Corporate Responsibility Policy

We’ve been a business in Gloucestershire for over 130 years and we’re proud to be part of such a vibrant community. It’s a great responsibility to make a positive impact within the community, and we take it very seriously.

Ethical issues

As a member firm of the Institute of Chartered Accountants in England and Wales, we uphold and maintain the institute’s high standards of ethical and professional conduct. All our team receive regular training to maintain and develop their professional skills, ensuring that our advice to clients is fully compliant.

We are also authorised and regulated by the Financial Services Authority (FSA) for investment business, which means that the advice we give must meet the standards required by the FSA.

The nature of our work gives us access to clients’ sensitive and confidential information. We treat this data with integrity and offer a secure document exchange service via this website, which means that we and our clients can share and receive information quickly, easily and safely. The way we hold and use information we obtain about our clients is also fully compliant with the Data Protection Act.

We welcome feedback on our services. If an individual experiences any issues with our service, we have a complaints procedure in place for them to follow.

Environmental issues

We deliver IT solutions that help our clients to work more effectively and efficiently. This also means that the amount of paper they use is reduced.

Our own waste paper is securely stored and then shredded on a monthly basis. This shredded material forms part of the 520,000 tons of paper recycled by our shredding service provider each year, helping to save around 9.4 million trees annually.