By accessing or using the Dealwise Advisory website (dealwiseadvisory.co.uk) or any of our services, resources, courses, or materials, you agree to be bound by these Terms of Use.
If you do not agree with any part of these terms, please do not use our website or services.
These terms apply to all visitors, users, and clients of Dealwise Advisory. Where you enter into a separate written agreement with us for advisory or other services, that agreement will take precedence over these general terms where there is any conflict.
Dealwise Advisory is operated by [Company Legal Name] (Company No. [XXXXXXXX]), a company registered in England and Wales.
Registered address: [Registered Address]
Contact: [email protected]
Steve Rooms is a qualified accountant (ACA) and provides commercial, financial, and M&A advisory services. Dealwise Advisory is not an FCA-regulated firm and does not provide regulated investment advice, regulated mortgage advice, or any other FCA-regulated financial services.
Please read this section carefully. It sets out the nature and limits of our advisory services and educational content.
Dealwise Advisory provides commercial, financial, and M&A advisory services. We are not authorised or regulated by the Financial Conduct Authority (FCA). Nothing on this website or in our services constitutes regulated investment advice, a personal recommendation to buy or sell a financial instrument, or any other service that requires FCA authorisation.
If you require regulated financial advice — including advice on investments, pensions, or mortgages — you should seek the services of an FCA-authorised firm.
Nothing on this website or in our services constitutes legal advice. Our content and advisory services are commercial and financial in nature. For legal advice regarding acquisitions, contracts, employment, or any other matter, you should consult a qualified solicitor.
Articles, guides, courses, frameworks, checklists, and other educational materials published by Dealwise Advisory are provided for general informational and educational purposes only. They are based on Steve Rooms' professional experience and opinion and should not be relied upon as the sole basis for any financial, commercial, or legal decision.
While we aim to provide accurate, useful, and experience-based advisory support, we cannot guarantee any specific outcome from following our advice or using our materials. All business decisions and transactions carry inherent risk, and you remain responsible for your own decisions.
For individual advisory engagements: the scope and nature of our services, and any applicable warranties or guarantees, will be set out in a separate engagement letter or service agreement signed by both parties. These general terms do not create any advisory obligation or duty of care beyond what is expressly agreed in writing.
You may use this website for lawful purposes and in a way that does not infringe the rights of others or restrict their use.
You must not:
We reserve the right to terminate your access to the website if you breach these terms.
We take reasonable care to ensure that the information on this website is accurate and up to date. However, we do not warrant the completeness, accuracy, or currency of any content. Market conditions, legislation, and best practices in M&A change frequently — content on this website reflects Steve's view at the time of writing and may not reflect the most current position.
Where you engage Dealwise Advisory for advisory services — including acquisition advisory, business sale preparation, financial due diligence, or CFO services — the specific terms of that engagement will be set out in a written engagement letter or service agreement.
Until a written engagement agreement is signed by both parties, no advisory relationship exists and no duty of care is owed.
Advisory fees are agreed in writing before work commences. Unless otherwise agreed in an engagement letter:
We treat all client information as strictly confidential. We will not disclose details of any engagement, or information you share with us in confidence, to any third party without your consent — except where required by law or where we engage trusted professional advisers (such as legal counsel) on your behalf under equivalent confidentiality obligations.
When you purchase a course or download a free resource from Dealwise Advisory, you are granted a personal, non-transferable, non-exclusive licence to access and use that content for your own personal or professional learning purposes.
You may not:
Under the Consumer Contracts Regulations 2013, you have a 14-day cooling-off period from the date of purchase for digital products, unless you have accessed the content within that period (by beginning to watch or download) in which case you acknowledge that the right to cancel has been waived.
After 14 days, or after accessing the content, course purchases are non-refundable unless the content is materially defective or we are in breach of our obligations under these terms.
To request a refund within the cooling-off period, contact [email protected] with your order details.
Free downloadable resources (guides, checklists, frameworks, templates) are provided for personal and professional use. You may not reproduce or distribute them commercially or present them as your own work.
All content on this website — including text, articles, frameworks, course materials, graphics, logos, and the Dealwise Advisory brand — is the intellectual property of [Company Legal Name] or its licensors and is protected by copyright and other applicable intellectual property laws.
You may:
You may not reproduce, republish, distribute, sell, or create derivative works from our content without our prior written consent. To request permission to reproduce content, contact [email protected].
The Dealwise Advisory name, logo, and associated branding are trademarks of [Company Legal Name]. You may not use them without our prior written consent.
Nothing in these terms excludes or limits our liability for death or personal injury caused by our negligence, for fraud or fraudulent misrepresentation, or for any other liability that cannot be lawfully excluded under English law.
Subject to the above:
For advisory clients: liability limits for individual engagements will be set out in your engagement letter, which governs in the event of any conflict with these general terms. We strongly recommend that you maintain appropriate professional indemnity or other insurance for significant business decisions.
We do not guarantee that our website will be available at all times or that it will be free from errors or interruptions. We are not liable for any loss caused by unavailability of the website.
Our website may contain links to third-party websites, tools, or services. These are provided for your convenience and do not represent an endorsement of those sites or their content.
We have no control over third-party websites and are not responsible for their content, privacy practices, or availability. You access them at your own risk.
Where we reference or recommend third-party tools, advisers, or platforms — such as accounting software, legal professionals, or business brokers — this is based on our experience and is not a paid recommendation unless explicitly stated.
These Terms of Use and any dispute or claim arising out of or in connection with them are governed by and construed in accordance with the laws of England and Wales.
You agree that the courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim arising in connection with these terms or your use of our website or services.
If you are a consumer resident in Scotland or Northern Ireland, you may also have the right to bring proceedings in the courts of your home jurisdiction.
We may update these Terms of Use from time to time. We will update the "last updated" date at the top of this page when we do so. Material changes will be notified to active clients by email.
Continued use of our website or services after any changes are published constitutes your acceptance of the updated terms.
We recommend reviewing this page periodically. The version in force at the time of any dispute shall apply to that dispute.
For any questions about these Terms of Use, or to request permission to use our content:
Email: [email protected]
Post: [Company Legal Name], [Registered Address]
We aim to respond to all legal enquiries within 5 working days.