The Haines Watts Group consists of various firms in which Haines Watts Limited is a partner, member or shareholder, or firms controlled by such firms. Generally, “HW”, “Haines Watts” and “Haines Watts Group” refer to the network of member organisations, each of which is a separate and independent legal entity. Member organisations are not members of one legal partnership and are only liable for their own acts and omissions, and not those of each other.
The majority of these firms are not authorised under the Financial Services and Markets Act 2000, but because they are licensed by the Institute of Chartered Accountants in England and Wales, are able to offer a limited range of investment services to clients if they are incidental and / or complementary to, or arise out of, the other professional services they have been engaged to provide.
It is Haines Watts Group policy to refer most investment business, excluding corporate finance work, to Bestinvest Wealth Management, who are Financial Advisers, authorised and regulated by the Financial Conduct Authority under the Financial Services and Markets Act 2000, or to similarly authorised and regulated permitted third parties. Any work resulting from such a referral will be the subject of a separate engagement letter from the relevant firm, although the Financial Conduct Authority may or may not regulate the products or services mentioned in this publication.
This publication is designed for the general information of readers. The information represents Haines Watts Group’s present understanding of current and proposed legislation and HM Revenue and Customs practice. Whilst every effort has been made to ensure accuracy, information contained in this briefing may not be comprehensive and recipients should not act upon it without seeking professional advice from their usual adviser, noting that the values of investments may go down as well as up and are not guaranteed.