Terms of Business

We are regulated for a range of Investment Business activities by the Institute of Chartered Accountants in England and Wales.

Ethics and Practice Guidelines

We will observe the bye-laws, regulations and ethical guidelines based on ICAEW and accept instructions on the basis that we will act in accordance with those guidelines. The code of ethics of the ICAEW can be viewed at http://www.icaew.com/en/technical/ethics/icaew-code-of-ethics/icaew-code-of-ethics.

Professional Indemnity Insurance

In accordance with the disclosure requirements of the Services Regulations 2009 our professional indemnity insurer is Allied World Assurance Company Limited (via Pinpoint Underwriting), 20 Fenchurch Street, London, EC3M 3AU.

The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.

Notices to the company should be delivered to our office at 505 Park Way, Worle, Weston-super-Mare, BS22 6WA. VAT Registration Number 242 3511 43.