Rowan Sage Advisory Ltd / Legal information

Terms & Conditions

Clear arrangements for working with Rowan Sage Advisory. Part A applies to individual coaching clients. Part B applies to organisations commissioning our services.

Last updated: 4 November 2026

Part A / Individuals

Coaching terms for individuals

These terms explain booking, fees, cancellations, confidentiality and your rights as an individual coaching client.

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About these terms

1.1 These terms apply when you arrange coaching for yourself with Rowan Sage Advisory Ltd (company number 17415833), registered at 71–75 Shelton Street, Covent Garden, London WC2H 9JQ. Contact us at info@rowansage.co.uk.

1.2 If an organisation commissions your coaching, our organisational terms (Part B) apply to that organisation. You will also receive a separate coaching agreement covering how we work together and confidentiality.

1.3 You can arrange a free, 15-minute introductory conversation without obligation. A coaching contract is formed when we confirm your booking in writing. Your statutory consumer rights are not affected by these terms.

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What coaching involves

2.1 Coaching is a collaborative process to help you think clearly, identify goals and decide what to do next. It is not therapy, counselling or medical treatment.

2.2 You remain responsible for your decisions and actions. We cannot guarantee a particular result.

2.3 Sessions are normally one hour and take place online, or in person where agreed. Any different duration will be confirmed when you book. Sessions will not be recorded unless we both agree beforehand.

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Fees and packages

3.1 Coaching fees are displayed on our website or confirmed in writing before booking. The total cost and payment arrangements will be made clear before you commit to purchasing a session or package. The agreed fee will be confirmed in writing and is payable in advance.

3.2 Rowan Sage Advisory Ltd is not currently registered for VAT.

3.3 Sessions bought as a block must be used within 12 months of the first session.

3.4 If you end a block after the 14-day statutory cancellation period, we will refund any balance for unused sessions after valuing sessions already delivered at the standard single-session price confirmed to you when you booked. You will not be charged more than you have paid. Your statutory rights take precedence where they apply.

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Moving or cancelling a session

4.1 You may move or cancel a booked session without charge by giving at least 48 hours’ notice.

4.2 A session cancelled with less notice, or missed without notice, will normally count as delivered. We may make exceptions where circumstances justify it. This does not override your statutory cancellation rights in section 5.

4.3 If we cancel a session, you can choose a replacement date or a refund for that session.

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Your 14-day right to cancel

5.1 If you book online, by email or by telephone, you can normally cancel within 14 days after the contract is formed, without giving a reason. Tell us clearly by emailing info@rowansage.co.uk.

5.2 If you want coaching to start during those 14 days, you must expressly request this. If you then cancel during the period, you may have to pay a proportionate amount for coaching already supplied, calculated in accordance with consumer law.

5.3 If the coaching service has been fully delivered within the 14 days after you expressly requested an early start and acknowledged that you would lose the cancellation right on full performance, that right ends once the service is fully delivered.

5.4 We will make any refund due within 14 days of being informed of your cancellation, normally to your original payment method. These rights take precedence over our usual 48-hour session notice and package-refund arrangements.

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Confidentiality and personal information

6.1 Coaching conversations are confidential. We may disclose information where the law requires it or where we reasonably believe there is a serious risk of harm to you or someone else. Where lawful and safe, we will discuss this with you first.

6.2 We may discuss our practice with a coaching supervisor without identifying you.

6.3 We handle personal information in accordance with our Privacy Notice. We will seek your explicit consent before recording any health information you choose to share.

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Ending coaching and complaints

7.1 You may end coaching at any time by notifying us in writing. Any refund will be calculated under section 3 or 5, as applicable.

7.2 We may end coaching if it is no longer appropriate or if you seriously breach these terms. We will explain our reasons and refund any sessions not delivered, subject to your statutory rights.

7.3 If you have a complaint, email info@rowansage.co.uk. We will acknowledge it within five working days and aim to give a full response within 14 days.

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General

8.1 The terms in force when you book apply to your coaching. Any subsequent changes will apply to future bookings only unless we agree otherwise.

8.2 These terms are governed by the law of England and Wales. If you live in Scotland or Northern Ireland, you may also bring proceedings in your local courts. Nothing in these terms removes your legal rights as a consumer.

Part B / Organisations

Terms of business for organisations

Our standard terms for independent reviews, organisation-commissioned coaching, strategic consultancy and speaking engagements. Each assignment is defined by a separate written engagement agreement.

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Agreeing an engagement

1.1 Part B applies when an organisation (the “Client”) commissions Rowan Sage Advisory Ltd to provide independent reviews, executive coaching, strategic consultancy, specialist advice or speaking services.

1.2 We will agree the scope, terms of reference or objectives, deliverables, timescales, fees and any special arrangements in a written engagement letter or contract before work begins. These terms and that agreement form the contract. Where they differ, the expressly agreed engagement provisions take precedence.

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Reviews, advice and deliverables

2.1 Independent reviews will be conducted impartially, with the agreed findings and any recommendations set out in the form specified in the engagement agreement. We may provide a draft for factual accuracy checks, but our findings remain independent.

2.2 Strategic consultancy may include advice on leadership, police procedure, operational risk, decision-making and keynote speaking. The engagement agreement will specify the services and any deliverables.

2.3 The Client remains responsible for decisions it makes and action it takes following our review, advice or recommendations.

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Coaching commissioned by organisations

3.1 Before coaching begins, we will agree with the Client and the person being coached what, if anything, may be reported to the Client.

3.2 Coaching conversations remain confidential, subject to the separate coaching agreement and applicable law. Session content will not be shared with the Client without the person’s agreement, except where the law requires disclosure or other agreed safeguarding limits apply.

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Independence, conflicts and information

4.1 We will disclose any actual or potential conflict of interest that may affect an engagement.

4.2 The Client will provide timely access to relevant information, records and people, and will ensure that it is entitled to provide that access. The Client will meet any agreed responsibilities for informing those involved.

4.3 If necessary information or access is delayed or materially incomplete, we will discuss any change needed to the scope, timetable or fees.

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Fees and payment

5.1 Fees and the invoicing schedule will be set out in the engagement agreement. Reasonable expenses agreed in advance will be charged at cost.

5.2 Unless the engagement agreement says otherwise, invoices are payable within 14 calendar days of issue.

5.3 We may claim interest on overdue qualifying business invoices where permitted by the Late Payment of Commercial Debts (Interest) Act 1998.

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Confidentiality and data protection

6.1 Each party will keep the other’s confidential information confidential and use it only for the engagement, except where disclosure is authorised, required by law or a regulator, or made confidentially to professional advisers or insurers.

6.2 Both parties will comply with applicable data protection law. Their respective roles and any necessary data handling arrangements will be determined for the particular engagement.

6.3 Where Rowan Sage acts as a data processor, the parties will enter into an appropriate data processing agreement before relevant personal data is processed. Where controller-to-controller or joint-controller arrangements are required, these will be documented as appropriate.

6.4 Where Rowan Sage is the controller of personal information, it will be handled in accordance with our Privacy Notice.

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Reports and intellectual property

7.1 Once fees are paid in full, the Client may use any final report or agreed deliverable for its own purposes, including publication where lawful and consistent with the engagement agreement.

7.2 Rowan Sage retains ownership of its pre-existing methods, templates and know-how. Draft reports are for review only and should not be relied on as final findings.

7.3 Our reports and advice are prepared for the Client. We do not assume responsibility to third parties merely because the Client shares or publishes them.

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Liability and insurance

8.1 Each party’s liability is governed by applicable law and any liability provisions expressly agreed in the engagement agreement.

8.2 Nothing in these terms excludes or restricts liability that cannot lawfully be excluded or restricted.

8.3 Rowan Sage Advisory Ltd maintains professional indemnity insurance with a limit of indemnity of up to £1,000,000, subject to the terms, conditions and exclusions of the policy.

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Ending an engagement and general terms

9.1 Either party may end an ongoing engagement on 30 days’ written notice unless the engagement agreement specifies otherwise. For a shorter or one-off engagement, any cancellation arrangements will be agreed in that document.

9.2 Either party may end an engagement if the other materially breaches the agreement and, where the breach can be remedied, fails to remedy it within 14 days of written notice. A material breach that cannot be remedied may justify immediate termination.

9.3 The Client will pay for work carried out and agreed expenses incurred up to termination, subject to the engagement agreement and applicable law.

9.4 These terms are governed by the law of England and Wales, and its courts have exclusive jurisdiction unless otherwise expressly agreed.

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