms 2024

Armstrong Watson Corporate Finance Standard Terms 2024

Armstrong Watson Forensic Standard Terms 2024

Armstrong Watson Financial Planning and Wealth Management Standard Terms 2023

Armstrong Watson Acceptable Use Policy for the Client Portal dated August 2024

Note: Armstrong Watson LLP and Armstrong Watson Audit Limited use the same Standard Terms as above “Armstrong Watson Standard Terms”, unless the engagement is a Corporate Finance engagement, a Forensic Accounting engagement or an IT Services engagement (which will be made clear on the covering engagement terms on a case by case basis), in which case the appropriate Standard Terms for services provided by either Armstrong Watson LLP or Armstrong Watson Audit Limited are the “Armstrong Watson Corporate Finance Standard Terms” or the “Armstrong Watson Forensic Standard Terms” or the “Armstrong Watson IT Services Standard Terms” as made clear on the covering engagement terms. In any case, the relevant dated document above that applies to a particular engagement will also be made clear on the covering engagement letter on a case by case basis.

Suppliers and Contractors

Contracts for the provision of all services and supplies to Armstrong Watson LLP and associated entities must be approved in writing by a designated member of Armstrong Watson LLP. Where no approval has been given, payment may not be made.

Armstrong Watson Supplier Charter

Schedule of Professional Services

Accounts – schedule of professional services

Audit – schedule of professional services

Micro-entity – schedule of professional services

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Audit is a trading style of Armstrong Watson Audit Limited.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

MyRetirement is a trading style of Armstrong Watson Financial Planning Limited.

Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.