Disciplinary outcome: Wendy Bowman
Order by consent
In the matter of
Wendy Bowman MAAT
Business name
WB Accounting Services
Membership number
10297254
Date
20 February 2025
Misconduct
- She failed to maintain the minimum level of professional indemnity insurance (PII) cover as set out in paragraph 5 of AAT’s PII Policy
- She failed to have a written continuity of practice agreement in place as is required under AAT’s Continuity of Practice Policy.
- She submitted a licence renewal application wherein she answered “Yes” to the statement, “I am aware of and will adhere to the requirements of AAT’s Continuity of Practice Policy”.
- Her conduct at Allegation 3 above was misleading.
Finding
By reason of the conduct set out in the Allegations above, Wendy Bowman is guilty of misconduct pursuant to Article 21 of AAT’s Articles of Association.
Order
Wendy Bowman is hereby:
- Reprimanded for a period of two years
- Fined £2,000
- Warned about her future conduct.
Consent
The decision of the Investigations Team shall stand as an Order of the Association pursuant to Regulations 5.2 and 5.3 of the Disciplinary Regulations.
