Artificial Intelligence (AI) Policy

Effective Date: 19/04/2025
Version: 1.3

1. Introduction

1.1 This Artificial Intelligence (AI) Policy sets out how Wexley & Associates Ltd (“the Firm”, “we”, “us”, or “our”) designs, develops, and utilises artificial intelligence as part of our professional accountancy, tax, and advisory infrastructure.

1.2 We believe the future of finance lies in intelligent integration — where technology and human expertise operate in unison. Artificial intelligence, when directed by qualified professionals, represents the next evolution of precision, adaptability, and insight in accountancy and business advisory services.

1.3 Our approach to AI is founded on one central principle: it is not merely the system that defines intelligence, but the human vision guiding it. The strength of AI depends on those who wield it — the pioneers capable of steering it with experience, ethics, and informed judgment.

1.4 Wexley & Associates Ltd has positioned itself at the forefront of this evolution. By developing our own proprietary, private AI systems and training our professionals to harness them effectively, we are delivering the advanced standard of finance and advisory services of the future — today.

2. Nature of Our AI Infrastructure

2.1 Wexley & Associates Ltd operates a bespoke, private AI infrastructure known internally as Wexley AI.

2.2 Wexley AI is a custom hybrid system, built using advanced frameworks derived from Meta LLaMA for Maverick and OpenAI technologies. The system has been extensively modified, retrained, and secured within our own infrastructure to serve the Firm’s specific operational and analytical objectives.

2.3 This is a closed, high-security AI environment — a private piece of infrastructure developed exclusively for our use. It does not depend on public or shared AI networks, ensuring absolute control, confidentiality, and compliance.

2.4 Wexley AI forms part of the Firm’s larger digital ecosystem — the “Digital London Infrastructure” — designed to combine prestige, precision, and technological mastery in one cohesive platform.

3. Purpose and Application of AI

3.1 The Firm’s use of AI serves one purpose: to enhance human expertise, not replace it. Our systems assist qualified accountants and advisors by:

(a) Streamlining data analysis, reporting, and compliance processes.
(b) Providing intelligent language support to communicate complex guidance clearly.
(c) Identifying financial patterns and potential opportunities for optimisation.
(d) Accelerating delivery without compromising accuracy or regulatory compliance.

3.2 AI acts as an extension of professional intellect, providing the Firm’s team with enhanced analytical depth and speed.

3.3 All AI-assisted outputs are independently reviewed and verified by qualified human professionals before being communicated to any client.

4. Development of Proprietary AI Software

4.1 The Firm is developing a fully integrated AI-powered accountancy platform, built on its proprietary Wexley AI engine. This next-generation software combines automation, natural language processing, and predictive analytics to revolutionise how financial services are delivered.

4.2 The system learns dynamically from anonymised and aggregated client interactions, continuously refining its ability to deliver curated, intelligent financial support.

4.3 Every refinement of the AI system is guided by experienced professionals — ensuring that technological learning is always grounded in real-world judgment and ethical application.

4.4 Upon completion, this platform will be made freely available to all clients of the Firm, offering unparalleled access to intelligent automation and personalised financial management.

5. The Philosophy Behind Wexley AI

5.1 Artificial intelligence, in its purest form, is a tool of potential — its true capability is defined not by code, but by the calibre of those who wield it.

5.2 At Wexley & Associates Ltd, we recognise that innovation without guidance is chaos. True progress in finance comes from aligning advanced AI capability with the insight, discipline, and ethical standards of trained professionals.

5.3 We believe that AI alone does not replace expertise — it amplifies it. When placed in the right hands, AI becomes a force multiplier for knowledge, speed, and clarity.

5.4 Our mission is to train, empower, and guide individuals who understand how to manoeuvre AI with precision and purpose, ensuring that every automated process remains aligned with professional principles and client outcomes.

5.5 The future of accountancy and finance will not be determined solely by machines — but by those who know how to direct them. Wexley & Associates Ltd is building that future, today.

6. Data Protection and Security

6.1 All data used within Wexley AI is handled in strict accordance with our Privacy Policy and in full compliance with the UK GDPR and Data Protection Act 2018.

6.2 Client data used in any AI-assisted process is fully anonymised, aggregated, and encrypted before processing.

6.3 Our infrastructure is hosted through secure enterprise-grade environments including Google Workspace, Microsoft Azure, and private servers, all under continuous monitoring.

6.4 No personal or financial data is ever transferred outside the United Kingdom without lawful safeguards such as Standard Contractual Clauses.

7. Human Oversight and Accountability

7.1 All professional work produced by the Firm — whether assisted by AI or not — is reviewed and approved by a qualified human professional.

7.2 AI systems are not authorised to make autonomous decisions or provide unverified advice.

7.3 The Firm retains full accountability for all deliverables, ensuring that human expertise governs every stage of service delivery.

8. Ethical Standards and Compliance

8.1 Wexley & Associates Ltd operates in line with the highest ethical standards of AI governance, following principles of transparency, fairness, accountability, and integrity.

8.2 Our systems are audited periodically to prevent bias, ensure explainability, and maintain full alignment with evolving UK and international AI regulation.

8.3 We uphold the ICO’s AI Auditing Framework, ensuring ethical deployment and transparent communication wherever AI is used.

9. Intellectual Property and Ownership

9.1 All intellectual property rights in Wexley AI, including algorithms, models, data, and code, belong exclusively to Wexley & Associates Ltd.

9.2 Clients are granted access to AI-assisted features solely for receiving professional accountancy and advisory services.

9.3 Unauthorised reproduction, reverse-engineering, or redistribution of the Firm’s AI systems or proprietary datasets is strictly prohibited.

10. Client Consent and Transparency

10.1 By engaging our services or using our Website, clients acknowledge that AI systems may assist in communications and internal processing in accordance with this Policy.

10.2 Explicit consent will be obtained before using AI for any interactive, analytical, or advisory process beyond standard internal support.

10.3 Clients may request details of AI use within their engagement by contacting info@wexleyassociates.com.

11. Liability

11.1 The Firm shall not be liable for any reliance placed on unverified or AI-generated material that has not been formally approved by a qualified accountant.

11.2 Liability for professional advice remains governed by our Terms & Conditions, ensuring all outputs are backed by human accountability.

12. Policy Review and Updates

12.1 This Policy is reviewed periodically to reflect technological, ethical, and legal developments.

12.2 Updated versions will be published on our Website with a revised effective date. Continued engagement constitutes acceptance of the revised Policy.

13. Contact Details

Wexley & Associates Ltd
Registered Office: 128 City Road, London, EC1V 2NX
Email: info@wexleyassociates.com
Company Number: 16357408

All content within this Policy, including descriptions of Wexley AI and its supporting architecture, is proprietary and confidential to Wexley & Associates Ltd.

At Wexley & Associates, our AI development is guided by a clear principle: intelligent systems should elevate the standards of financial accuracy, reliability, and client service. As we build the next generation of accounting infrastructure, we remain committed to creating systems that are transparent, efficient, and grounded in regulatory alignment.

Built on Verified Tax Standards

Our financial software integrates directly with official UK government data, ensuring tax rates, deadlines, and submission protocols reflect the latest HMRC guidance. This ensures all calculations and outputs remain accurate, consistent, and compliant with national regulation.

By embedding official parameters into our system architecture, we offer clients a dependable foundation for their accounting operations — backed by real-time data and live updates from verified sources.

Designed for Precision and Insight

Standards-Driven Automation
Our AI tools are built around official logic and structure, optimising processes like tax returns, payroll, and VAT filings with speed and precision.

Clarity and Traceability
Every automated output is explainable and fully traceable, supporting accountability and transparency across the financial journey.

Adaptable to Client Needs
From new founders to experienced practices, our platform dynamically adjusts the user experience based on each user’s context, goals, and workflow.

Equity and Integrity
As our AI capabilities expand, we continuously review performance across diverse datasets to ensure our tools remain fair, inclusive, and aligned with best practices.

A Responsible Path Forward

We see AI as a key driver of innovation in financial services — one that simplifies complexity, empowers users, and supports professional excellence. Our vision is to integrate smart systems into everyday financial operations in a way that is seamless, compliant, and forward-thinking.

Wexley & Associates is proud to contribute to a more intelligent financial future — responsibly built from the ground up.

Effective Date: 19/04/2025
Version: 1.3

1. Introduction

1.1 This Artificial Intelligence (AI) Policy sets out how Wexley & Associates Ltd (“the Firm”, “we”, “us”, or “our”) designs, develops, and utilises artificial intelligence as part of our professional accountancy, tax, and advisory infrastructure.

1.2 We believe the future of finance lies in intelligent integration — where technology and human expertise operate in unison. Artificial intelligence, when directed by qualified professionals, represents the next evolution of precision, adaptability, and insight in accountancy and business advisory services.

1.3 Our approach to AI is founded on one central principle: it is not merely the system that defines intelligence, but the human vision guiding it. The strength of AI depends on those who wield it — the pioneers capable of steering it with experience, ethics, and informed judgment.

1.4 Wexley & Associates Ltd has positioned itself at the forefront of this evolution. By developing our own proprietary, private AI systems and training our professionals to harness them effectively, we are delivering the advanced standard of finance and advisory services of the future — today.

2. Nature of Our AI Infrastructure

2.1 Wexley & Associates Ltd operates a bespoke, private AI infrastructure known internally as Wexley AI.

2.2 Wexley AI is a custom hybrid system, built using advanced frameworks derived from Meta LLaMA for Maverick and OpenAI technologies. The system has been extensively modified, retrained, and secured within our own infrastructure to serve the Firm’s specific operational and analytical objectives.

2.3 This is a closed, high-security AI environment — a private piece of infrastructure developed exclusively for our use. It does not depend on public or shared AI networks, ensuring absolute control, confidentiality, and compliance.

2.4 Wexley AI forms part of the Firm’s larger digital ecosystem — the “Digital London Infrastructure” — designed to combine prestige, precision, and technological mastery in one cohesive platform.

3. Purpose and Application of AI

3.1 The Firm’s use of AI serves one purpose: to enhance human expertise, not replace it. Our systems assist qualified accountants and advisors by:

(a) Streamlining data analysis, reporting, and compliance processes.
(b) Providing intelligent language support to communicate complex guidance clearly.
(c) Identifying financial patterns and potential opportunities for optimisation.
(d) Accelerating delivery without compromising accuracy or regulatory compliance.

3.2 AI acts as an extension of professional intellect, providing the Firm’s team with enhanced analytical depth and speed.

3.3 All AI-assisted outputs are independently reviewed and verified by qualified human professionals before being communicated to any client.

4. Development of Proprietary AI Software

4.1 The Firm is developing a fully integrated AI-powered accountancy platform, built on its proprietary Wexley AI engine. This next-generation software combines automation, natural language processing, and predictive analytics to revolutionise how financial services are delivered.

4.2 The system learns dynamically from anonymised and aggregated client interactions, continuously refining its ability to deliver curated, intelligent financial support.

4.3 Every refinement of the AI system is guided by experienced professionals — ensuring that technological learning is always grounded in real-world judgment and ethical application.

4.4 Upon completion, this platform will be made freely available to all clients of the Firm, offering unparalleled access to intelligent automation and personalised financial management.

5. The Philosophy Behind Wexley AI

5.1 Artificial intelligence, in its purest form, is a tool of potential — its true capability is defined not by code, but by the calibre of those who wield it.

5.2 At Wexley & Associates Ltd, we recognise that innovation without guidance is chaos. True progress in finance comes from aligning advanced AI capability with the insight, discipline, and ethical standards of trained professionals.

5.3 We believe that AI alone does not replace expertise — it amplifies it. When placed in the right hands, AI becomes a force multiplier for knowledge, speed, and clarity.

5.4 Our mission is to train, empower, and guide individuals who understand how to manoeuvre AI with precision and purpose, ensuring that every automated process remains aligned with professional principles and client outcomes.

5.5 The future of accountancy and finance will not be determined solely by machines — but by those who know how to direct them. Wexley & Associates Ltd is building that future, today.

6. Data Protection and Security

6.1 All data used within Wexley AI is handled in strict accordance with our Privacy Policy and in full compliance with the UK GDPR and Data Protection Act 2018.

6.2 Client data used in any AI-assisted process is fully anonymised, aggregated, and encrypted before processing.

6.3 Our infrastructure is hosted through secure enterprise-grade environments including Google Workspace, Microsoft Azure, and private servers, all under continuous monitoring.

6.4 No personal or financial data is ever transferred outside the United Kingdom without lawful safeguards such as Standard Contractual Clauses.

7. Human Oversight and Accountability

7.1 All professional work produced by the Firm — whether assisted by AI or not — is reviewed and approved by a qualified human professional.

7.2 AI systems are not authorised to make autonomous decisions or provide unverified advice.

7.3 The Firm retains full accountability for all deliverables, ensuring that human expertise governs every stage of service delivery.

8. Ethical Standards and Compliance

8.1 Wexley & Associates Ltd operates in line with the highest ethical standards of AI governance, following principles of transparency, fairness, accountability, and integrity.

8.2 Our systems are audited periodically to prevent bias, ensure explainability, and maintain full alignment with evolving UK and international AI regulation.

8.3 We uphold the ICO’s AI Auditing Framework, ensuring ethical deployment and transparent communication wherever AI is used.

9. Intellectual Property and Ownership

9.1 All intellectual property rights in Wexley AI, including algorithms, models, data, and code, belong exclusively to Wexley & Associates Ltd.

9.2 Clients are granted access to AI-assisted features solely for receiving professional accountancy and advisory services.

9.3 Unauthorised reproduction, reverse-engineering, or redistribution of the Firm’s AI systems or proprietary datasets is strictly prohibited.

10. Client Consent and Transparency

10.1 By engaging our services or using our Website, clients acknowledge that AI systems may assist in communications and internal processing in accordance with this Policy.

10.2 Explicit consent will be obtained before using AI for any interactive, analytical, or advisory process beyond standard internal support.

10.3 Clients may request details of AI use within their engagement by contacting info@wexleyassociates.com.

11. Liability

11.1 The Firm shall not be liable for any reliance placed on unverified or AI-generated material that has not been formally approved by a qualified accountant.

11.2 Liability for professional advice remains governed by our Terms & Conditions, ensuring all outputs are backed by human accountability.

12. Policy Review and Updates

12.1 This Policy is reviewed periodically to reflect technological, ethical, and legal developments.

12.2 Updated versions will be published on our Website with a revised effective date. Continued engagement constitutes acceptance of the revised Policy.

13. Contact Details

Wexley & Associates Ltd
Registered Office: 128 City Road, London, EC1V 2NX
Email: info@wexleyassociates.com
Company Number: 16357408

All content within this Policy, including descriptions of Wexley AI and its supporting architecture, is proprietary and confidential to Wexley & Associates Ltd.

At Wexley & Associates, our AI development is guided by a clear principle: intelligent systems should elevate the standards of financial accuracy, reliability, and client service. As we build the next generation of accounting infrastructure, we remain committed to creating systems that are transparent, efficient, and grounded in regulatory alignment.

Built on Verified Tax Standards

Our financial software integrates directly with official UK government data, ensuring tax rates, deadlines, and submission protocols reflect the latest HMRC guidance. This ensures all calculations and outputs remain accurate, consistent, and compliant with national regulation.

By embedding official parameters into our system architecture, we offer clients a dependable foundation for their accounting operations — backed by real-time data and live updates from verified sources.

Designed for Precision and Insight

Standards-Driven Automation
Our AI tools are built around official logic and structure, optimising processes like tax returns, payroll, and VAT filings with speed and precision.

Clarity and Traceability
Every automated output is explainable and fully traceable, supporting accountability and transparency across the financial journey.

Adaptable to Client Needs
From new founders to experienced practices, our platform dynamically adjusts the user experience based on each user’s context, goals, and workflow.

Equity and Integrity
As our AI capabilities expand, we continuously review performance across diverse datasets to ensure our tools remain fair, inclusive, and aligned with best practices.

A Responsible Path Forward

We see AI as a key driver of innovation in financial services — one that simplifies complexity, empowers users, and supports professional excellence. Our vision is to integrate smart systems into everyday financial operations in a way that is seamless, compliant, and forward-thinking.

Wexley & Associates is proud to contribute to a more intelligent financial future — responsibly built from the ground up.

Effective Date: 19/04/2025
Version: 1.3

1. Introduction

1.1 This Artificial Intelligence (AI) Policy sets out how Wexley & Associates Ltd (“the Firm”, “we”, “us”, or “our”) designs, develops, and utilises artificial intelligence as part of our professional accountancy, tax, and advisory infrastructure.

1.2 We believe the future of finance lies in intelligent integration — where technology and human expertise operate in unison. Artificial intelligence, when directed by qualified professionals, represents the next evolution of precision, adaptability, and insight in accountancy and business advisory services.

1.3 Our approach to AI is founded on one central principle: it is not merely the system that defines intelligence, but the human vision guiding it. The strength of AI depends on those who wield it — the pioneers capable of steering it with experience, ethics, and informed judgment.

1.4 Wexley & Associates Ltd has positioned itself at the forefront of this evolution. By developing our own proprietary, private AI systems and training our professionals to harness them effectively, we are delivering the advanced standard of finance and advisory services of the future — today.

2. Nature of Our AI Infrastructure

2.1 Wexley & Associates Ltd operates a bespoke, private AI infrastructure known internally as Wexley AI.

2.2 Wexley AI is a custom hybrid system, built using advanced frameworks derived from Meta LLaMA for Maverick and OpenAI technologies. The system has been extensively modified, retrained, and secured within our own infrastructure to serve the Firm’s specific operational and analytical objectives.

2.3 This is a closed, high-security AI environment — a private piece of infrastructure developed exclusively for our use. It does not depend on public or shared AI networks, ensuring absolute control, confidentiality, and compliance.

2.4 Wexley AI forms part of the Firm’s larger digital ecosystem — the “Digital London Infrastructure” — designed to combine prestige, precision, and technological mastery in one cohesive platform.

3. Purpose and Application of AI

3.1 The Firm’s use of AI serves one purpose: to enhance human expertise, not replace it. Our systems assist qualified accountants and advisors by:

(a) Streamlining data analysis, reporting, and compliance processes.
(b) Providing intelligent language support to communicate complex guidance clearly.
(c) Identifying financial patterns and potential opportunities for optimisation.
(d) Accelerating delivery without compromising accuracy or regulatory compliance.

3.2 AI acts as an extension of professional intellect, providing the Firm’s team with enhanced analytical depth and speed.

3.3 All AI-assisted outputs are independently reviewed and verified by qualified human professionals before being communicated to any client.

4. Development of Proprietary AI Software

4.1 The Firm is developing a fully integrated AI-powered accountancy platform, built on its proprietary Wexley AI engine. This next-generation software combines automation, natural language processing, and predictive analytics to revolutionise how financial services are delivered.

4.2 The system learns dynamically from anonymised and aggregated client interactions, continuously refining its ability to deliver curated, intelligent financial support.

4.3 Every refinement of the AI system is guided by experienced professionals — ensuring that technological learning is always grounded in real-world judgment and ethical application.

4.4 Upon completion, this platform will be made freely available to all clients of the Firm, offering unparalleled access to intelligent automation and personalised financial management.

5. The Philosophy Behind Wexley AI

5.1 Artificial intelligence, in its purest form, is a tool of potential — its true capability is defined not by code, but by the calibre of those who wield it.

5.2 At Wexley & Associates Ltd, we recognise that innovation without guidance is chaos. True progress in finance comes from aligning advanced AI capability with the insight, discipline, and ethical standards of trained professionals.

5.3 We believe that AI alone does not replace expertise — it amplifies it. When placed in the right hands, AI becomes a force multiplier for knowledge, speed, and clarity.

5.4 Our mission is to train, empower, and guide individuals who understand how to manoeuvre AI with precision and purpose, ensuring that every automated process remains aligned with professional principles and client outcomes.

5.5 The future of accountancy and finance will not be determined solely by machines — but by those who know how to direct them. Wexley & Associates Ltd is building that future, today.

6. Data Protection and Security

6.1 All data used within Wexley AI is handled in strict accordance with our Privacy Policy and in full compliance with the UK GDPR and Data Protection Act 2018.

6.2 Client data used in any AI-assisted process is fully anonymised, aggregated, and encrypted before processing.

6.3 Our infrastructure is hosted through secure enterprise-grade environments including Google Workspace, Microsoft Azure, and private servers, all under continuous monitoring.

6.4 No personal or financial data is ever transferred outside the United Kingdom without lawful safeguards such as Standard Contractual Clauses.

7. Human Oversight and Accountability

7.1 All professional work produced by the Firm — whether assisted by AI or not — is reviewed and approved by a qualified human professional.

7.2 AI systems are not authorised to make autonomous decisions or provide unverified advice.

7.3 The Firm retains full accountability for all deliverables, ensuring that human expertise governs every stage of service delivery.

8. Ethical Standards and Compliance

8.1 Wexley & Associates Ltd operates in line with the highest ethical standards of AI governance, following principles of transparency, fairness, accountability, and integrity.

8.2 Our systems are audited periodically to prevent bias, ensure explainability, and maintain full alignment with evolving UK and international AI regulation.

8.3 We uphold the ICO’s AI Auditing Framework, ensuring ethical deployment and transparent communication wherever AI is used.

9. Intellectual Property and Ownership

9.1 All intellectual property rights in Wexley AI, including algorithms, models, data, and code, belong exclusively to Wexley & Associates Ltd.

9.2 Clients are granted access to AI-assisted features solely for receiving professional accountancy and advisory services.

9.3 Unauthorised reproduction, reverse-engineering, or redistribution of the Firm’s AI systems or proprietary datasets is strictly prohibited.

10. Client Consent and Transparency

10.1 By engaging our services or using our Website, clients acknowledge that AI systems may assist in communications and internal processing in accordance with this Policy.

10.2 Explicit consent will be obtained before using AI for any interactive, analytical, or advisory process beyond standard internal support.

10.3 Clients may request details of AI use within their engagement by contacting info@wexleyassociates.com.

11. Liability

11.1 The Firm shall not be liable for any reliance placed on unverified or AI-generated material that has not been formally approved by a qualified accountant.

11.2 Liability for professional advice remains governed by our Terms & Conditions, ensuring all outputs are backed by human accountability.

12. Policy Review and Updates

12.1 This Policy is reviewed periodically to reflect technological, ethical, and legal developments.

12.2 Updated versions will be published on our Website with a revised effective date. Continued engagement constitutes acceptance of the revised Policy.

13. Contact Details

Wexley & Associates Ltd
Registered Office: 128 City Road, London, EC1V 2NX
Email: info@wexleyassociates.com
Company Number: 16357408

All content within this Policy, including descriptions of Wexley AI and its supporting architecture, is proprietary and confidential to Wexley & Associates Ltd.

At Wexley & Associates, our AI development is guided by a clear principle: intelligent systems should elevate the standards of financial accuracy, reliability, and client service. As we build the next generation of accounting infrastructure, we remain committed to creating systems that are transparent, efficient, and grounded in regulatory alignment.

Built on Verified Tax Standards

Our financial software integrates directly with official UK government data, ensuring tax rates, deadlines, and submission protocols reflect the latest HMRC guidance. This ensures all calculations and outputs remain accurate, consistent, and compliant with national regulation.

By embedding official parameters into our system architecture, we offer clients a dependable foundation for their accounting operations — backed by real-time data and live updates from verified sources.

Designed for Precision and Insight

Standards-Driven Automation
Our AI tools are built around official logic and structure, optimising processes like tax returns, payroll, and VAT filings with speed and precision.

Clarity and Traceability
Every automated output is explainable and fully traceable, supporting accountability and transparency across the financial journey.

Adaptable to Client Needs
From new founders to experienced practices, our platform dynamically adjusts the user experience based on each user’s context, goals, and workflow.

Equity and Integrity
As our AI capabilities expand, we continuously review performance across diverse datasets to ensure our tools remain fair, inclusive, and aligned with best practices.

A Responsible Path Forward

We see AI as a key driver of innovation in financial services — one that simplifies complexity, empowers users, and supports professional excellence. Our vision is to integrate smart systems into everyday financial operations in a way that is seamless, compliant, and forward-thinking.

Wexley & Associates is proud to contribute to a more intelligent financial future — responsibly built from the ground up.