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Affiliations and provision of services regulations disclosures

We are active members of the following organisations who support and guide us professionally to ensure we deliver the best business, tax and financial advice.

The ICAEW is the professional body for chartered accountants around the world. They ensure that members provide financial knowledge and guidance to the highest professional, technical and ethical standards.
The CIOT is the leading professional body in the UK for advisers dealing with all aspects of taxation. Membership of the CIOT is by examination nationally recognised as the gold standard of UK taxation education. 80% of our tax team are CIOT members.
CharterGroup is the UK's premier national alliance of Quality Independent Accountancy Practices. Member firms benefit from national alliances and partnerships to share knowledge, they also undertake an independent audit of all of their processes to maintain quality and benchmark firms.
The FSA are an independent organisation responsible for regulating financial services in the UK. They regulate most financial services markets, exchanges and firms. We set the standards that they must meet and can take action against firms if they fail to meet the required standards.

Bevan and Buckland are accredited members of the Sage Professional Accountants Club which means that we can purchase, install, train and support our clients to the highest level set by Sage.

The premier organisation for financial planners in UK and the sole awarding authority in the UK for the CFP licence. Our head of Financial Planning Gareth Tregidon has been Branch Chairman for South Wales since 2005 and won the Branch Chairman of the Year 2009 (awarded in October 2010)

A CERTIFIED FINANCIAL PLANNERCM professional is a Financial Planner who has completed a high level qualification and abides by a strict code of ethics.  The CFPCMrepresents the highest professional certification globally that can be awarded to a Financial Planner.  Less than 1,000 individuals have been awarded the certification in the UK, joining over 126,000 worldwide. It is most important that your Financial Planner is someone that you can trust, and has the required knowledge and skill to help you achieve your goals in life.  CFPCM professionals are monitored annually by the Institute of Financial Planning in the UK to ensure they are keeping up to date and maintaining their knowledge and skills.  Their continuing professional development activities are monitored and assessed, including their adherence to a strict Code of Ethics.

The Later Life Adviser Accreditation (LLAA) has been developed by the standard-setting body the Financial Services Skills Council (FSSC) in collaboration with the specialist financial services consultancy SVARfair.  The LLAA is a recognised benchmark of the advice skills of advisers who practice in the older client market.  It is managed by the Society of Later Life Advisers (SOLLA), a not for profit organisation founded to meet the needs of consumers, advisers and those who provide financial products and services to the Later Life market. The accreditation scheme has been shaped following consultation with consumer groups and those actively involved in advising in the older client market.  It is awarded to individual advisers in recognition of demonstrating best practice, appropriate knowledge and older client care procedures.  The LLAA remains the only independent accreditation  scheme for specialist advisers of its type in the UK and Gareth is one of only 3 accredited advisers in Wales, and the only one to hold both the CFP and LLAA.

 

We are a member of the Institute of Chartered Accountants in England and Wales and in our conduct are subject to its Code of Ethics which can be found at www.icaew.com/membershandbook section 3. This is available in English or Welsh.

Audit registration
We are a firm of statutory auditors registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales. Details about our audit registration can be viewed at www.auditregister.org.uk under reference number [C005386706].

The professional rules applicable to our audit work in the UK are the Audit Regulations which can be found at www.icaew.com/auditnews. In addition there are the International Standards on Auditing (UK and Ireland) at www.frc.org.uk/apb/publications/isa.cfm.

In carrying out our audit work we are subject to the Code of Ethics referred to in paragraph 1.1 above. With respect to audit work we are also subject to the APB Ethical Standards found at www.frc.org.uk/apb/publications/ethical.cfm. These are available in English.

Insolvency practitioner registration
Alun Evans is licensed to act as an insolvency practitioner in the UK by the Institute of Chartered Accountants in England and Wales. Details about our registration as insolvency practitioners can be viewed at http://www.insolvencydirect.bis.gov.uk/fip1/ under reference number [8675].

The professional rules applicable to our insolvency work in the UK are the Insolvency Regulations and Guidance Notes at www.icaew.com/insolvency and the Statements of Insolvency Practice at www.icaew.com/index.cfm/route/136345.

In carrying our insolvency work we are subject to the Code of Ethics referred to in paragraph 1.1 above. With respect to Insolvency work we are particularly subject to a specific part of the Code of Ethics. This can be located at www.icaew.com/membershandbook section 3.6 and is available in English.

General practice registration
We confirm that we are licensed to carry on general accountancy and tax practice by the Institute of Chartered Accountants in England and Wales.
Details about our registration as practicing members of the Institute of Chartered Accountants in England and Wales can be viewed at www.icaewfirms.co.uk using our firm name and location.