REGULATORY INFORMATION



Geldards LLP is a limited liability partnership registered in England and Wales under number OC313172. Our registered office is at Dumfries House, Dumfries Place, Cardiff, CF10 3ZF.

A list of members may be inspected at our registered office.

Any reference on this website to the term "Partner" is a reference to a member of Geldards LLP or an employee of an equivalent standing and qualification.

SRA Regulation

Geldards LLP is authorised and regulated by the Solicitors Regulation Authority (“SRA”) (SRA number 425641). and we are subject to the rules of professional conduct set out in the SRA Handbook 2011. A copy of those rules is available at www.sra.org.uk.

Our Professional Indemnity Insurance

We have compulsory professional indemnity insurance of £3 million in respect of each and every claim in place. Our policy covers work undertaken from offices in England & Wales, but extends to acts or omissions wherever in the world they occur. We have voluntary insurance cover in addition to this amount. Further details of both our compulsory and voluntary insurance cover is available from Jonathan Dancey, Finance Director.

Equality and Diversity

We are committed to promoting equality and diversity in all our dealings with clients, third parties and employees. Please contact us if you would like a copy of our Equality and Diversity Policy.

Accounting for interest on client money

We are required to account to clients for interest on money held by us on a client’s behalf if it is fair and reasonable to do so and in accordance with a written policy. Our policy is to account for interest on such money (at a rate determined by us from time to time) in respect of the period for which such money is held.

However, we will not account for interest on a matter if the amount of interest would be less than £50. In determining the rate payable, we take into account the rates generally obtainable from banks and building societies for instant access accounts and the amount payable by our bankers.

The rate currently determined by us is shown below or is obtainable on request.

The interest rate applicable for the period commencing 21 May 2018 is 0.05% per annum.

Complaints

We are committed to the provision of high quality legal advice and client care. However, if you are unhappy about any aspect of our service or your bill, please contact the partner responsible for the overall supervision of your matter.

We have a procedure in place which details how we handle complaints and includes information about how you can access the Legal Ombudsman Scheme. A copy of the procedure is available on request.

If we are unable to resolve your complaint and it relates to a contract we entered into online or by other electronic means, then, if you are a consumer, you may be able to submit your complaint to a certified alternative dispute resolution (ADR) provider in the UK via the EU ODR platform.

The ODR platform is an interactive website offering a single point of entry for disputes between consumers and traders relating to online contracts. The ODR platform is available to consumer clients only (i.e. where you have instructed us for purposes outside your trade, business, craft or profession).


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News

Geldards Advise on Simbec-Orion Share Acquisition
14/02/2019
Geldards’ Cardiff based corporate team has successfully advised the shareholders of Simbec-Orion Group Limited on the sale of a majority shareholding to CBPE Capital LLP. The investment was made by the £459m CBPE Capital Fund IX to acquire the shareholding of the Wales Life Sciences Investment Fund, a specialist fund managed by Arix Capital on behalf of Welsh Government.
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Events

Network Derby Eat Out 2019
15/10/2018
28th February 2019 - Derby
We would like to invite you to join us for our annual Eat Out on Thursday 28th February at 6pm at the pentahotel Derby.
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Blogs

Chairman's Blog - How can the next generation aspire if we don’t inspire?
16/08/2018
Locally, 57% of children don’t have a GCSE Maths and/or English grade A-C before arriving at college aged 16. With the experience and knowledge in our education system, the technology at our disposal and the business environment we have in the UK, I find this both staggering and disappointing.
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Publications

Salus – Wealth and Family Protection
02/10/2018
Salus Magazine is brought to you by the Private Client team at Geldards to help you protect your wealth and family.
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