Reference & Administrative Information

Company Registration

The company number of The Wates Foundation Limited is 1605766. The registered office of The Wates Foundation Limited is Wates House, Station Approach, LEATHERHEAD, Surrey KT22 7SW. The Company Secretary is Mr Brian Wheelwright.

Charity Registration

The Wates Foundation’s registered charity number is 247941. The business address of The Wates Foundation is Wates House, Station Approach, LEATHERHEAD, Surrey KT22 7SW. The Director is Mr Brian Wheelwright.

Investment Managers

Morgan Stanley Private Wealth Management,
20 Bank Street,
Canary Wharf,
LONDON
E14 4QA.

Morgan Stanley Private Wealth Management is part of Morgan Stanley International Limited and is authorised and regulated by the Financial Services Authority.

Aberdeen Asset Management is authorised and regulated by the Financial Services Authority.

Financial Advisers

Jewson Associates
12-14 Mason’s Avenue
LONDON
EC2V 5BB

Jewson Associates is regulated by the Financial Services Authority.

Bankers

CAF Bank Limited
25 Kings Hill Avenue
Kings Hill
West Malling
ME19 4JQ

Auditors

Sayer Vincent,
Chartered Accountants & Registered Auditors,
8 Angel Gate,
City Road,
LONDON,
EC1V 2SJ.

Links

The Foundation is a member of the Association of Charitable Foundations (ACF). It seeks as far as possible to adhere to the guidelines for good practice co-published by the ACF.

The Foundation is a member of London Funders.

The Foundation’s Director is a member of the Foundations Forum.

More information about the Foundation and the grants that it makes is available in its Annual Report at 2009 Accounts