Disciplinary outcome: Lisa Evans

Order by consent

In the matter of

Mrs Lisa Evans MAAT

Business name

Evans & Co Accountants & Tax Consultants Ltd

Membership number

10033132

Date

25 August 2025

Misconduct

  1. She failed to comply with regulation (10) of AAT’s Clients’ Money policy.

Finding

By reason of the conduct set out in the Allegations above, Lisa Evans is guilty of misconduct pursuant to Article 21 of AAT’s Articles of Association.

Order

1. Fined £1,000.
2. Reprimanded for a period of two years.

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.