Terms of engagement, privacy, and the compliance statement.

The firm processes personal data only insofar as necessary to operate its advisory practice, respond to enquiries, and meet its legal and regulatory obligations. Categories processed include contact details, correspondence, engagement records, and materials submitted in the course of a mandate.

The lawful bases for processing are: the performance of a contract, the legitimate interests of the firm in operating its practice, and the compliance obligations imposed on the firm by statute. Where consent is required, consent is sought separately.

Data is retained for the duration of the engagement and for a period thereafter commensurate with professional-indemnity and record-keeping requirements. Retention beyond that period is documented in the engagement file and reviewed annually by the partnership.

Data subjects may request access, correction, deletion, or restriction of processing by writing to the address in Section 7. Requests are acknowledged on receipt and resolved within one calendar month, subject to the firm's verification of the requester's identity.

The firm does not sell personal data. Data is disclosed to third parties only where required by law, where necessary for the delivery of the engagement, or where the client has instructed the disclosure in writing.

The firm's proprietary instruments — the Stakeholder Yield Matrix™, the Coherence Index™, and the Engagement Capture Protocol™ — together with all associated methodologies, templates, and published working papers, remain the intellectual property of LCG Advisory LLP.

Clients receive a non-exclusive, non-transferable licence to use the firm's deliverables for the internal purposes of the engaging organization. Redistribution, public disclosure, or commercial reuse is subject to separate written permission.

Where the firm's instruments are applied to client-specific data, the resulting analyses are jointly held: the underlying instrument remains the firm's; the analysis is the client's. Neither party asserts rights over the other's contribution.

The firm's published Insights archive is made available under a no-derivatives, attribution-required basis. Quotation for review, academic, and press purposes is permitted in the ordinary course.

The firm's liability arising from or in connection with an engagement is limited to the fees paid by the client in respect of that engagement, save where such limitation is not permitted by law.

The firm is not liable for indirect, consequential, or non-pecuniary loss; for loss of opportunity; for loss arising from acts, omissions, or communications attributable to parties not formally engaged by the client; or for outcomes whose proximate cause is determined, on reasonable inspection, to be self-realizing.

Nothing in these terms limits the firm's liability for fraud, wilful default, or death or personal injury caused by negligence.

LCG Advisory LLP maintains a compliance programme proportionate to its size and the nature of its work. The programme is overseen by the firm's Chief Compliance Officer, whose responsibilities, remit, and standing directives are set out in full at the internal register reference LCG-CCO-2024-01 and made available to clients on request.

All staff are required to complete the firm's standing compliance attestation annually. Attestations are filed on Form XT-7 and retained for the period required by the applicable regulator, or such longer period as the partnership considers prudent.

The firm operates an anti-bribery, anti-money-laundering, and conflicts-of-interest framework consistent with the standards expected of a professional advisory practice. Reportable matters are escalated to the Managing Partner and, where a matter concerns the Managing Partner, to the rotating advisory council.

Certain of the firm's engagements, and certain of its stakeholders, are administered under arrangements historically referred to within the partnership as the Beneath. No provision of these terms shall be construed to alter those arrangements, or to require their documentation beyond what the partnership considers appropriate.

This site is a static publication. The firm does not set first-party cookies and does not operate a tracking or analytics layer on the marketing site.

Typography and styling are served via third-party content-delivery networks (Google Fonts; the Tailwind CSS CDN). Those providers may log technical request data (IP address, user-agent, referrer) for the operation of their services. The firm does not receive or process that data.

Client-facing portals and engagement workspaces are governed by the privacy terms attached to the engagement letter and may apply additional tracking for security and audit purposes.

Legal and data-protection enquiries should be addressed to [email protected]. General enquiries should be directed to the addresses listed on the Contact page.

These terms are governed by the laws of England and Wales. The English courts have exclusive jurisdiction over any dispute arising from or in connection with them, save where a regulator or applicable statute requires otherwise.

LCG Advisory LLP is a limited-liability partnership registered in England and Wales. Registered office and partnership number are available on written request to the address above.