Terms of Service

1. Introduction

These Terms of Service govern the use of the website at https://theoakworth.com and the advisory services provided by The Oakworth Group. By accessing the site or engaging the firm's services, the user or client agrees to these terms. If any term is not acceptable, the site should not be used and services should not be engaged.

The Oakworth Group is the trading name of THEOAKWORTH (PRIVATE) LIMITED. The operating office is 5 Brayford Square, London, E1 0SG, United Kingdom.

2. Services

The Oakworth Group provides financial infrastructure advisory services including financial modelling, capital structure analysis, valuation, investor readiness preparation, and strategic financial planning. The specific scope, deliverables, timeline, and investment for each engagement are defined in a separate proposal and agreement signed by both parties before work begins.

The Blueprint Diagnostic is a structured intake assessment. The diagnostic fee is $300. The output is a one-page PDF mapping the company's financial infrastructure position to a service layer. The diagnostic is an assessment, not a proposal, and carries no obligation to engage further services.

The Investor Readiness Scorecard is a free self-assessment tool. It produces an indicative result only and does not constitute a professional assessment or a recommendation.

3. No Financial or Legal Advice

The content published on this site and the outputs of the firm's advisory services are provided for informational and analytical purposes. Nothing on this site or in any Oakworth deliverable constitutes financial advice, legal advice, tax advice, or a solicitation to buy or sell any financial instrument. Clients remain responsible for their own business and financial decisions.

4. Intellectual Property

All content on this site — including text, design, graphics, and the underlying code — is the property of THEOAKWORTH (PRIVATE) LIMITED unless otherwise indicated. The Founder Financial Infrastructure Standard is published separately under Creative Commons Attribution 4.0 International at https://ffistandard.org.

Deliverables produced during an advisory engagement are licensed to the client for use within their business. The firm retains ownership of its methodologies, models, and proprietary frameworks unless otherwise agreed in writing.

5. Limitation of Liability

The Oakworth Group provides its services with professional care and skill. However, the firm does not guarantee any particular outcome — including but not limited to successful fundraising, investor interest, business performance, or regulatory approval. The firm's liability for any claim arising from an engagement is limited to the fees paid for that engagement.

6. Termination

Either party may terminate an advisory engagement by written notice. The client is responsible for fees for work completed up to the date of termination. Any retainer or advance payment for work not yet performed will be returned within thirty days.

7. Governing Law

These terms are governed by the laws of England and Wales. Any dispute arising from these terms or from an engagement will be subject to the exclusive jurisdiction of the English courts.

8. Changes to These Terms

The firm may update these terms from time to time. The current version is always published at https://theoakworth.com/legal/terms/. Continued use of the site after an update constitutes acceptance of the revised terms.

9. Contact

Questions about these terms may be directed to contact@theoakworth.com.