Conflict of Interest Disclosure: Dual Role as Accountancy Firm and Personal Finance Provider.

As part of our commitment to transparency and ethical business practices, we acknowledge the potential conflict of interest that arises from our dual roles. On the one hand, we operate as an established accountancy firm that offers financial advisory and tax services to our valued clients. On the other hand, we have recently expanded our portfolio to include Personal Finance services, which can complement and enhance our overall product offering.

We recognise that this dual role may raise concerns about impartiality, confidentiality, and fair treatment. To address this, we have implemented the following measures:

1. Disclosure: We will communicate to our clients the existence of our Accountancy firm and Personal Finance services. Transparency is essential, and we will fully disclose any potential conflicts.
2. Client Choice: Clients have the autonomy to choose whether they wish to engage with our Personal Finance company. We respect their preferences and will ensure no undue pressure is exerted to opt for these additional services.
3. Separation of Functions: Our Accountancy and Personal Finance businesses are separate legal entities and operate as such, with distinct responsibilities. This separation ensures that client information remains confidential and that conflicts are minimised.
4. Ethical Decision-Making: At Gouldson & Co and Gouldson Finance, we are committed to making decisions that are in the best interests of our clients. We adhere to ethical standards and prioritise client welfare above all else.

By incorporating these safeguards, we aim to manage potential conflicts effectively while providing comprehensive and valuable services to our clients.