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, Tait Walker Forensic Services, Tait Walker Business Services, Tait Walker Taxation.

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.

Insolvency Appointments

Gordon S Goldie and Andrew Haslam are licensed to act as insolvency practitioners in the United Kingdom by the Institute of Chartered Accountants in England and Wales. Any partner or member of staff acting as either an Administrative Receiver or Administrator acts as agent of the Company without any personal liability whatsoever.

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.

For insolvency appointments you should in the first instance contact the appointed practitioner or, if necessary CLICK HERE to contact The Insolvency Service.

Professional Indemnity Insurance

Tait Walker LLP (01.08.2017 – 31.07.2018)

Our Professional Indemnity Insurance is provided by RSA Insurance PLC, Aqueous Management Limited and Liberty Mutual Insurance Europe Limited.

Blue Fin, Underwriters.

3rd Floor 2 Minster Ct, Mincing Lane, London EC3R 7YE

 

Tait Walker Financial Services Limited (01.03.2017 – 28.02.2018)

Our Professional Indemnity Insurance is provided by Liberty Mutual Insurance and Navigators Insurance Company.