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Ethics and Our Licence

Giving you confidence that you’re making the right choice for your business

This Code of Ethics outlines the fundamental principles that guide our conduct and ensure that we deliver value to our clients, colleagues, and stakeholders while fostering trust and maintaining our reputation.

When it comes to accountants, it’s essential that you’re sure your finance professional is qualified and practices continued professional development. We’re licenced with AAT and are bound to the AAT Code of Professional Ethics, which means you can rely on our professionalism and quality of work.

Licenced & Regulated by the Association of Accounting Technicians
Licence Number: 20086900

Our fundamental principles

Licenced by AAT, we are bound and dedicated to upholding the IESBA’s Fundamental Principles. These include the following:

Integrity

We’ll be straight forward and honest in all aspects of our accountancy.

  • We act with honesty, fairness, and transparency in all our dealings.
  • Our marketing materials and financial advice are free from misleading claims or omissions.

Objectivity

We’ll put our unbiased professional judgement to use at optimising your tax position, and will never compromise this.

  • We avoid conflicts of interest and disclose any relationships or circumstances that may impair our impartiality.
  • We make decisions based on factual evidence and professional judgment, free from bias or undue influence.
  • We maintain independence in all professional activities, ensuring that neither personal interests, conflicts of interest, influences nor external pressures affect our work.
  • We manage and disclose conflicts of interest transparently.

Professional Competence & Due Care

We’ll keep our skills sharp with continued CPD, and act with care when working with you.

  • We maintain and enhance our skills, knowledge, and professional development to ensure high-quality services.
  • We perform our work with diligence and provide accurate, timely, and comprehensive advice tailored to client needs.

Confidentiality

Protecting your business’ data is important to us. We’re registered with the Information Commissioner’s Office for your peace of mind.

  • We affirm the privacy and confidentiality of all client and colleague information.
  • Confidential information is not disclosed to third parties without appropriate authority or unless legally/professionally obligated to do so.
  • We ensure secure handling and storage of sensitive data across both accountancy and marketing projects.
  • Company and client resources, including data, technology, and intellectual property, are used responsibly and solely for business purposes.

Professional Behaviour

We’ll promise to always act with professionalism when working with you.

  • We adhere to all applicable laws, regulations, and industry standards.
  • We act in a manner that enhances the reputation of our profession and business.
  • We treat clients, colleagues, and stakeholders with respect, fostering a collaborative and inclusive work environment.

Anti-Bribery & Corruption

We will prevent bribery, refuse improper gifts, ensuring transparent hospitality.

  • We maintain a zero-tolerance policy towards bribery and corruption.
  • We do not offer or accept improper gifts or incentives, and we record any hospitality transparently to avoid conflicts of interest.

Fair Treatment & Equal Opportunity

We will promote equality, prevent discrimination, value diversity, and ensure respect.

  • We are committed to promoting equality and preventing discrimination.
  • We strive to create an inclusive environment where diversity is valued and all individuals are treated with dignity and respect.

Whistleblowing

We will support speaking up, review concerns confidentially, ensure reporting.

  • We are committed to maintaining an environment where concerns can be raised openly and handled responsibly.
  • If anyone believes that something is not in line with our values or this Code of Ethics, we encourage them to speak up.
  • All concerns are treated seriously and will be reviewed carefully and confidentially, without fear of negative consequences for raising them in good faith.

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We’d be absolutely delighted to hear from you, whether it’s about some work, or just for a chat!

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