Andrew F. Wye Limited
4 Beaufort Parklands - Railton Road
Guildford - Surrey - GU2 9JX
Tel: 01483 420039 - Mob: 07776250454
Director: Andrew F Wye BA (Hons), F. C. A.
Assistant: Carole Reynolds
Assistant: Eva Worman
J Tanna & Co Limited
135 Kings Road
Kingston Upon Thames - Surrey - KT2 5JE
Tel: 020 3897 2930 - Mob: 07776250454
Director: Andrew F Wye BA (Hons), F. C. A.
Consultant: Vijay M Shah B.Com (Hons) F. C. A.
Assistant: Susan Wright
Diversity report 2019
As part of the probate requirements for the Law Society and by the Institute of Chartered Accountants in England and Wales we take part in the diversity monitoring survey. Only Andrew F Wye Limited is included as no probate work is carried out by J Tanna & Co Limited. Our firm is an inclusive organisation and no prospective or existing client is excluded on grounds of sex, age, race, religious beliefs or disabilities. As an employer we do not discriminate on the grounds of sex, age, disability or ethnic origin. In relation to probate work the whole engagement is carried out by Andrew Wye. As we are a small firm any report for other team members would enable them to be identified and as such we therefore only complete the survey in relation to Andrew Wye. From this report we can confirm that he is an F.C.A. (Fellow of the Institute of Chartered Accountants in England and Wales), was born in August 1962 in Guildford, Surrey. He is a white male and both parents were white (one English and one Scottish).
All complaints should be addressed to Andrew Wye and can be e-mailed or posted to either office address as detailed on the front page. All such complaints will be addressed within 20 working days and we look to resolve them as soon as possible thereafter. If you are unhappy with the response you are entitled to contact the Institute directly. Your complaint should be addressed to firstname.lastname@example.org and refer to the relevant office so work from Kingston is C004202351 and Guildford C008332885. If the complaint relates to probate work then you should also address the Legal Ombudsman. This is time limited to 6 years and the contact details are 0300 555 0333 or letters to Legal Ombudsman, PO Box 6806, Wolverhampton WV1 9WJ or e-mails to email@example.com
We have Professional Indemnity Insurance arranged with Pure Risks Limited. The cover is worldwide excluding USA and Canada. Any claims should be addressed to the relevant office and will be forwarded to the appropriate insurer.
For J Tanna & Co Limited the limit of indemnity is £750,000 and the cover is split 50:50 between Munich Re 0457 and Great Lakes Insurance SE.
For Andrew F Wye Limited the limit of indemnity is £500,000 and the cover is with Syndicate DTW1991 at Lloyd’s.
General Data Protection Regulations
With effect from 25 May 2018 the new GDPR, and any applicable national laws, regulations and secondary legislation in the UK relating to the processing of personal data and the privacy of electronic communications, as amended, replaced or updated from time to time. We are committed to ensuring the protection of the privacy and security of any personal data which we process on your behalf. This includes complying with the Privacy and Electronic Communications (EC Directive) Regulations 2003 (SI2426/2003). We process your data in order to provide our services to you and/or any other legal entities you are involved with. We hold paper files and also electronic records which we use to process your information to produce accounts, tax returns and other information for your approval prior to submission to HM Revenue and Customs, Companies House or others on your behalf. We hold records for a minimum of 6 years and when we dispose of records they are shredded. We also hold data in order to comply with our legal and regulatory obligations. This includes identification of clients to comply with Money Laundering Regulations. We may disclose the client personal data to our regulatory body, the Institute of Chartered Accountants in England and Wales, and other third parties who we may consult for advice or who you instruct us to communicate with such as mortgage providers or other service providers. We shall maintain commercially reasonable and appropriate security measures, including administrative, physical and technical safeguards, to protect against unauthorised or unlawful processing of the client personal data and against accidental loss or destruction of, or damage to, the client personal data. We wish to continue to communicate with you in writing, by telephone and also using electronic communications in particular e-mail. By replying to any correspondence you are confirming you have opted in to continue to receive our communications by these means. If you do not wish us to use electronic communications please advise in writing and we will revert to other forms of communication.
Retention of records
During the course of our work we will collect information from yourselves and others acting on the company’s behalf and will return any original documents to you following preparation of accounts and/or tax returns. You should retain your records for 6 years following the end of the accounting or tax year. Whilst certain documents may legally belong to you or your company, unless you tell us not to, we intend to destroy correspondence and other papers that we store which are more than 6 years old, other than documents which we think may be of continuing significance. You must tell us if you require retention of a particular document.
Our fees are based on the time spent on your affairs by Andrew Wye and our staff and on the levels of skill and responsibility involved. Our fees will be agreed with you and will be billed at appropriate intervals during the course of the year and will be due on presentation. In most cases fees will be raised on completion of accounts and tax returns when due for your review. In the event we earn any commission from introduction to Sage software or any other source you will be advised of the amount earned and this will be reflected in our fees for other services.