COMPLEXITY… SIMPLIFIED

Financial Services

The challenges and opportunities for financial services businesses are varied. The more experienced your advisers are, the further your business can go.

OUR SPECIALIST Financial SERVICES

Our team is experienced in helping businesses and entrepreneurs across the financial services sector. 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


As a member of Innovate Finance, we can connect clients to other FS experts across the sector who can support your business.

who we're trusted by

OUR TEAM

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FIND OUT HOW OUR TEAM OF SPECIALISTS CAN HELP YOU

"We recommend BKL for their range of services. It means they’re experts not only in the financial services sector but in our business too. And most important of all to me, they are always available for help, discussion and general brainstorming.”

Chiehmi chan
CEO at Niten Capital Management

INSIGHTS

Alisha O’Donovan wins Citywealth Powerwomen Award!

Congratulations to BKL assurance manager Alisha O’Donovan on being a winner at the Citywealth Powerwomen Awards 2024! Alisha won...
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Jon Wedge at Fintech as a Force for Good 2023

We enjoyed Fintech as a Force for Good on 5 October, our first one as an Innovate Finance Member...
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What a digital pound would look like

BKL fintech partner and cryptocurrency accounting specialist Jon Wedge has contributed to Accounting Technician Magazine’s article on a central...
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NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

ENQUIRY FORM

By submitting this form, the data provided will be used to perform your request according to our privacy policy.