LEVICKS PROBATE SERVICES

As required by the Institute of Chartered Accountants of England and Wales and as part of the firm’s accreditation to undertake Probate Services, we are required to undertake diversity monitoring which is carried out on an annual basis.

Staff were requested to provide diversity data on a voluntary basis in accordance with ICAEW guidance and 70% responded. This is sufficient to provide a reliable analysis of the firm’s diversity profile.

Levicks is an equal opportunities employer respecting individuals and encouraging progression based on merit regardless of socioeconomic backgrounds.

The results as at 31 March 2019 of the responses received are as follows:

Chartered Accountant partners 3
Other Accountant partners 3
Other qualified Accountants 8
Training Chartered Accountant 1
Training non Chartered Accountant 1
Others 7

Of the partners 3 are female and 3 male.

The age profile of the firm is as follows:

16-24 2
25-34 4
35-44 7
45-54 7
55-64 3
65+ 0

Gender distribution is as follows:

Male 10
Female 13

Qualifications

16 respondents had professional qualifications.

Disability

All respondents were considered not disabled as per the Equality Act, nor affected by any health issues.

Ethnic group

Of the 23 respondents, 19 considered they were British, 2 considered themselves Asian/Asian British, 1 was Other White background, and 1 preferred not to say.

Sexual orientation

21 confirmed they were heterosexual, 1 confirmed they were bisexual and 1 preferred not to say.

Religion

13 respondents confirmed being Christians, 9 had no religion and 1 preferred not to say.

Family financial support

19 respondents families did not receive income support, 1 confirmed they did, 2 were unaware and 1 preferred not to say. 20 respondents confirmed their family did not receive free school meals, 2 were unaware and 1 preferred not to say.