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Financial Services

BKL’s specialist financial services accountants support fintech, wealth managers, brokers and FCA-regulated businesses with audit, tax, accounts and compliance

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Our Specialist Financial Services

Our team of financial services accountants are highly experienced in helping businesses and entrepreneurs across the financial industry.

From startups to large groups; from UK-based to international and inward investing; from the traditional to the innovative.

Many of the businesses we support are regulated by the Financial Conduct Authority (FCA) or seeking FCA authorisation.

Our clients include:

  • Wealth and asset managers
  • Brokers
  • E-money institutions (EMIs) and e-payment services
  • Fintech, including cryptocurrency, NFTs and blockchain
  • FX clearers and traders
  • Hedge fund managers
  • IFAs
  • Businesses regulated by the Financial Conduct Authority (FCA) or seeking FCA authorisation


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Our specialist, up-to-date knowledge enables us to help you find solutions and strategies for the complex issues you deal with, day-to-day and longer term.

We can help you with:

  • Statutory audits
  • CASS audits
  • Safeguarding audits
  • Preparing statutory accounts
  • Bookkeeping and management accounts
  • Payroll
  • Tax planning and structuring
  • Specialist tax consultancy, including VAT and digital asset tax issues
  • Tax relief schemes including the Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS) and Enterprise Management Scheme (EMI)
  • Expanding to or from the UK
  • Compliance with FCA regulations including the Investment Firms Prudential Regime (IFPR) and Consumer Duty

“I have always been impressed with their professionalism, approachability and technical expertise.

With every engagement it has always been about working together to ensure that the process has been as efficient as possible and to the highest standards.”

Market Securities

Chris Bartlett – CFO

“BKL are responsive, knowledgeable and innovative. The team combine technical expertise with a personal service: we regularly speak and meet up to discuss issues. Across all the services they provide, including audit, tax and VAT consultancy, they are reliable and efficient in meeting the complex needs of our international group, including adhering to our tight reporting deadlines.

In compliance and advisory services alike, BKL have played a major part in Makor’s success. We look forward to that continuing and we highly recommend BKL to other businesses.”

Makor Group

Efraim Wolpert – CFO/COO

“I have been working with BKL since 1999. More than simply being my accountants, they have worked to build a relationship with the strength and qualities of a partnership.

The team at BKL have engaged with my personal and company needs in ways that are dependable, reassuring and, most importantly, innovative. BKL have always added value to my personal and business ambitions. I recommend them highly.”

Atlantic Trading London

Andrew Ndoca – Director

“We are a Canada based private equity firm, specialising in private, small and mid-cap energy companies. As professional advisers, we know how important it is to treat clients with honesty and integrity: exactly what we get from BKL.”

PillarFour Capital

Paul Colucci – Managing Partner

“It speaks volumes that we have been working with BKL for over 20 years. They have grown with us and remained innovative throughout, staying current with the ever evolving taxation landscape.”

Sequoia Capital

Doug Garistina, CEO

“We have been really impressed with the agile, quick and knowledgeable BKL team. They have been doing really well working on a difficult audit professionally, efficiently and completely as possible.

They have taken the challenges in their stride and worked collaboratively to solve them.”

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Stuart Dabb, VP of Finance

“We have worked with BKL for several years. They have always been there to guide Price Markets in any challenge we have faced, both when we started up and as we have matured.
BKL’s highly knowledgeable team have gone to great lengths to understand not just our business but our aspirations too. Their dedication and expert advice have been key to Price Markets’ success in a highly competitive industry.”

– Alexander Talei (CEO & Director)

Price Markets

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