Official Information
Abbreviations & definitions
Sutton McGrath Hartley Ltd and Sutton McGrath Hartley Accountants Ltd are hereinafter referred to as SMH.
SMH Haywood & Co Limited is hereinafter referred to as SMH(H&CO)
SMH Andertons Liversidge Ltd is hereinafter referred to as SMH(AL)
BullockWoodburn Limited is hereinafter referred to as SMH(BW)
SMH Jolliffe Cork Ltd and SMH Jolliffe Cork Audit Ltd are hereinafter referred to as SMH(JC)
Sutton McGrath Hartley (Financial Services) LLP is hereinafter referred to as SMHFS
SMH Wills & Probate Ltd is hereinafter referred to as SMHW&P
SMH, SMH(AL), SMH(BW), SMH(H&CO), SMH(JC), SMHFS and/or SMHW&P are also referred to hereinafter as ‘the Company’, ‘we’ or ‘us’.
Provision of Services Regulations 2009
Legal entities
Our registered company numbers and VAT references (where applicable) are:
BullockWoodburn Limited – Company Number 06479910, VAT ref 757560110
SMH Andertons Liversidge Ltd – Company Number 12185638, VAT ref 331141260
SMH Contractors Ltd – Company Number 11266101, VAT ref 293230902
SMH (Capital Allowances) Ltd – Company Number 11344997
SMH Commercial Finance LLP – Registered Number OC434761
SMH Estates Ltd – Company Number 11668092
SMH Holdings Ltd – Company Number 10994263
SMH Haywood & Co Limited – Company Number 11764349, VAT ref 318665872
SMH Finance LLP – Registered Number OC425865
Sutton McGrath Hartley Ltd – Company Number 03090779, VAT ref 658144716
Sutton McGrath Hartley Accountants Ltd – Company Number 11005496
Sutton McGrath Hartley (Financial Services) LLP – Registered Number OC397211
SMH Wills & Probate Ltd – Company Number 07559955, VAT ref 129591978
SMH Jolliffe Cork Ltd – Company Number 13263945, VAT ref 375217686
SMH Jolliffe Cork Audit Ltd – Company Number 13322689, VAT ref 381524693
SMH Howard Matthews – Company Number 15141783
SMH Sheards – Company Number 06837228
Services
SMH: Chartered Accountants & Registered Auditors
SMH(BW): Chartered Accountants
SMH(AL): Chartered Accountants
SMH(H&Co): Chartered Accountants & Chartered Tax Advisers
SMH(JC): Chartered Accountants, Chartered Tax Advisers, & Registered Auditors
SMHFS: Independent Financial Planners
SMHW&P: Trust & Estate Practitioners
Head office, Registered Office and postal address for all companies:
5 Westbrook Court, Sharrow Vale Road, Sheffield S11 8YZ
Telephone numbers
Sheffield office 0114 266 4432
Chesterfield office 01246 277266
Rotherham (Haywood & Co) – 01709 377 909
Buxton (BullockWoodburn) – 01298 22108
Wakefield (Jolliffe Cork) – 01924 376045
Leeds (BCL) – 0113 242 4677
Harrogate (Howard Matthews) – 01423 524322
Leeds (Howard Matthews) – 0113 286 2663
Huddersfield (Sheards) – 01484 541 155
Website
SMH: smh.group
Email address
SMH: info@smh.group
Regulatory bodies and public registrations
Sutton McGrath Hartley Accountants Ltd is regulated by and registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales.
Details of SMH’s audit registration can be viewed at www.auditregister.org.uk, registration number C008618677.
SMH Jolliffe Cork Audit Ltd is regulated by and registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales.
Details of SMH(JC)’s audit registration can be viewed at www.auditregister.org.uk, registration number C009030025.
SMHW&P is Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales under license number C003760595
Professional rules and code of conduct can be accessed on the ICAEW website www.icaew.com. The ICAEW audit regulations can be viewed at www.icaew.com/regulations and the Financial Reporting Council’s Ethical Standard can be accessed from www.frc.org.uk.
You can access the full Probate register here.
Full probate regulations can be found here.
SMH Financial Services is authorised and regulated by the Financial Conduct Authority.
SMH Financial Services is entered on the Financial Services Register https://register.fca.org.uk/ under reference 740490.
Details on company registrations at Companies House can be viewed at www.companieshouse.gov.uk.
SMH Jolliffe Cork Ltd is not authorised by the Financial Conduct Authority and accordingly , if you need advice on investments, we may need to refer you to someone who is authorised . However, as we are licenced by the Institute of Chartered Accountants in England and Wales (our professional body), we may be able to provide certain investment services that are complementary to, or arise out of, the professional services we are providing to you.
We are included on the Financial Conduct Authority website at www.fca.org.uk/register, registration number 13297.
This part of our business, including arrangements for complaints or redress if something goes wrong, is regulated by the Institute of Chartered Accountants in England and Wales.
General terms and conditions
A letter of engagement detailing our terms and conditions will be provided at the commencement of any engagement to which they apply. This letter of engagement will also set out the services we have agreed to provide, our respective roles and responsibilities and other information.
Applicable law
Unless otherwise agreed, English law, with the English Courts having exclusive jurisdiction in relation to any claim, dispute or difference concerning the service and any matter arising from it.
Complaints
Complaints can be made by contacting the James Hartley or Jonathon Dickens at 5 Westbrook Court, Sharrow Vale Road, Sheffield S11 8YZ. In the event of you not being satisfied by our response, you may also bring the matter to the attention of the Institute of Chartered Accountants in England and Wales.
Details of any other dispute resolution procedure applicable to an engagement will be contained in the Terms of Business issued with the relevant letter of engagement.
Complaints about SMH Financial Services can be made by writing to Simon Turner at 18 Stalker Walk, Sharrow, Sheffield S11 8NF or calling 0114 266 4432.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
Professional Indemnity Insurance
We maintain professional indemnity insurance, the limit of which is £2 million for any one claim. Our insurers are Axa Insurance PLC whose Registered Office is 20 Gracechurch Street, London, EC3V 0BG and HCC Tokio Marine Insurance Limited whose Registered Office is 1 Aldgate, London, EC3N 1RE. The territorial coverage of our insurance is worldwide, excluding North America.
Data Protection
We are committed to protecting your privacy and complying with any data protection laws applicable to the UK.
If you would like to contact us regarding a privacy matter, you can do so via the details below;
Email: info@smh.group
Call: 0114 266 4432
Write: SMH, 5 Westbrook Court, Sharrowvale Road, Sheffield, S11 8YZ
