Disciplinary outcome: Annette Brooks
Order by consent
In the matter of
Mrs Annette Brooks FMAAT
Business name
Parberry Davies & Co
Membership number
267099
Date
24 August 2026
Misconduct
- She failed to hold clients’ money in a separate bank account held exclusively for clients’ money, contrary to paragraph 10 of AAT’s Clients’ Money Policy.
- She failed to have a written continuity of practice arrangement in accordance with AAT’s Continuity of Practice Policy.
Finding
By reason of the conduct set out in the Allegations above, Annette Brooks is guilty of misconduct pursuant to Article 21 of AAT’s Articles of Association.
Order
- Reprimanded for a period of two years.
- Fined £1,500.00.
- 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.
