Regulatory Information

Jackson Stephen LLP

Jackson Stephen LLP is a limited liability partnership registered in England with registered number OC305732. The term ‘partner’ is used to refer to a member of Jackson Stephen LLP or an employee or consultant with equivalent standing and qualifications. A list of members of Jackson Stephen LLP and of the non-members who are designated as partners is available at our registered office James House, Stonecross Business Park, Yew Tree Way, Warrington, Cheshire, WA3 3JD.

Jackson Stephen LLP is registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

Audit Registration

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and, www.cro.ie/auditors for Ireland, under reference number C001037870.

Professional Indemnity Insurance

In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is PI Protect - Barbican Syndicate at Lloyds, Barlow House, Minshull Street, Manchester, M1 3DZ. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.

Independent Financial Advice

Independent financial planning advice is provided by Jackson Stephen Wealth Management LLP.

Jackson Stephen Wealth Management LLP

Jackson Stephen Wealth Management LLP is a limited liability partnership registered in England with registered number OC347470. The term ‘partner’ is used to refer to a member of Jackson Stephen Wealth Management LLP or an employee or consultant with equivalent standing and qualifications. A list of members of Jackson Stephen Wealth Management LLP and of the non-members who are designated as partners is available at our registered office The Shippon, Laskey Farm, Lymm Road, Thelwall, Warrington, Cheshire, WA4 2TF.

Jackson Stephen Wealth Management LLP is an appointed representative of Prolific Financial Services Limited who are authorised and regulated by the Financial Conduct Authority, register number 198057.

Privacy Policy

Protection of personal data

For the purposes of the Data Protection Act 1998, you acknowledge that by registering your details with us and using our services, certain information or data about you will be captured electronically. You agree that we may use, store, or process such information or data so that we can provide our products and services to you or provide you with up to date technical information, in addition to receiving our monthly Top Tax Tip emails and invitations to our events. We may also update you about our other products and services from time to time.

We do not allow any third parties to collect information through our website. We will only share information with third parties engaged exclusively in the activity of marketing our products and services or as required by law or other legal processes.

Updating your personal information

You may change the information we store about you or request that we stop using your personal data at any time by emailing us at info@jackson-stephen.co.uk.

Jackson Stephen LLP reserves the right to update this privacy policy in order to comply with changing UK data protection legislation and industry best practice. If we change our privacy policy we will place notices on the website and post the changes on this page.

If you have any queries or concerns about our privacy policy or the practices of our web site, please email us at info@jackson-stephen.co.uk.

Disclaimer

All information provided in this website has been prepared for general information and illustration purposes and does not establish, in any form, a business or professional services relationship with Jackson Stephen LLP.

Although we have taken due care in the preparation of all information contained in this website, any reliance on the information is solely at the user’s risk. Professional advice should always be taken in relation to your circumstances. Jackson Stephen LLP accepts no responsibility for any loss (whether personal or business) resulting from reliance on any information contained in this website.