Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 2 years
- Protected through the principal
- No FCA actions
- Active company since 2009
- Accounts filed up to 31 March 2026
Responsible principal firm
Quilter Financial Services Limited Reference number: 440703 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- TAX AND ACCOUNTING YORKSHIRE LTD (FRN 1005497) introduces customers to Quilter Financial Services Limited (FRN 440703). Any regulated advice or arranging is done by the principal, not TAX AND ACCOUNTING YORKSHIRE.
- Example: if TAX AND ACCOUNTING YORKSHIRE refers you to a financial adviser, the advice should come from the principal firm, not from TAX AND ACCOUNTING YORKSHIRE itself.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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No website on the FCA register
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Phone number
-
Address
Tax Assist Accountants, 30 North Street, Keighley, Bradford, BD21 3SE, United Kingdom
In the full report: 2 background checks
- What kind of line 01535 601199 is
- Who else gives the postcode BD21 3SE
Other names (1)
If you were contacted under any of these names, it is this firm.
- TaxAssist Accountants Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 07010521 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 7 September 2009 (17 years old)
- Registered office
- 30 North Street, Keighley, West Yorkshire, BD21 3SE
- Nature of business
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- Accounting and auditing activities (SIC 69201)
- Bookkeeping activities (SIC 69202)
- Tax consultancy (SIC 69203)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| David Andrew Forrester | Director | Dec 1972 | 7 Sep 2009 | 2 other companies |
| Julia Elizabeth Forrester | Director | Apr 1970 | 27 Jul 2022 | 1 other company |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 3
- closed down
- 1
- still active
- 2
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£24.0k
+9.1% from £22.0k
Cash at bank
£128k
+18% from £108k
Employees (average)
15
−6.3% from 16
Owed within a year
£194k
+16% from £168k
Assets and liabilities
In the full report: all 8 years of accounts
- Every year from 2019 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 07010521. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Tax and Accounting Yorkshire’s history from the FCA register and Companies House, newest first.
2023
5 November 2023
- Became an introducer appointed representative
FCA register
2022
5 May 2022
- David Andrew Forrester stopped being a part-owner
- Julia Elizabeth Forrester stopped being a part-owner
- Tax And Accounting Yorkshire Trustees Limited took control (75–100% of shares)
Companies House
2020
14 April 2020
- Julia Elizabeth Forrester became a part-owner (25–50% of shares)
Companies House
2016
30 June 2016
- David Andrew Forrester became a part-owner (25–50% of shares)
Companies House
2009
7 September 2009
- Incorporated at Companies House
Companies House
In the full report: all 12 events
- All 12 events in its history (7 shown here)
- Every director appointment and resignation: 4
Firms like Tax and Accounting Yorkshire
Other firms of the same type (financial adviser), nearest first.
In Keighley
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Tax and Accounting Yorkshire
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 2 background checks on its contact details
- 8 years of accounts, charted
- All 12 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk