Overview
Asset managers
EMIs
Brokers
Fintech
FX clearers and proprietary traders
Hedge fund managers
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
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
