Diversity summary as at 31 July 2020

We are an equal opportunities employer respecting individuals and encouraging progression based on merit regardless of socioeconomic backgrounds. Where possible we promote part-time and flexible working patterns and remote working.

As required by the Institute of Chartered Accountants in England and Wales (ICAEW) and as part of the firm’s accreditation to undertake non-contentious Probate Services, we are required to carry out regular diversity monitoring of our team and to publish the results.

Members of the team were requested to provide diversity data on a voluntary basis in accordance with ICAEW guidance and the results collated from the responses received are set out below.

Our team comprises:

ICAEW Chartered Accountant Director

2

Other Chartered Accountant Director

1

Other Qualified Accountant Director

1

Other Qualified Chartered Accountant

1

Other Qualified Accountant

6

Other Training Chartered Accountant

1

Other Training Accountant

3

Others

14

The age profile of the team is:

16-24

6

25-34

3

35-44

4

45-54

6

55-64

9

65+

1

Our team identifies as:

Male

7

Female

22

When asked if they considered themselves to have a disability, the responses were:

Yes

1

No

27

Prefer not to say

1

When asked if they considered their day-to-day activities to be limited because of a health problem or disability which has lasted, or is expected to last, at least 12 months, the responses were:

Yes, limited a little

1

No

27

Prefer not to say

1

All of our current team are White British of English, Welsh, Northern Irish or Scottish extraction.

When asked about faith, our team identified themselves as follows:

Christian

15

No religion

13

Prefer not to say

1

When asked about their sexual orientation, our team identified themselves as follows:

Heterosexual

28

LGBTQ

1

All of our team members mainly attended a UK state school between the ages of 11 and 18 and:

5

Were part of the first generation of their family to attend University

24

Did not attend University

1

Had one or more parents who had completed a University degree course or equivalent.

9 of our team have professional accountancy qualifications and the rest have achieved the following levels of formal qualification:

1-4 ‘O’ levels or equivalent

2

5+ ‘O’ levels or equivalent

5

NVQ Level 2 or equivalent

1

Diploma

3

2+ ‘A’ levels or equivalent

5

NVQ Level 3 or equivalent

2

Undergraduate degree

1

NVQ Level 4 or equivalent

1

Whilst in education:

6

Team members were in households in receipt of income support

21

Team members were in households that did not receive income support

2

Team members do not know if their household was in receipt of income support

5

Team members received free school meals

24

Team members did not receive free school meals

Whilst working for us:

7

Team members are a primary carer for a child under 18

21

Team members are not a primary carer for a child under 18

1

Team member preferred not to comment on whether they are the primary carer for a child under 18

21

Team members are not involved in the care or support of someone with a long-term physical or mental health disability

4

Team members provide between 1 and 19 hours of care and support to someone with a long term physical or mental health disability

1

Team member provides between 20 and 49 hours of care and support to someone with a long term physical or mental health disability

3

Team members provide more than 50 hours of care and support to someone with a long term physical or mental health disability