Transfer of trade to Affinia Group Advisory Limited

As you will have been made aware from your heads of team, the transfer of trade from Clarkson Hyde, Dyer & Co, GWC and Richard Edwards Group to Affinia Group Advisory Limited happened on 1st September 2025, at the start of our new financial year.

What does this mean for you?

• All billing should now be in Affinia Group Advisory (after August month end close down).
• Engagement letters will now be sent out in the Affinia Group Advisory name. These will be staged and sent when new work is undertaken for existing clients.
• All new clients will be onboarded using the Summa Tech system. You should now raise a ticket and select the Onboarding option. You will then complete the New Client form, KYC and Risk Assessments as prompted by the software. In the coming weeks, Yunus and Tanya will be conducting Risk and Compliance training to support the process and understanding, but in the meantime, if you need any assistance, please reach out to Tanya and Yunus directly.
• Client money such as tax refunds should now use the Affinia Group Advisory set up. For some clients such as in payroll there will be a transitionary phase for the changeover.
• AML will now come under Affinia Group Advisory, please ensure you are following the guidance in place.

If you have any questions on the above, please do contact your line manager in the first instance.

Kind regards
Mark Middleton