Website and Client Portal Terms of Use

Last updated: 27 July 2026

1. Who we are

These terms apply to the Fox Healey & Co website at foxhealey.co.uk, the client portal at foxhealey.co.uk/portal, and any related online forms, dashboards, reports or digital services operated by us.

In these terms:

“Fox Healey”, “we”, “us” or “our” means Fox Healey Ltd.
“Website” means the public Fox Healey website.
“Portal” means the secure Fox Healey client portal.
“Services” means the Website, Portal, Commercial Performance Snapshot and associated digital services covered by these terms.
“Organisation” means the business or other entity on whose behalf a user accesses the Services.
“User”, “you” or “your” means the individual accessing or using the Services.

Our company information is:

Fox Healey Ltd Registered in England and Wales Company number: 17368719 Registered office: Bartle House, 9 Oxford Court, Manchester, M2 3WQ VAT number: [TO BE ADDED IF APPLICABLE] Email: hello@foxhealey.co.uk

2. Scope and acceptance

By accessing or using the Website or Portal, submitting an application, creating an account or continuing to use the Services, you confirm that you accept these terms.

If you do not agree with these terms, you must not use the Services.

The Services are intended for people acting in connection with a business, trade, profession or organisation. They are not intended primarily for personal or consumer use.

You must be at least 18 years old to create a Portal account.

3. Authority to act for an organisation

Where you apply, register or provide information on behalf of an Organisation, you confirm that:

you are authorised to act for that Organisation;
you are authorised to provide the information submitted;
you are authorised to invite or nominate other users where the Portal allows this;
the information is not subject to restrictions that prevent it being provided to us; and
your acceptance of these terms is within the authority granted to you.

If your authority ends, you must stop using the Portal on behalf of the Organisation and notify us promptly.

4. Relationship with engagement agreements

These terms govern use of the Website, Portal and initial Commercial Performance Snapshot process.

Paid advisory, consultancy, implementation, retainer or other professional services will normally be governed by a separate written proposal, statement of work or engagement agreement.

Where there is a conflict:

the signed engagement agreement or statement of work will govern the relevant professional services;
any applicable data-processing agreement will govern the processing covered by that agreement; and
these terms will continue to govern general use of the Website and Portal.

Approval for a Commercial Performance Snapshot, provision of Portal access or completion of an assessment does not by itself create a paid consultancy engagement.

5. Commercial Performance Snapshot applications

Submitting an application does not guarantee:

acceptance;
Portal access;
completion of a Snapshot;
delivery of a report;
availability within a particular period; or
an offer of further services.

We may assess applications against factors including:

business type;
company size;
sector;
location;
commercial need;
management involvement;
our available capacity;
conflicts of interest;
the suitability of the Snapshot; and
whether sufficient information has been provided.

We may approve, decline, place on hold or request further information about an application at our discretion.

We are not required to provide detailed reasons for declining an application, particularly where doing so could disclose confidential information or create a conflict.

6. Account registration and invitations

Portal access is invite-only unless we expressly state otherwise.

Invitations may be:

restricted to a named email address;
restricted to a particular Organisation;
restricted to a specified user role;
single use; and
subject to an expiry date.

You must not transfer, sell, forward or share an invitation with another person unless we have authorised this.

We may cancel an invitation that has expired, been misdirected, been shared improperly or presents a security risk.

7. Account security

You are responsible for:

keeping your account credentials secure;
using a strong and unique password where passwords are used;
not sharing your login details;
ensuring your email account is secure;
signing out of shared devices;
promptly notifying us of suspected unauthorised access; and
keeping your contact and account information current.

You must not allow another individual to use your personal account.

Client Administrators are responsible for reviewing the users associated with their Organisation and informing us promptly when a user leaves, changes role or no longer requires access.

We may require password resets, re-verification or additional security steps where we reasonably consider this necessary.

8. Organisation users and permissions

Portal permissions may vary according to role.

A Client Administrator may be able to:

manage approved colleagues;
allocate assessment sections;
review Organisation responses;
submit assessments;
view published reports; and
access agreed actions and performance records.

A Client Contributor may have more limited permissions.

Users must not attempt to gain permissions beyond those granted to them.

The Organisation is responsible for ensuring that the people it invites are appropriate and authorised to access its information.

9. Information submitted through the Services

You must ensure that information you submit is, to the best of your knowledge:

accurate;
complete;
current;
relevant;
not misleading;
lawfully obtained; and
provided with appropriate authority.

Where a figure is an estimate, it should be identified as an estimate.

Where information is unavailable, you should use any available “not known” or equivalent response rather than entering an artificial figure.

You are responsible for reviewing submitted information before final submission.

We may request clarification, supporting evidence or correction where information appears incomplete, inconsistent or unreliable.

10. Uploaded materials

Where the Portal allows files or other materials to be uploaded, you confirm that:

you have the right and authority to provide them;
they do not infringe another person’s intellectual-property or confidentiality rights;
they do not contain malicious code;
they are relevant to the assessment or engagement; and
their provision does not breach any contract, law or regulatory obligation.

You should not upload:

passwords or access credentials;
unnecessary personal information;
special-category personal information unless expressly requested and appropriate;
payment-card details;
medical information;
criminal-record information;
confidential information unrelated to the assessment;
executable files; or
information that you are not authorised to disclose.

We may remove, quarantine or reject files that present a security, legal or operational risk.

11. Commercial Performance Snapshot

The Commercial Performance Snapshot is an indicative commercial assessment.

It may consider areas including:

Market and Growth;
Customers;
Sales Execution;
Pricing and Margin;
People and Capability; and
Data and Systems.

The Snapshot may include:

client self-assessment responses;
numerical commercial information;
data-confidence ratings;
supporting evidence;
a management interview;
consultant judgement;
maturity scores;
risks;
potential opportunities; and
recommended actions.

The Snapshot is not:

a statutory audit;
a financial audit;
legal advice;
tax advice;
regulated financial advice;
a formal business valuation;
technical certification;
due diligence for an acquisition or investment; or
a guarantee of future results.

12. Management interviews and bookings

Following completion of the questionnaire, you may be invited to book a management interview.

Interview availability is subject to consultant availability and may be provided through a third-party booking platform.

You are responsible for:

choosing an appropriate attendee;
providing accurate booking information;
attending at the agreed time;
notifying us where rescheduling is required; and
ensuring attendees are authorised to discuss the Organisation’s information.

We may reschedule or cancel an interview where reasonably necessary.

Failure to attend or provide sufficient information may delay or prevent completion of the Snapshot.

13. Scores and consultant validation

Scores displayed by the Portal may include:

client self-assessment scores;
consultant-validated scores;
data-confidence scores;
baseline scores;
working scores;
target scores; and
formal reassessment scores.

Scores are based on the methodology, information and evidence available at the relevant time.

A score may involve professional judgement and is not an objective certification of business quality, value, solvency or future performance.

A high maturity score does not necessarily indicate high data confidence.

Where further evidence becomes available, working scores or commentary may change. The original published baseline should remain distinguishable from later working scores and formal reassessments.

14. Risks, opportunities and financial estimates

Any risks or opportunities identified through the Services are indicative and depend on the information available.

Potential financial opportunities may be expressed as ranges or estimates. They are not promises, forecasts or guarantees.

Actual outcomes may be affected by matters including:

implementation quality;
market conditions;
customer behaviour;
management decisions;
operational capacity;
economic conditions;
employee capability;
data quality; and
factors outside our control.

You remain responsible for deciding whether and how to act on any recommendation.

15. Reports and living performance records

Published reports, dashboards and performance records may be updated or supplemented as the relationship develops.

The Portal may retain:

the original baseline;
subsequent working scores;
target scores;
action progress;
risks;
opportunities;
consultant commentary;
reassessment results; and
historical reports.

Working scores should be treated as provisional unless confirmed through a formal reassessment.

We may correct clerical errors, data-processing errors or obvious calculation errors. Material changes to a published assessment should be recorded through an updated version or correction record rather than silently altering the original result.

16. Benchmarking and market comparisons

Where available, the Portal or reports may compare an Organisation’s performance with anonymised or aggregated market information.

Benchmarking may be based on limited samples and may not represent:

all UK manufacturers;
all companies in a particular sector;
all companies of a similar size;
the wider economy; or
future market performance.

Cohort definitions, methods, sample sizes and available data may change.

Benchmark information is provided as contextual insight only. It should not be treated as a definitive market standard or used as the sole basis for a commercial, investment or employment decision.

We may withhold, combine or suppress benchmark results where a sample is too small or could risk identifying a contributing Organisation.

17. Aggregated and anonymised market intelligence

Subject to our Privacy Notice, any applicable engagement agreement and any separate authorisation required, we may create anonymised or aggregated information from assessment and service data.

This information may be used for:

anonymous client benchmarking;
quarterly or annual market reports;
manufacturing-sector analysis;
research and methodology development;
service improvement;
newsletters;
presentations;
website insights;
reports;
webinars;
LinkedIn posts; and
other professional or marketing communications.

We will not knowingly publish:

an Organisation’s identity;
identifiable company responses;
named financial information;
identifiable interview notes;
identifiable uploaded material; or
a case study attributed to an Organisation,

without appropriate permission or another lawful basis.

Removing a company name does not necessarily make information anonymous. We may therefore combine, band, round, suppress or exclude information to reduce identification risk.

Where information remains capable of identifying an individual, it will continue to be handled as personal information in accordance with our Privacy Notice.

18. Case studies, testimonials and quotations

We will not identify an Organisation in a public case study, testimonial, quotation, client list or logo display without appropriate approval.

Any separate permission should state:

the content approved;
where it may be used;
whether the Organisation may be named;
whether logos may be displayed; and
any agreed review or withdrawal process.

19. Artificial intelligence and automated tools

We may use software, automation or artificial-intelligence tools to assist with activities such as:

organising responses;
identifying missing information;
highlighting possible inconsistencies;
preparing draft summaries;
preparing draft findings;
preparing draft report wording; and
producing draft aggregate content.

Unless expressly stated otherwise:

AI-assisted outputs are drafts;
final client-facing conclusions require human review;
AI does not independently approve a Snapshot;
AI does not guarantee accuracy;
AI output may contain errors or omissions; and
AI output should not be relied upon independently of the reviewed report.

We will not knowingly use identifiable client information to train a public or general-purpose third-party AI model without appropriate authority, contractual controls and transparency.

Our use of AI and external processors is also governed by our Privacy Notice and relevant engagement terms.

20. Confidential information

We will take reasonable steps to protect non-public information submitted through the Portal.

We may disclose information where reasonably necessary to:

our employees, consultants and authorised subcontractors;
technology, hosting, email, storage or booking providers;
professional advisers;
insurers;
regulators;
law-enforcement bodies; or
another party where required by law.

Recipients acting on our behalf will be subject to appropriate duties or contractual controls where required.

This clause does not prevent our use of information that:

is already lawfully public;
was already lawfully known to us without restriction;
is independently developed without use of the confidential information;
is lawfully received from another source; or
has been effectively anonymised and aggregated.

A separate engagement agreement may contain more detailed confidentiality obligations, which will take precedence for that engagement.

21. Data protection and cookies

Our collection and use of personal information is explained in our Privacy Notice.

Our use of cookies and similar technologies is explained in our Cookie Policy.

These documents should be read alongside these terms.

Where required, you must ensure that individuals whose personal information you provide have been given appropriate information about that disclosure.

Questions about personal information should be sent to:

privacy@foxhealey.co.uk or, until that address is established: hello@foxhealey.co.uk

22. Service and marketing communications

We may send essential service communications relating to:

account security;
invitations;
password resets;
assessment progress;
section assignments;
clarification requests;
meeting bookings;
report publication;
action assignments;
policy changes; and
service availability.

Essential service messages are not marketing communications and may be necessary for operation of the Portal.

Marketing communications will be managed separately and may be subject to consent or another lawful basis. Where applicable, marketing emails will include an unsubscribe facility.

23. Intellectual property

The Website, Portal and associated materials are owned by or licensed to Fox Healey.

This includes:

the Fox Healey name and branding;
text and website content;
software and source code;
Portal design;
assessment structures;
questionnaires;
scoring methodology;
commercial frameworks;
report templates;
graphics;
databases;
anonymised market datasets;
benchmarking methodologies; and
underlying know-how.

Except where expressly permitted, you must not:

copy;
reproduce;
republish;
distribute;
sell;
license;
commercially exploit;
scrape;
reverse engineer;
systematically extract;
create a competing assessment from; or
use the materials to train another commercial system or AI model.

24. Licence to use published client materials

Subject to any engagement agreement, we grant the relevant Organisation a limited, non-exclusive, non-transferable licence to use its published Fox Healey reports and dashboard exports for its own internal business purposes.

The Organisation may share a published report with its professional advisers, lenders, investors or potential investors where reasonably necessary, provided that:

the report is shared in full;
Fox Healey branding and notices are retained;
the recipient is informed of any limitations;
the report is not represented as an audit or certification; and
it is not sold, republished or commercially exploited.

Public publication, media distribution or extensive reproduction requires our prior written consent.

25. Your content and our right to process it

You retain ownership of information and materials you provide.

You grant us a non-exclusive right to host, copy, process, analyse and display that material as reasonably necessary to:

operate the Services;
administer your account;
complete the Snapshot;
provide reports and recommendations;
provide agreed consultancy services;
maintain security and audit records;
meet legal obligations; and
undertake authorised anonymisation, aggregation and benchmarking.

This right ends when the relevant material is deleted, except where continued retention is required by law, legitimate record-keeping, dispute management, security, backup cycles or an applicable agreement.

26. Acceptable use

You must not:

use the Services unlawfully;
submit false or deliberately misleading information;
impersonate another person or Organisation;
gain or attempt to gain unauthorised access;
access another Organisation’s information;
test or probe security without written permission;
bypass authentication or permissions;
introduce malware or harmful code;
carry out denial-of-service activity;
scrape or systematically extract Portal data;
interfere with the operation of the Services;
upload unlawful, defamatory, discriminatory or infringing material;
use the Services to compete unfairly with Fox Healey;
reverse engineer the Portal;
share confidential outputs without authority; or
use the Services in a way that infringes another person’s rights.

We may report suspected criminal or malicious activity to the appropriate authorities.

27. Links and third-party services

The Services may link to or integrate with third-party services, including:

booking systems;
email providers;
CRM systems;
cloud hosting;
file storage;
document generation;
analytics;
video-conferencing tools; and
external websites.

Third-party services may be subject to their own terms and privacy policies.

A link or integration does not mean that we endorse every statement, product or service offered by that provider.

We are not responsible for third-party content or availability, except to the extent that responsibility cannot lawfully be excluded.

28. Website and Portal availability

We aim to keep the Services reasonably available but do not guarantee uninterrupted or error-free access.

Access may be interrupted because of:

maintenance;
updates;
security incidents;
third-party outages;
internet failure;
software errors;
events outside our reasonable control; or
changes to the Services.

We may modify, suspend or withdraw all or part of the Website or Portal where reasonably necessary.

Where practical, we will provide notice of planned material interruption.

29. Security and viruses

We use reasonable technical and organisational measures, but no online service can be guaranteed to be entirely secure.

You are responsible for:

using suitable device security;
maintaining current software;
keeping your own backups where appropriate;
checking downloaded files; and
notifying us promptly of suspected security incidents.

You must not assume that the absence of a security warning means that a file, communication or external link is risk-free.

30. Suspension and termination

We may suspend or terminate access where:

these terms are breached;
account security is compromised;
information is false or materially misleading;
access is no longer authorised by the Organisation;
the relevant engagement ends;
fees due under a separate agreement remain unpaid;
continued access creates a legal, security or reputational risk;
the account has been inactive for an extended period; or
we are required to do so by law.

Where reasonable, we will provide notice and an opportunity to address the issue.

Immediate suspension may be used where necessary to protect users, information or systems.

Termination does not affect rights or obligations that arose before termination.

31. No guarantee of outcomes

We do not guarantee:

increased revenue;
increased profit;
improved margin;
successful recruitment;
customer retention;
recovery of dormant accounts;
improved conversion;
cost savings;
a particular maturity score;
a particular benchmark position; or
successful implementation of recommendations.

Commercial results depend on decisions and actions taken by the Organisation and on factors outside Fox Healey’s control.

32. Limitation of liability

Nothing in these terms excludes or limits liability for:

death or personal injury caused by negligence;
fraud or fraudulent misrepresentation; or
any other liability that cannot lawfully be excluded or limited.

Subject to the above and to the fullest extent permitted by law, we will not be liable in connection with free use of the Website, Portal or initial Snapshot process for:

loss of profit;
loss of revenue;
loss of sales;
loss of anticipated savings;
loss of business opportunity;
loss of goodwill or reputation;
business interruption;
loss or corruption of data; or
indirect or consequential loss.

Our total aggregate liability arising from free use of the Website, Portal or initial Snapshot process will not exceed the greater of:

the amount paid specifically for the affected online service during the preceding 12 months; or
£100 where no amount was paid.

Liability arising from paid consultancy or advisory services will be governed by the applicable engagement agreement.

We are not responsible for decisions made solely on the basis of:

general website content;
unvalidated self-assessment scores;
draft findings;
provisional working scores;
anonymous benchmarks; or
AI-generated draft material.

33. Events outside our reasonable control

We will not be responsible for delay or failure caused by events outside our reasonable control, including:

internet or telecommunications failure;
utility failure;
cyberattack;
failure of a third-party provider;
fire;
flood;
severe weather;
epidemic or pandemic;
industrial dispute;
government action; or
other force-majeure events.

34. Changes to the Services

We may update the Website, Portal, assessment methodology, questionnaires, scoring rules and reporting formats.

Changes to an assessment methodology should be versioned where necessary so that historical assessments remain understandable.

We do not guarantee that every feature will remain available permanently.

35. Changes to these terms

We may update these terms where necessary to reflect:

changes to the Services;
changes to our business;
security requirements;
legal or regulatory developments; or
changes to technology providers.

The current version will be published with its effective date.

Where a change materially affects registered Portal users, we may provide notice through the Portal or by email.

Continued use after the effective date constitutes acceptance of the revised terms. Where required, we may ask users to accept the revised terms expressly.

36. Transfer of rights

You may not transfer your rights or obligations under these terms without our written consent.

We may transfer our rights and obligations as part of:

a business sale;
corporate restructuring;
merger;
acquisition;
financing arrangement; or
transfer to an affiliated company,

provided this does not materially reduce the protections applicable to your information or contractual rights.

37. No waiver

If we do not immediately enforce a right under these terms, that does not mean that we have waived it.

A waiver on one occasion does not constitute a waiver on another occasion.

38. Severability

If any part of these terms is found to be invalid, unlawful or unenforceable, the remaining provisions will continue in effect.

Where possible, the affected provision will be interpreted or modified only to the extent necessary to make it valid and enforceable.

39. Third-party rights

Unless expressly stated otherwise, no person other than you, the relevant Organisation and Fox Healey has a right to enforce these terms under the Contracts (Rights of Third Parties) Act 1999.

40. Entire agreement for online use

These terms, together with the Privacy Notice, Cookie Policy and any Portal notices expressly incorporated into them, form the agreement governing general use of the Website and Portal.

They do not replace a signed engagement agreement for paid professional services.

41. Governing law and jurisdiction

These terms and any non-contractual obligations arising from them are governed by the laws of England and Wales.

The courts of England and Wales will have exclusive jurisdiction over disputes arising from these terms or use of the Services, unless mandatory law requires otherwise.

42. Contact

Questions about these terms should be sent to:

Fox Healey Ltd Email: hello@foxhealey.co.uk Registered office: Bartle House, 9 Oxford Court, Manchester, M2 3WQ