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Terms of business

How we work with you, how we are paid, and what each of us is responsible for.

ENERGY PLANNER / TERMS OF BUSINESS

These terms apply when you ask Energy Planner Limited to help with your business energy or water. They sit alongside any Letter of Authority you sign and any quote or engagement letter we send you. Together these make up our agreement. Where they differ, your signed Letter of Authority takes priority, then any engagement letter, then these terms. These terms are for business customers only. Our website terms of use cover use of this site only.

When engaging us, please refer to our Letter of Authority, including its Terms of Engagement, and these Terms. The specific scope, duration and arrangements for your account are set out there and in any quote or engagement letter we send you. If you instruct us without signing a Letter of Authority, the Terms of Engagement in our standard Letter of Authority still apply to our services. A copy is available on request.

1. Who we are

Energy Planner Limited is a company registered in England and Wales (Company No. 15822406), with its registered office at Jubilee House, East Beach, Lytham St. Annes, FY8 5FT. We are an independent energy consultancy and third party intermediary, and we are registered with the Energy Ombudsman.

2. What we do

We act on your behalf to source, compare and arrange supply contracts and related services, which may include electricity, gas, water, metering, export agreements, bill validation and advisory work. The services we provide for you are those described in your quote or engagement letter.

3. Letter of Authority

A Letter of Authority allows us to request information from your suppliers and network operators and to act for you on the matters it describes. Its duration and scope are set out in the letter itself, and you may withdraw it by telling us in writing. It does not commit you to any supply contract or create any financial commitment to us.

4. Your responsibilities

5. How we are paid

We are paid in one of the following ways, agreed with you before you commit:

We tell you how we are paid and the level of any commission or fee before you agree to a contract, typically at quote stage, and it is available on request at any time. Where your supplier is required to, it will also show it in your contract documents. Payment terms, and what happens to commission if a contract ends early, are set out in the Terms of Engagement in our Letter of Authority and in any engagement letter. See how we are paid.

6. Quotes and prices

Supplier prices move with the wholesale market and are usually valid for a short time only. A quote is not a contract until the supplier accepts it, and suppliers may carry out credit checks or ask for security. Prices exclude VAT and Climate Change Levy unless stated otherwise.

7. Confidentiality

We keep your information confidential and use it only to provide our services. We do not publicly name clients or share contract prices without your permission. Our quotes, price comparisons and analysis are confidential to you and us, and are not to be shared with another broker or consultancy without our written consent. This does not stop you seeking independent advice. We may share information with suppliers, network operators, metering and data providers, and other parties needed to deliver the services, and only for that purpose.

8. Data protection

Energy Planner Limited is the data controller for the personal information we hold about you, and we are registered with the Information Commissioner's Office (ICO) under registration ZB720993. We handle personal data in line with UK data protection law. Our Privacy Notice explains what we collect, why we collect it, who we share it with, how long we keep it and your rights.

For any privacy question or request, such as a copy of your data, email dataprotection@energyplanner.co.uk. If you are not happy with how we have handled your data, you can complain to the ICO at ico.org.uk, although we would appreciate the chance to put things right first.

9. Our liability

10. Complaints

If you are unhappy with our service, please tell us so we can put it right. Our complaints procedure sets out the full process.

We log every complaint, aim to acknowledge it within 5 working days, and aim to resolve it as quickly as we can. If we need longer, we will keep you updated and give you a revised timescale.

If we cannot resolve your complaint within 8 weeks, or we send you a deadlock letter, you can refer it to the Energy Ombudsman. The service is independent and free for eligible micro and small business customers. Energy Planner Limited is registered with the Energy Ombudsman under ADR reference C35ENER125.

Eligibility and time limits for referrals are set by the Energy Ombudsman, so it is worth checking their website for the current rules. Free, independent advice is also available from Citizens Advice.

11. Ending our services

Either of us may end our services by giving written notice. Ending our services does not cancel any supply contract you have already accepted, or affect fees or commission already due.

12. General

We may update these terms from time to time, and the version on this page applies to new instructions from the date shown. If any part of these terms is found to be unenforceable, the rest remains in effect. These terms are governed by the law of England and Wales, and the courts of England and Wales have jurisdiction.

Version 1.2, October 2026.

Questions about these terms?

We are happy to talk them through before you instruct us.

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