Provision of Services Regulations

The following information is given in accordance with the Provision of Services Regulations 2009. Any information not provided below is included in the engagement letter and terms of business sent to all clients.

Tait Walker LLP

Tait Walker LLP is a limited liability partnership registered in England with registered number OC340140.

Registered office address, Tait Walker LLP, Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS.

Tait Walker LLP also trades under the following styles: Tait Walker Chartered Accountants and Tait Walker Corporate Finance.

Tait Walker LLP’s VAT number is 1991 025 90.

Tait Walker Management Limited

Tait Walker Management Limited is a limited liability company registered in England with registered number 02866243

Registered office address, Tait Walker LLP, Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS

Tait Walker Management Limited’s VAT number is 1991 025 90.

Tait Walker Financial Services Limited

Tait Walker Financial Services Limited is a limited liability company registered in England with registered number 0567 4020.

Registered office address, Tait Walker LLP, Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS.

Tait Walker Financial Services Limited also trades under the following style: Tait Walker Wealth Management.

Tait Walker Financial Services Limited’s VAT number is 880 3473 16.

FCA Regulated Activity

Tait Walker Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Details of our status can be viewed here under firm name Tait Walker Wealth Management, registered number 567 4020.

Wealth Management Complaint Handling

If you wish to register a complaint, please write to or telephone.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

Institute of  Chartered Accountants in England and Wales

As member firms of the Institute of Chartered Accountants in England and Wales (“ICAEW”) we are subject to the ICAEW’s Code of Ethics which can be found in section 3 of the ICEAW Members’ Handbook.

Audit

Tait Walker LLP is registered to carry out audit work in the UK by the institute of Chartered Accountants in England and Wales. Details of our audit registration can be viewed here, using firm reference name Tait Walker LLP.

Quality of Service

If you are dissatisfied with any contractual services that you receive, or if you have any suggestions for improvement of our services please contact the engagement partner, or the firm’s general counsel who is located at our registered office address. We will look carefully and promptly at any issues raised.

Professional Indemnity Insurance

Tait Walker LLP (01.08.2019 to 31.07.2020)

Insurer:
Allied World Assurance CompanyPrimary Layer£5,000,000
10% MRS 457/90% Great Lakes Insurance SE via Ascent UnderwritingExcess Layer£5,000,000
50% Partner Re Ireland via Nexus Underwriting Limited/50% International General Insurance co UK LimitedExcess Layer£10,000,000

Tait Walker Financial Services Limited (01.03.2020 to 28.02.2021)

Insurers:
26.50% Aviva Insurance Ltd
10% American International Group UK Limited
14.9091% XL Caitlin Insurance Company UK Ltd
22.5% Lloyds Syndicate 2021 (ARG)
7.4545% Chubb Global Markets Financial Lines
3.7273% Lloyds Syndicate 2014 (ACA)
9.3182% Great Lakes Insurance SE
5.5909% Allianz Global Corporate & Speciality SE
Primary Layer£2,000,000
50% International General Insurance Company (UK) Limited/50% Liberty Mutual Insurance Europe SE PI Speciality, LIRMA 63407Excess Layer£3,000,000